Category: QuoteWerks

QuoteWerks Web Bundles Overview

In this short video we introduce bundles in QuoteWerks Web. With bundles you can preconfigure a group of products that can be added to a quote in just a few

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QuoteWerks Customer and Product Profile Based Pricing

This video reviews how to set and use Customer and Product Based Profile pricing. This pricing strategy is useful for companies that have different groups of customers whose pricing is

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QuoteWerks Web – The Quote Workbook

In this video we review the Quote Workbook in QuoteWerks Web and how you can use the tools there to create accurate, customized quotes with minimal effort. The review includes

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Section Headers, Heading Lines and Summary Lines in QuoteWerks Web

In this video we go over the similarities and differences between Section Headers, Heading Lines and Summary Lines and how to add them to a #QuoteWerks document. They are powerful

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QuoteWerks Web HubSpot CRM Integration Overview Webinar

In this webinar, we demonstrate the integration between HubSpot CRM and QuoteWerks Web. We walk through using the integration, including pulling in contacts and products from HubSpot CRM, sending deals

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QuoteWerks Web Email Options

In this video we review the different email options you have from within QuoteWerks. This includes the ability to leverage email templates, send one off emails to contacts, using QuoteValet

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QuoteWerks Web Price History Feature

In this short video we show you how to view price history for an item both for an individual customer and across all customers. This is useful when quoting an

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QuoteWerks Ingram Micro JSON API Integration

The QuoteWerks Online Ordering integration with Ingram Micro for users in the USA and Canada has been rewritten to use JSON rather than XML. This video discussed those changes and

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QuoteWerks Web – Creating and Using QuoteWerks Product Data Sources

In this video we walk you through how to create a QuoteWerks Product Data Source in QuoteWerks Web. These data sources can be manually created or created via a file

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QuoteWerks Web HubSpot CRM Integration Overview

This video walks you through using the QuoteWerks integration with HubSpot CRM including deal creation and updating, writing line items into HubSpot CRM, searching for items in QuoteWerks from the

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