We are using QuoteWerks as a front end deal generator linked to HubSpot through the API. QW is deployed through our remote sales team. As new deals are created, the QW .dtf quote files are saved as attachments to each deal. Currently we need to download the .dtf from HS when the deal closes where we convert it to a sales order in QW and process further from there. This is cumbersome, so we want to use the QW merge files function to merge all .dft files into the main office QuoteWerks installation so they are immediately available. However, when we run this function, it only merges those documents already attached to the logged on user and not all the documents from the other users. I’ve been working with QW on this and they are able to get all documents to merge - I set up accounts for them on our HS installation so they could try it. The difference between their setup and ours is that they use SSO in their network and we don’t. THey are using API version 3
How can I get all (.dtf) documents downloaded to my local installation?
Thanks