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QuoteWerks Desktop

General 154

Where is the Archived Forum?

Posted by Brian Laufer, over 6 years ago
Last Reply by Brian Laufer over 6 years ago
Is there a way to automatically have on the quote the amount due on signing based on a fixed percentage?

Posted by David Matyas, almost 4 years ago
Last Reply by Scott Manby about 2 months ago
Png and WebP

Posted by Doğan Üstündağ, 6 months ago
Last Reply by Brendan Bell about 2 months ago
Microsoft 365 Office/Outlook

Posted by Howard Solomon, 3 months ago
Last Reply by Howard Solomon 3 months ago
Automation after QuoteValet Acceptance

Posted by Jim-Barry Behar, 3 months ago
Last Reply by Jim-Barry Behar 3 months ago

See all 154 topics

Accounting Links 20

Exporting Purchase orders to QBD

Posted by James M. Golden, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
QuickBooks Desktop Contact Search Behavior in QuoteWerks

Posted by Clint Dricken, 3 months ago
Last Reply by Clint Dricken 3 months ago
Linking to Xero Accounting

Posted by Graeme Leo, about 7 years ago
Last Reply by Grace112 6 months ago
QuoteValet price change

Posted by Kenric Hartman, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
QBO Integration - Use BillTo Company's Information Stored in QBO Once Validated

Posted by Rob Rehburg, over 1 year ago
Last Reply by Rob Rehburg over 1 year ago

See all 20 topics

Contact Management (CRM/PSA) 57

Greenrope intergration

Posted by Dean Porter, 4 months ago
Last Reply by Steve Siggs 4 months ago
Feature request - Simply get your ConnectWise opportunity close to work the same way as ConnectWise

Posted by Greg Chavez, 5 months ago
Last Reply by Josh Lockheed 5 months ago
DONE-Datalink Mapping - SoldToTitle missing

Posted by David Workman, about 1 year ago
Last Reply by David Workman 6 months ago
Adding more options for Secondary CRM

Posted by Gary Berzack, about 1 year ago
Last Reply by Gretchen Bren 6 months ago
Google Workspace contacts

Posted by Mark, 7 months ago
Last Reply by Josh Lockheed 7 months ago

See all 57 topics

Importing 17

Import Wizard

Posted by Frank Coady, over 3 years ago
Last Reply by Steve Siggs 10 months ago
import products in different currencies to base currency

Posted by Cairn-Research GmbH, over 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 3 years ago
Importing line items in to a quote

Posted by Oliver Marshall, almost 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) almost 4 years ago
Import Product with Ø in description

Posted by David Lithauer, over 4 years ago
Last Reply by Steve Siggs over 4 years ago
importing Bill of Material

Posted by Björgvin Ingi jónsson, over 4 years ago
Last Reply by Steve (ML) over 4 years ago

See all 17 topics

Installation and Upgrades 15

updated to V24 3.04 so small can hardly read

Posted by Mark, 11 months ago
Last Reply by Josh Lockheed 10 months ago
QuoteWerks freezes after upgrade to v24.0 Build 2.07

Posted by Jay Dymond, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
qwservices.dll error post upgrade

Posted by Peter McCrindle, almost 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago
SQL related questions

Posted by Brian, almost 3 years ago
Last Reply by Brian almost 3 years ago
Moving QW to a new Server

Posted by Sally Stoessner, about 4 years ago
Last Reply by Cat Ward about 4 years ago

See all 15 topics

Laptops, Remotes, and Sync 6

Copying custom Menu items to remote users

Posted by John Daly, about 1 year ago
Last Reply by John Daly about 1 year ago
QuoteWerks Documentation on WEbsite

Posted by Eric Mestre, over 1 year ago
Last Reply by Steve Siggs over 1 year ago
Sharepoint

Posted by Peter Smart, over 4 years ago
Last Reply by Andy Skrzypczak about 4 years ago
Literature Synchronization - Remote Installations

Posted by John.neraas, over 5 years ago
Last Reply by Steve Siggs over 5 years ago
Two User Sync

Posted by Alan Bridgeford, about 6 years ago
Last Reply by Tyler Gualtieri about 6 years ago

See all 6 topics

Print Layouts 94

Layout designer for Purchase Orders

Posted by Dean Porter, 4 months ago
Last Reply by Josh Lockheed 4 months ago
Group Heading and Contents

Posted by Jeremy Rhodes, 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
What I see in the layout design editor in not matching the preview.

