In this webinar we review the different options users have to enable their purchasing process in QuoteWerks. This includes the creation and manual submission of purchase orders as well as
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In this video we review the Pipedrive integration in QuoteWerks Web. This includes the integration points such as searching and pulling in Pipedrive contacts, creating and updating Pipedrive sales deals,
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This short video reviews how you can quote items to Pipedrive 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 Pipedrive and QuoteWerks. This includes pulling in contacts and products from Pipedrive, creating and updating deals, and converting deals
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In this video we demonstrate the ability to link quotes in QuoteWerks to an existing deal in Pipedrive. Doing so can help you mirror existing workflows, creating a link to
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In this short video we review the process of setting up a Datalink between QuoteWerks and Pipedrive. Datalink is used to share nonstandard field data between the two systems. In
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In this short video, we show you how to take quotes and proposals created in QuoteWerks Web, using the Pipedrive integration, to the next level by including additional supplemental information.
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In this short video we show you how to create new Pipedrive companies and contacts from within QuoteWerks Web. This is a great option if your first engagement with a
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In this video we quickly review the process to set up your Pipedrive products list as a product data source in QuoteWerks Web. Doing so gives you the ability to
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In this video we walk through the steps needed to set up the Pipedrive integration in QuoteWerks Web. This includes integration points such as searching and pulling in Pipedrive contacts,
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