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QuoteWerks Help
Version 26 (Build 2.28) 
August 11, 2026
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Click on the Settings tab on the left hand side of the window. Here you will configure the  Default Record Owner and other setings as described below.

 

 

Default Record Owner

 

Here you have the ability to set which QuoteWerks user is the default record (Deal) owner in Pipedrive. You can select to set the default to either the QuoteWerks Logged In User or the QuoteWerks Sales Rep, both of which are mapped to the Pipedrive UserName.

 

Use the following address when selecting a contact

 

Here you can choose to use the Organization address or you can select Organization, Person, or Custom Address. If you select Organization, Person, or Custom Address the system will then display an address selection screen containing all available addresses.

 

Attach files as linked documents to which document type

 

Here you can define whether you would like linked documents to be attached to the Deal or the Person in Pipedrive.

 

Note:When choosing to set the Owner to the QuoteWerks Sales Rep, you must set up the Pipedrive UserName for each Sales Rep under that Sales Rep's User Preferences in QuoteWerks.