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

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

SalesForce Integration: Ability to use the Account addresses rather than contact addresses

Posted by Chris, about 4 years ago , 1 vote

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AutoTask Integration - Vendor Product Number

Posted by Aaron Chong, over 5 years ago , Last Reply by Matt Rose (matt@prestigequoting.com) about 4 years ago

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Switching from Dynamics to Salesforce for QW

Posted by Will Adams, over 4 years ago , Last Reply by Steve Siggs about 4 years ago

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"Save Quote As" popup with Zoho CRM

Posted by Parth Dalal, over 4 years ago , Last Reply by Matt Rose (matt@prestigequoting.com) over 4 years ago

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ACT version 22

Posted by Corey Gosa, over 4 years ago , Last Reply by Jon Klubnik over 4 years ago

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Mapping Custom Fields from Salesforce to Quotewerks

Posted by Ty.tran, over 5 years ago , Last Reply by Cat Ward over 4 years ago , 1 vote

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CRM Alternative - Cheap, Simple, Self Hosted

Posted by Marc Barlow, over 4 years ago , Last Reply by Marc Barlow over 4 years ago

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SalesForce Opportunity Link/URL

Posted by Paul Phillips, over 4 years ago , Last Reply by Paul Phillips over 4 years ago

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Zoho vs. Goldmine

Posted by Joe Dec, almost 5 years ago , Last Reply by Jon Klubnik over 4 years ago