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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What an incredible time at ASCII Edge Toronto! 👏
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Join us for our Pain Points Webinar Series, where we dive into common business challenges that companies face when creating quotes and proposals.
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In this short video, we show you how to take quotes and proposals created in QuoteWerks, using the Pipedrive integration, to the next level by including additional supplemental information. This
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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 video we quickly review the process to set up your Pipedrive products list as a product data source in QuoteWerks. Doing so gives you the ability to use
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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 show you how to create new Pipedrive companies and contacts from within QuoteWerks. This is a great option if your first engagement with a customer
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In this short video we introduce you to the integration between Zoho CRM and QuoteWerks. This includes pulling in contacts and products from Zoho CRM, creating and updating deals, and
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In this video we show you how to build a layout so that it cycles through and prints all line items on a document with line type specific formatting. This
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