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

Default QuoteWerks Item Type for QuoteWerks Items with no Item Type

The QuoteWerks ItemType field is used to map over to the ConnectWise Forecast Type.  For this reason, it is important that all QuoteWerks line item’s have an ItemType.  In cases where no ItemType is specified for a QuoteWerks line item, the ItemType will be set as defined in this section.


See the following topics for information about the other sub-tabs under the ConnectWise Setup window's Opportunities tab:

General Tab

Forecast lines Tab

Shipping Tab

Addresses Tab