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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 contact information into the Sold to / Ship to tab of the Quote Workbook. When this is done, the GoldMine contact record account number is embedded into the quote.

QuoteWerks then uses this account number to write information back to GoldMine.

While GoldMine is running you will have the option to write back information to GoldMine when you save the existing quote.

Note:These write back links will not be displayed if you are saving a quote template.

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

Creating or Updating a Linked Document in GoldMine

Creating or Updating a Profile/Detail Record in GoldMine

Creating or Updating a Follow-Up Call in GoldMine

Creating or Updating a Forecasted Sale/Opportunity in GoldMine

Creating or Updating/Converting to Completed Sale in GoldMine