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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 account number is embedded into the quote. QuoteWerks then uses this account number to write information back to

Please see the following topics to learn more about writing information back to Online/Offline Status

Creating or Updating a Document Attachment in

Creating or Attaching to an Opportunity in

Create or Update Follow Up Call