Discussions : QuoteWerks Support Portal

Community forums

Start a new topic

QuoteWerks Desktop

General 130

Where is the Archived Forum?

Posted by Brian Laufer, over 4 years ago
Last Reply by Brian Laufer over 4 years ago
Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners

Posted by Brian Laufer, almost 5 years ago
Last Reply by Brian Laufer almost 5 years ago
Easily Changing the end price for a customer or margin for a specific quote

Posted by Jake Gonzales, 13 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 13 days ago
"Discontinued" field in parts databases?

Posted by Brian, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
Set shipping to taxable via script

Posted by Tim, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago

See all 130 topics

Accounting Links 15

QW does not transfer item cost to Peachtree at the time of creation.

Posted by Kami Ghadoushi - Unitek, 2 months ago
Last Reply by Chuck Hogan about 2 months ago
QuickBooks Online Request

Posted by Giuseppe Alleva, 5 months ago
Last Reply by Giuseppe Alleva 5 months ago
Ability to transfer multi currency into Quickbooks

Posted by David Jones, about 4 years ago
Last Reply by John Daly 10 months ago
QB Desktop Pro 2023

Posted by James M. Golden, 12 months ago
Last Reply by Brian Laufer 12 months ago
Quickbooks Integration Custom Importing

Posted by Andrew Craig, about 1 year ago
Last Reply by Andrew Craig about 1 year ago

See all 15 topics

Contact Management (CRM/PSA) 48

Disconnected Contact and Company associations in HubSpot when saving quote and updating Deal

Posted by Rob Rehburg, 4 months ago
Last Reply by Rob Rehburg 28 days ago
Adding N-Able MSP Manager

Posted by Tony Spedaliere, 6 months ago
Last Reply by Tony Spedaliere 6 months ago
User not allowed to save a quote without logging to the CRM

Posted by Claudio Stifel, 8 months ago
Last Reply by Claudio Stifel 8 months ago
Linked Docs to Autotask

Posted by Oliver Marshall, 11 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago
SuiteCRM Connection Question

Posted by Brendan Bell, over 5 years ago
Last Reply by Mark Massa about 1 year ago

See all 48 topics

Importing 17

import products in different currencies to base currency

Posted by Cairn-Research GmbH, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Import Wizard

Posted by Frank Coady, almost 2 years ago
Last Reply by Frank Coady almost 2 years ago
Importing line items in to a quote

Posted by Oliver Marshall, about 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago
Import Product with Ø in description

Posted by David Lithauer, almost 3 years ago
Last Reply by Steve Siggs over 2 years ago
importing Bill of Material

Posted by Björgvin Ingi jónsson, almost 3 years ago
Last Reply by Steve (ML) almost 3 years ago

See all 17 topics

Installation and Upgrades 13

qwservices.dll error post upgrade

Posted by Peter McCrindle, 12 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago
SQL related questions

Posted by Brian, 12 months ago
Last Reply by Brian 12 months ago
Moving QW to a new Server

Posted by Sally Stoessner, about 2 years ago
Last Reply by Cat Ward about 2 years ago
ADDRESSED-Unrelevant SPLASH screen

Posted by Bernard Pouliot, over 2 years ago
Last Reply by John Lewe (QuoteWerks) about 2 years ago
QW as RemoteAPP with Quickbooks Integration

Posted by JT Mauric, almost 3 years ago
Last Reply by Seth Buckley over 2 years ago

See all 13 topics

Laptops, Remotes, and Sync 4

Sharepoint

Posted by Peter Smart, over 2 years ago
Last Reply by Andy Skrzypczak over 2 years ago
Literature Synchronization - Remote Installations

Posted by John.neraas, over 3 years ago
Last Reply by Steve Siggs over 3 years ago
Two User Sync

Posted by Alan Bridgeford, over 4 years ago
Last Reply by Tyler Gualtieri about 4 years ago
Copy User Maintenance Database to Remote

Posted by Debra Rettich, over 4 years ago
Last Reply by Debra Rettich over 4 years ago

Print Layouts 88

Grouped Bundles in Sales Order

Posted by Don Lawson, 3 months ago
Last Reply by Steve Siggs 3 months ago
Can I remove or relocate (Optional) and (Optional-SELECTED)

Posted by Roberto Elizondo, over 5 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
Automatically do not print items with a 0 quantity

Posted by Jeremy Cherny, about 2 years ago
Last Reply by Jeremy Cherny 8 months ago
Include Contract Start/End dates in Layout Designer

Posted by Gretchen Bren, 9 months ago
Last Reply by Gretchen Bren 8 months ago
Print Order

Posted by Rick Barwig, 9 months ago
Last Reply by Steve Siggs 9 months ago

See all 88 topics

Products 28

Are instructions or guidelines for using Data Manager

Posted by Jon Goss, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
Mass Native Product Database Percentage Increase

Posted by David Jones, 6 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
Add required item above item

Posted by Kevin Bates, 10 months ago
Last Reply by Kevin Bates 10 months ago
Product Management - managing parts

Posted by Michael Bazar, over 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
Limit access to Product Data Source

Posted by David Tran, over 1 year ago
Last Reply by David Tran over 1 year ago

See all 28 topics

QuoteWerks Community 12

warehouse manager co-op with quotewerks

Posted by Bohumil Kopečný, 10 months ago
Last Reply by Bohumil Kopečný 10 months ago
QV Inline PDF

Posted by Oliver Marshall, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
Inserting quantity for line items into proposal

Posted by John Iacono, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
When you Win an Opp in QW the Activities stay open in CW

Posted by Anastasia Carter, over 2 years ago
Last Reply by Anastasia Carter over 2 years ago
Quotes with multiple options

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

See all 12 topics

Reporting 17

Single month quotewerks margin versus year long agreement margin

Posted by Scott Hardin, 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
Login History Report?

