Please enable JavaScript to view this site.

QuoteWerks Help
Version 24 (Build 4.15) 
November 12, 2024
  •      

This section takes you through integrating your ConnectWise CRM with QuoteWerks. This will allow you to pull ConnectWise customer records into sales quotes, create ConnectWise opportunities, and much more using a single application: QuoteWerks.

 

The integration setup contains two separate steps:

Configuring ConnectWise for Use with QuoteWerks

Configuring QuoteWerks for Use with ConnectWise