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QuoteWerks Desktop

General 59

Where is the Archived Forum?

Posted by Brian Laufer, 9 months ago
Last Reply by Brian Laufer, 9 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
Shipping

Posted by Corey Gosa, 10 days ago
Last Reply by Corey Gosa, 9 days ago
URGENT - Error opening Connection - ADO Database lost Error Record Set

Posted by PCarruth @ (StratoComm), 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 10 days ago
QuoteWerks and Dynamics 365 Integration

Posted by Brant Paquette, 10 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 18 days ago

See all 59 topics

Accounting Links 4

Ability to transfer multi currency into Quickbooks

Posted by David Jones, 4 months ago
Last Reply by David Jones, 4 months ago
Linking to Xero Accounting

Posted by Graeme Leo, over 1 year ago
Last Reply by Graeme Leo, 6 months ago
QuickBooks Job Name Generation

Posted by Dustin Kathol, 11 months ago
Last Reply by Dustin Kathol, 11 months 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) 24

Grouped Products & ConnectWise Forecast Lines

Posted by Meg Introwitz-Williams, 2 months ago
Last Reply by Meg Introwitz-Williams, 2 months ago
Add contacts to QW Corporate Server Version

Posted by Paul Phillips, 4 months ago
Last Reply by Paul Phillips, 4 months ago
PDFs Of Quotes No Longer Saving At Contact Level In Act!

Posted by Matt Patterson, 4 months ago
Last Reply by Cat Ward, 4 months ago
GSuite Contact Integration

Posted by Richard Handley, 4 months ago
Last Reply by Richard Handley, 4 months ago
Zoho vs. Goldmine

Posted by Joe Dec, 5 months ago
Last Reply by Joe Dec, 5 months ago

See all 24 topics

Importing 11

Import option to remove old products

Posted by Greg Barber, 8 months ago
Last Reply by Hilltops IT, 4 months ago
import - recurring

Posted by Tim Mears, 8 months ago
Last Reply by Tim Mears, 8 months ago
Price Update

Posted by Alan Bridgeford, 10 months ago
Last Reply by Cat Ward, 9 months ago
Product Export prices have | instead of decimal

Posted by Richard Kremer, 11 months ago
Last Reply by Alan Bridgeford, 10 months ago
Importing PriceLevels

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

See all 11 topics

Installation and Upgrades 5

Quotewerks Repeatedly Crashing after Windows 10 and Computer Upgrade

Posted by Jason Munzer, about 1 month ago
Last Reply by David Jones, about 1 month ago
Can't run QW following upgrade to 5.4 build 6.01

Posted by Paul Knight, 7 months ago
Last Reply by Paul Knight, 7 months ago
Failed upgrade - broken QW

Posted by Karl Miles, about 1 year ago
Last Reply by Karl Miles, about 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
Issues during upgrade

Posted by Patrick Doman, almost 2 years ago
Last Reply by Nick jhones, over 1 year ago

Laptops, Remotes, and Sync 2

Two User Sync

Posted by Alan Bridgeford, 6 months ago
Last Reply by Tyler Gualtieri, 5 months ago
Copy User Maintenance Database to Remote

Posted by Debra Rettich, 10 months ago
Last Reply by Debra Rettich, 10 months ago

Print Layouts 50

Subscript

Posted by Corey Gosa, 9 days ago
Last Reply by Matt Rose (matt@prestigequoting.com), 9 days ago
Formula Help please

Posted by Corey Gosa, 9 days ago
Last Reply by Danny Waters, 9 days ago
Deleted layouts

Posted by Corey Gosa, 10 days ago
Last Reply by Corey Gosa, 9 days ago
Conditional printing

Posted by Dara Bettencourt, 2 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 2 months ago
3-page report each page with header, detail and footer

Posted by Roberto Elizondo, 2 months ago
Last Reply by Hilltops IT, 2 months ago

See all 50 topics

Products 11

Native Product Database(s)

Posted by Heidi Bizub, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 5 months ago
Product Management - managing parts

Posted by Michael Bazar, 6 months ago
Last Reply by Miguel Mendes, 6 months ago
Add a blank line

Posted by Tim Mears, 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 8 months ago
Go Directly to database product item on right-click

Posted by Brad Silven, 8 months ago
Last Reply by Brad Silven, 8 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 5

Change in Cost - After Quote Approved by Customer

Posted by Rehan Khan, about 1 month ago
Last Reply by Rehan Khan, about 1 month ago
Form to Form fill

Posted by Steve Keefe, 6 months ago
Last Reply by Steve Keefe, 6 months ago
Partial invoicing

Posted by Tony Taylor, over 1 year ago
Last Reply by Corey.angarola, 9 months ago
Set Specific Terms for Specific Documents

