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Home >> GoldMine
Add-ons >> QuoteWerks
How does QuoteWerks work with Outlook?
QuoteWerks pulls Outlook contact information
into the quote
From our Sold To / Ship
To tab of the QuoteWerks quote workbook,
with a simple click of a button, QuoteWerks
will fill in the contact information in
the quote by pulling the contact information
from the contact that is currently open
in Outlook. You will never have to re-type
your customer information. QuoteWerks
can also search your entire Outlook database
to find the contact that you want to use
in the quote.
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