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QuoteWerks Desktop

General 53

Where is the Archived Forum?

Posted by Brian Laufer, 6 months ago
Last Reply by Brian Laufer, 6 months ago
Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners

Posted by Brian Laufer, 10 months ago
Last Reply by Brian Laufer, 10 months ago
Slow Job Search window

Posted by KB, 1 minute ago
Last Reply by KB, 1 minute ago
QuoteWerks Launcher 5.4 (Salesforce Integration) - Issue

Posted by Matthew Laise, 6 days ago
Last Reply by Hilltops IT, 3 days ago
The Group Header Unit Price can be manually set.

Posted by Glynn McNeill, 6 days ago
Last Reply by Matt Rose, 5 days ago

See all 53 topics

Accounting Links 4

Ability to transfer multi currency into Quickbooks

Posted by David Jones, 28 days ago
Last Reply by David Jones, 28 days ago
Linking to Xero Accounting

Posted by Graeme Leo, over 1 year ago
Last Reply by Graeme Leo, 4 months ago
QuickBooks Job Name Generation

Posted by Dustin Kathol, 8 months ago
Last Reply by Dustin Kathol, 8 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) 23

Add contacts to QW Corporate Server Version

Posted by Paul Phillips, 27 days ago
Last Reply by Paul Phillips, 23 days ago
PDFs Of Quotes No Longer Saving At Contact Level In Act!

Posted by Matt Patterson, 29 days ago
Last Reply by Cat Ward, 29 days ago
GSuite Contact Integration

Posted by Richard Handley, about 1 month ago
Last Reply by Richard Handley, about 1 month ago
Zoho vs. Goldmine

Posted by Joe Dec, about 1 month ago
Last Reply by Joe Dec, about 1 month ago
Support for ServiceNow

Posted by Hank Wilkinson, 3 months ago
Last Reply by Hilltops IT, 2 months ago

See all 23 topics

Importing 11

Import option to remove old products

Posted by Greg Barber, 5 months ago
Last Reply by Hilltops IT, 23 days ago
import - recurring

Posted by Tim Mears, 5 months ago
Last Reply by Tim Mears, 5 months ago
Price Update

Posted by Alan Bridgeford, 7 months ago
Last Reply by Cat Ward, 6 months ago
Product Export prices have | instead of decimal

Posted by Richard Kremer, 8 months ago
Last Reply by Alan Bridgeford, 7 months ago
Importing PriceLevels

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

See all 11 topics

Installation and Upgrades 4

Can't run QW following upgrade to 5.4 build 6.01

Posted by Paul Knight, 4 months ago
Last Reply by Paul Knight, 4 months ago
Failed upgrade - broken QW

Posted by Karl Miles, 11 months ago
Last Reply by Karl Miles, 11 months ago
How to copy one installation to another

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

Posted by Patrick Doman, over 1 year ago
Last Reply by Nick jhones, about 1 year ago

Laptops, Remotes, and Sync 2

Two User Sync

Posted by Alan Bridgeford, 3 months ago
Last Reply by Tyler Gualtieri, 3 months ago
Copy User Maintenance Database to Remote

Posted by Debra Rettich, 7 months ago
Last Reply by Debra Rettich, 7 months ago

Print Layouts 45

Report Footer content Overlapping Page Footer

Posted by Debra Rettich, 13 days ago
Last Reply by Debra Rettich, 12 days ago
Program To Use Conditional Data

Posted by Michael Wyatt, about 1 month ago
Last Reply by Michael Wyatt, 29 days ago
What Program For Print Layouts?

Posted by Michael Wyatt, about 1 month ago
Last Reply by Michael Wyatt, about 1 month ago
General Questions about Resizing Images

Posted by Roberto Elizondo, over 1 year ago
Last Reply by Matt Rose, about 1 month ago
Functionality to be able to work on Layouts in a Live installation

Posted by David Jones, about 1 month ago
Last Reply by Matt Rose, about 1 month ago

See all 45 topics

Products 11

Native Product Database(s)

Posted by Heidi Bizub, 2 months ago
Last Reply by Matt Rose, 2 months ago
Product Management - managing parts

Posted by Michael Bazar, 3 months ago
Last Reply by Miguel Mendes, 3 months ago
Add a blank line

Posted by Tim Mears, 5 months ago
Last Reply by Matt Rose, 5 months ago
Go Directly to database product item on right-click

Posted by Brad Silven, 6 months ago
Last Reply by Brad Silven, 6 months ago
Google Filestream and Images

Posted by Kurt Jones, over 1 year ago
Last Reply by David Jones, 9 months ago

See all 11 topics

QuoteWerks Community 4

Form to Form fill

Posted by Steve Keefe, 4 months ago
Last Reply by Steve Keefe, 4 months ago
Partial invoicing

