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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023
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When Outlook is running, you will have the option to write information back to Outlook when you save the existing quote.

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

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 contact’s Outlook record id is embedded into the quote. QuoteWerks then uses this account number to write information back to Outlook.

Important:   For the Linked Document and Follow up Call features to be available, the Outlook Advanced Integration must be enabled.

Please click the following topics to learn more about writing information back to Outlook or Outlook BCM:

Creating or Updating a Linked Document in Outlook

Creating or Updating a Follow-Up Call in Outlook