Discussions : QuoteWerks Support Portal

Community forums

Start a new topic

QuoteWerks Desktop

General 15

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
Can I Add Item to Bottom of Group without Deleting and Recreating the Group ?

Posted by Roberto Elizondo, 20 days ago ,
Last Reply by Roberto Elizondo 20 days ago
Memory Allocation Error

Posted by Barry Jarvis, 29 days ago ,
Last Reply by Barry Jarvis 29 days ago
01: Licensing Validation Issue - DB Connection

Posted by Joshua Kacen, about 1 month ago ,
Last Reply by Joshua Kacen about 1 month ago
Due Date Default

Posted by Jim Murray, about 1 month ago ,
Last Reply by Matt Rose about 1 month ago

See all 15 topics

Accounting Links 3

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
Linking to Xero Accounting

Posted by Graeme Leo, 5 months ago ,
Last Reply by Graeme Leo 2 months ago
Quotewerks and Quickbooks link broke after last QB update

Posted by Pat R Egen, 4 months ago

Contact Management (CRM/PSA) 13

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
QuoteWerks SugarCRM Integration - Quotes-to-Opportunities

Posted by Larry Arrington, about 1 month ago
Transfer line items into ConnectWise indicating whether dropship or not.

Posted by David Jones, 3 months ago
Default Billing Contact(s) Connectwise/Quickbooks

Posted by Brian Gregory, 4 months ago ,
Last Reply by Matt Rose 4 months ago
Quotevalet Notification E-mails to Connectwise E-mail Connector

Posted by Joe Schneider, 4 months ago ,
Last Reply by Jim-Barry Behar 4 months ago

See all 13 topics

Importing 8

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
Importing PriceLevels

Posted by Iain Shaw, about 1 month ago ,
Last Reply by Iain Shaw about 1 month ago
Populate configurator data on backend

Posted by Josh Didier, 4 months ago ,
Last Reply by Hilltops IT 4 months ago
New product import template

Posted by Garry Robertson, 4 months ago ,
Last Reply by Garry Robertson 4 months ago
Import Quote Headers

Posted by Darla Nutter, 4 months ago

See all 8 topics

Installation and Upgrades 4

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
Failed upgrade - broken QW

Posted by Karl Miles, 5 days ago ,
Last Reply by Karl Miles 5 days ago
How to copy one installation to another

Posted by Tyler Wood, about 1 month ago ,
Last Reply by Matt Rose about 1 month ago
Issues during upgrade

Posted by Patrick Doman, 9 months ago ,
Last Reply by Nick jhones 3 months ago

Laptops, Remotes, and Sync 1

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago

Print Layouts 30

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
Totaling Qty in quote/report

Posted by Ron Morasse, 7 months ago ,
Last Reply by Timothy Bethea about 2 hours ago
Custom Margin Formula

Posted by Debra Rettich, 7 days ago ,
Last Reply by Debra Rettich 6 days ago
Print Layout Thinks It's From a Newer Version

Posted by Alan Bridgeford, 26 days ago ,
Last Reply by Alan Bridgeford 19 days ago
Conditional Format (Hide Line Items)...

Posted by Todd Gaito, about 1 month ago ,
Last Reply by Todd Gaito about 1 month ago

See all 30 topics

Products 8

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
Add Capability To Connect "Dynamics 365 for Sales" As A Product Source

Posted by Joshua Barneck, 4 months ago ,
Last Reply by Hilltops IT 4 months ago
Google Filestream and Images

Posted by Kurt Jones, 4 months ago ,
Last Reply by Kurt Jones 4 months ago
Product Group totals not updating with added product

Posted by Scott Brawner, 5 months ago ,
Last Reply by Matt Rose 5 months ago
Drop Down Choices

Posted by Matthew LaRose, 8 months ago ,
Last Reply by Hank Wilkinson 6 months ago

See all 8 topics

QuoteWerks Community 3

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
Partial invoicing

Posted by Tony Taylor, 4 months ago ,
Last Reply by Hilltops IT 4 months ago
Same quote, multiple customers

Posted by Tom Absher, 4 months ago ,
Last Reply by John Lewe (QuoteWerks) 4 months ago

Reporting 4

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
Parts List from Quote with Qty>0

Posted by Bruce Lindsay, 2 months ago ,
Last Reply by Matt Rose 5 days ago
Management Report

Posted by Ben Parker, 3 months ago
recurring revenue

Posted by James Scott, 5 months ago ,
Last Reply by Matt Rose 5 months ago

Real-time Module 2

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
Cannot get Synnex Real time to work.

Posted by Rick Lund-Pedersen, about 1 month ago ,
Last Reply by Brandon Gordon 26 days ago

Product Content Subscription (Etilize) 3

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
Localized Etilize

Posted by Ulrich Jorgensen, 4 months ago ,
Last Reply by Matt Rose 4 months ago
Updated to v5.3 Build 3.18, now Etilize is very slow

Posted by Jenni Pasternik, 6 months ago ,
Last Reply by Jenni Pasternik 6 months ago

QuoteWerks Web

General 9

Logins / Licenses

Posted by Jack Fry, 6 months ago ,
Last Reply by Brian Laufer 5 days ago
Error Adding Contact

Posted by Jack Fry, about 1 month ago ,
Last Reply by Brian Laufer 5 days ago
Postal Code

Posted by Jack Fry, 6 months ago ,
Last Reply by Cat Ward 5 days ago
Modifiers

Posted by Jack Fry, 5 months ago ,
Last Reply by Jack Fry 5 days ago
Approval by Quote Type

Posted by Darla Nutter, about 1 month ago ,
Last Reply by Hilltops IT 28 days ago

See all 9 topics

QuoteValet

QuoteValet Setup 6

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
Single data-source for QuoteWerks and QuoteValet for SQL dbs in Azure or AWS

Posted by Darla Nutter, about 1 month ago ,
Last Reply by Matt Rose about 1 month ago
QuoteValet Preview site files

Posted by David Jones, 3 months ago
Quotevalet Activity Notification - Expired Quote Viewed?

Posted by Curt Giacomoni, 4 months ago ,
Last Reply by John Jacobson 3 months ago
How do you setup QuoteValet to accept a down payment?

Posted by Randy Coffee, 8 months ago ,
Last Reply by Matt Rose 3 months ago

See all 6 topics

QuoteValet Workflow 2

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
Looking for "better" reporting out of QuoteValet

Posted by Randy Coffee, 6 months ago ,
Last Reply by Matt Rose 6 months ago

QuoteValet Templates 12

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago
QuoteValet Custom Template

Posted by Jay Dymond, 1 day ago
QuoteValet Template - Get Selected Value from Selected Dropdown not working..

Posted by Jay Dymond, 13 days ago
Javascript to hide shipping on QV template if 0

Posted by Michelle Moore, about 1 month ago ,
Last Reply by Michelle Moore 28 days ago
Hiding the shipping amount if 0

Posted by Michelle Moore, about 1 month ago

See all 12 topics

QuoteValet Mobile 1

Looking for our old Forum?

Posted by Brian Laufer, 9 months ago

QuoteValet Insight 1

Ability to delete all selected documents with links to QuoteValet without Individual popup message

Posted by Callum Vine, 6 months ago ,
Last Reply by Callum Vine 6 months ago

Feature Requests

Announcements 2

QuoteWerks Updates and New Features

Posted by Brian Laufer, almost 3 years ago
QuoteWerks Support Forum

Posted by Brian Laufer, almost 3 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, 9 months ago

How can we help you today?

Community forums

QuoteWerks Desktop

QuoteWerks Web

QuoteValet

Feature Requests

API / SDK Programming and Scripting