Anatomy of a Quote File

A SalesDoc Architect quote file is an Excel file comprised of several elements, including FUNCTION BUTTONS at the top and DATA TABS at the bottom.


Each quote file contains three core data modules





Product configuration and document selection tabs can also be incorporated into SDA quote files, either by importing these tabs on a quote-by-quote basis via Insert >> Tab or by specifying one or more of these tabs as default tabs within a Quote Template .  


SDA Folder/File Structure


SDA Managers should become familiar with SDA’s folder and file structure, as there are numerous files that can be customized to meet the needs of an organization. Below is a summary of the file structure, all of which exists under the installation folder (usually c:\CorsPro ).



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