Please enable JavaScript to view this site.

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

Navigation: Quick Start Guide

Misc. Integration

Scroll Prev Top Next More

Quick Start Guide: [Previous Step]   [Next Step]
 
QuoteWerks has a Paste Special feature that enables you to accept data from the Windows clipboard and use it to retrieve products and services from a QuoteWerks product database and add them to the quote.

This feature can be very useful for integrating with external configuration software such as Hewlett Packard configuration software which generates a list of part numbers that you can copy into the Windows clipboard or any quote in Excel or a table that needs to be copied and pasted into QuoteWerks.  The Paste Special Wizard will walk you through this process.