Check out this awesome video from QuoteWerks showing how simple it is to import HP iQuote quotations into their environment. Pasting our custom XML or using the Quote ID importer couldn’t be simpler.
Posts Tagged ‘Quote Export’

HP iQuote Export Excel now personalized
October 10, 2011We’ve added YOUR name and YOUR email address to the Excel Export. It’s a really simple thing but if you want the order it probably helps if it has your name and email address on the quotation. Plus if we have your phone number on our system we’ll include that too.
Two and a half years we’ve been doing this and we’d never been asked for this. Thank you Philippe Odent from France for the idea. Magnifique.