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QuoteWerks Help
Version 24 (Build 4.16) 
November 15, 2024
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Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > GoldMine Integration

Including Additional Contact-Manager Fields when Printing

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When customizing your print layouts, you can insert fields from your Contact Manager into the print layout. When you print the quote, QuoteWerks will retrieve the information from the contact manager fields and print it on your quote without the data actually being stored in the quote. See Printing and Customizing Document Layouts for details.

Note:QuoteWerks will always retrieve this information from the currently active contact in your contact management software.