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QuoteWerks Desktop

General 114

Where is the Archived Forum?

Posted by Brian Laufer, over 3 years ago
Last Reply by Brian Laufer over 3 years ago
Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners

Posted by Brian Laufer, over 3 years ago
Last Reply by Brian Laufer over 3 years ago
SQL Timeout

Posted by Oliver Marshall, 16 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 12 days ago
Volume Pricing

Posted by Paul Howard, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) 25 days ago
Zoho Product Integration

Posted by Dan Herbert, 26 days ago
Last Reply by Dan Herbert 26 days ago

See all 114 topics

Accounting Links 11

QuoteWerks to Quickbooks Transfer - Select the current open Quote

Posted by Richard Handley, 4 months ago
Last Reply by John Edwards 2 months ago
Shipping amount blank in QuickBooks Online invoice export

Posted by David Tran, 3 months ago
Last Reply by David Tran 3 months ago
Partial Billing Sales Orders

Posted by Cameron Plato, 4 months ago
Last Reply by Steve Siggs 4 months ago
Quickbooks Desktop 2022

Posted by James M. Golden, 9 months ago
Last Reply by James M. Golden 9 months ago
Ability to transfer multi currency into Quickbooks

Posted by David Jones, almost 3 years ago
Last Reply by Edmund Robinson over 1 year ago

See all 11 topics

Contact Management (CRM/PSA) 45

Feature Request

Posted by Greg Fyn, 21 days ago
Last Reply by Greg Fyn 21 days ago
Halo PSA

Posted by Scott T. Sanford, about 1 month ago
Last Reply by Scott T. Sanford about 1 month ago
Salesforce Contacts lookup shows blank results

Posted by Ruby Paul, 3 months ago
Last Reply by Cat Ward 3 months ago
Zoho Contacts

Posted by Peter Smart, over 2 years ago
Last Reply by Peter Smart 4 months ago
Line numbers on converted ST/Proj in Connectwise

Posted by Levi Shores, 7 months ago
Last Reply by Levi Shores 7 months ago

See all 45 topics

Importing 17

import products in different currencies to base currency

Posted by Cairn-Research GmbH, 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
Import Wizard

Posted by Frank Coady, 7 months ago
Last Reply by Frank Coady 7 months ago
Importing line items in to a quote

Posted by Oliver Marshall, 10 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 10 months ago
Import Product with Ø in description

Posted by David Lithauer, over 1 year ago
Last Reply by Steve Siggs over 1 year ago
importing Bill of Material

Posted by Björgvin Ingi jónsson, over 1 year ago
Last Reply by Steve (ML) over 1 year ago

See all 17 topics

Installation and Upgrades 11

Moving QW to a new Server

Posted by Sally Stoessner, 11 months ago
Last Reply by Cat Ward 11 months ago
ADDRESSED-Unrelevant SPLASH screen

Posted by Bernard Pouliot, about 1 year ago
Last Reply by John Lewe (QuoteWerks) 12 months ago
QW as RemoteAPP with Quickbooks Integration

Posted by JT Mauric, over 1 year ago
Last Reply by Seth Buckley about 1 year ago
VPN Config with Quotewerks Desktop

Posted by Steve Willits, over 2 years ago
Last Reply by hollyroberts almost 2 years ago
Any way to have the EXE running on a second computer instead of a shortcut?

Posted by David Matyas, over 2 years ago
Last Reply by Steve Siggs over 2 years ago

See all 11 topics

Laptops, Remotes, and Sync 4

Sharepoint

Posted by Peter Smart, over 1 year ago
Last Reply by Andy Skrzypczak about 1 year ago
Literature Synchronization - Remote Installations

Posted by John.neraas, over 2 years ago
Last Reply by Steve Siggs over 2 years ago
Two User Sync

Posted by Alan Bridgeford, about 3 years ago
Last Reply by Tyler Gualtieri about 3 years ago
Copy User Maintenance Database to Remote

Posted by Debra Rettich, over 3 years ago
Last Reply by Debra Rettich over 3 years ago

Print Layouts 77

email template for sending PO's

Posted by Mitch Weller, 17 days ago
Last Reply by Mitch Weller 17 days ago
Formula Discount % off Unit List Price

Posted by Elise Hernandez, 3 months ago
Last Reply by Steve Siggs 3 months ago
shade alternate rows when printing template

Posted by James Shannon, almost 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
Custom totals in layout

Posted by Michael Hickey, 5 months ago
Last Reply by Steve Siggs 5 months ago
How can I reference the GroupHeader of a GroupMember?

