QuoteWerks - Kaseya BMS Setup

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QuoteWerks Help
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April 17, 2024

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Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Kaseya BMS Integration > Setting up the Kaseya BMS Integration > Configuring QuoteWerks for Use with Kaseya BMS

Kaseya BMS Integration Setup

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The Kaseya BMS Setup defines defaults for Kaseya BMS opportunities and for the linked product data source.

Click on the [Kaseya BMS Setup] button to begin setup.

Kaseya BMS Setup Window

The screen shot below shows the Kaseya BMS Setup window.

To learn more about the setup tabs presented to you on the Kaseya BMS Setup window, see:

•Opportunities Tab

•Products Tab

•QuoteValet Tab