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QuoteWerks Desktop

General 120

Where is the Archived Forum?

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

Posted by Brian Laufer, over 4 years ago
Last Reply by Brian Laufer over 4 years ago
Volusion API service works on one PC but no others

Posted by sarahjohns388, about 5 years ago
Last Reply by gregbowers 15 days ago
OAuth M365 Send Failures

Posted by Jim-Barry Behar, 21 days ago
Last Reply by Jim-Barry Behar 21 days ago
Integration with Quickbooks Item Categories

Posted by Brian, 5 months ago
Last Reply by Brian 4 months ago

See all 120 topics

Accounting Links 13

Ability to transfer multi currency into Quickbooks

Posted by David Jones, over 3 years ago
Last Reply by John Daly 4 months ago
QB Desktop Pro 2023

Posted by James M. Golden, 6 months ago
Last Reply by Brian Laufer 6 months ago
Quickbooks Integration Custom Importing

Posted by Andrew Craig, 6 months ago
Last Reply by Andrew Craig 6 months ago
QuoteWerks to Quickbooks Transfer - Select the current open Quote

Posted by Richard Handley, about 1 year ago
Last Reply by John Edwards 11 months ago
Shipping amount blank in QuickBooks Online invoice export

Posted by David Tran, about 1 year ago
Last Reply by David Tran 12 months ago

See all 13 topics

Contact Management (CRM/PSA) 46

User not allowed to save a quote without logging to the CRM

Posted by Claudio Stifel, about 1 month ago
Last Reply by Claudio Stifel about 1 month ago
Linked Docs to Autotask

Posted by Oliver Marshall, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
SuiteCRM Connection Question

Posted by Brendan Bell, almost 5 years ago
Last Reply by Mark Massa 7 months ago
Microsoft 2016 CRM Email Accounts Not Linking In QW

Posted by Tammy, 7 months ago
Last Reply by Steve Siggs 7 months ago
Salesforce Contacts lookup shows blank results

Posted by Ruby Paul, about 1 year ago
Last Reply by Cat Ward 12 months ago

See all 46 topics

Importing 17

import products in different currencies to base currency

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

Posted by Frank Coady, over 1 year ago
Last Reply by Frank Coady over 1 year ago
Importing line items in to a quote

Posted by Oliver Marshall, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Import Product with Ø in description

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

Posted by Björgvin Ingi jónsson, over 2 years ago
Last Reply by Steve (ML) over 2 years ago

See all 17 topics

Installation and Upgrades 13

qwservices.dll error post upgrade

Posted by Peter McCrindle, 6 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
SQL related questions

Posted by Brian, 6 months ago
Last Reply by Brian 6 months ago
Moving QW to a new Server

Posted by Sally Stoessner, over 1 year ago
Last Reply by Cat Ward over 1 year ago
ADDRESSED-Unrelevant SPLASH screen

Posted by Bernard Pouliot, almost 2 years ago
Last Reply by John Lewe (QuoteWerks) over 1 year ago
QW as RemoteAPP with Quickbooks Integration

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

See all 13 topics

Laptops, Remotes, and Sync 4

Sharepoint

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

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

Posted by Alan Bridgeford, almost 4 years ago
Last Reply by Tyler Gualtieri over 3 years ago
Copy User Maintenance Database to Remote

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

Print Layouts 87

Automatically do not print items with a 0 quantity

Posted by Jeremy Cherny, over 1 year ago
Last Reply by Jeremy Cherny 2 months ago
Include Contract Start/End dates in Layout Designer

Posted by Gretchen Bren, 2 months ago
Last Reply by Gretchen Bren 2 months ago
Print Order

Posted by Rick Barwig, 3 months ago
Last Reply by Steve Siggs 3 months ago
Do these functions work?

Posted by Brian, 3 months ago
Last Reply by Brian 3 months ago
shade alternate rows when printing template

Posted by James Shannon, over 4 years ago
Last Reply by Brian 3 months ago

See all 87 topics

Products 27

Mass Native Product Database Percentage Increase

Posted by David Jones, 8 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 days ago
Add required item above item

Posted by Kevin Bates, 4 months ago
Last Reply by Kevin Bates 4 months ago
Product Management - managing parts

Posted by Michael Bazar, almost 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
Limit access to Product Data Source

Posted by David Tran, about 1 year ago
Last Reply by David Tran about 1 year ago
Based on Volume Pricing for Etilize Products; Importing Products from Etilize to a Native Database

Posted by Justin Swall, over 1 year ago
Last Reply by Justin Swall over 1 year ago

See all 27 topics

QuoteWerks Community 12

warehouse manager co-op with quotewerks

Posted by Bohumil Kopečný, 4 months ago
Last Reply by Bohumil Kopečný 4 months ago
QV Inline PDF

Posted by Oliver Marshall, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
Inserting quantity for line items into proposal

Posted by John Iacono, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
When you Win an Opp in QW the Activities stay open in CW

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

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

See all 12 topics

Reporting 16

Login History Report?

