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

All of the following features require that you have already pulled the account/contact information into the Sold to / Ship to tab of the quote workbook. When this is done, the SugarCRM account number is embedded into the quote. QuoteWerks then uses this account number to write information back to SugarCRM.

Please click the following topics to learn more about writing information back to SugarCRM:

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

SugarCRM Online/Offline Status