CALL US
1 (868) 609-2288
contact@bluechiptt.com
ADDRESS
39 Pelican Drive, Philippine, San Fernando, Trinidad and Tobago
CALL US
1 (868) 609-2288
contact@bluechiptt.com
ADDRESS
39 Pelican Drive, Philippine, San Fernando, Trinidad and Tobago
In this short video we review the process of setting up a Datalink between QuoteWerks and Autotask. Datalink is used to share nonstandard field data between the two systems. In
Read Full
This short video reviews how you can quote items to Autotask customers. With QuoteWerks and QuoteValet you can make items optional and give the ability for the customer to change
Read Full
In this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in Autotask. Doing so can help you mirror existing workflows, creating a link to
Read Full
In this short video, we show you how to take quotes and proposals created in QuoteWerks, using the Autotask integration, to the next level by including additional supplemental information. This
Read Full
In this short video we show you how to create new Autotask companies and contacts from within QuoteWerks. This is a great option if your first engagement with a customer
Read Full
In this video we quickly review the process to set up your Autotask products list as a product data source in QuoteWerks Web. Doing so gives you the ability to
Read Full
In this short video we introduce you to the integration between Autotask PSA and QuoteWerks Web. This includes pulling in contacts and products from Autotask, creating and updating opportunities, and
Read Full
This short video reviews how you can quote items to ConnectWise customers. With QuoteWerks and QuoteValet you can make items optional and give the ability for the customer to change
Read Full
In this short video we review the process of setting up a Datalink between QuoteWerks and ConnectWise. Datalink is used to share nonstandard field data between the two systems. In
Read Full
In this video we quickly review the process to set up your ConnectWise product catalog as a product data source in QuoteWerks Web. Doing so gives you the ability to
Read Full
© Copyright 2001 - 2024 Blue Chip Technologies Ltd. All rights reserved.
