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

The Auto-Links window creates dynamically generated links on the QuoteWerks Links tab that will link to specific details in Zoho CRM 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 Sold to, Ship to, and/or Bill to contacts, the Zoho Deal, and the Zoho Follow-up Call. For example, clicking on the "View Deal in Zoho CRM" link would open this specific deal in Zoho CRM for you instead of having to navigate to Zoho and search for the specific deal.