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QuoteWerks Desktop

General 94

Where is the Archived Forum?

Posted by Brian Laufer, over 2 years ago
Last Reply by Brian Laufer over 2 years ago
Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners

Posted by Brian Laufer, almost 3 years ago
Last Reply by Brian Laufer almost 3 years ago
Exporting a quote or order to XLSX

Posted by Oliver Marshall, 4 days ago
Last Reply by Oliver Marshall 3 days ago
Un-linking quotes from Manage

Posted by David Lee, 12 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 12 days ago
Intermittent issue access menus

Posted by David Lee, about 1 month ago
Last Reply by David Lee 12 days ago

See all 94 topics

Accounting Links 8

Quickbooks Desktop 2022

Posted by James M. Golden, 5 days ago
Last Reply by James M. Golden 5 days ago
Ability to transfer multi currency into Quickbooks

Posted by David Jones, about 2 years ago
Last Reply by Edmund Robinson 7 months ago
e-invoicing

Posted by Sally Ai, 9 months ago
Last Reply by Steve Siggs 9 months ago
Interface to Sage Intacct

Posted by Joel Katz, 10 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 10 months ago
How to handle "Other Charges" & "Inventory Assemblies" for QuickBooks

Posted by Scott Edgell, over 1 year ago
Last Reply by Steve 11 months ago

See all 8 topics

Contact Management (CRM/PSA) 40

Autotask "Use Revenue" field

Posted by Oliver Marshall, 2 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
Appending text to the AT Opp name

Posted by Oliver Marshall, 2 months ago
Last Reply by Oliver Marshall 2 months ago
Change defaults in the Autotask Sync dialogue

Posted by Oliver Marshall, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
Grab ConnectWise Opportunity Number / HubSpot Deal ID

Posted by Kevin, 5 months ago
Last Reply by Kevin 5 months ago
Dynamics CRM with Okta

Posted by Amy Ragatz, 7 months ago
Last Reply by Amy Ragatz 7 months ago

See all 40 topics

Importing 15

Importing line items in to a quote

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

Posted by David Lithauer, 10 months ago
Last Reply by Steve Siggs 10 months ago
importing Bill of Material

Posted by Björgvin Ingi jónsson, 11 months ago
Last Reply by Steve 11 months ago
Import option to remove old products

Posted by Greg Barber, over 2 years ago
Last Reply by Steve 11 months ago
Link TD import to QW Doc

Posted by Heidi Cruciana, about 1 year ago
Last Reply by Heidi Cruciana about 1 year ago

See all 15 topics

Installation and Upgrades 11

Moving QW to a new Server

Posted by Sally Stoessner, 3 months ago
Last Reply by Cat Ward 3 months ago
ADDRESSED-Unrelevant SPLASH screen

Posted by Bernard Pouliot, 4 months ago
Last Reply by John Lewe (QuoteWerks) 3 months ago
QW as RemoteAPP with Quickbooks Integration

Posted by JT Mauric, about 1 year ago
Last Reply by Seth Buckley 5 months ago
VPN Config with Quotewerks Desktop

Posted by Steve Willits, over 1 year ago
Last Reply by hollyroberts about 1 year ago
Any way to have the EXE running on a second computer instead of a shortcut?

Posted by David Matyas, over 1 year ago
Last Reply by Steve Siggs over 1 year ago

See all 11 topics

Laptops, Remotes, and Sync 4

Sharepoint

Posted by Peter Smart, 8 months ago
Last Reply by Andy Skrzypczak 5 months ago
Literature Synchronization - Remote Installations

Posted by John.neraas, almost 2 years ago
Last Reply by Steve Siggs almost 2 years ago
Two User Sync

Posted by Alan Bridgeford, over 2 years ago
Last Reply by Tyler Gualtieri over 2 years ago
Copy User Maintenance Database to Remote

Posted by Debra Rettich, over 2 years ago
Last Reply by Debra Rettich over 2 years ago

Print Layouts 72

Automatically do not print items with a 0 quantity

Posted by Jeremy Cherny, about 1 month 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, almost 2 years ago
Last Reply by Kevin about 1 month ago
Group item quantity printing on Word layouts

Posted by Jeremy Cherny, 3 months ago
Last Reply by Jeremy Cherny 2 months ago
Documents from the Procurement Module

Posted by George Veys, 3 months ago
Last Reply by George Veys 3 months ago
Conditional Picture Field

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

See all 72 topics

Products 21

Database Table Name

Posted by Michael Hickey, 24 days ago
Last Reply by Steve Siggs 23 days ago
Limiting a Product Quantities

Posted by Andrew Craig, 4 months ago
Last Reply by Andrew Craig 4 months ago
Nesting a Configurator into a Configurator

Posted by Andrew Craig, 4 months ago
Last Reply by Andrew Craig 4 months ago
Build-a-product Tools

Posted by Andrew Craig, 6 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
Customer Based Price Level problem

Posted by Steve Shaffer, 7 months ago
Last Reply by Steve Siggs 7 months ago

See all 21 topics

QuoteWerks Community 9

When you Win an Opp in QW the Activities stay open in CW

Posted by Anastasia Carter, 7 months ago
Last Reply by Anastasia Carter 7 months ago
Quotes with multiple options

