Discussions : QuoteWerks Support Portal

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QuoteWerks Desktop

General 27

Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners

Posted by Brian Laufer, about 1 month ago
Last Reply by Brian Laufer, about 1 month ago
Multiple Back Ordered Shipments

Posted by Jason Munzer, 1 day ago
Last Reply by Jason Munzer, about 5 hours ago
Subfolders in the Resources folder

Posted by David Jones, 10 days ago
Last Reply by Hilltops IT, 4 days ago
CUstomText

Posted by Tim Mears, 11 days ago
Last Reply by Matt Rose, 11 days ago
Filtering to products available only

Posted by Tamarab, about 1 month ago
Last Reply by Matt Rose, about 1 month ago

See all 27 topics

Accounting Links 2

Linking to Xero Accounting

Posted by Graeme Leo, 8 months ago
Last Reply by Graeme Leo, 5 months ago
Quotewerks and Quickbooks link broke after last QB update

Posted by Pat R Egen, 7 months ago
Last Reply by Pat R Egen, 7 months ago

Contact Management (CRM/PSA) 14

Mapping Custom Fields from Salesforce to Quotewerks

Posted by Ty.tran, about 1 month ago
Last Reply by Ty.tran, about 1 month ago
mscrm and QuoteWerks document Revisions

Posted by David Jones, 8 months ago
Last Reply by David Jones, about 1 month ago
Recurring Revenue Issues within Line Attributes

Posted by Rachel Gilbertson, about 1 month ago
Last Reply by Cat Ward, about 1 month ago
Calling all CW Manage and Quotewerks partners: Which purchasing platform do you prefer?

Posted by Ashley Wiedeman, 2 months ago
Last Reply by Ashley Wiedeman, 2 months ago
QuoteWerks SugarCRM Integration - Quotes-to-Opportunities

Posted by Larry Arrington, 4 months ago
Last Reply by Larry Arrington, 4 months ago

See all 14 topics

Importing 7

Importing PriceLevels

Posted by Iain Shaw, 4 months ago
Last Reply by Iain Shaw, 4 months ago
Populate configurator data on backend

Posted by Josh Didier, 7 months ago
Last Reply by Hilltops IT, 7 months ago
New product import template

Posted by Garry Robertson, 7 months ago
Last Reply by Garry Robertson, 7 months ago
Import Quote Headers

Posted by Darla Nutter, 7 months ago
Last Reply by Darla Nutter, 7 months ago
Importing a price list with marked-up price

Posted by Michael Crabtree, 10 months ago
Last Reply by Michael Crabtree, 10 months ago

See all 7 topics

Installation and Upgrades 3

Failed upgrade - broken QW

Posted by Karl Miles, 3 months ago
Last Reply by Karl Miles, 3 months ago
How to copy one installation to another

Posted by Tyler Wood, 5 months ago
Last Reply by Matt Rose, 5 months ago
Issues during upgrade

Posted by Patrick Doman, 12 months ago
Last Reply by Nick jhones, 6 months ago

Laptops, Remotes, and Sync 0

Print Layouts 36

Print Layout Filter based on User or Groups

Posted by Brad Silven, about 9 hours ago
Last Reply by Brad Silven, about 5 hours ago
Fillable Fields?

Posted by Dustin Kathol, 15 days ago
Last Reply by Dustin Kathol, 15 days ago
Totaling Item Quantity in Layout

Posted by Dan Loder, about 1 month ago
Last Reply by Matt Rose, about 1 month ago
Remove/hide 'Optional - Selected'

Posted by Barry Jarvis, about 1 month ago
Last Reply by Barry Jarvis, about 1 month ago
Show Group Qty

Posted by Barry Jarvis, about 1 month ago
Last Reply by Matt Rose, about 1 month ago

See all 36 topics

Products 7

Google Filestream and Images

Posted by Kurt Jones, 8 months ago
Last Reply by David Jones, about 1 month ago
Add Capability To Connect "Dynamics 365 for Sales" As A Product Source

Posted by Joshua Barneck, 7 months ago
Last Reply by Hilltops IT, 7 months ago
Product Group totals not updating with added product

Posted by Scott Brawner, 8 months ago
Last Reply by Matt Rose, 8 months ago
Drop Down Choices

Posted by Matthew LaRose, 11 months ago
Last Reply by Hank Wilkinson, 10 months ago
Product Setup

