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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024
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Navigation: Quick Start Guide

Misc. Integration

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QuoteWerks has a Paste Special feature that enables you to accept data from the Windows clipboard and use it to retrieve products and services from a QuoteWerks product database and add them to the quote.

This feature can be very useful for integrating with external configuration software such as Hewlett Packard configuration software which generates a list of part numbers that you can copy into the Windows clipboard or any quote in Excel or a table that needs to be copied and pasted into QuoteWerks.  The Paste Special Wizard will walk you through this process.