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QuoteWerks Help
Version 25 (Build 3.00) 
September 4, 2025
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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.

 

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.