Tag: quotewerks

Retrieve the Sales Tax Rate from Datto Autotask PSA | QuoteWerks®

In this video, we will go through the process of retrieving your customer’s sales tax rate from Datto Autotask PSA into your QuoteWerks document using the Datalink feature.

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DataLink Setup for ConnectWise Sales Tax Rate | QuoteWerks®

In this video, we will go through the process of retrieving your customer’s sales tax rate through ConnectWise.

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Receiving a Quote in QuoteValet | QuoteWerks®

In this video, we will go through the process of receiving a quote through QuoteWerks’ quote delivery platform, QuoteValet.

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QuoteWerks Web: Bottom 3 Buttons & Change Background | QuoteWerks®

In this video, we highlighted the lower right-hand buttons in QuoteWerks Web, as well as the “Change Background Image” button.

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QuoteWerks Web Help Button | QuoteWerks®

In this video, we explored the QuoteWerks Web “Help Button,” located on the left-hand side of your QuoteWerks Web interface.

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Using the Custom URL Feature in QuoteWerks Web | QuoteWerks®

In this video, we will go through the process of customizing the URL your customers will see when receiving a quote through QuoteValet. This feature is helpful if your customers

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Applying Quantity to Several Line Items in Quote | QuoteWerks®

In this video, we will go through the process of applying a quantity change to multiple line items in your quote and using a multiplier to change the quantity across

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Third-Party Avalara Avatax Integration for QuoteWerks Webinar | QuoteWerks®

In this webinar, we reviewed the features of the Avalara Avatax Integration for QuoteWerks by ConnectIt Software / Hilltops IT Consultancy Services, LTD.

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QuoteWerks Web in Less Than 90 Seconds

A short introduction to QuoteWerks Web. If you are using QuoteWerks Desktop to automate your sales process, QuoteWerks Web is the next step in the evolution of your sales team.

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Autotask Mapping & Opportunity Advanced Fields Setup | QuoteWerks®

In this video from our 2021 User Summit, we will go through the process of mapping our Advanced Fields tab to Autotask. QuoteWerks will write additional information from the QuoteWerks

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