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QuoteWerks Desktop

General 62

Where is the Archived Forum?

Posted by Brian Laufer, 11 months ago
Last Reply by Brian Laufer, 11 months ago
Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners

Posted by Brian Laufer, about 1 year ago
Last Reply by Brian Laufer, about 1 year ago
Retention of Seed, Reg Code and Tenant Account following License Relinquish

Posted by Victoria Wilby, 22 days ago
Last Reply by David Jones, 22 days ago
Revision deletes original quote

Posted by Steve Crouch, about 1 month ago
Last Reply by Steve Crouch, 29 days ago
Support Screen Scaling in Quotewerks UI

Posted by Steve Willits, 2 months ago
Last Reply by Hilltops IT, about 1 month ago

See all 62 topics

Accounting Links 4

Ability to transfer multi currency into Quickbooks

Posted by David Jones, 6 months ago
Last Reply by David Jones, 6 months ago
Linking to Xero Accounting

Posted by Graeme Leo, almost 2 years ago
Last Reply by Graeme Leo, 9 months ago
QuickBooks Job Name Generation

Posted by Dustin Kathol, about 1 year ago
Last Reply by Dustin Kathol, about 1 year ago
Quotewerks and Quickbooks link broke after last QB update

Posted by Pat R Egen, over 1 year ago
Last Reply by Pat R Egen, over 1 year ago

Contact Management (CRM/PSA) 26

SalesForce Opportunity Link/URL

Posted by Paul Phillips, 10 days ago
Last Reply by Paul Phillips, 4 days ago
CRM Alternative - Cheap, Simple, Self Hosted

Posted by Marc Barlow, 19 days ago
Last Reply by Matt Rose (matt@prestigequoting.com), 18 days ago
Zoho vs. Goldmine

Posted by Joe Dec, 7 months ago
Last Reply by Jon Klubnik, 18 days ago
Grouped Products & ConnectWise Forecast Lines

Posted by Meg Introwitz-Williams, 4 months ago
Last Reply by Meg Introwitz-Williams, 4 months ago
Add contacts to QW Corporate Server Version

Posted by Paul Phillips, 6 months ago
Last Reply by Paul Phillips, 6 months ago

See all 26 topics

Importing 11

Import option to remove old products

Posted by Greg Barber, 10 months ago
Last Reply by Hilltops IT, 6 months ago
import - recurring

Posted by Tim Mears, 11 months ago
Last Reply by Tim Mears, 11 months ago
Price Update

Posted by Alan Bridgeford, about 1 year ago
Last Reply by Cat Ward, 11 months ago
Product Export prices have | instead of decimal

Posted by Richard Kremer, about 1 year ago
Last Reply by Alan Bridgeford, about 1 year ago
Importing PriceLevels

Posted by Iain Shaw, over 1 year ago
Last Reply by Iain Shaw, over 1 year ago

See all 11 topics

Installation and Upgrades 6

QW Download link

Posted by David Jones, 14 days ago
Last Reply by David Jones, 12 days ago
Quotewerks Repeatedly Crashing after Windows 10 and Computer Upgrade

Posted by Jason Munzer, 4 months ago
Last Reply by David Jones, 4 months ago
Can't run QW following upgrade to 5.4 build 6.01

Posted by Paul Knight, 9 months ago
Last Reply by Paul Knight, 9 months ago
Failed upgrade - broken QW

Posted by Karl Miles, over 1 year ago
Last Reply by Karl Miles, over 1 year ago
How to copy one installation to another

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

See all 6 topics

Laptops, Remotes, and Sync 3

Literature Synchronization - Remote Installations

Posted by John.neraas, about 1 month ago
Last Reply by Hilltops IT, about 1 month ago
Two User Sync

Posted by Alan Bridgeford, 8 months ago
Last Reply by Tyler Gualtieri, 8 months ago
Copy User Maintenance Database to Remote

Posted by Debra Rettich, about 1 year ago
Last Reply by Debra Rettich, about 1 year ago

Print Layouts 52

Print layout filtering

Posted by Dean Porter, 15 days ago
Last Reply by John Jacobson, 8 days ago
Totaling Qty in quote/report

Posted by Ron Morasse, almost 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com), 18 days ago
Do NOT print page header if no products / services line items?

Posted by Pratt Lathrop, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com), about 1 month ago
Subscript

Posted by Corey Gosa, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 3 months ago
Formula Help please

Posted by Corey Gosa, 3 months ago
Last Reply by Danny Waters, 3 months ago

See all 52 topics

Products 11

Native Product Database(s)

Posted by Heidi Bizub, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 7 months ago
Product Management - managing parts

Posted by Michael Bazar, 9 months ago
Last Reply by Miguel Mendes, 8 months ago
Add a blank line

Posted by Tim Mears, 11 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 11 months ago
Go Directly to database product item on right-click

Posted by Brad Silven, 11 months ago
Last Reply by Brad Silven, 11 months ago
Google Filestream and Images

Posted by Kurt Jones, over 1 year ago
Last Reply by David Jones, about 1 year ago

