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QuoteWerks Desktop

General 76

Where is the Archived Forum?

Posted by Brian Laufer, over 1 year ago
Last Reply by Brian Laufer over 1 year ago
Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners

Posted by Brian Laufer, almost 2 years ago
Last Reply by Brian Laufer almost 2 years ago
update all line items from existing quote with new database cost/sell

Posted by Stumpf, Tom, 14 days ago
Last Reply by Stumpf, Tom 14 days ago
Sales Tax for Services/Warranties/Subscriptions

Posted by Matthew Loraditch, about 1 month ago
Last Reply by Matthew Loraditch about 1 month ago
Copy branches in Configurator?

Posted by Richard Kremer, about 1 month ago
Last Reply by Richard Kremer about 1 month ago

See all 76 topics

Accounting Links 5

Linking to Xero Accounting

Posted by Graeme Leo, over 2 years ago
Last Reply by Graeme Leo 3 months ago
How to handle "Other Charges" & "Inventory Assemblies" for QuickBooks

Posted by Scott Edgell, 4 months ago
Last Reply by Scott Edgell 4 months ago
Ability to transfer multi currency into Quickbooks

Posted by David Jones, about 1 year ago
Last Reply by David Jones about 1 year ago
QuickBooks Job Name Generation

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

Posted by Pat R Egen, over 2 years ago
Last Reply by Pat R Egen over 2 years ago

Contact Management (CRM/PSA) 33

SoldTo/ShipTo

Posted by Tommy Allmand, about 1 month ago
Last Reply by Richard Kremer about 1 month ago
Sync the QuoteWerks description field to the SalesForce 'Line Description' field

Posted by Chris, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
SalesForce Integration: Ability to use the Account addresses rather than contact addresses

Posted by Chris, 5 months ago
Last Reply by Chris 5 months ago
AutoTask Integration - Vendor Product Number

Posted by Aaron Chong, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
Switching from Dynamics to Salesforce for QW

Posted by Will Adams, 6 months ago
Last Reply by Hilltops IT 6 months ago

See all 33 topics

Importing 12

Link TD import to QW Doc

Posted by Heidi Cruciana, 2 months ago
Last Reply by Heidi Cruciana about 1 month ago
Import option to remove old products

Posted by Greg Barber, over 1 year ago
Last Reply by Hilltops IT about 1 year ago
import - recurring

Posted by Tim Mears, over 1 year ago
Last Reply by Tim Mears over 1 year ago
Price Update

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

Posted by Richard Kremer, almost 2 years ago
Last Reply by Alan Bridgeford over 1 year ago

See all 12 topics

Installation and Upgrades 9

QW as RemoteAPP with Quickbooks Integration

Posted by JT Mauric, 21 days ago
Last Reply by JT Mauric 21 days ago
VPN Config with Quotewerks Desktop

Posted by Steve Willits, 8 months ago
Last Reply by hollyroberts 3 months ago
Any way to have the EXE running on a second computer instead of a shortcut?

Posted by David Matyas, 8 months ago
Last Reply by Hilltops IT 7 months ago
QW Download link

Posted by David Jones, 9 months ago
Last Reply by David Jones 9 months ago
Quotewerks Repeatedly Crashing after Windows 10 and Computer Upgrade

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

See all 9 topics

Laptops, Remotes, and Sync 3

Literature Synchronization - Remote Installations

Posted by John.neraas, 10 months ago
Last Reply by Hilltops IT 10 months ago
Two User Sync

Posted by Alan Bridgeford, over 1 year ago
Last Reply by Tyler Gualtieri over 1 year ago
Copy User Maintenance Database to Remote

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

Print Layouts 61

Time Calculation

Posted by Joseph Farahat, 12 days ago
Last Reply by Joseph Farahat about 14 hours ago
DONE-Print Layout Filter based on User or Groups

Posted by Brad Silven, almost 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 21 hours ago
Unit Price is greater than Unit List Layout Filter

Posted by Keely Adrian, about 1 month ago
Last Reply by Keely Adrian about 1 month ago
Page Numbers on Literature are upside down

Posted by Keely Adrian, about 1 month ago
Last Reply by Keely Adrian about 1 month ago
Detail Section Showing up blank in print layout

Posted by Steffanie Rodriguez, 3 months ago
Last Reply by Hilltops IT 3 months ago

See all 61 topics

Products 12

Pricing formulas

Posted by Terri Furgeson, 3 months ago
Last Reply by Terri Furgeson 3 months ago
Add Capability To Connect "Dynamics 365 for Sales" As A Product Source

Posted by Joshua Barneck, over 2 years ago
Last Reply by Chuck Hogan 8 months ago
Native Product Database(s)

