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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Change defaults in the Autotask Sync dialogue

Posted by Oliver Marshall, over 3 years ago , Last Reply by Matt Rose ([email protected]) over 3 years ago

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Grab ConnectWise Opportunity Number / HubSpot Deal ID

Posted by Kevin, almost 4 years ago , Last Reply by Kevin almost 4 years ago

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Dynamics CRM with Okta

Posted by Amy Ragatz, about 4 years ago

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DTF is attached to Zoho CRM as well as PDF

Posted by Kim Cruise, about 4 years ago , Last Reply by Matt Rose ([email protected]) about 4 years ago

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QuoteWerks integration for Sage CRM

Posted by Mark Engelberg, about 4 years ago

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SoldTo/ShipTo

Posted by Tommy Allmand, over 4 years ago , Last Reply by Richard Kremer over 4 years ago

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

Posted by Chris, almost 5 years ago , Last Reply by Matt Rose ([email protected]) almost 5 years ago

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

Posted by Chris, almost 5 years ago , 1 vote

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AutoTask Integration - Vendor Product Number

Posted by Aaron Chong, about 6 years ago , Last Reply by Matt Rose ([email protected]) almost 5 years ago

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Switching from Dynamics to Salesforce for QW

Posted by Will Adams, almost 5 years ago , Last Reply by Steve Siggs almost 5 years ago