Category: QuoteWerks

Quintadena’s Advanced Excel Integration for QuoteWerks | Recorded September 2023

During this webinar, Quintadena introduced their groundbreaking Advanced Excel Integration for QuoteWerks, promising to unlock a new level of efficiency and convenience for users. This integration was designed to eliminate

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Version 23 Build 5 Webinar | Recorded September 2023

During this webinar, QuoteWerks Vice President Brian Laufer introduced Version 23 Build 5, which includes over 30 new features and fixes, including:

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QuoteWerks Integrates with QuickBooks!

Streamline your sales process with QuoteWerks, the ultimate CPQ solution.

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QuoteWerks ChatGPT Webinar | Recorded July 2023

During this webinar, we unveiled the remarkable collaboration between Hilltops IT and Prestige Quoting Ltd. that has revolutionized the way you interact with your quoting software. Brian Laufer, Vice President

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QuoteWerks Web Overview Webinar | Recorded June 28, 2023

QuoteWerks Web: The power of the desktop, the portability of the web

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Retrieve the Sales Tax Rate from Datto Autotask PSA | QuoteWerks®

In this video, we will go through the process of retrieving your customer’s sales tax rate from Datto Autotask PSA into your QuoteWerks document using the Datalink feature.

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DataLink Setup for ConnectWise Sales Tax Rate | QuoteWerks®

In this video, we will go through the process of retrieving your customer’s sales tax rate through ConnectWise.

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Receiving a Quote in QuoteValet | QuoteWerks®

In this video, we will go through the process of receiving a quote through QuoteWerks’ quote delivery platform, QuoteValet.

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QuoteWerks Web: Bottom 3 Buttons & Change Background | QuoteWerks®

In this video, we highlighted the lower right-hand buttons in QuoteWerks Web, as well as the “Change Background Image” button.

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QuoteWerks Web Help Button | QuoteWerks®

In this video, we explored the QuoteWerks Web “Help Button,” located on the left-hand side of your QuoteWerks Web interface.

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