• Pre-Day
  • ConnectWise Integration & Best Practices
  • Autotask Integration & Best Practices
  • Distributor and Vendor Integrations
  • Optimize Your Procurement Process
• Day 1
  • Back to Basics
  • Introduction to Reporting
  • Getting Started with QuoteValet
  • Product and Service Management
  • Layout Designer- Beginner
  • Creating Deliverables - Using the Links Tab
  • User Management
  • General FAQ's and How-to Questions
  • Know Your Options
  • QuoteValet Branding and Customization
• Day 2
  • New for 2020
  • QuoteWerks Web
  • Standardize, Customize, Deliver - Deliver Window
  • Layout Designer- Intermediate
  • Get Paid - Payment Options, Recurring, Leasing
  • Feature Requests with John and Brian
  • Small Features, Big Impact
  • QuickBooks Automation