This short video introduces the QuoteWerks Web Scripting Manager and the Testing Area where you can write and run scripts before pushing them to production. This is a great tool
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In this short video we discuss the QuoteWerks Web Scripting Manager and how to save a script to an event trigger.
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Want more control and customization in QuoteWerks Web? WE GOT YOU! 💪 Check out the new AI functionality that lets you automate calculations, pull in specific data, create custom workflows,
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In this short video we review the AI Assistant in the QuoteWerks Web Scripting Manager. The AI Assistant allows you to quickly and easily create scripts from prompts meaning you
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This short video shows you how to create and enable a script using the QuoteWerks Scripting Manager and the AI assistant.
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In this webinar, we will demonstrate how to set up and use product and service pricing in QuoteWerks. We will walk through how to use the Product Datasource Import Wizard,
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In this webinar, we demonstrate how to set up and use the Configurator in QuoteWerks. We walk through how to use the Configurator to turn products and services is a
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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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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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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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