Posted by Tony Taylor, over 1 year ago
Last Reply by Corey.angarola, 6 months ago
Set Specific Terms for Specific Documents

Posted by Jill Metz, 7 months ago
Last Reply by Hilltops IT, 7 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 8

Reporting Engine

Posted by Kurt Jones, 13 days ago
Last Reply by Kurt Jones, 12 days ago
Totals in Report

Posted by Pam Boyd, about 1 month ago
Last Reply by Matt Rose, about 1 month ago
Commision report

Posted by David Spangler, 5 months ago
Last Reply by Matt Rose, 5 months ago
Sales by State Report

Posted by Eshi, 10 months ago
Last Reply by Matt Rose, 10 months ago
Purchase Order Report

Posted by Mark Perez, 11 months ago
Last Reply by Matt Rose, 11 months ago

See all 8 topics

Real-time Module 1

Cannot get Synnex Real time to work.

Posted by Rick Lund-Pedersen, about 1 year ago
Last Reply by Sylvain Dupuis, 4 months ago

Product Content Subscription (Etilize) 4

Etilize and Multipe database search

Posted by Collette Hoppe, about 1 month ago
Last Reply by Collette Hoppe, about 1 month ago
CDW, Amazon, and Dell Search Button

Posted by Collette Hoppe, about 1 month ago
Last Reply by Collette Hoppe, about 1 month ago
Localized Etilize

Posted by Ulrich Jorgensen, about 1 year ago
Last Reply by Matt Rose, about 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 13

Add contacts to QW Corporate Server Version

Posted by Paul Phillips, 27 days ago
Last Reply by Paul Phillips, 27 days ago
New Search Dialog Box

Posted by Sean Thomas, 27 days ago
Last Reply by Sean Thomas, 27 days ago
Approval by Quote Type

Posted by Darla Nutter, about 1 year ago
Last Reply by Hilltops IT, 3 months ago
Rename Doc No and Project No

Posted by Roger Ryken, over 1 year ago
Last Reply by Roger Ryken, 5 months ago
API for QuoteWerks Web

Posted by John Jacobson, 7 months ago
Last Reply by Hilltops IT, 7 months ago

See all 13 topics

QuoteValet

QuoteValet Setup 7

Can QV access Autotask integration?

Posted by Jason Chen, 8 months ago
Last Reply by Matt Rose, 8 months ago
QuoteValet Payment Processing is not configured for this payment option.

Posted by Paul Brunet, 10 months ago
Last Reply by Cat Ward, 10 months ago
Quotevalet Activity Notification - Expired Quote Viewed?

Posted by Curt Giacomoni, over 1 year ago
Last Reply by Mike Krzenski, 11 months ago
Single data-source for QuoteWerks and QuoteValet for SQL dbs in Azure or AWS

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

Posted by David Jones, about 1 year ago
Last Reply by David Jones, about 1 year ago

See all 7 topics

QuoteValet General 8

re QuoteValet Videos

Posted by David Jones, about 1 month ago
Last Reply by Matt Rose, about 1 month ago
QuoteValet Customization

Posted by Trevor Marcy, 5 months ago
Last Reply by Matt Rose, 5 months ago
Replacing licenses and QuoteValet

Posted by David Jones, 5 months ago
Last Reply by David Jones, 5 months ago
Mobile Webpage

Posted by James Scott, 6 months ago
Last Reply by James Scott, 6 months ago
Multiple approvals for clients?

Posted by Jason Chen, 6 months ago
Last Reply by Matt Rose, 6 months ago

See all 8 topics

QuoteValet Templates 16

QuoteValet Macros not in the Manual

Posted by Steve, about 1 month ago
Last Reply by Steve, 5 days ago
Custom Template General Error

Posted by Aaron Fischer, 2 months ago
Last Reply by Aaron Fischer, 2 months ago
Set Default Accepted By Email Address to 'Bill To' Contact

Posted by Jonathan Smith, 4 months ago
Last Reply by Jonathan Smith, 4 months ago
Hiding the shipping amount if 0

Posted by Michelle Moore, about 1 year ago
Last Reply by John Jacobson, 7 months ago
change quantity in quote vallet

Posted by Gene Vinson, about 1 year ago
Last Reply by John Jacobson, 7 months ago

See all 16 topics

QuoteValet Mobile 0

QuoteValet Insight 2

QuoteValetSummary addition

Posted by David Jones, 8 months ago
Last Reply by David Jones, 8 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 1

Access to the Feature Requests Forum

Posted by Brian Laufer, almost 4 years ago
Last Reply by Brian Laufer, almost 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 1 year ago
Last Reply by Brian Laufer, over 1 year ago

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Feature Requests

API / SDK Programming and Scripting