See all 11 topics

QuoteWerks Community 6

Service/labor items

Posted by Jay Akins, about 1 month ago
Last Reply by Cat Ward, about 1 month ago
Change in Cost - After Quote Approved by Customer

Posted by Rehan Khan, 4 months ago
Last Reply by Rehan Khan, 4 months ago
Form to Form fill

Posted by Steve Keefe, 9 months ago
Last Reply by Steve Keefe, 9 months ago
Partial invoicing

Posted by Tony Taylor, over 1 year ago
Last Reply by Corey.angarola, 11 months ago
Set Specific Terms for Specific Documents

Posted by Jill Metz, about 1 year ago
Last Reply by Hilltops IT, about 1 year ago

See all 6 topics

Reporting 9

Report on Selected Options

Posted by Matt, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 3 months ago
Reporting Engine

Posted by Kurt Jones, 6 months ago
Last Reply by Kurt Jones, 6 months ago
Totals in Report

Posted by Pam Boyd, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 7 months ago
Commision report

Posted by David Spangler, 10 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 10 months ago
Sales by State Report

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

See all 9 topics

Real-time Module 1

Cannot get Synnex Real time to work.

Posted by Rick Lund-Pedersen, over 1 year ago
Last Reply by Sylvain Dupuis, 9 months ago

Product Content Subscription (Etilize) 4

Etilize and Multipe database search

Posted by Collette Hoppe, 7 months ago
Last Reply by Collette Hoppe, 7 months ago
CDW, Amazon, and Dell Search Button

Posted by Collette Hoppe, 7 months ago
Last Reply by Collette Hoppe, 7 months ago
Localized Etilize

Posted by Ulrich Jorgensen, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com), over 1 year ago
Updated to v5.3 Build 3.18, now Etilize is very slow

Posted by Jenni Pasternik, almost 2 years ago
Last Reply by Jenni Pasternik, almost 2 years ago

QuoteWerks Web

General 15

Auto-Sync Quotewerks and QuoteWerks Web Document Files - Etilize Images and Specs

Posted by Jonathan Fitzgerald, 3 months ago
Last Reply by William Hunt, 14 days ago
Adding Quick Look Up to Quotewerks Web

Posted by Jack Kennedy, 25 days ago
Last Reply by Jack Kennedy, 25 days ago
Logins / Licenses

Posted by Jack Fry, almost 2 years ago
Last Reply by Roger Ryken, 3 months ago
Add contacts to QW Corporate Server Version

Posted by Paul Phillips, 6 months ago
Last Reply by Paul Phillips, 6 months ago
New Search Dialog Box

Posted by Sean Thomas, 6 months ago
Last Reply by Sean Thomas, 6 months ago

See all 15 topics

QuoteValet

QuoteValet Setup 8

QuoteValet Automatically Update after option changes

Posted by Matt Rose (matt@prestigequoting.com), 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 3 months ago
Can QV access Autotask integration?

Posted by Jason Chen, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com), about 1 year ago
QuoteValet Payment Processing is not configured for this payment option.

Posted by Paul Brunet, over 1 year ago
Last Reply by Cat Ward, over 1 year ago
Quotevalet Activity Notification - Expired Quote Viewed?

Posted by Curt Giacomoni, over 1 year ago
Last Reply by Mike Krzenski, over 1 year ago
Single data-source for QuoteWerks and QuoteValet for SQL dbs in Azure or AWS

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

See all 8 topics

QuoteValet General 8

re QuoteValet Videos

Posted by David Jones, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 7 months ago
QuoteValet Customization

Posted by Trevor Marcy, 10 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 10 months ago
Replacing licenses and QuoteValet

Posted by David Jones, 10 months ago
Last Reply by David Jones, 10 months ago
Mobile Webpage

Posted by James Scott, 11 months ago
Last Reply by James Scott, 11 months ago
Multiple approvals for clients?

Posted by Jason Chen, 12 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 12 months ago

See all 8 topics

QuoteValet Templates 20

No PDF's please

Posted by Kurt Jones, over 1 year ago
Last Reply by Steve, about 1 month ago
Modifying Button Text

Posted by Steve, 2 months ago
Last Reply by Steve, 2 months ago
Customization of input type for "Allow QV Qty Change" items?

Posted by Paul Zimmerman, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 3 months ago
DONE-QuoteValet Macros not in the Manual

Posted by Steve, 7 months ago
Last Reply by Hilltops IT, 3 months ago
Quotevalet Page Breaks

Posted by Barry Jarvis, over 1 year ago
Last Reply by Jos Lemmerling, 3 months ago

See all 20 topics

QuoteValet Mobile 0

QuoteValet Insight 2

QuoteValetSummary addition

Posted by David Jones, about 1 year ago
Last Reply by David Jones, about 1 year ago
Ability to delete all selected documents with links to QuoteValet without Individual popup message

Posted by Callum Vine, almost 2 years ago
Last Reply by Callum Vine, almost 2 years ago

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, about 4 years ago
Last Reply by Brian Laufer, about 4 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, about 2 years ago
Last Reply by Brian Laufer, about 2 years ago

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Community forums

QuoteWerks Desktop

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Feature Requests

API / SDK Programming and Scripting