Posted by Pam Boyd, over 1 year ago
Last Reply by Pam Boyd over 1 year ago
QV Approval reporting

Posted by Oliver Marshall, about 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago
Opportunity Dashboard, Editing what Top 5 Products results

Posted by Michael Hickey, about 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago
Commision report

Posted by David Spangler, over 4 years ago
Last Reply by Steve Siggs over 2 years ago

See all 17 topics

Real-time Module 7

Amazon Business integration for Canada

Posted by Sam Marashi, almost 2 years ago
Last Reply by Cathy 8 months ago
Arrow Electronics Integration - Test Group

Posted by Brian Laufer, about 1 year ago
Last Reply by Brian Laufer about 1 year ago
FedEx Integration - Freight?

Posted by Brian, about 1 year ago
Last Reply by Brian about 1 year ago
Amazon .CA Business Integration

Posted by Stacey Kranzler - RBI, almost 2 years ago
Last Reply by Stacey Kranzler - RBI almost 2 years ago
Real-time Sales Tax Reporting?

Posted by Andax IT, about 2 years ago
Last Reply by Steve Siggs about 2 years ago

See all 7 topics

Product Content Subscription (Etilize) 8

Disable Etilize description in quotes

Posted by Oliver Marshall, 7 months ago
Last Reply by Oliver Marshall 7 months ago
Cleaning up Etilize product descriptions

Posted by Sebastian Berry, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Auto-sort Etilize results by price, from lowest to highest

Posted by Chris, about 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 3 years ago
Show distributor name in Etilize results

Posted by Chris, about 3 years ago
Last Reply by Chris about 3 years ago
Etilize and Multipe database search

Posted by Collette Hoppe, about 4 years ago
Last Reply by Collette Hoppe about 4 years ago

See all 8 topics

QuoteWerks Web

General 27

Azure AD SAML Authentication

Posted by Ryan Gallier, almost 2 years ago
Last Reply by Sam Forma 22 days ago
Automatic Price Modifier Adjustments

Posted by Katey Schroeder, 3 months ago
Last Reply by Katey Schroeder 3 months ago
Peer Review - Link to Web app instead of local instance

Posted by Timothy Shore, 6 months ago
Last Reply by Steve Siggs 6 months ago
Please add feature - Export to Excel in the online app

Posted by Timothy Shore, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
Picture Panel Quotewerks Web

Posted by Jon Vandermeer, 9 months ago
Last Reply by Jon Vandermeer 9 months ago

See all 27 topics

QuoteValet

QuoteValet Setup 10

QuoteValet Notifications

Posted by Barb Baker, over 1 year ago
Last Reply by Barb Baker over 1 year ago
Multiple MIDs on QV

Posted by Maria Vazeos, over 3 years ago
Last Reply by Steve (ML) almost 3 years ago
How do you setup QuoteValet to accept a down payment?

Posted by Randy Coffee, over 5 years ago
Last Reply by Jonathan Mast over 3 years ago
QuoteValet Automatically Update after option changes

Posted by Matt Rose (matt@prestigequoting.com), almost 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) almost 4 years ago
Can QV access Autotask integration?

Posted by Jason Chen, over 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 4 years ago

See all 10 topics

QuoteValet General 15

Editing the DH_IntroductionNotes field

Posted by Oliver Marshall, 9 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 9 months ago
Printing QV accepted pdf's

Posted by Walter Farej, 9 months ago
Last Reply by Steve Siggs 9 months ago
QuoteValet Email Notifications

Posted by Ron Brown, over 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
How do you kick out a user in QuoteValet?

Posted by Melanie Sombke, over 1 year ago
Last Reply by Steve Siggs over 1 year ago
Export QV Reports

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

See all 15 topics

QuoteValet Templates 34

QuoteValet Email notification branding

Posted by Sebastian Berry, about 2 months ago
Last Reply by Steve Siggs about 2 months ago
Deliver with Additional Templates

Posted by Michael Jasper, 4 months ago
Last Reply by Cat Ward 4 months ago
Optional item Selected or Not Selected

Posted by Roberto Elizondo, over 5 years ago
Last Reply by Paul Hodgetts 7 months ago
Customize QuoteValet Peer Review reply email

Posted by Gretchen Bren, 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
No PDF's please

Posted by Kurt Jones, over 5 years ago
Last Reply by EJ Liggieri 12 months ago

See all 34 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 5 years ago
Last Reply by Steve (ML) almost 3 years ago
QuoteValetSummary addition

Posted by David Jones, over 4 years ago
Last Reply by David Jones over 4 years ago

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, almost 8 years ago
Last Reply by Brian Laufer almost 8 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 5 years ago
Last Reply by Brian Laufer over 5 years ago

VendorRFQ

General 1

PARTIAL-Show extended pricing when vendor enters the price

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

How can we help you today?

Community forums

QuoteWerks Desktop

QuoteWerks Web

QuoteValet

Feature Requests

API / SDK Programming and Scripting

VendorRFQ