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

The DataLink feature allows you to pull or push additional data from specified fields in QuoteWerks and This data from 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 opportunities, users can also control some of the line item data that is sent over to such as the customer description, notes, custom fields, 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, follow these instructions:

Pulling Additional Field Data into QuoteWerks

Pushing Additional QuoteWerks Field Data into