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