Category: QuoteWerks

Share Custom Field Data with Connectwise Using Datalink | QuoteWerks

In this short video we review the process of setting up a Datalink between QuoteWerks and Connectwise. Datalink is used to share nonstandard field data between the two systems. In

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Using the ConnectWise Product Catalog | QuoteWerks

In this video we quickly review the process to set up your ConnectWise product catalog as a product data source in QuoteWerks. Doing so gives you the ability to use

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Create New Companies and Contacts in ConnectWise | QuoteWerks

In this short video we show you how to create new Connectwise companies and contacts from within QuoteWerks. This is a great option if your first engagement with a customer

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Attaching Additional Documentation to Connectwise Quotes | QuoteWerks

In this short video, we show you how to take quotes and proposals created in QuoteWerks, using the Connectwise integration, to the next level by including additional supplemental information. This

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Attaching Additional Documentation to Connectwise Quotes | QuoteWerks

In this short video, we show you how to take quotes and proposals created in QuoteWerks, using the Connectwise integration, to the next level by including additional supplemental information. This

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Associate Quotes with Existing Connectwise Opportunities | QuoteWerks

In this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in Connectwise. Doing so can help you mirror existing workflows, creating a link to

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Optional Items on Connectwise Quotes with QuoteValet | QuoteWerks

This short video reviews how you can quote items to Connectwise customers. With QuoteWerks and QuoteValet you can make items optional and give the ability for the customer to change

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Quick ConnectWise Integration Overview | QuoteWerks

In this short video we introduce you to the integration between ConnectWise PSA and QuoteWerks. This includes pulling in contacts and products from ConnectWise, creating and updating opportunities, and converting

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Optional Items on Autotask Quotes with QuoteValet | QuoteWerks

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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Attaching Additional Documentation to Autotask Quotes | QuoteWerks

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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