QuoteWerks is integrated through ConnectWise Manage or Autotask opportunities.
When integrated with CloudRadial, selected opportunities are shown as Quotes under the company's Account > Quotes tab with references to attached PDFs and links to any .HTML attachments.
When connected to a supported PSA, there is no need for additional API keys or steps to integrate QuoteWerks. CloudRadial will pull the opportunities from the relevant companies and show them within the portal.
You will need to list the specific Opportunity Types and Statuses you want to be presented. If you leave these blank, then all opportunities are presented to the company.
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