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
Read FullIn 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
Read FullIn 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
Read FullIn 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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