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

The Auto-Links window creates dynamically generated links on the QuoteWerks Links tab that will link to specific details in from the QuoteWerks created quote.  These links are automatically created and there is no setup involved to use them.

This functionality provides users with an easy way to view the contact(s) from the quote, the opportunity that was created based on this quote, the activity (such as follow up calls), and the quote associated with this opportunity.  Clicking on one of these links will open and display the link information. For example, clicking on the "View Opportunity in" link would open this specific opportunity in for you.