QuoteWerks Webinar:
Please join us for a demonstration of QuoteWerks®, the leading, low cost sales quoting and estimating solution for businesses of all sizes and industries.
 

QuoteWerks integration to ConnectWise - Phase 3
QuoteWerks development is continuing to strengthen the ConnectWise integration. Phase 3 of the integration adds the ability to use ConnectWise products as a product source within QuoteWerks, creating scheduled calls in ConnectWise, and more!

This webinar will review the new features added in Phase 3 as well as all of the other functionality added up until this point. The setup screen has been slightly redesigned to accommodate this new functionality. We will also discuss the mappings of QuoteWerks products to ConnectWise products and vice versa.

The other main topic area will be discussing with the ConnectWise user panel what functionality is needed when linking more than one QuoteWerks quote to the same ConnectWise opportunity. There have been several influential panel members that have requested this functionality and we will open this topic to the panel to discuss. We will find out what the needs / wants are vs what the possibility will be based on what is available / exposed in ConnectWise.

Join us to see how using the new built-in QuoteWerks integration will streamline your quoting and proposal process with ConnectWise. You will even have the opportunity to provide direct feedback shaping the official build release.

Title: QuoteWerks integration to ConnectWise (Phase 3)
Date: Tuesday, March 17, 2010
Time:
3:00 PM - 4:00 PM EDT

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