Posted by Dustin Kathol, 5 months ago
Last Reply by Dustin Kathol 5 months ago

See all 77 topics

Products 25

Limit access to Product Data Source

Posted by David Tran, 4 months ago
Last Reply by David Tran 4 months ago
Based on Volume Pricing for Etilize Products; Importing Products from Etilize to a Native Database

Posted by Justin Swall, 7 months ago
Last Reply by Justin Swall 7 months ago
Setting up Based on Volume Pricing on an Etilize Product; Copying an Etilize Product to a Native Product DB

Posted by Justin Swall, 7 months ago
Last Reply by Justin Swall 7 months ago
Setting up Based on Volume Pricing on an Etilize Product; Copying an Etilize Product to a Native Product DB

Posted by Justin Swall, 7 months ago
Last Reply by Justin Swall 7 months ago
Database Table Name

Posted by Michael Hickey, 9 months ago
Last Reply by Steve Siggs 9 months ago

See all 25 topics

QuoteWerks Community 9

When you Win an Opp in QW the Activities stay open in CW

Posted by Anastasia Carter, over 1 year ago
Last Reply by Anastasia Carter over 1 year ago
Quotes with multiple options

Posted by Michael Hickey, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Partial invoicing

Posted by Tony Taylor, about 4 years ago
Last Reply by Steve (ML) over 1 year ago
Form to Form fill

Posted by Steve Keefe, about 3 years ago
Last Reply by Brendan Bell about 2 years ago
Missing Forum Post Reply

Posted by Brendan Bell, about 2 years ago
Last Reply by Brendan Bell about 2 years ago

See all 9 topics

Reporting 16

Login History Report?

Posted by Pam Boyd, 4 months ago
Last Reply by Pam Boyd 4 months ago
QV Approval reporting

Posted by Oliver Marshall, 10 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 10 months ago
Opportunity Dashboard, Editing what Top 5 Products results

Posted by Michael Hickey, 12 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 12 months ago
Commision report

Posted by David Spangler, about 3 years ago
Last Reply by Steve Siggs about 1 year ago
Parts List from Quote with Qty>0

Posted by Bruce Lindsay, almost 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago

See all 16 topics

Real-time Module 5

Amazon Business integration for Canada

Posted by Sam Marashi, 7 months ago
Last Reply by Stacey Kranzler - RBI 7 months ago
Amazon .CA Business Integration

Posted by Stacey Kranzler - RBI, 7 months ago
Last Reply by Stacey Kranzler - RBI 7 months ago
Real-time Sales Tax Reporting?

Posted by Andax IT, 10 months ago
Last Reply by Steve Siggs 9 months ago
Realtime Content (IceCat) or similar

Posted by Greg Barber, about 2 years ago
Last Reply by Greg Barber about 2 years ago
Cannot get Synnex Real time to work.

Posted by Rick Lund-Pedersen, almost 4 years ago
Last Reply by Sylvain Dupuis about 3 years ago

Product Content Subscription (Etilize) 7

Cleaning up Etilize product descriptions

Posted by Sebastian Berry, 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
Auto-sort Etilize results by price, from lowest to highest

Posted by Chris, almost 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) almost 2 years ago
Show distributor name in Etilize results

Posted by Chris, almost 2 years ago
Last Reply by Chris almost 2 years ago
Etilize and Multipe database search

Posted by Collette Hoppe, almost 3 years ago
Last Reply by Collette Hoppe almost 3 years ago
CDW, Amazon, and Dell Search Button

