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QuoteWerks Desktop

General 70

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, over 1 year ago
Last Reply by Brian Laufer over 1 year ago
QuoteWerks and Dynamics 365 Integration

Posted by Brant Paquette, over 1 year ago
Last Reply by Hilltops IT 20 days ago
Customer wants to use a digital signature for quotation

Posted by Robert Morrison, about 1 month ago
Last Reply by Brian Laufer about 1 month ago
Custom Fields Dropdown Options

Posted by Brendan Bell, 2 months ago
Last Reply by Brendan Bell 2 months ago

See all 70 topics

Accounting Links 5

Linking to Xero Accounting

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

Posted by Scott Edgell, about 1 month ago
Last Reply by Scott Edgell about 1 month ago
Ability to transfer multi currency into Quickbooks

Posted by David Jones, 12 months ago
Last Reply by David Jones 12 months 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, about 2 years ago
Last Reply by Pat R Egen about 2 years ago

Contact Management (CRM/PSA) 32

Sync the QuoteWerks description field to the SalesForce 'Line Description' field

Posted by Chris, 2 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
SalesForce Integration: Ability to use the Account addresses rather than contact addresses

Posted by Chris, 2 months ago
Last Reply by Chris 2 months ago
AutoTask Integration - Vendor Product Number

Posted by Aaron Chong, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
Switching from Dynamics to Salesforce for QW

Posted by Will Adams, 4 months ago
Last Reply by Hilltops IT 3 months ago
"Save Quote As" popup with Zoho CRM

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

See all 32 topics

Importing 11

Import option to remove old products

Posted by Greg Barber, over 1 year ago
Last Reply by Hilltops IT 12 months 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, over 1 year ago
Last Reply by Alan Bridgeford over 1 year ago
Importing PriceLevels

Posted by Iain Shaw, almost 2 years ago
Last Reply by Iain Shaw almost 2 years ago

See all 11 topics

Installation and Upgrades 8

VPN Config with Quotewerks Desktop

Posted by Steve Willits, 5 months ago
Last Reply by hollyroberts 21 days ago
Any way to have the EXE running on a second computer instead of a shortcut?

Posted by David Matyas, 5 months ago
Last Reply by Hilltops IT 5 months ago
QW Download link

Posted by David Jones, 6 months ago
Last Reply by David Jones 6 months ago
Quotewerks Repeatedly Crashing after Windows 10 and Computer Upgrade

Posted by Jason Munzer, 10 months ago
Last Reply by David Jones 10 months ago
Can't run QW following upgrade to 5.4 build 6.01

Posted by Paul Knight, about 1 year ago
Last Reply by Paul Knight about 1 year ago

See all 8 topics

Laptops, Remotes, and Sync 3

Literature Synchronization - Remote Installations

Posted by John.neraas, 7 months ago
Last Reply by Hilltops IT 7 months ago
Two User Sync

Posted by Alan Bridgeford, about 1 year ago
Last Reply by Tyler Gualtieri about 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 58

Detail Section Showing up blank in print layout

Posted by Steffanie Rodriguez, 24 days ago
Last Reply by Hilltops IT 20 days ago
layout with line highlights

Posted by Debra Rettich, over 1 year ago
Last Reply by Robert Ross about 1 month ago
Required items on a separate line under each section.

Posted by Chris Bailey, 2 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
Creating a Formula to add two fields

Posted by Jim Meltzer, 3 months ago
Last Reply by Jim Meltzer 3 months ago
Attempting to Edit Print Layouts Causes Crash

Posted by CPressley, 4 months ago
Last Reply by CPressley 4 months ago

See all 58 topics

Products 12

Pricing formulas

Posted by Terri Furgeson, 14 days ago
Last Reply by Terri Furgeson 16 minutes ago
Add Capability To Connect "Dynamics 365 for Sales" As A Product Source

Posted by Joshua Barneck, about 2 years ago
Last Reply by Chuck Hogan 6 months ago
Native Product Database(s)

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

Posted by Michael Bazar, about 1 year ago
Last Reply by Miguel Mendes about 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, about 1 year ago
Last Reply by Brendan Bell about 1 month ago
Missing Forum Post Reply

Posted by Brendan Bell, 2 months ago
Last Reply by Brendan Bell about 1 month ago
Service/labor items

Posted by Jay Akins, 7 months ago
Last Reply by Cat Ward 7 months ago
Change in Cost - After Quote Approved by Customer

Posted by Rehan Khan, 10 months ago
Last Reply by Rehan Khan 10 months ago
Partial invoicing

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

See all 7 topics

Reporting 11

Use the received date in report

Posted by David Bousquet, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
Number of quotes

Posted by Scott Mickalide, 4 months ago
Last Reply by David Bousquet 3 months ago
Report on Selected Options

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

Posted by Kurt Jones, 11 months ago
Last Reply by Kurt Jones 11 months ago
Totals in Report

Posted by Pam Boyd, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago

See all 11 topics

Real-time Module 2

Realtime Content (IceCat) or similar

Posted by Greg Barber, 4 months ago
Last Reply by Greg Barber 3 months ago
Cannot get Synnex Real time to work.

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

Product Content Subscription (Etilize) 4

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, about 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago
Updated to v5.3 Build 3.18, now Etilize is very slow

Posted by Jenni Pasternik, over 2 years ago
Last Reply by Jenni Pasternik over 2 years ago

QuoteWerks Web

General 19

Using QuoteWerks web getting error uploading to quotevalet

Posted by David Matyas, about 1 month ago
Last Reply by Hilltops IT about 1 month ago
Linked Resources on Web

Posted by Sean Thomas, 2 months ago
Last Reply by Sean Thomas 2 months ago
API for QuoteWerks Web

Posted by John Jacobson, over 1 year ago
Last Reply by Mark Williams 3 months ago
Adding Contacts in Quotewerks Web based

Posted by Allie Gilbert, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
Quotewerks Web can't login

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

See all 19 topics

QuoteValet

QuoteValet Setup 9

Multiple MIDs on QV

Posted by Maria Vazeos, 4 months ago
Last Reply by Maria Vazeos 4 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 5 months ago
QuoteValet Automatically Update after option changes

Posted by Matt Rose (matt@prestigequoting.com), 10 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
Can QV access Autotask integration?

Posted by Jason Chen, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
QuoteValet Payment Processing is not configured for this payment option.

Posted by Paul Brunet, over 1 year ago
Last Reply by Cat Ward over 1 year ago

See all 9 topics

QuoteValet General 10

Credit Card Surcharge Rename

Posted by Jeff Davis, 3 months ago
Last Reply by Jeff Davis 3 months ago
Save my information for later as a default

Posted by Jason Lehman, 5 months ago
Last Reply by Jason Lehman 5 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, about 2 years ago
Last Reply by Darrin Hunter 24 days ago
QuoteValet Missing Macros

Posted by Kevin Hunter, about 1 month ago
Last Reply by Cat Ward about 1 month ago
change quantity in quote vallet

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

Posted by Steve, about 1 year ago
Last Reply by Kevin Hunter 2 months ago
Shipping Calculation

Posted by Jim Osborn, 6 months ago
Last Reply by Jim Osborn 6 months ago

See all 22 topics

QuoteValet Mobile 0

QuoteValet Insight 2

QuoteValetSummary addition

Posted by David Jones, over 1 year ago
Last Reply by David Jones over 1 year 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, over 4 years ago
Last Reply by Brian Laufer over 4 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 2 years ago
Last Reply by Brian Laufer over 2 years ago

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Community forums

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Feature Requests

API / SDK Programming and Scripting