Please enable JavaScript to view this site.

QuoteWerks Help
Version 26 (Build 2.10) 
April 9, 2026
  •      

Checking this option will create a linked document record under the Activities tab in Outlook as a Journal Entry.

Note:If you have checked the box Look for synchronized data in dtf files on the Synchronization tab of the Tools -> Options menu, the “Create or Update Linked document” option will be automatically checked and unchangeable each time you save a quote.