Discussions : QuoteWerks Support Portal

Community forums

Start a new topic

QuoteWerks Desktop

General 64

Where is the Archived Forum?

Posted by Brian Laufer, about 1 year ago
Last Reply by Brian Laufer about 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
Memory Allocation Error

Posted by Barry Jarvis, over 1 year ago
Last Reply by Karl Miles 9 days ago
Run-time Error

Posted by Corey Gosa, 26 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 23 days ago
Notify specific users if the order changes

Posted by Warren Lee, about 1 month ago
Last Reply by Hilltops IT 27 days ago

See all 64 topics

Accounting Links 4

Linking to Xero Accounting

Posted by Graeme Leo, almost 2 years ago
Last Reply by Graeme Leo 12 days ago
Ability to transfer multi currency into Quickbooks

Posted by David Jones, 7 months ago
Last Reply by David Jones 7 months ago
QuickBooks Job Name Generation

Posted by Dustin Kathol, about 1 year ago
Last Reply by Dustin Kathol about 1 year ago
Quotewerks and Quickbooks link broke after last QB update

Posted by Pat R Egen, almost 2 years ago
Last Reply by Pat R Egen almost 2 years ago

Contact Management (CRM/PSA) 28

ACT version 22

Posted by Corey Gosa, 2 days ago
Last Reply by Jon Klubnik 2 days ago
Zoho Contacts

Posted by Peter Smart, 26 days ago
Last Reply by Hilltops IT 5 days ago
Mapping Custom Fields from Salesforce to Quotewerks

Posted by Ty.tran, over 1 year ago
Last Reply by Cat Ward 21 days ago
CRM Alternative - Cheap, Simple, Self Hosted

Posted by Marc Barlow, about 1 month ago
Last Reply by Marc Barlow 21 days ago
SalesForce Opportunity Link/URL

Posted by Paul Phillips, about 1 month ago
Last Reply by Paul Phillips about 1 month ago

See all 28 topics

Importing 11

Import option to remove old products

Posted by Greg Barber, 12 months ago
Last Reply by Hilltops IT 7 months ago
import - recurring

Posted by Tim Mears, 12 months ago
Last Reply by Tim Mears 12 months ago
Price Update

Posted by Alan Bridgeford, about 1 year ago
Last Reply by Cat Ward about 1 year ago
Product Export prices have | instead of decimal

Posted by Richard Kremer, about 1 year ago
Last Reply by Alan Bridgeford about 1 year ago
Importing PriceLevels

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

See all 11 topics

Installation and Upgrades 8

Any way to have the EXE running on a second computer instead of a shortcut?

Posted by David Matyas, 27 days ago
Last Reply by Hilltops IT 5 days ago
VPN Config with Quotewerks Desktop

Posted by Steve Willits, 15 days ago
Last Reply by Steve Willits 14 days ago
QW Download link

Posted by David Jones, about 1 month ago
Last Reply by David Jones about 1 month ago
Quotewerks Repeatedly Crashing after Windows 10 and Computer Upgrade

Posted by Jason Munzer, 6 months ago
Last Reply by David Jones 5 months ago
Can't run QW following upgrade to 5.4 build 6.01

Posted by Paul Knight, 10 months ago
Last Reply by Paul Knight 10 months ago

See all 8 topics

Laptops, Remotes, and Sync 3

Literature Synchronization - Remote Installations

Posted by John.neraas, 3 months ago
Last Reply by Hilltops IT 3 months ago
Two User Sync

Posted by Alan Bridgeford, 9 months ago
Last Reply by Tyler Gualtieri 9 months ago
Copy User Maintenance Database to Remote

Posted by Debra Rettich, about 1 year ago
Last Reply by Debra Rettich about 1 year ago

Print Layouts 53

Page Header

Posted by Catherine Ho, 27 days ago
Last Reply by David Jones 20 days ago
Formatting the "Section Header" style

Posted by Owen Casey, about 2 years ago
Last Reply by Hilltops IT 27 days ago
Print layout filtering

Posted by Dean Porter, about 1 month ago
Last Reply by John Jacobson about 1 month ago
Totaling Qty in quote/report

Posted by Ron Morasse, about 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
Do NOT print page header if no products / services line items?

