This video is an overview of how QuoteWerks Web integrates with ACT! for Web to streamline creating quotes and proposals. QuoteWerks automates retrieving contact information from ACT!, creates attachments, updates
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In this video we walk you through how to set up the Act! for Web integration with QuoteWerks Web. The Act! for Web integration with QuoteWerks Web has many integration
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QuoteValet is the online quote delivery and Acceptance Vehicle for QuoteWerks. QuoteValet is designed to be a turnkey solution enabling you to start delivering interactive quotes in minutes.
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During this webinar we discussed the QuoteWerks built-in contact database and the addition of multiple contact support in Version 24 Build 3. We reviewed how to look up a company
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In this video we review the options and steps taken to configure DomainKeys Identified Mail or DKIM in QuoteValet. We review simple and advanced implementation and discuss considerations when choosing
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This video reviews how to set up and use the Real Time Shipping Integration in QuoteWerks. The Real Time Shipping Integration allows you to pull your real time shipping rates
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This video reviews different concepts associated with accelerating the quote to cash (QTC) cycles using QuoteValet. We review how to configure quotes to be interactive, providing users the ability to
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This video reviews how you can create and use custom email templates in QuoteWerks. These templates can be used when sending quotes or proposals to Customers, sending one off emails,
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This video reviews how to import vendor lists into QuoteWerks using the Vendor Import Wizard. Vendor information can be used when creating documents, purchase orders, or when using VendorRFQ. The
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In this video we walk you through the QuoteWerks integration with HaloPSA. We show how to pull in a contact from the HaloPSA Customers database, how to create a HaloPSA
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