CALL US
1 (868) 609-2288
contact@bluechiptt.com
ADDRESS
39 Pelican Drive, Philippine, San Fernando, Trinidad and Tobago
CALL US
1 (868) 609-2288
contact@bluechiptt.com
ADDRESS
39 Pelican Drive, Philippine, San Fernando, Trinidad and Tobago
Join us as we explore the QuoteWerks Data Manager including the Export tab, providing insights into creating template DataSet files and comprehensive exports. Learn the nuances of the Import tab,
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Note: This video is designed for a User with Master Rights or a QuoteWerks Administrator.
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Obtain Tax Rate from your CRM
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Do you manually type Addresses into QuoteWerks? Are the Addresses in your CRM always accurate? Have you ever forgotten to include a Suite number? With the Address Verification feature, these
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Your addresses can automatically be fixed, and the sales tax rate can automatically be retrieved when the contact is retrieved from your CRM using the QuoteWerks Realtime module. You no
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Have you ever added items to your quote from Etilize searches but couldn’t remember the search terms you used? Your most recent searches will now be available to you.
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Do all of your addresses in your CRM have the Zip code +4 digits (also known as the 9-digit zip code)? In most cases, they do not. This is required
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Do you use QuoteWerks Web and also have a Microsoft Azure Domain? You can now log into QuoteWerks Web using Single Sign On (SSO) with Microsoft Azure.
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