CALL US
1 (868) 609-2288
contact@bluechiptt.com
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CALL US
1 (868) 609-2288
contact@bluechiptt.com
ADDRESS
39 Pelican Drive, Philippine, San Fernando, Trinidad and Tobago
In this short video we show you how to create new Microsoft Dynamics 365 Sales accounts and contacts from within QuoteWerks. This is a great option if your first engagement
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QuoteWerks built in contact manager gives you the ability to store company and contact information to be used on QuoteWerks quotes. These companies and contacts can be created from the
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In this short video we review the process of setting up a Datalink between QuoteWerks and Salesforce. Datalink is used to share nonstandard field data between the two systems. In
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In this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in Salesforce. Doing so can help you mirror existing workflows, creating a link to
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In this short video, we show you how to take quotes and proposals created in QuoteWerks, using the Salesforce integration, to the next level by including additional supplemental information. This
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This short video reviews how you can quote items to Salesforce customers. With QuoteWerks and QuoteValet you can make items optional and give the ability for the customer to change
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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
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In 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
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In 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
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QuoteWerks provides the ability to manage purchasing and sourcing from vendors and distributors. Features that support this range from simple vendor information management to the ability to create purchase orders
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