Category: QuoteWerks

QuoteWerks Web HubSpot CRM Integration Overview Webinar

In this webinar, we demonstrate the integration between HubSpot CRM and QuoteWerks Web. We walk through using the integration, including pulling in contacts and products from HubSpot CRM, sending deals

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QuoteWerks Web Email Options

In this video we review the different email options you have from within QuoteWerks. This includes the ability to leverage email templates, send one off emails to contacts, using QuoteValet

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QuoteWerks Web Price History Feature

In this short video we show you how to view price history for an item both for an individual customer and across all customers. This is useful when quoting an

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QuoteWerks Ingram Micro JSON API Integration

The QuoteWerks Online Ordering integration with Ingram Micro for users in the USA and Canada has been rewritten to use JSON rather than XML. This video discussed those changes and

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QuoteWerks Web – Creating and Using QuoteWerks Product Data Sources

In this video we walk you through how to create a QuoteWerks Product Data Source in QuoteWerks Web. These data sources can be manually created or created via a file

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QuoteWerks Web HubSpot CRM Integration Overview

This video walks you through using the QuoteWerks integration with HubSpot CRM including deal creation and updating, writing line items into HubSpot CRM, searching for items in QuoteWerks from the

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QuoteWerks Web Autotask Integration Overview

In this video we demonstrate the integration between QuoteWerks Web and Autotask. This includes integration points such as searching and pulling in Autotask contacts, creating and updating Autotask sales opportunities,

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QuoteWerks Web Autotask Integration Setup

In this video we walk you through how to set up the Autotask integration with QuoteWerks Web. The Autotask integration with QuoteWerks Web has many integration points including contact support,

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QuoteWerks Web HubSpot CRM Integration Setup

In this video we walk you through how to setup the QuoteWerks integration with HubSpot CRM. After completing the setup, you’ll be able to search for contacts, create and update

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Online Ordering and QuickBooks Purchase Order Overview

In this video, we use the Online ordering functionality in QuoteWerks to place an order with our distributor, Ingram Micro, and then send the Purchase Order to QuickBooks.

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