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

Writing information to SugarCRM requires that you have access to SugarCRM online. If you are running QuoteWerks on a laptop and are not connected to the internet, you will not be able to write information back to SugarCRM. On the Save window there is an “I’m Offline” option that enables you to save the quote and not attempt to integrate with SugarCRM online:

With this option, it is now easy to still save quotes in QuoteWerks even though SugarCRM is not available. Please note, any quotes saved while offline will need to be re-opened, linked to a SugarCRM contact and saved in order to update SugarCRM online.