Quick Salesforce Integration Overview | QuoteWerks Web

In this short video we introduce you to the integration between Salesforce and QuoteWerks Web. This includes pulling in contacts and products from Salesforce, creating and updating opportunities, and converting

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Create New Accounts and Contacts in Salesforce | QuoteWerks Web

In this short video we show you how to create new Autotask companies and contacts from within QuoteWerks. This is a great option if your first engagement with a customer

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Using the Salesforce Products List | QuoteWerks Web

In this video we quickly review the process to set up your Salesforce products list as a product data source in QuoteWerks Web. Doing so gives you the ability to

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How to export to Google Docs from a Gemini prompt

In this week’s episode of Google Workspace Productivity Tips, we’ll show you how to export to Google Docs from a Gemini prompt

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