Posted by Collette Hoppe, almost 3 years ago
Last Reply by Collette Hoppe almost 3 years ago

See all 7 topics

QuoteWerks Web

General 24

Azure AD SAML Authentication

Posted by Ryan Gallier, 8 months ago
Last Reply by Patrick R. Holland 3 months ago
API for QuoteWerks Web

Posted by John Jacobson, over 3 years ago
Last Reply by John Jacobson 4 months ago
QuoteWerks "Web" strange BROWSER behavior

Posted by Bernard Pouliot, about 1 year ago
Last Reply by Roger Ryken about 1 year ago
Quotewerks SQL on LINUX (SYNOLOGY) How To ...

Posted by Bernard Pouliot, about 1 year ago
Last Reply by Steve Siggs about 1 year ago
Website Configurator Integration

Posted by Mark Engelberg, over 1 year ago
Last Reply by Steve Siggs over 1 year ago

See all 24 topics

QuoteValet

QuoteValet Setup 10

QuoteValet Notifications

Posted by Barb Baker, about 1 month ago
Last Reply by Barb Baker about 1 month ago
Multiple MIDs on QV

Posted by Maria Vazeos, about 2 years ago
Last Reply by Steve (ML) over 1 year ago
How do you setup QuoteValet to accept a down payment?

Posted by Randy Coffee, over 4 years ago
Last Reply by Jonathan Mast over 2 years ago
QuoteValet Automatically Update after option changes

Posted by Matt Rose (matt@prestigequoting.com), over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago
Can QV access Autotask integration?

Posted by Jason Chen, over 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 3 years ago

See all 10 topics

QuoteValet General 14

How do you kick out a user in QuoteValet?

Posted by Melanie Sombke, 4 months ago
Last Reply by Steve Siggs 4 months ago
QuoteValet Email Notifications

Posted by Ron Brown, over 3 years ago
Last Reply by Steve Siggs 5 months ago
Export QV Reports

Posted by Oliver Marshall, 10 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 10 months ago
How to remove old peer reviews from the QV Online dashboard

Posted by Alexa Davis (TMB), over 1 year ago
Last Reply by Alexa Davis (TMB) over 1 year ago
Add Affirm Financing to QuoteValet Payment Gateway Integrations

Posted by Rob Rehburg, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago

See all 14 topics

QuoteValet Templates 29

Adding a Second Required Checkbox to the QV Acceptance Terms

Posted by Keven Cluff, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
Additional QuoteValet Template macros

Posted by Steve Siggs, over 1 year ago
Last Reply by Steve Siggs 3 months ago
Subtotal INC shipping BEFORE tax

Posted by Oliver Marshall, 5 months ago
Last Reply by Ryan Burke 4 months ago
QuoteValet Macros not in the Manual, *Mobile fields

Posted by Steve Siggs, 5 months ago
Last Reply by Steve Siggs 5 months ago
Modern QuoteValet Customer Facing Template

Posted by Justin Swall, 7 months ago
Last Reply by Justin Swall 7 months ago

See all 29 topics

QuoteValet Mobile 0

QuoteValet Insight 2

Ability to delete all selected documents with links to QuoteValet without Individual popup message

Posted by Callum Vine, about 4 years ago
Last Reply by Steve (ML) over 1 year ago
QuoteValetSummary addition

Posted by David Jones, over 3 years ago
Last Reply by David Jones over 3 years ago

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, over 6 years ago
Last Reply by Brian Laufer over 6 years ago

API / SDK Programming and Scripting

How to Gain Access to API/SDK Developer Forum 1

Access to QuoteWerks API Forum

Posted by Brian Laufer, over 4 years ago
Last Reply by Brian Laufer over 4 years ago

VendorRFQ

General 2

Adding New Vendors

Posted by Arthur Erreich, 2 months ago
Last Reply by tony brown 6 days ago
PARTIAL-Show extended pricing when vendor enters the price

Posted by John Jacobson, 4 months ago
Last Reply by John Lewe (QuoteWerks) 4 months ago

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API / SDK Programming and Scripting

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