
In this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in Hubspot CRM. Doing so can help you mirror existing workflows, creating a link to QuoteWerks only after a quote or proposal has been created.
In this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in Hubspot CRM. Doing so can help you mirror existing workflows, creating a link to QuoteWerks only after a quote or proposal has been created.