Category: QuoteWerks

How to Edit Mulitple Line Items in the Quote Workbook | QuoteWerks®

In this video from our 2021 User Summit, we will go through the process of editing multiple lines in a quote at one time.

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Interview with GreatAmerica Financial Services | QuoteWerks®

During their visit to the QuoteWerks office, Lori Berry, Director of Strategic Technology, and Justin Pickavance, Strategic Technology Analyst of GreatAmerica Financial Services, had a conversation about the ongoing collaboration

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Personalizing Fields in the Custom Tab | QuoteWerks®

In this video from our 2021 User Summit, we will go through the process of personalizing fields under the “Custom” tab in QuoteWerks. While most of the fields you’ll need

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Using Etilize for Marketing Descriptions in Your Quote | QuoteWerks®

In this video from our 2021 User Summit, we will go through the process of utilizing Etilize to include marketing descriptions in your quote through the Product Content Subscription.

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QuoteWerks v23 Build 2 Release Webinar

Some Highlight features include Autotask as a Secondary CRM, added functionality for Bundles, Required Items, Optional Items, and Substitute Items, and more. This build also includes CRM/PSA and Accounting improvements

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Converting Multiple Opportunities to Lost | QuoteWerks®

In this video from our 2021 User Summit, we will go through the process of converting multiple opprortunities to lost in QuoteWerks with just a few clicks.

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How to Adjust Columns in the Product Lookup Window | QuoteWerks®

In this video from our 2021 User Summit, we will go through the process of adjusting and customizing columns in the Product Lookup Window in QuoteWerks software.

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v23 | QuoteWerks Version Numbering Change

We went from #QuoteWerks version 5.7 to v23.

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