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QuoteWerks Desktop

General 81

Where is the Archived Forum?

Posted by Brian Laufer, about 2 years ago
Last Reply by Brian Laufer about 2 years ago
Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners

Posted by Brian Laufer, over 2 years ago
Last Reply by Brian Laufer over 2 years ago
Tabs or Indents - Description cell

Posted by Carl Dipane, 21 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 21 days ago
UK Domestic Reverse Tax

Posted by Wizard Systems, 24 days ago
Last Reply by Wizard Systems 23 days ago
02: Licensing Validation Issue

Posted by Ktaylor, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago

See all 81 topics

Accounting Links 7

Ability to transfer multi currency into Quickbooks

Posted by David Jones, over 1 year ago
Last Reply by Edmund Robinson about 1 month ago
e-invoicing

Posted by Sally Ai, 2 months ago
Last Reply by Hilltops IT 2 months ago
Interface to Sage Intacct

Posted by Joel Katz, 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
How to handle "Other Charges" & "Inventory Assemblies" for QuickBooks

Posted by Scott Edgell, 10 months ago
Last Reply by Steve 5 months ago
Linking to Xero Accounting

Posted by Graeme Leo, almost 3 years ago
Last Reply by Graeme Leo 8 months ago

See all 7 topics

Contact Management (CRM/PSA) 36

Dynamics CRM with Okta

Posted by Amy Ragatz, 22 days ago
Last Reply by Amy Ragatz 22 days ago
DTF is attached to Zoho CRM as well as PDF

Posted by Kim Cruise, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
QuoteWerks integration for Sage CRM

Posted by Mark Engelberg, 2 months ago
Last Reply by Mark Engelberg 2 months ago
SoldTo/ShipTo

Posted by Tommy Allmand, 7 months ago
Last Reply by Richard Kremer 7 months ago
Sync the QuoteWerks description field to the SalesForce 'Line Description' field

Posted by Chris, 11 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago

See all 36 topics

Importing 14

Import Product with Ø in description

Posted by David Lithauer, 4 months ago
Last Reply by Hilltops IT 4 months ago
importing Bill of Material

Posted by Björgvin Ingi jónsson, 5 months ago
Last Reply by Steve 4 months ago
Import option to remove old products

Posted by Greg Barber, about 2 years ago
Last Reply by Steve 5 months ago
Link TD import to QW Doc

Posted by Heidi Cruciana, 8 months ago
Last Reply by Heidi Cruciana 8 months ago
import - recurring

Posted by Tim Mears, about 2 years ago
Last Reply by Tim Mears about 2 years ago

See all 14 topics

Installation and Upgrades 9

QW as RemoteAPP with Quickbooks Integration

Posted by JT Mauric, 6 months ago
Last Reply by Seth Buckley about 4 hours ago
VPN Config with Quotewerks Desktop

Posted by Steve Willits, about 1 year ago
Last Reply by hollyroberts 9 months ago
Any way to have the EXE running on a second computer instead of a shortcut?

Posted by David Matyas, about 1 year ago
Last Reply by Hilltops IT about 1 year ago
QW Download link

Posted by David Jones, about 1 year ago
Last Reply by David Jones about 1 year ago
Quotewerks Repeatedly Crashing after Windows 10 and Computer Upgrade

Posted by Jason Munzer, over 1 year ago
Last Reply by David Jones over 1 year ago

See all 9 topics

Laptops, Remotes, and Sync 4

Sharepoint

Posted by Peter Smart, 2 months ago
Last Reply by Hilltops IT 2 months ago
Literature Synchronization - Remote Installations

Posted by John.neraas, over 1 year ago
Last Reply by Hilltops IT over 1 year ago
Two User Sync

Posted by Alan Bridgeford, almost 2 years ago
Last Reply by Tyler Gualtieri almost 2 years ago
Copy User Maintenance Database to Remote

Posted by Debra Rettich, about 2 years ago
Last Reply by Debra Rettich about 2 years ago

Print Layouts 66

Replicate "ItemType.Something.Totals" from Word Template into QW Layout Designer

Posted by Kevin, about 1 month ago
Last Reply by Alan Jones about 1 month ago
ItemType Extended Price Calculation Not Working in New Template

Posted by Kevin, about 1 month ago
Last Reply by Kevin about 1 month ago
How do I get the options to show up in my word layout

Posted by Michael Hickey, 3 months ago
Last Reply by Hilltops IT 3 months ago
DONE-Print Layout Filter based on User or Groups

Posted by Brad Silven, about 2 years ago
Last Reply by Hilltops IT 3 months ago
What is system field para break

Posted by Debra Rettich, 4 months ago
Last Reply by Hilltops IT 4 months ago

See all 66 topics

Products 17

Customer Based Price Level problem

Posted by Steve Shaffer, 28 days ago
Last Reply by Hilltops IT 26 days ago
Default Price Modifier

Posted by Debra Rettich, 2 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
Product Database of Comments

Posted by Debra Rettich, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
Product Hierarchy

Posted by Dan Toffler, 4 months ago
Last Reply by Steve 4 months ago
Creating Product Databases - Batch Process Image Tricks