Posted by Michael Hickey, 10 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 10 months ago
Partial invoicing

Posted by Tony Taylor, over 3 years ago
Last Reply by Steve 11 months ago
Form to Form fill

Posted by Steve Keefe, over 2 years ago
Last Reply by Brendan Bell over 1 year ago
Missing Forum Post Reply

Posted by Brendan Bell, over 1 year ago
Last Reply by Brendan Bell over 1 year ago

See all 9 topics

Reporting 15

QV Approval reporting

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

Posted by Michael Hickey, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
Commision report

Posted by David Spangler, over 2 years ago
Last Reply by Steve Siggs 6 months ago
Parts List from Quote with Qty>0

Posted by Bruce Lindsay, about 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 12 months ago
Report/Query to find all parts sold to a client

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

See all 15 topics

Real-time Module 3

Real-time Sales Tax Reporting?

Posted by Andax IT, about 1 month ago
Last Reply by Steve Siggs 28 days ago
Realtime Content (IceCat) or similar

Posted by Greg Barber, over 1 year ago
Last Reply by Greg Barber over 1 year ago
Cannot get Synnex Real time to work.

Posted by Rick Lund-Pedersen, about 3 years ago
Last Reply by Sylvain Dupuis over 2 years ago

Product Content Subscription (Etilize) 6

Auto-sort Etilize results by price, from lowest to highest

Posted by Chris, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
Show distributor name in Etilize results

Posted by Chris, about 1 year ago
Last Reply by Chris about 1 year ago
Etilize and Multipe database search

Posted by Collette Hoppe, about 2 years ago
Last Reply by Collette Hoppe about 2 years ago
CDW, Amazon, and Dell Search Button

Posted by Collette Hoppe, about 2 years ago
Last Reply by Collette Hoppe about 2 years ago
Localized Etilize

Posted by Ulrich Jorgensen, over 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 3 years ago

See all 6 topics

QuoteWerks Web

General 23

API for QuoteWerks Web

Posted by John Jacobson, over 2 years ago
Last Reply by Max 5 days ago
QuoteWerks "Web" strange BROWSER behavior

Posted by Bernard Pouliot, 5 months ago
Last Reply by Roger Ryken 5 months ago
Quotewerks SQL on LINUX (SYNOLOGY) How To ...

Posted by Bernard Pouliot, 5 months ago
Last Reply by Steve Siggs 5 months ago
Website Configurator Integration

Posted by Mark Engelberg, 9 months ago
Last Reply by Steve Siggs 9 months ago
Error msg on Preview of Cover Letter

Posted by Kim Cruise, 9 months ago
Last Reply by Steve Siggs 9 months ago

See all 23 topics

QuoteValet

QuoteValet Setup 9

Multiple MIDs on QV

Posted by Maria Vazeos, over 1 year ago
Last Reply by Steve 11 months ago
How do you setup QuoteValet to accept a down payment?

Posted by Randy Coffee, over 3 years ago
Last Reply by Jonathan Mast over 1 year ago
QuoteValet Automatically Update after option changes

Posted by Matt Rose (matt@prestigequoting.com), almost 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) almost 2 years ago
Can QV access Autotask integration?

Posted by Jason Chen, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago
QuoteValet Payment Processing is not configured for this payment option.

Posted by Paul Brunet, almost 3 years ago
Last Reply by Cat Ward almost 3 years ago

See all 9 topics

QuoteValet General 13

Export QV Reports

Posted by Oliver Marshall, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
QuoteValet Email Notifications

Posted by Ron Brown, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
How to remove old peer reviews from the QV Online dashboard

Posted by Alexa Davis (TMB), 7 months ago
Last Reply by Alexa Davis (TMB) 7 months ago
Add Affirm Financing to QuoteValet Payment Gateway Integrations

Posted by Rob Rehburg, 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
Credit Card Surcharge Rename

Posted by Jeff Davis, over 1 year ago
Last Reply by Jeff Davis over 1 year ago

See all 13 topics

QuoteValet Templates 26

Setting a QW field in a QV approval form

Posted by Oliver Marshall, 3 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 minutes ago
Line Item # on QuoteValet Template

Posted by Valerie Singer, 5 months ago
Last Reply by Cat Ward 5 months ago
CustomDate field input type

Posted by John Jacobson, 7 months ago
Last Reply by Andrew Paulett 5 months ago
Adding a Second Required Checkbox to the QV Acceptance Terms

Posted by Keven Cluff, about 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
Additional QuoteValet Template macros

Posted by Steve Siggs, 8 months ago
Last Reply by Steve Siggs 7 months ago

See all 26 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 3 years ago
Last Reply by Steve 11 months ago
QuoteValetSummary addition

Posted by David Jones, almost 3 years ago
Last Reply by David Jones almost 3 years ago

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, almost 6 years ago
Last Reply by Brian Laufer almost 6 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 3 years ago
Last Reply by Brian Laufer over 3 years ago

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