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
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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In this webinar we focus on the challenges of collecting payments from customers once the quote or proposal has been accepted. From waiting for checks in snail mail, sales reps
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In this webinar, we demonstrate how to use the Layout Designer in QuoteWerks. We walk through how to use the Layout Designer to turn sample layouts into professional looking, branded
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In this short video we review the process of setting up a Datalink between QuoteWerks and Autotask. Datalink is used to share nonstandard field data between the two systems. In
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This short video reviews how you can quote items to Autotask 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 video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in Autotask. 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 Autotask integration, to the next level by including additional supplemental information. This
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