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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023
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Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Maximizer Desktop Integration

Including Additional Contact Manager Fields when Printing

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When customizing your print layouts, you can insert fields from your Contact Manager into the print layout. When you print the quote, QuoteWerks will retrieve the information from the contact manager fields and print it on your quote without the data actually being stored in the quote. See Printing and Customizing Document Layouts for details.

Note:In Maximizer 10 and higher, this information will be retrieved from the Maximizer contact that is linked to the SoldTo fields. In older versions of Maximizer, this information will be retrieved from the currently active contact in Maximizer.