Category: QuoteWerks

Share Custom Field Data with Hubspot Using Datalink | QuoteWerks

In this short video we review the process of setting up a Datalink between QuoteWerks and Hubspot CRM. Datalink is used to share nonstandard field data between the two systems.

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Associate Quotes with Existing Hubspot CRM Deals | QuoteWerks

In this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in Hubspot CRM. Doing so can help you mirror existing workflows, creating a link

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Pain Point Webinar Series – Spending too Much Time Looking Up and Gathering Prices from Vendors?

This webinar focuses on the challenges of sourcing items and finding prices from your vendors. Vendor sourcing can be challenging. Sales teams have to search multiple vendor sites to compare

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Optional Items on Hubspot CRM Quotes with QuoteValet | QuoteWerks

This short video reviews how you can quote items to Hubspot CRM customers. With QuoteWerks and QuoteValet you can make items optional and give the ability for the customer to

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Attaching Additional Documentation to Hubspot CRM Quotes | QuoteWerks

In this short video, we show you how to take quotes and proposals created in QuoteWerks, using the Hubspot CRM integration, to the next level by including additional supplemental information.

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Using the Hubspot CRM Products List | QuoteWerks

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

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Quick Hubspot CRM Integration Overview | QuoteWerks

In this short video we introduce you to the integration between Hubspot CRM and QuoteWerks. This includes pulling in contacts and items from Hubspot CRM, creating and updating deals, and

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Create New Companies and Contacts in Hubspot CRM | QuoteWerks

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

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Alternate Currency and Exchange Rate Maintenance | QuoteWerks

For companies selling into multiple countries, managing the different currencies and exchange rates can be difficult. QuoteWerks has two features, Alternate Currency and exchange rate maintenance, that can help you

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Share Custom Field Data with Connectwise Using Datalink | QuoteWerks

In this short video we review the process of setting up a Datalink between QuoteWerks and Connectwise. Datalink is used to share nonstandard field data between the two systems. In

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