Please enable JavaScript to view this site.

QuoteWerks Help
Version 24 (Build 4.16) 
November 15, 2024
  •      

Under the Kaseya BMS Setup window's QuoteValet tab you can set options related to QuoteValet attachments to Kaseya BMS Opportunities.

 

QuoteValet Acceptance Package
Attach QuoteValet Acceptance Package Automatically to Kaseya BMS Opportunity
This checkbox will automatically upload and attach the QuoteValet Acceptance Package to the Kaseya BMS Opportunity when the QuoteValet quote is accepted and converted to an Order in QuoteWerks.