The DataLink feature allows you to pull additional data from specified fields in HubSpot CRM BMS. This data from HubSpot CRM can be used to complete fields in the QuoteWerks document such as account information, customer terms, custom fields, etc. for the customer.
Clicking on the [DataLink Setup] button on the Contact Manager Setup window will display the DataLink setup window.
Contact manager data fields can also be inserted into the print layouts so that the data is copied from the contact manager and then printed on your quote without being stored in the quote itself.
To set the DataLink up for HubSpot CRM, follow these instructions:
Pulling Additional HubSpot CRM Field Data into QuoteWerks