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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

When you're saving a document, the “Create new/Update existing Linked Document” checkbox will appear on the Save window.

Note:This checkbox will NOT appear if you are saving a quote template, and will be checked and disabled if the Look for synchronized data in dtf files option is set.

If you check this option, a note attachment record that refers to the document you are saving will be created or updated under the contact's Notes section in SugarCRM.

When using SugarCRM, you can choose to open this attachment by clicking on the “Subject” link under the Notes heading and then clicking the “Attachment” link in the window that displays. This will launch QuoteWerks and open the document.

When you open the attachment and the document does not exist in your installation of QuoteWerks, it will be automatically imported. However, in order for it to be automatically imported, the Look for synchronized data in dtf files option on Synchronization tab of the Tools -> Options menu must be checked.