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

The combination of QuoteWerks and makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from products and services.

For more information on the integration, please see:

Setting Up the salesforce Integration

Using the salesforce Integration


Features available in Integration: Security Token

Pulling Account/Contact Information into QuoteWerks

Writing Information Back to

Starting a New Quote from Inside

Adding QuoteValet Insight Tab to

Adding QuoteWerks Web Tab to

DataLink Setup

F2 Lookup Features