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QuoteWerks Desktop

General 83

Where is the Archived Forum?

Posted by Brian Laufer, over 2 years ago
Last Reply by Brian Laufer over 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
Audit trail

Posted by Oliver Marshall, 17 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 17 days ago
Sharepoint and Linked Documents

Posted by Andy Skrzypczak, 3 months ago
Last Reply by Hilltops IT 3 months ago
Tabs or Indents - Description cell

Posted by Carl Dipane, 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago

See all 83 topics

Accounting Links 7

Ability to transfer multi currency into Quickbooks

Posted by David Jones, almost 2 years ago
Last Reply by Edmund Robinson 5 months ago
e-invoicing

Posted by Sally Ai, 6 months ago
Last Reply by Hilltops IT 6 months ago
Interface to Sage Intacct

Posted by Joel Katz, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
How to handle "Other Charges" & "Inventory Assemblies" for QuickBooks

Posted by Scott Edgell, about 1 year ago
Last Reply by Steve 8 months ago
Linking to Xero Accounting

Posted by Graeme Leo, about 3 years ago
Last Reply by Graeme Leo 12 months ago

See all 7 topics

Contact Management (CRM/PSA) 37

Grab ConnectWise Opportunity Number / HubSpot Deal ID

Posted by Kevin, 2 months ago
Last Reply by Kevin 2 months ago
Dynamics CRM with Okta

Posted by Amy Ragatz, 4 months ago
Last Reply by Amy Ragatz 4 months ago
DTF is attached to Zoho CRM as well as PDF

Posted by Kim Cruise, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
QuoteWerks integration for Sage CRM

Posted by Mark Engelberg, 6 months ago
Last Reply by Mark Engelberg 6 months ago
SoldTo/ShipTo

Posted by Tommy Allmand, 11 months ago
Last Reply by Richard Kremer 11 months ago

See all 37 topics

Importing 14

Import Product with Ø in description

Posted by David Lithauer, 7 months ago
Last Reply by Hilltops IT 7 months ago
importing Bill of Material

Posted by Björgvin Ingi jónsson, 8 months ago
Last Reply by Steve 8 months ago
Import option to remove old products

Posted by Greg Barber, over 2 years ago
Last Reply by Steve 8 months ago
Link TD import to QW Doc

Posted by Heidi Cruciana, 11 months ago
Last Reply by Heidi Cruciana 11 months ago
import - recurring

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

See all 14 topics

Installation and Upgrades 11

Moving QW to a new Server

Posted by Sally Stoessner, 5 days ago
Last Reply by Hilltops IT 5 days ago
ADDRESSED-Unrelevant SPLASH screen

Posted by Bernard Pouliot, about 1 month ago
Last Reply by John Lewe (QuoteWerks) 7 days ago
QW as RemoteAPP with Quickbooks Integration

Posted by JT Mauric, 10 months ago
Last Reply by Seth Buckley about 1 month ago
VPN Config with Quotewerks Desktop

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

Posted by David Matyas, over 1 year ago
Last Reply by Hilltops IT over 1 year ago

See all 11 topics

Laptops, Remotes, and Sync 4

Sharepoint

Posted by Peter Smart, 6 months ago
Last Reply by Andy Skrzypczak 3 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, about 2 years ago
Last Reply by Tyler Gualtieri about 2 years ago
Copy User Maintenance Database to Remote

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

Print Layouts 70

Documents from the Procurement Module

Posted by George Veys, 14 days ago
Last Reply by George Veys 12 days ago
Conditional Picture Field

Posted by George Veys, 2 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
Word DOCM "Error Reading File Signature"

Posted by Kevin, about 1 month ago
Last Reply by Kevin about 1 month ago
Passing "Variables" to Word VB Macros?

Posted by Kevin, about 1 month ago
Last Reply by Kevin about 1 month ago
Replicate "ItemType.Something.Totals" from Word Template into QW Layout Designer

Posted by Kevin, 5 months ago
Last Reply by Alan Jones 5 months ago

See all 70 topics

Products 20

Limiting a Product Quantities

Posted by Andrew Craig, about 1 month ago
Last Reply by Andrew Craig about 1 month ago
Nesting a Configurator into a Configurator

Posted by Andrew Craig, about 1 month ago
Last Reply by Andrew Craig about 1 month ago
Build-a-product Tools

Posted by Andrew Craig, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
Customer Based Price Level problem

Posted by Steve Shaffer, 4 months ago
Last Reply by Hilltops IT 4 months ago
Default Price Modifier

Posted by Debra Rettich, 6 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago

