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QuoteWerks Help
Version 26 (Build 2.28) 
August 11, 2026
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The combination of QuoteWerks and SugarCRM makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from products and services.

 

For more information on the SugarCRM integration, please see:

•Setting Up the SugarCRM Integration

•Using the SugarCRM Integration

•DataLink Setup

 

For more information on SugarCRM integration, please see:

•Pulling SugarCRM Contact Information into QuoteWerks

•Creating or Attaching to an Opportunity in SugarCRM

•Creating or Updating a Follow-Up Call in SugarCRM

•Creating or Updating a Linked Document in SugarCRM

•F2 Lookup Features

•Including Additional Contact-Manager Fields when Printing