Posted by Roberto Elizondo, about 1 year ago
Last Reply by Roberto Elizondo about 1 year ago
Dollar Discount Amount ".if."

Posted by Caylin Murray, over 1 year ago
Last Reply by Caylin Murray over 1 year ago
Font changes on print out/preview

Posted by Becky Reinis, over 1 year ago
Last Reply by Steve Siggs over 1 year ago

See all 94 topics

Products 31

Product Lookup Window Folders

Posted by Dan Knopp, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
Nesting a Configurator into a Configurator

Posted by Andrew Craig, about 4 years ago
Last Reply by Jeff Kohler 4 months ago
Adding more than 15 quantity prices

Posted by Tanya, 7 months ago
Last Reply by Steve Siggs 7 months ago
Restrict qty values to packed boxes of items

Posted by Alexandru Hegedus, 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
Are instructions or guidelines for using Data Manager

Posted by Jon Goss, about 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago

See all 31 topics

QuoteWerks Community 16

Having Technicians submit requests for a quote for a customer in Quotewekrs

Posted by Greg Esposito, 9 days ago
Last Reply by Steve Siggs 8 days ago
Form to Form fill

Posted by Steve Keefe, about 6 years ago
Last Reply by Steve Siggs 10 months ago
HVAC Project Costing

Posted by M Asif Ibna Azad, 11 months ago
Last Reply by Steve Siggs 11 months ago
I am unable to open QuoteWerks

Posted by Eric Mestre, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Plytix Integration?

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

See all 16 topics

Reporting 18

Reports - Summary Report showing only Quote Total

Posted by Pam Boyd, over 1 year ago
Last Reply by Steve Siggs over 1 year ago
Single month quotewerks margin versus year long agreement margin

Posted by Scott Hardin, about 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago
Login History Report?

Posted by Pam Boyd, over 3 years ago
Last Reply by Pam Boyd over 3 years ago
QV Approval reporting

Posted by Oliver Marshall, almost 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) almost 4 years ago
Opportunity Dashboard, Editing what Top 5 Products results

Posted by Michael Hickey, about 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 4 years ago

See all 18 topics

Real-time Module 8

Amazon Business integration for Canada

Posted by Sam Marashi, over 3 years ago
Last Reply by Amy Rose 7 months ago
Realtime Content (IceCat) or similar

Posted by Greg Barber, over 5 years ago
Last Reply by Peter H Heinicke over 1 year ago
ICECAT - Has anybody gotten this to work?

Posted by Peter H Heinicke, over 1 year ago
Last Reply by Peter H Heinicke over 1 year ago
Arrow Electronics Integration - Test Group

Posted by Brian Laufer, almost 3 years ago
Last Reply by Brian Laufer almost 3 years ago
FedEx Integration - Freight?

