QuoteWerks Support Portal

Integration with contact managers like Autotask, ACT!, Autotask, ConnectWise, GoldMine, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM

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Send to CRM - Emails

Posted by George Veys, over 2 years ago , Last Reply by Cat Ward over 2 years ago

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Autotask "Use Revenue" field

Posted by Oliver Marshall, over 2 years ago , Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago

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Appending text to the AT Opp name

Posted by Oliver Marshall, over 2 years ago , Last Reply by Oliver Marshall over 2 years ago

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Change defaults in the Autotask Sync dialogue

Posted by Oliver Marshall, over 2 years ago , Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago

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Grab ConnectWise Opportunity Number / HubSpot Deal ID

Posted by Kevin, almost 3 years ago , Last Reply by Kevin almost 3 years ago

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Dynamics CRM with Okta

Posted by Amy Ragatz, about 3 years ago

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DTF is attached to Zoho CRM as well as PDF

Posted by Kim Cruise, about 3 years ago , Last Reply by Matt Rose (matt@prestigequoting.com) about 3 years ago

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QuoteWerks integration for Sage CRM

Posted by Mark Engelberg, about 3 years ago

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SoldTo/ShipTo

Posted by Tommy Allmand, over 3 years ago , Last Reply by Richard Kremer over 3 years ago

Sync the QuoteWerks description field to the SalesForce 'Line Description' field

Posted by Chris, almost 4 years ago , Last Reply by Matt Rose (matt@prestigequoting.com) almost 4 years ago