Did you see that we recently released QuoteWerks? Version 23 Build 2?

This release introduces over 30 new features and enhancements!

The Bundles, Required Items, Optional Items, and Substitute Items windows have been redesigned in the Quote Workbook! Additionally, Autotask can now be used as a secondary CRM! Build 2 also supports new releases of Act! for web, Autotask, GoldMine, and SugarCRM.

See the new features in action during this week’s one-hour webinar THIS Thursday at 2PM Eastern. We'll demonstrate how you can utilize the latest features available that you can start using, today!

To read the feature list and update your current software, visit the QuoteWerks Update Center. QuoteWerks users are entitled to updates while their?Update Maintenance Program?is current.

· Autotask as a Secondary CRM: For Autotask users, Autotask can now be used as a Secondary CRM. This makes it possible for you to use your Primary CRM to create quotes, then when the Quote becomes an Order, then you can use the Secondary CRM feature to integrate the Order including creating the customer, opportunity, products, etc. in the Secondary Contact Manager. We first introduced the ability for ConnectWise PSA (formerly Manage) customers to use a solution like Hubspot or other CRM that is more suited for tracking the sales process, and now have added this functionality for Autotask users.

· UI Changes with Enhanced Visibility: Bundles, Required Items, Optional Items, and Substitute Items: Redesigns of these four windows is meant to make working in the Quote Workbook easier! You can now Import and Export Bundles, Configurations, Required Items, Optional Items, Substitute Items. This functionality enables you to easily modify Bundles and Configurations like replacing outdated part numbers simply by exporting, modifying, and re-porting the data. You can now share Bundles and Configurations between different QuoteWerks installations and companies.

·?QuoteWerks Supports Integration Updates for Act! for web v24.1, Autotask 2023.1, GoldMine 2023.1, SugarCRM version 12.3

Sign up for the Build 2 Release webinar here.

If you have any questions about QuoteWerks software, call us at 407-248-1481 to speak with one of our representatives today, available 9AM-5PM Eastern, Monday through Friday. You can also email us at [email protected] or contact your QuoteWerks Reseller.