Posted by Heidi Bizub, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Product Management - managing parts

Posted by Michael Bazar, over 1 year ago
Last Reply by Miguel Mendes over 1 year ago
Add a blank line

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

See all 12 topics

QuoteWerks Community 7

Form to Form fill

Posted by Steve Keefe, over 1 year ago
Last Reply by Brendan Bell 5 months ago
Missing Forum Post Reply

Posted by Brendan Bell, 5 months ago
Last Reply by Brendan Bell 5 months ago
Service/labor items

Posted by Jay Akins, 10 months ago
Last Reply by Cat Ward 9 months ago
Change in Cost - After Quote Approved by Customer

Posted by Rehan Khan, about 1 year ago
Last Reply by Rehan Khan about 1 year ago
Partial invoicing

Posted by Tony Taylor, over 2 years ago
Last Reply by Corey.angarola over 1 year ago

See all 7 topics

Reporting 13

Parts List from Quote with Qty>0

Posted by Bruce Lindsay, about 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 30 minutes ago
Report/Query to find all parts sold to a client

Posted by Matthew Loraditch, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
Filtering out quotes that DO NOT have a certain part

Posted by Barry Erlandson, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
Use the received date in report

Posted by David Bousquet, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
Number of quotes

Posted by Scott Mickalide, 7 months ago
Last Reply by David Bousquet 6 months ago

See all 13 topics

Real-time Module 2

Realtime Content (IceCat) or similar

Posted by Greg Barber, 6 months ago
Last Reply by Greg Barber 6 months ago
Cannot get Synnex Real time to work.

Posted by Rick Lund-Pedersen, about 2 years ago
Last Reply by Sylvain Dupuis over 1 year ago

Product Content Subscription (Etilize) 6

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

Posted by Chris, 2 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
Show distributor name in Etilize results

Posted by Chris, 2 months ago
Last Reply by Chris about 1 month ago
Etilize and Multipe database search

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

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

Posted by Ulrich Jorgensen, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago

See all 6 topics

QuoteWerks Web

General 19

Link files from my computer, to the Links Tab of QuoteWerks Web

Posted by Kim Cruise, 2 months ago
Last Reply by Kim Cruise 2 months ago
Using QuoteWerks web getting error uploading to quotevalet

Posted by David Matyas, 4 months ago
Last Reply by Hilltops IT 4 months ago
API for QuoteWerks Web

Posted by John Jacobson, over 1 year ago
Last Reply by Mark Williams 5 months ago
Adding Contacts in Quotewerks Web based

Posted by Allie Gilbert, 6 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
Quotewerks Web can't login

Posted by Bobby Robinson, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago

See all 19 topics

QuoteValet

QuoteValet Setup 9

Multiple MIDs on QV

Posted by Maria Vazeos, 7 months ago
Last Reply by Maria Vazeos 7 months ago
How do you setup QuoteValet to accept a down payment?

Posted by Randy Coffee, over 2 years ago
Last Reply by Jonathan Mast 8 months ago
QuoteValet Automatically Update after option changes

Posted by Matt Rose (matt@prestigequoting.com), about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago
Can QV access Autotask integration?

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

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

See all 9 topics

QuoteValet General 10

Credit Card Surcharge Rename

Posted by Jeff Davis, 6 months ago
Last Reply by Jeff Davis 6 months ago
Save my information for later as a default

Posted by Jason Lehman, 8 months ago
Last Reply by Jason Lehman 8 months ago
re QuoteValet Videos

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

Posted by Trevor Marcy, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Replacing licenses and QuoteValet

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

See all 10 topics

QuoteValet Templates 22

Optional item Selected or Not Selected

Posted by Roberto Elizondo, over 2 years ago
Last Reply by Darrin Hunter 3 months ago
QuoteValet Missing Macros

Posted by Kevin Hunter, 4 months ago
Last Reply by Cat Ward 4 months ago
change quantity in quote vallet

Posted by Gene Vinson, about 2 years ago
Last Reply by Darrin Hunter 5 months ago
DONE-QuoteValet Macros not in the Manual

Posted by Steve, about 1 year ago
Last Reply by Kevin Hunter 5 months ago
Shipping Calculation

Posted by Jim Osborn, 8 months ago
Last Reply by Jim Osborn 8 months ago

See all 22 topics

QuoteValet Mobile 0

QuoteValet Insight 2

QuoteValetSummary addition

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

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

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, almost 5 years ago
Last Reply by Brian Laufer almost 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, almost 3 years ago
Last Reply by Brian Laufer almost 3 years ago

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