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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024
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This section will take you through the steps of integrating your GoldMine CRM with QuoteWerks.

Setup

Select the Contacts -> Setup Contact Manager menu to choose your contact manager. Select the GoldMine option:

Tip:The QuoteWerks Medic Utility has a feature that will create 1 or more task bar items in the GoldMine vertical taskbar that when clicked will start QuoteWerks; retrieve contact information, and more. See Medic Utility for details.

Click on the [GoldMine Setup] button to begin setup.

 

For more information on GoldMine integration, please see:

•GoldMine Setup

•DataLink Setup

•Pulling GoldMine Contact Information into QuoteWerks

•Writing Information Back to GoldMine

•F2 Lookup Features

•Including Additional Contact-Manager Fields when Printing