Category: QuoteWerks

Etilize Favorites, Folders, and the Workspace

Watch this video to see how you can easily organize the items you sell from Etilize into folders and subfolders in your Public and My Favorites folders. Additionally, see how

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Access Rights for Layouts, Cover Pages, and Literature

Enable access rights on cover pages, layouts, and literature files. Choose which users and groups can view and modify these files. Streamline your Deliver Window for your users so only

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QuoteWerks Version 5.6 Build 1 Release Webinar

During this webinar, we introduce and demonstrate the newest features in QuoteWerks, Version 5.6! Our latest release includes new features such as Access Rights for layouts, covers, and literature documents,

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Having trouble keeping your team in the loop during the sales process?|QuoteWerks Pain Point Webinar

Watch this month’s Pain Point webinar where we discuss and demonstrate how to keep your entire team in the loop during the sales process. By utilizing QuoteValet notifications, you can

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Trouble Finding and Managing Your Quotes and Proposals? | Pain Point Webinar Series

In this webinar, we cover the pain points of finding and managing quotes and proposal documents. Many times it is difficult to find your previously created quotes and proposals and

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Pain Point Webinar Series: Need to offer more flexible payment options?

Watch this month’s Pain Point webinar where we discuss and demonstrate how to offer flexible payment options. From providing multiple payment options to surcharges or discounts, this webinar demonstrates how

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QuoteWerks 4-minute Tour – Sales Quoting and Proposal Software

QuoteWerks enables you to reduce your quoting time from hours to just minutes. If you are using Word, Excel, or even your accounting software to create your quotes and proposals,

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QuoteWerks Web and Kaseya BMS Integration Video

Watch this video to see how Kaseya BMS integrates with QuoteWerks Web! The integration includes contact support, creating and updating opportunities, follow-up scheduling, and much more all in QuoteWerks Web!

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QuoteValet File Sharing

Share files with your clients directly through QuoteValet. Using the QuoteValet File Share feature, you and your clients can directly share files between each other that are needed to complete

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Zoho CRM Integration Overview

This video demonstrates the features and functionality of the QuoteWerks to Zoho CRM integration. We’ll walk through pulling contacts, creating and updating deals, auto-links, and much more.

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