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QuoteWerks Help
Version 24 (Build 4.16) 
November 15, 2024
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The Auto-Links window creates dynamically generated links from HubSpot CRM and links to specific details from the QuoteWerks quote.  These links are automatically created.

This functionality provides users with an easy way to view the contact(s) and/or Companies from the quote as well as the Deal that was created based on this quote.  Clicking on one of these links will open HubSpot CRM and display the link information. For example, clicking on the "View Deal in HubSpot CRM" link would open this specific deal in HubSpot CRM for you.