Posted by Lonnie Ladwig, 11 months ago
Last Reply by Cat Ward, 11 months ago

See all 7 topics

QuoteWerks Community 2

Partial invoicing

Posted by Tony Taylor, 7 months ago
Last Reply by Jason Munzer, about 4 hours ago
Same quote, multiple customers

Posted by Tom Absher, 8 months ago
Last Reply by John Lewe (QuoteWerks), 7 months ago

Reporting 5

Sales by State Report

Posted by Eshi, 2 months ago
Last Reply by Matt Rose, 2 months ago
Purchase Order Report

Posted by Mark Perez, 3 months ago
Last Reply by Matt Rose, 3 months ago
Parts List from Quote with Qty>0

Posted by Bruce Lindsay, 5 months ago
Last Reply by Matt Rose, 3 months ago
Management Report

Posted by Ben Parker, 6 months ago
Last Reply by Ben Parker, 6 months ago
recurring revenue

Posted by James Scott, 8 months ago
Last Reply by Matt Rose, 8 months ago

Real-time Module 1

Cannot get Synnex Real time to work.

Posted by Rick Lund-Pedersen, 4 months ago
Last Reply by Brandon Gordon, 4 months ago

Product Content Subscription (Etilize) 2

Localized Etilize

Posted by Ulrich Jorgensen, 7 months ago
Last Reply by Matt Rose, 7 months ago
Updated to v5.3 Build 3.18, now Etilize is very slow

Posted by Jenni Pasternik, 9 months ago
Last Reply by Jenni Pasternik, 9 months ago

QuoteWerks Web

General 9

Logins / Licenses

Posted by Jack Fry, 9 months ago
Last Reply by Brian Laufer, 3 months ago
Error Adding Contact

Posted by Jack Fry, 4 months ago
Last Reply by Brian Laufer, 3 months ago
Postal Code

Posted by Jack Fry, 9 months ago
Last Reply by Cat Ward, 3 months ago
Modifiers

Posted by Jack Fry, 8 months ago
Last Reply by Jack Fry, 3 months ago
Approval by Quote Type

Posted by Darla Nutter, 5 months ago
Last Reply by Hilltops IT, 4 months ago

See all 9 topics

QuoteValet

QuoteValet Setup 7

Can QV access Autotask integration?

Posted by Jason Chen, 32 minutes ago
Last Reply by Jason Chen, 32 minutes ago
QuoteValet Payment Processing is not configured for this payment option.

Posted by Paul Brunet, 2 months ago
Last Reply by Cat Ward, 2 months ago
Quotevalet Activity Notification - Expired Quote Viewed?

Posted by Curt Giacomoni, 7 months ago
Last Reply by Mike Krzenski, 3 months ago
Single data-source for QuoteWerks and QuoteValet for SQL dbs in Azure or AWS

Posted by Darla Nutter, 5 months ago
Last Reply by Matt Rose, 5 months ago
QuoteValet Preview site files

Posted by David Jones, 6 months ago
Last Reply by David Jones, 6 months ago

See all 7 topics

QuoteValet General 1

Looking for "better" reporting out of QuoteValet

Posted by Randy Coffee, 10 months ago
Last Reply by Matt Rose, 10 months ago

QuoteValet Templates 13

Creating a Dropdown List for Quantity

Posted by John Jacobson, 5 months ago
Last Reply by John Jacobson, about 1 month ago
Quotevalet Page Breaks

Posted by Barry Jarvis, about 1 month ago
Last Reply by Barry Jarvis, about 1 month ago
QuoteValet Custom Template

Posted by Jay Dymond, 3 months ago
Last Reply by Hilltops IT, 2 months ago
QV Required Fields

Posted by Barry Jarvis, 3 months ago
Last Reply by Barry Jarvis, 2 months ago
No PDF's please

Posted by Kurt Jones, 7 months ago
Last Reply by Mike Krzenski, 3 months ago

See all 13 topics

QuoteValet Mobile 0

QuoteValet Insight 2

QuoteValetSummary addition

Posted by David Jones, 3 days ago
Last Reply by David Jones, 2 days ago
Ability to delete all selected documents with links to QuoteValet without Individual popup message

Posted by Callum Vine, 9 months ago
Last Reply by Callum Vine, 9 months ago

Feature Requests

How to Submit Feature Requests 1

Access to the Feature Requests Forum

Posted by Brian Laufer, about 3 years ago
Last Reply by Brian Laufer, about 3 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, 12 months ago
Last Reply by Brian Laufer, 12 months ago

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Feature Requests

API / SDK Programming and Scripting