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 show you how to take quotes and proposals created in QuoteWerks, using the Act! for Web integration, to the next level by including additional, supplemental
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In this short video we introduce you to the integration between Act! for Web and QuoteWerks Web. This includes pulling in contacts from Act! for Web, creating and updating opportunities,
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This short video reviews how you can quote items from your HaloPSA items list in QuoteWerks and use QuoteValet to make items optional and give the ability for the customer
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In this short video we show you how to take product and services from your HaloPSA items list and deliver them from QuoteWerks including additional, supplemental information. This is a
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In this short video we review the process of setting up a Datalink between QuoteWerks and HaloPSA. Datalink is used to share nonstandard field data between the two systems. In
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In this video we quickly review the process to set up your HaloPSA items list as a product data source in QuoteWerks Web. Doing so gives you the ability to
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In this short video we introduce you to the integration between HaloPSA and QuoteWerks Web. This includes pulling in contacts and items from HaloPSA, creating and updating opportunities, and converting
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In this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in your connected CRM or PSA system. Doing so can help you mirror existing
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In this short video we introduce bundles in QuoteWerks Web. With bundles you can preconfigure a group of products that can be added to a quote in just a few
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This video reviews how to set and use Customer and Product Based Profile pricing. This pricing strategy is useful for companies that have different groups of customers whose pricing is
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