Posted by Steve, 5 months ago
Last Reply by Steve 5 months ago

See all 17 topics

QuoteWerks Community 9

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

Posted by Anastasia Carter, 17 days ago
Last Reply by Anastasia Carter 17 days ago
Quotes with multiple options

Posted by Michael Hickey, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
Partial invoicing

Posted by Tony Taylor, almost 3 years ago
Last Reply by Steve 5 months ago
Form to Form fill

Posted by Steve Keefe, almost 2 years ago
Last Reply by Brendan Bell 10 months ago
Missing Forum Post Reply

Posted by Brendan Bell, 10 months ago
Last Reply by Brendan Bell 10 months ago

See all 9 topics

Reporting 13

Parts List from Quote with Qty>0

Posted by Bruce Lindsay, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
Report/Query to find all parts sold to a client

Posted by Matthew Loraditch, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
Filtering out quotes that DO NOT have a certain part

Posted by Barry Erlandson, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
Use the received date in report

Posted by David Bousquet, 11 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago
Number of quotes

Posted by Scott Mickalide, about 1 year ago
Last Reply by David Bousquet 11 months ago

See all 13 topics

Real-time Module 2

Realtime Content (IceCat) or similar

Posted by Greg Barber, 12 months ago
Last Reply by Greg Barber 12 months ago
Cannot get Synnex Real time to work.

Posted by Rick Lund-Pedersen, over 2 years ago
Last Reply by Sylvain Dupuis almost 2 years ago

Product Content Subscription (Etilize) 6

Auto-sort Etilize results by price, from lowest to highest

Posted by Chris, 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
Show distributor name in Etilize results

Posted by Chris, 8 months ago
Last Reply by Chris 8 months ago
Etilize and Multipe database search

Posted by Collette Hoppe, over 1 year ago
Last Reply by Collette Hoppe over 1 year ago
CDW, Amazon, and Dell Search Button

Posted by Collette Hoppe, over 1 year ago
Last Reply by Collette Hoppe over 1 year ago
Localized Etilize

Posted by Ulrich Jorgensen, almost 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) almost 3 years ago

See all 6 topics

QuoteWerks Web

General 21

API for QuoteWerks Web

Posted by John Jacobson, about 2 years ago
Last Reply by John Jacobson about 1 month ago
Website Configurator Integration

Posted by Mark Engelberg, 2 months ago
Last Reply by Hilltops IT 2 months ago
Error msg on Preview of Cover Letter

Posted by Kim Cruise, 3 months ago
Last Reply by Hilltops IT 3 months ago
DONE - Link files from my computer, to the Links Tab of QuoteWerks Web

Posted by Kim Cruise, 8 months ago
Last Reply by Cat Ward 4 months ago
Auto-Sync Quotewerks and QuoteWerks Web Document Files - Etilize Images and Specs

Posted by Jonathan Fitzgerald, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago

See all 21 topics

QuoteValet

QuoteValet Setup 9

Multiple MIDs on QV

Posted by Maria Vazeos, about 1 year ago
Last Reply by Steve 5 months ago
How do you setup QuoteValet to accept a down payment?

Posted by Randy Coffee, about 3 years ago
Last Reply by Jonathan Mast about 1 year ago
QuoteValet Automatically Update after option changes

Posted by Matt Rose (matt@prestigequoting.com), over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Can QV access Autotask integration?

Posted by Jason Chen, about 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago
QuoteValet Payment Processing is not configured for this payment option.

Posted by Paul Brunet, over 2 years ago
Last Reply by Cat Ward over 2 years ago

See all 9 topics

QuoteValet General 12

How to remove old peer reviews from the QV Online dashboard

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

Posted by Rob Rehburg, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
Credit Card Surcharge Rename

Posted by Jeff Davis, 11 months ago
Last Reply by Jeff Davis 11 months ago
Save my information for later as a default

Posted by Jason Lehman, about 1 year ago
Last Reply by Jason Lehman about 1 year ago
re QuoteValet Videos

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

See all 12 topics

QuoteValet Templates 24

CustomDate field input type

Posted by John Jacobson, 16 days ago
Last Reply by Cat Ward 14 days ago
Adding a Second Required Checkbox to the QV Acceptance Terms

Posted by Keven Cluff, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) 29 days ago
Additional QuoteValet Template macros

Posted by Hilltops IT, about 1 month ago
Last Reply by Hilltops IT about 1 month ago
Customization of input type for "Allow QV Qty Change" items?

Posted by Paul Zimmerman, over 1 year ago
Last Reply by Cat Ward 4 months ago
Optional item Selected or Not Selected

Posted by Roberto Elizondo, almost 3 years ago
Last Reply by Darrin Hunter 9 months ago

See all 24 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 3 years ago
Last Reply by Steve 5 months ago
QuoteValetSummary addition

Posted by David Jones, about 2 years ago
Last Reply by David Jones about 2 years ago

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, over 5 years ago
Last Reply by Brian Laufer over 5 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 3 years ago
Last Reply by Brian Laufer about 3 years ago

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