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QuoteWerks Help
Version 23 (Build 5.07) 
July 28, 2023

The DataLink feature allows you to pull or push additional data from specified fields in QuoteWerks and ACT!. This data from ACT! can be used to complete fields in the QuoteWerks document such as customer terms, custom fields, etc. for the customer.  Additionally, by being able to push data into ACT! Opportunities, users can also control some of the data that is sent over to ACT! such as document number, document name, contract dates, and more.  

Clicking on the [DataLink Setup] button on the Contact Manager Setup window will display the DataLink setup window.

Contact manager data fields can also be inserted into the print layouts so that the data is copied from the contact manager and then printed on your quote without being stored in the quote itself.

To set the DataLink up for ACT!, follow these instructions:

Pulling Additional ACT! Field Data into QuoteWerks

Pushing Additional QuoteWerks Field Data into ACT!