Please enable JavaScript to view this site.

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


Select the Contacts -> Setup Contact Manager menu to choose your contact manager. Select the option. Enter your login credentials under the Username and Password fields and click the [OK] button.

Enable ‘SandBox’ mode testing environment

The Sandbox provides the ability to create a fully replicated, scalable on-demand customer replica environment for customization, integration, testing, development and training purposes. When this option is checked, QuoteWerks will integrate with your ‘SandBox’ data, not your live data. User Credentials

QuoteWerks needs your login ID and password to log into and integrate with These credentials can be specified for the currently logged in user on this setup window as shown above, OR the Contact Manager Tab of the user’s Tools -> My Preferences menu.

Note: If you receive an error message when attempting to either set up the integration and test the credentials or use the integration, you may need to supply a Security Token. See Security Token for more information.

Click on the [Setup] button to begin setup.


Important:   If you have enabled the "My Domain" feature in GovCloud, please contact support for proper setup of linking QuoteWerks to your URL. requires all SOAP queries to be sent using the TLS 1.1 protocol or higher. QuoteWerks supports this, however the TLS 1.1 protocol or higher is not available on Windows XP machines. Any users that wish to use QuoteWerks (or any other software) to interact with services will need to be running the software on Windows 7 or higher. Additionally TLS 1.1 or higher requires that the Microsoft .NET framework version 4.5 be installed and Internet Explorer (IE) 11 or higher needs to be installed. In Microsoft Internet Explorer(IE), TLS 1.1 or higher must be enabled. To enable, click on the Gear/Settings button in IE and select Internet Options from the menu.  Go to the Advanced tab, and under the Security section, make sure that TLS v1.1 or higher is checked. The QuoteWerks integration to also automatically supports the TLS 1.2 protocol. For more details visit:


For more information on integration, please see: Security Token Opportunity Setup

DataLink Setup

Pulling Account/Contact Information into QuoteWerks

Writing Information Back to

Starting a New Quote from Inside

F2 Lookup Features