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

See all 8 topics

Product Content Subscription (Etilize) 10

updating multiple items with Etilize issue

Posted by Dan Dunham, 5 months ago
Last Reply by Dan Dunham 5 months ago
Etilize - Part Pictures

Posted by Timothy Shore, almost 2 years ago
Last Reply by Steve Siggs almost 2 years ago
Disable Etilize description in quotes

Posted by Oliver Marshall, over 2 years ago
Last Reply by Oliver Marshall over 2 years ago
Cleaning up Etilize product descriptions

Posted by Sebastian Berry, over 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 3 years ago
Auto-sort Etilize results by price, from lowest to highest

Posted by Chris, almost 5 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) almost 5 years ago

See all 10 topics

QuoteWerks Web

General 31

QuoteWerks Web Request

Posted by Jim Dema, 11 months ago
Last Reply by Koree Combs 3 months ago
QuoteWerks Web Profiles

Posted by Angel Espinal, 3 months ago
Last Reply by Angel Espinal 3 months ago
QuoteWerks Web Request

Posted by Angel Espinal, 8 months ago
Last Reply by Angel Espinal 8 months ago
Quotewerks Web documents Prefix number

Posted by Angel Espinal, 9 months ago
Last Reply by Steve Siggs 8 months ago
Logins / Licenses

Posted by Jack Fry, over 7 years ago
Last Reply by Vicky Wilby 11 months ago

See all 31 topics

QuoteValet

QuoteValet Setup 11

Email notifications

Posted by Tony Wagner, almost 2 years ago
Last Reply by Kristina Dix over 1 year ago
QuoteValet Notifications

Posted by Barb Baker, over 3 years ago
Last Reply by Barb Baker over 3 years ago
Multiple MIDs on QV

Posted by Maria Vazeos, over 5 years ago
Last Reply by Steve (ML) over 4 years ago
How do you setup QuoteValet to accept a down payment?

Posted by Randy Coffee, over 7 years ago
Last Reply by Jonathan Mast over 5 years ago
QuoteValet Automatically Update after option changes

Posted by Matt Rose (matt@prestigequoting.com), almost 6 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 5 years ago

See all 11 topics

QuoteValet General 17

QuoteValet Signature

Posted by Becky Reinis, 4 months ago
Last Reply by Steve Siggs 4 months ago
Project Won Text Message

Posted by Timothy Shore, almost 2 years ago
Last Reply by Steve Siggs almost 2 years ago
Editing the DH_IntroductionNotes field

Posted by Oliver Marshall, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago
Printing QV accepted pdf's

Posted by Walter Farej, over 2 years ago
Last Reply by Steve Siggs over 2 years ago
QuoteValet Email Notifications

Posted by Ron Brown, over 6 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) almost 3 years ago

See all 17 topics

QuoteValet Templates 38

Actual Rate Labor - How to total non-service (product) lines only

Posted by Tamela Abboud, 8 days ago
Last Reply by Steve Siggs 3 days ago
Increase Quotevalet display width?

Posted by Megan Matlock, 9 months ago
Last Reply by Megan Matlock 9 months ago
Need to bold text in QuoteValet but <b> is being ignored

Posted by Roberto Elizondo, about 1 year ago
Last Reply by Roberto Elizondo about 1 year ago
Adding a Second Required Checkbox to the QV Acceptance Terms

Posted by Keven Cluff, almost 6 years ago
Last Reply by Matthew Loraditch about 1 year ago
Redirect QuoteValet page on acceptance to different URL

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

See all 38 topics

QuoteValet Mobile 1

QuoteValet Mobile document search?

Posted by Scott Manby, 4 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 days ago

QuoteValet Insight 3

Restrict Sales Reps to seeing just QuoteValet Insight?

Posted by Richard Rist, 12 months ago
Last Reply by Josh Lockheed 12 months ago
Ability to delete all selected documents with links to QuoteValet without Individual popup message

Posted by Callum Vine, over 7 years ago
Last Reply by Steve (ML) over 4 years ago
QuoteValetSummary addition

Posted by David Jones, over 6 years ago
Last Reply by David Jones over 6 years ago

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, over 9 years ago
Last Reply by Brian Laufer over 9 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 7 years ago
Last Reply by Brian Laufer over 7 years ago

VendorRFQ

General 1

PARTIAL-Show extended pricing when vendor enters the price

Posted by John Jacobson, over 3 years ago
Last Reply by John Lewe (QuoteWerks) over 3 years ago

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