Please enable JavaScript to view this site.

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

This section will take you through the steps of integrating your Microsoft Outlook or Outlook with Business Contact Manager CRM with QuoteWerks.


Select the Contacts -> Setup Contact Manager menu to choose your contact manager:

Select the Outlook option on the left hand side, then click on the [Outlook Setup] button to begin setup.


For more information on Outlook and Outlook Business Contact Manager integration, please see:

Outlook Setup

Writing Information Back to Outlook

F2 Lookup Features

Including Additional Contact-Manager Fields when Printing