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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023

The DataLink feature allows you to pull or push additional data from specified fields in QuoteWerks and MS CRM. This data from MS CRM can be used to complete fields in the QuoteWerks document such as a customer profile, the tax rate, customer terms, custom fields, etc. for the customer.  Additionally, by being able to push additional data into MS CRM Opportunities, users can also push additional information 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 MS CRM, follow these instructions:

Pulling Additional MS CRM Field Data into QuoteWerks

Pushing Additional QuoteWerks Field Data into MS CRM