Hi, Mike,

Within the Client Portal (just sign in), you'll find the manuals and such under Documentation, Product Documentation.

You'll also find both the Webinars and Show Me How videos (along with the Tech Tips) here under Online Training.

Regarding a simple quote import file, yes, there is such a file.

Using sample data (Softrak\ACWIN\Samdata extension SAM), select File | Import | Quotes. You'll see on the resulting File Information tab that the sample import file is QTQUTIM.CSV. There are 6 sample templates provided. Choose the template you're interested in and add that number to the file name (eg. QTQUTIM2.CSV) or use the Browse button to drill down to the folder and files.