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

This section will take you through the steps of building your contact database within QuoteWerks.


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

Click on the [Import Contacts] button to begin.


For more information on the QuoteWerks Contact Database, please see:

Importing Contact Information into the QuoteWerks Contact Database

DataLink Setup

Pulling QuoteWerks Contact Information into QuoteWerks