QuoteWerks ShareWerks Integration
ShareWerks SetupThis video will walk you through how to setup your ShareWerks account for your company and how to integrate it with QuoteWerks.
Using ShareWerksThis video demonstrates some of the functionality in ShareWerks and how it helps consolidate your communication across multiple departments into topics and projects in ShareWerks. See how to link QuoteWerks documents, share project files, post comments, and much more.
ShareWerks Introduction VideoA quick intedoduction to what ShareWerks is.
With our web-based ShareWerks product, you can collaborate on a quote with your team, keeping all the communication in a single place rather than spread out over unstructured emails or chats. All the files and conversations relating to the quote will all be in one place where you can easily access them. At any time you can invite additional people into the discussion and immediately they will have access to all the previous messages and file uploads making it easy to get those people up to speed on the quote.
Just use the [Discuss with ShareWerks] button on the Notes tab of the Quote WorkBook.
Click here for details on how to setup ShareWerks for use with QuoteWerks.
Sign up for a free ShareWerks trial today!
ShareWerks is a way to more easily manage tasks that require communications with others, in a much more effective way than regular email.
You can create topics, like "System Upgrade", "Event Planning", "Bathroom Remodel", "Mortgage Refinance", etc. You can upload files, post messages, and then invite people to be part of the Discussion for that Topic. When you invite others they receive email notifications when you post a message and they can post messages as well if needed and you will be notified.
Through this whole process, all the files and conversations relating to this topic will all be in one place where you can easily access them. At anytime you can invite additional people into the discussion and immediately they will have access to all the previous messages and file uploads making it easy to get those people up to speed on the topic.
You will find ShareWerks to be an indispensable tool for greater productivity.