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

The combination of QuoteWerks and SugarCRM 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 SugarCRM integration, please see:

Setting Up the SugarCRM Integration

Using the SugarCRM Integration

DataLink Setup


For more information on SugarCRM integration, please see:

Pulling SugarCRM Contact Information into QuoteWerks

Creating or Attaching to an Opportunity in SugarCRM

Creating or Updating a Follow-Up Call in SugarCRM

Creating or Updating a Linked Document in SugarCRM

F2 Lookup Features

Including Additional Contact-Manager Fields when Printing