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

Posted by Oliver Marshall, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Opportunity Dashboard, Editing what Top 5 Products results

Posted by Michael Hickey, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Commision report

Posted by David Spangler, almost 4 years ago
Last Reply by Steve Siggs almost 2 years ago
Parts List from Quote with Qty>0

Posted by Bruce Lindsay, over 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago

See all 16 topics

Real-time Module 7

Amazon Business integration for Canada

Posted by Sam Marashi, over 1 year ago
Last Reply by Cathy 2 months ago
Arrow Electronics Integration - Test Group

Posted by Brian Laufer, 6 months ago
Last Reply by Brian Laufer 6 months ago
FedEx Integration - Freight?

Posted by Brian, 7 months ago
Last Reply by Brian 7 months ago
Amazon .CA Business Integration

Posted by Stacey Kranzler - RBI, over 1 year ago
Last Reply by Stacey Kranzler - RBI over 1 year ago
Real-time Sales Tax Reporting?

Posted by Andax IT, over 1 year ago
Last Reply by Steve Siggs over 1 year ago

See all 7 topics

Product Content Subscription (Etilize) 8

Disable Etilize description in quotes

Posted by Oliver Marshall, 28 days ago
Last Reply by Oliver Marshall 28 days ago
Cleaning up Etilize product descriptions

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

Posted by Chris, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago
Show distributor name in Etilize results

Posted by Chris, over 2 years ago
Last Reply by Chris over 2 years ago
Etilize and Multipe database search

Posted by Collette Hoppe, over 3 years ago
Last Reply by Collette Hoppe over 3 years ago

See all 8 topics

QuoteWerks Web

General 26

Peer Review - Link to Web app instead of local instance

Posted by Timothy Shore, 6 days ago
Last Reply by Steve Siggs 5 days ago
Please add feature - Export to Excel in the online app

Posted by Timothy Shore, 20 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 20 days ago
Picture Panel Quotewerks Web

Posted by Jon Vandermeer, 3 months ago
Last Reply by Jon Vandermeer 3 months ago
Azure AD SAML Authentication

Posted by Ryan Gallier, over 1 year ago
Last Reply by Patrick R. Holland about 1 year ago
QuoteWerks "Web" strange BROWSER behavior

Posted by Bernard Pouliot, almost 2 years ago
Last Reply by Roger Ryken almost 2 years ago

See all 26 topics

QuoteValet

QuoteValet Setup 10

QuoteValet Notifications

Posted by Barb Baker, 11 months ago
Last Reply by Barb Baker 11 months ago
Multiple MIDs on QV

Posted by Maria Vazeos, almost 3 years ago
Last Reply by Steve (ML) over 2 years ago
How do you setup QuoteValet to accept a down payment?

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

Posted by Matt Rose (matt@prestigequoting.com), over 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 3 years ago
Can QV access Autotask integration?

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

See all 10 topics

QuoteValet General 15

Editing the DH_IntroductionNotes field

Posted by Oliver Marshall, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
Printing QV accepted pdf's

Posted by Walter Farej, 3 months ago
Last Reply by Steve Siggs 3 months ago
QuoteValet Email Notifications

Posted by Ron Brown, about 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
How do you kick out a user in QuoteValet?

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

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

See all 15 topics

QuoteValet Templates 32

Optional item Selected or Not Selected

Posted by Roberto Elizondo, almost 5 years ago
Last Reply by Paul Hodgetts 27 days ago
Customize QuoteValet Peer Review reply email

Posted by Gretchen Bren, 2 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
No PDF's please

Posted by Kurt Jones, almost 5 years ago
Last Reply by EJ Liggieri 6 months ago
Change company name on QV templates

Posted by Alexa Davis (TMB), 8 months ago
Last Reply by Alexa Davis (TMB) 8 months ago
Adding calculated Lease payment field

Posted by Adrian VanderLaan, 8 months ago
Last Reply by Adrian VanderLaan 8 months ago

See all 32 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, almost 5 years ago
Last Reply by Steve (ML) over 2 years ago
QuoteValetSummary addition

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

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, over 7 years ago
Last Reply by Brian Laufer over 7 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 5 years ago
Last Reply by Brian Laufer about 5 years ago

VendorRFQ

General 1

PARTIAL-Show extended pricing when vendor enters the price

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

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