Tag: quotewerks

Celebrating #PiDay 2024 today at #QuoteWerks Headquarters in Orlando, FL.

Happy Pi Day, folks! 🥧✨ Let’s celebrate the infinite beauty of mathematics today and indulge with a slice of Ï€.

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Workflow & Validations Third-Party Add-On Module Webinar | Recorded February 2024

During this webinar, Paul Hodgetts, Managing Director of Quintadena, provided an in-depth demonstration of this advanced integration.

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QuoteWerks Data Manager Overview

Join us as we explore the QuoteWerks Data Manager including the Export tab, providing insights into creating template DataSet files and comprehensive exports. Learn the nuances of the Import tab,

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Settings Manager – Copying a User Setting to All Users | QuoteWerks

Note: This video is designed for a User with Master Rights or a QuoteWerks Administrator.

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QuoteWerks Zip+4 Based Sales Tax Rates

Zip+4 Based Sales Tax Rates

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QuoteWerks v24: Address Verification

Do you manually type Addresses into QuoteWerks? Are the Addresses in your CRM always accurate? Have you ever forgotten to include a Suite number? With the Address Verification feature, these

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QuoteWerks v24: Auto Address Fix and Realtime Sales Tax

Your addresses can automatically be fixed, and the sales tax rate can automatically be retrieved when the contact is retrieved from your CRM using the QuoteWerks Realtime module. You no

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QuoteWerks v24: Etilize Recent Searches

Have you ever added items to your quote from Etilize searches but couldn’t remember the search terms you used? Your most recent searches will now be available to you.

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