Category: QuoteWerks

Share Custom Field Data with Act! for Web Using Datalink | QuoteWerks

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

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Optional Items on Act! for Web Quotes with QuoteValet | QuoteWerks

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

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Create New Companies and Contacts in Act! for Web | QuoteWerks

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

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Attaching Additional Documentation to Act! for Web Quotes | QuoteWerks

In this short video, we show you how to take quotes and proposals created in QuoteWerks, using the Act! for Web integration, to the next level by including additional supplemental

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Quick Overview: Act! for Web | QuoteWerks

In this short video we introduce you to the integration between Act! for Web and QuoteWerks. This includes pulling in contacts from Act! for Web, creating and updating opportunities, and

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Share Custom Field Data with Microsoft Dynamics 365 Sales Using Datalink | QuoteWerks Web

In this short video we review the process of setting up a Datalink between QuoteWerks and Microsoft Dynamics 365 Sales. Datalink is used to share nonstandard field data between the

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Pain Point Webinar Series – Sending Quotes & Proposals Full of Errors?

In this webinar we focus on the challenges of sending quotes full of errors. From sales reps sending quotes with mistakes, sending quotes without management approval, margins too low, or

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Associate Quotes with Existing Microsoft Dynamics 365 Sales Opportunities | QuoteWerks Web

In this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in Microsoft Dynamics 365 Sales. Doing so can help you mirror existing workflows, creating

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Pain Point Webinar Series – Trouble Finding and Managing your Quotes and Proposals?

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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Quick Microsoft 365 Dynamics Sales Integration Overview | QuoteWerks Web

In this short video we introduce you to the integration between Microsoft 365 Dynamics Sales and QuoteWerks Web. This includes pulling in contacts from Microsoft 365 Dynamics Sales, creating and

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