Posted by Pratt Lathrop, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago

See all 53 topics

Products 11

Add Capability To Connect "Dynamics 365 for Sales" As A Product Source

Posted by Joshua Barneck, almost 2 years ago
Last Reply by Chuck Hogan about 1 month ago
Native Product Database(s)

Posted by Heidi Bizub, 9 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 9 months ago
Product Management - managing parts

Posted by Michael Bazar, 10 months ago
Last Reply by Miguel Mendes 10 months ago
Add a blank line

Posted by Tim Mears, 12 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 12 months ago
Go Directly to database product item on right-click

Posted by Brad Silven, almost 1 year ago
Last Reply by Brad Silven almost 1 year ago

See all 11 topics

QuoteWerks Community 6

Service/labor items

Posted by Jay Akins, 3 months ago
Last Reply by Cat Ward 2 months ago
Change in Cost - After Quote Approved by Customer

Posted by Rehan Khan, 6 months ago
Last Reply by Rehan Khan 6 months ago
Form to Form fill

Posted by Steve Keefe, 10 months ago
Last Reply by Steve Keefe 10 months ago
Partial invoicing

Posted by Tony Taylor, almost 2 years ago
Last Reply by Corey.angarola about 1 year ago
Set Specific Terms for Specific Documents

Posted by Jill Metz, about 1 year ago
Last Reply by Hilltops IT about 1 year ago

See all 6 topics

Reporting 9

Report on Selected Options

Posted by Matt, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
Reporting Engine

Posted by Kurt Jones, 7 months ago
Last Reply by Kurt Jones 7 months ago
Totals in Report

Posted by Pam Boyd, 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
Commision report

Posted by David Spangler, 12 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 12 months ago
Sales by State Report

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

See all 9 topics

Real-time Module 1

Cannot get Synnex Real time to work.

Posted by Rick Lund-Pedersen, over 1 year ago
Last Reply by Sylvain Dupuis 10 months ago

Product Content Subscription (Etilize) 4

Etilize and Multipe database search

Posted by Collette Hoppe, 8 months ago
Last Reply by Collette Hoppe 8 months ago
CDW, Amazon, and Dell Search Button

Posted by Collette Hoppe, 8 months ago
Last Reply by Collette Hoppe 8 months ago
Localized Etilize

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

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

QuoteWerks Web

General 15

Auto-Sync Quotewerks and QuoteWerks Web Document Files - Etilize Images and Specs

Posted by Jonathan Fitzgerald, 5 months ago
Last Reply by William Hunt about 1 month ago
Adding Quick Look Up to Quotewerks Web

Posted by Jack Kennedy, 2 months ago
Last Reply by Jack Kennedy 2 months ago
Logins / Licenses

Posted by Jack Fry, almost 2 years ago
Last Reply by Roger Ryken 4 months ago
Add contacts to QW Corporate Server Version

Posted by Paul Phillips, 7 months ago
Last Reply by Paul Phillips 7 months ago
New Search Dialog Box

Posted by Sean Thomas, 7 months ago
Last Reply by Sean Thomas 7 months ago

See all 15 topics

QuoteValet

QuoteValet Setup 9

Multiple MIDs on QV

Posted by Maria Vazeos, about 2 hours ago
Last Reply by Maria Vazeos about 2 hours ago
How do you setup QuoteValet to accept a down payment?

Posted by Randy Coffee, about 2 years ago
Last Reply by Jonathan Mast 27 days ago
QuoteValet Automatically Update after option changes

Posted by Matt Rose (matt@prestigequoting.com), 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
Can QV access Autotask integration?

Posted by Jason Chen, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 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 9

Save my information for later as a default

Posted by Jason Lehman, 27 days ago
Last Reply by Jason Lehman 27 days ago
re QuoteValet Videos

Posted by David Jones, 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
QuoteValet Customization

Posted by Trevor Marcy, 11 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago
Replacing licenses and QuoteValet

Posted by David Jones, 11 months ago
Last Reply by David Jones 11 months ago
Mobile Webpage

Posted by James Scott, about 1 year ago
Last Reply by James Scott about 1 year ago

See all 9 topics

QuoteValet Templates 21

Shipping Calculation

Posted by Jim Osborn, about 1 month ago
Last Reply by Jim Osborn about 1 month ago
No PDF's please

Posted by Kurt Jones, almost 2 years ago
Last Reply by Steve 2 months ago
Modifying Button Text

Posted by Steve, 4 months ago
Last Reply by Steve 4 months ago
Customization of input type for "Allow QV Qty Change" items?

Posted by Paul Zimmerman, 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
DONE-QuoteValet Macros not in the Manual

Posted by Steve, 8 months ago
Last Reply by Hilltops IT 4 months ago

See all 21 topics

QuoteValet Mobile 0

QuoteValet Insight 2

QuoteValetSummary addition

Posted by David Jones, about 1 year ago
Last Reply by David Jones about 1 year ago
Ability to delete all selected documents with links to QuoteValet without Individual popup message

Posted by Callum Vine, almost 2 years ago
Last Reply by Callum Vine almost 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, about 2 years ago
Last Reply by Brian Laufer about 2 years ago

How can we help you today?

Community forums

QuoteWerks Desktop

QuoteWerks Web

QuoteValet

Feature Requests

API / SDK Programming and Scripting