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QuoteWerks Help
Version 24 (Build 4.02) 
October 4, 2024
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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.

Please see the following topics to learn more about writing information back to salesforce.com:

Creating or Updating Linked Documents in Maximizer CRM Live

Creating or Attaching to Maximizer CRM Live Opportunity