The combination of QuoteWerks and Kaseya BMS makes it easier to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from products and services.
For more information on the Kaseya BMS integration, please see:
Features available in Kaseya BMS Integration:
•When quotes are Won in QuoteWerks, the Kaseya BMS Opportunity is also updated as Won
•Attaches PDFs to Kaseya BMS so people in your organization without QuoteWerks can view quotes