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salesbuildr

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[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

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[CMP]_Payments

[CMP]_Company

[CMP]_Widget

[CMP]_Categories

[CMP]_Templates

[CMP]_Distributor

[CMP]_API

[CMP]_Whitespace

[CMP]_Opportunities

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[CMP]_Bundle

[CMP]_Email

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[CMP]_SalesTaX

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[CMP]_Storefront

[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

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Procurement

Hey {name|there}! 👋

I want the address (Site or Ship to) from the ConnectWise Opportunity to be carried over into the Salesbuildr quote automatically. Currently, I have to enter it twice because Salesbuildr pulls from the Company record, which is redundant when the address is already on the Opportunity in ConnectWise.

Sync ConnectWise Opportunity address to Salesbuildr quote

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