Posted by Jill Metz, 10 months ago
Last Reply by Hilltops IT, 10 months ago
Same quote, multiple customers

Posted by Tom Absher, over 1 year ago
Last Reply by John Lewe (QuoteWerks), over 1 year ago

Reporting 9

Report on Selected Options

Posted by Matt, 27 days ago
Last Reply by Matt Rose (matt@prestigequoting.com), 24 days ago
Reporting Engine

Posted by Kurt Jones, 3 months ago
Last Reply by Kurt Jones, 3 months ago
Totals in Report

Posted by Pam Boyd, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 5 months ago
Commision report

Posted by David Spangler, 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 8 months ago
Sales by State Report

Posted by Eshi, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com), about 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, 7 months ago

Product Content Subscription (Etilize) 4

Etilize and Multipe database search

Posted by Collette Hoppe, 4 months ago
Last Reply by Collette Hoppe, 4 months ago
CDW, Amazon, and Dell Search Button

Posted by Collette Hoppe, 4 months ago
Last Reply by Collette Hoppe, 4 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, over 1 year ago
Last Reply by Jenni Pasternik, over 1 year ago

QuoteWerks Web

General 14

Logins / Licenses

Posted by Jack Fry, over 1 year ago
Last Reply by Roger Ryken, 6 days ago
Auto-Sync Quotewerks and QuoteWerks Web Document Files - Etilize Images and Specs

Posted by Jonathan Fitzgerald, about 1 month ago
Last Reply by Jonathan Fitzgerald, about 1 month ago
Add contacts to QW Corporate Server Version

Posted by Paul Phillips, 4 months ago
Last Reply by Paul Phillips, 4 months ago
New Search Dialog Box

Posted by Sean Thomas, 4 months ago
Last Reply by Sean Thomas, 4 months ago
Approval by Quote Type

Posted by Darla Nutter, over 1 year ago
Last Reply by Hilltops IT, 5 months ago

See all 14 topics

QuoteValet

QuoteValet Setup 8

QuoteValet Automatically Update after option changes

Posted by Matt Rose (matt@prestigequoting.com), about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com), 9 days ago
Can QV access Autotask integration?

Posted by Jason Chen, 11 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 11 months ago
QuoteValet Payment Processing is not configured for this payment option.

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

Posted by Curt Giacomoni, over 1 year ago
Last Reply by Mike Krzenski, about 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, 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 4 months ago
QuoteValet Customization

Posted by Trevor Marcy, 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 8 months ago
Replacing licenses and QuoteValet

Posted by David Jones, 8 months ago
Last Reply by David Jones, 8 months ago
Mobile Webpage

Posted by James Scott, 9 months ago
Last Reply by James Scott, 9 months ago
Multiple approvals for clients?

Posted by Jason Chen, 9 months ago
Last Reply by Matt Rose (matt@prestigequoting.com), 9 months ago

See all 8 topics

QuoteValet Templates 20

Modifying Button Text

Posted by Steve, 1 day ago
Last Reply by Steve, about 4 hours ago
Customization of input type for "Allow QV Qty Change" items?

Posted by Paul Zimmerman, 9 days ago
Last Reply by Matt Rose (matt@prestigequoting.com), 9 days ago
DONE-QuoteValet Macros not in the Manual

Posted by Steve, 5 months ago
Last Reply by Hilltops IT, 22 days ago
Quotevalet Page Breaks

Posted by Barry Jarvis, about 1 year ago
Last Reply by Jos Lemmerling, 29 days ago
Oops message on submit

Posted by Joel Ireland, about 1 month ago
Last Reply by Joel Ireland, about 1 month ago

See all 20 topics

QuoteValet Mobile 0

QuoteValet Insight 2

QuoteValetSummary addition

Posted by David Jones, 11 months ago
Last Reply by David Jones, 11 months ago
Ability to delete all selected documents with links to QuoteValet without Individual popup message

Posted by Callum Vine, over 1 year ago
Last Reply by Callum Vine, over 1 year ago

Feature Requests

How to Submit Feature Requests 4

How to Get the Development Team to Add Your Feature

Posted by Brian Laufer, about 1 month ago
Last Reply by Brian Laufer, about 1 month ago
Access to the Feature Requests Forum

Posted by Brian Laufer, almost 4 years ago
Last Reply by Brian Laufer, almost 4 years ago
Saving PO's (file name) - Preserving PO Number and not remove the Special Characters

Posted by Brad Silven, 6 days ago
Last Reply by Brad Silven, 6 days ago
What do the Done, Waiting, Addressed and Partial topic prefixes mean?

Posted by Brian Laufer, about 1 month ago
Last Reply by Brian Laufer, about 1 month 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 2 years ago
Last Reply by Brian Laufer, almost 2 years ago

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Community forums

QuoteWerks Desktop

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Feature Requests

API / SDK Programming and Scripting