Category: QuoteWerks

QuoteWerks Web Scripting Manager | Testing Area

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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QuoteWerks Web Scripting Manager – Saving a Script

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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Introduction to QuoteWerks AI Scripting #quotewerks #AI #CPQ

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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QuoteWerks Web Scripting Manager | AI Assistant Overview

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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QuoteWerks Web Scripting Manager | Creating a Script

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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QuoteWerks Product Price Management | Feature Spotlight Webinar

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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Using the QuoteWerks Configurator | Feature Spotlight Webinar

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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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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