QuoteWerks integrates with the following contact management sources.

The simplest level of contact management integration is to retrieve contact information from a contact manager and place it into a quote, order, or invoice in QuoteWerks.  QuoteWerks provides this level of integration for all of the supported contact managers.  QuoteWerks also provides additional write-back integration with some of the supported contact managers.

To choose the contact manager that you will be using with QuoteWerks, select the Contacts|Setup Contact Manager menu.  On this window, you can select your contact manager.

Select the Contact Manager from the list on the left to begin using this integration.