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Salesforce.com Integration

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The combination of QuoteWerks and salesforce.com makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from products and services.

For more information on the salesforce.com integration, please see:

Setting Up the salesforce Integration

Using the salesforce Integration

 

Features available in salesforce.com Integration:

Salesforce.com Security Token

Pulling Salesforce.com Account/Contact Information into QuoteWerks

Writing Information Back to Salesforce.com

Starting a New Quote from Inside Salesforce.com

DataLink Setup

F2 Lookup Features

 

Version 5.3 (Build 1)  - November 1st, 2017