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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024
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This section takes you through integrating your Kaseya BMS with QuoteWerks. This will allow you to pull Kaseya BMS customer records into sales quotes, create Kaseya BMS opportunities, schedule follow-up activities, and much more using a single application: QuoteWerks.

 

Follow this link for the next steps:
 

Configuring QuoteWerks for Use with Kaseya BMS