This webinar is a high-level overview of QuoteWerks Web including how to setup your company defaults, user preferences, product data sources, as well as CRM/PSA and QuickBooks integrations. We review the steps you need to take to pull in contacts and products, build and deliver a document, track activity in QuoteValet, and export documents to QuickBooks. Having viewed this webinar users will be empowered to use QuoteWerks Web to its full potential.
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