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 video we quickly review the process to set up your Zoho CRM products list as a product data source in QuoteWerks Web. Doing so gives you the ability
Read Full
In this short video, we show you how to take quotes and proposals created in QuoteWerks, using the Hubspot CRM integration, to the next level by including additional supplemental information.
Read Full
This short video reviews how you can quote items to Hubspot CRM customers. With QuoteWerks and QuoteValet you can make items optional and give the ability for the customer to
Read Full
In this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in Hubspot CRM. Doing so can help you mirror existing workflows, creating a link
Read Full
In this short video we review the process of setting up a Datalink between QuoteWerks and Hubspot CRM. Datalink is used to share nonstandard field data between the two systems.
Read Full
In this video we quickly review the process to set up your Hubspot CRM products list as a product data source in QuoteWerks Web. Doing so gives you the ability
Read Full
In this short video we show you how to create new Hubspot CRM companies and contacts from within QuoteWerks. This is a great option if your first engagement with a
Read Full
In this short video we introduce you to the integration between Hubspot CRM and QuoteWerks Web. This includes pulling in contacts and items from Hubspot CRM, creating and updating deals,
Read Full
In this video we demonstrate how the process of collecting a customer PO number from a QuoteValet quote, converting the quote to an order, and having that PO number appear
Read Full
In this video we review the process of setting up and creating Sales Orders in HaloPSA using QuoteWerks Web. QuoteWerks supports your entire quote to cash journey, creating and updating
Read Full
© Copyright 2001 - 2024 Blue Chip Technologies Ltd. All rights reserved.