See all 20 topics

QuoteWerks Community 9

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

Posted by Anastasia Carter, 4 months ago
Last Reply by Anastasia Carter 4 months ago
Quotes with multiple options

Posted by Michael Hickey, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
Partial invoicing

Posted by Tony Taylor, about 3 years ago
Last Reply by Steve 8 months ago
Form to Form fill

Posted by Steve Keefe, about 2 years ago
Last Reply by Brendan Bell about 1 year ago
Missing Forum Post Reply

Posted by Brendan Bell, about 1 year ago
Last Reply by Brendan Bell about 1 year ago

See all 9 topics

Reporting 14

Opportunity Dashboard, Editing what Top 5 Products results

Posted by Michael Hickey, 19 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 19 days ago
Commision report

Posted by David Spangler, over 2 years ago
Last Reply by Hilltops IT 3 months ago
Parts List from Quote with Qty>0

Posted by Bruce Lindsay, almost 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 9 months ago
Report/Query to find all parts sold to a client

Posted by Matthew Loraditch, 10 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 10 months ago
Filtering out quotes that DO NOT have a certain part

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

See all 14 topics

Real-time Module 2

Realtime Content (IceCat) or similar

Posted by Greg Barber, over 1 year ago
Last Reply by Greg Barber about 1 year ago
Cannot get Synnex Real time to work.

Posted by Rick Lund-Pedersen, almost 3 years ago
Last Reply by Sylvain Dupuis about 2 years ago

Product Content Subscription (Etilize) 6

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

Posted by Chris, 11 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago
Show distributor name in Etilize results

Posted by Chris, 11 months ago
Last Reply by Chris 11 months ago
Etilize and Multipe database search

Posted by Collette Hoppe, almost 2 years ago
Last Reply by Collette Hoppe almost 2 years ago
CDW, Amazon, and Dell Search Button

Posted by Collette Hoppe, almost 2 years ago
Last Reply by Collette Hoppe almost 2 years ago
Localized Etilize

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

See all 6 topics

QuoteWerks Web

General 23

QuoteWerks "Web" strange BROWSER behavior

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

Posted by Bernard Pouliot, about 1 month ago
Last Reply by Hilltops IT about 1 month ago
API for QuoteWerks Web

Posted by John Jacobson, over 2 years ago
Last Reply by John Jacobson 5 months ago
Website Configurator Integration

Posted by Mark Engelberg, 6 months ago
Last Reply by Hilltops IT 6 months ago
Error msg on Preview of Cover Letter

Posted by Kim Cruise, 7 months ago
Last Reply by Hilltops IT 6 months ago

See all 23 topics

QuoteValet

QuoteValet Setup 9

Multiple MIDs on QV

Posted by Maria Vazeos, over 1 year ago
Last Reply by Steve 8 months ago
How do you setup QuoteValet to accept a down payment?

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

Posted by Matt Rose (matt@prestigequoting.com), almost 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Can QV access Autotask integration?

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

QuoteValet Email Notifications

Posted by Ron Brown, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
How to remove old peer reviews from the QV Online dashboard

Posted by Alexa Davis (TMB), 5 months ago
Last Reply by Alexa Davis (TMB) 5 months ago
Add Affirm Financing to QuoteValet Payment Gateway Integrations

Posted by Rob Rehburg, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
Credit Card Surcharge Rename

Posted by Jeff Davis, about 1 year ago
Last Reply by Jeff Davis about 1 year ago
Save my information for later as a default

Posted by Jason Lehman, over 1 year ago
Last Reply by Jason Lehman over 1 year ago

See all 12 topics

QuoteValet Templates 25

Line Item # on QuoteValet Template

Posted by Valerie Singer, 2 months ago
Last Reply by Cat Ward 2 months ago
CustomDate field input type

Posted by John Jacobson, 4 months ago
Last Reply by Andrew Paulett 3 months ago
Adding a Second Required Checkbox to the QV Acceptance Terms

Posted by Keven Cluff, almost 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
Additional QuoteValet Template macros

Posted by Hilltops IT, 5 months ago
Last Reply by Hilltops IT 5 months ago
Customization of input type for "Allow QV Qty Change" items?

Posted by Paul Zimmerman, over 1 year ago
Last Reply by Cat Ward 7 months ago

See all 25 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, over 3 years ago
Last Reply by Steve 8 months ago
QuoteValetSummary addition

Posted by David Jones, over 2 years ago
Last Reply by David Jones over 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, over 3 years ago
Last Reply by Brian Laufer over 3 years ago

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