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QuoteWerks Desktop

General 69

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
Custom Fields Dropdown Options

Posted by Brendan Bell, about 23 hours ago
Last Reply by Brendan Bell about 22 hours ago
Financing vs Leasing

Posted by Derrick Rose, 2 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 24 hours ago
Mass Update Purchasing Ordered Items

Posted by Scott Sanford, 10 days ago
Last Reply by Scott Sanford 10 days ago

See all 69 topics

Accounting Links 4

Linking to Xero Accounting

Posted by Graeme Leo, about 2 years ago
Last Reply by Graeme Leo 3 months ago
Ability to transfer multi currency into Quickbooks

Posted by David Jones, 10 months ago
Last Reply by David Jones 10 months ago
QuickBooks Job Name Generation

Posted by Dustin Kathol, over 1 year ago
Last Reply by Dustin Kathol over 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) 32

Sync the QuoteWerks description field to the SalesForce 'Line Description' field

Posted by Chris, 4 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 2 days ago
SalesForce Integration: Ability to use the Account addresses rather than contact addresses

Posted by Chris, 7 days ago
Last Reply by Chris 7 days ago
AutoTask Integration - Vendor Product Number

Posted by Aaron Chong, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) 14 days ago
Switching from Dynamics to Salesforce for QW

Posted by Will Adams, about 1 month ago
Last Reply by Hilltops IT about 1 month ago
"Save Quote As" popup with Zoho CRM

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

See all 32 topics

Importing 11

Import option to remove old products

Posted by Greg Barber, about 1 year ago
Last Reply by Hilltops IT 9 months ago
import - recurring

Posted by Tim Mears, about 1 year ago
Last Reply by Tim Mears about 1 year ago
Price Update

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

Posted by Richard Kremer, over 1 year ago
Last Reply by Alan Bridgeford over 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, 3 months ago
Last Reply by Hilltops IT 2 months ago
VPN Config with Quotewerks Desktop

Posted by Steve Willits, 3 months ago
Last Reply by Steve Willits 3 months ago
QW Download link

Posted by David Jones, 4 months ago
Last Reply by David Jones 4 months ago
Quotewerks Repeatedly Crashing after Windows 10 and Computer Upgrade

Posted by Jason Munzer, 8 months ago
Last Reply by David Jones 8 months ago
Can't run QW following upgrade to 5.4 build 6.01

Posted by Paul Knight, about 1 year ago
Last Reply by Paul Knight about 1 year ago

See all 8 topics

Laptops, Remotes, and Sync 3

Literature Synchronization - Remote Installations

Posted by John.neraas, 5 months ago
Last Reply by Hilltops IT 5 months ago
Two User Sync

Posted by Alan Bridgeford, 11 months ago
Last Reply by Tyler Gualtieri 11 months ago
Copy User Maintenance Database to Remote

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

Print Layouts 57

Required items on a separate line under each section.

Posted by Chris Bailey, 5 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 6 hours ago
Creating a Formula to add two fields

Posted by Jim Meltzer, 24 days ago
Last Reply by Jim Meltzer 23 days ago
Attempting to Edit Print Layouts Causes Crash

Posted by CPressley, about 1 month ago
Last Reply by CPressley about 1 month ago
Customization Word With Section header

Posted by Christophe Le Gallic, about 1 month ago
Last Reply by Christophe Le Gallic about 1 month ago
Page Header

Posted by Catherine Ho, 3 months ago
Last Reply by David Jones 3 months ago

See all 57 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 3 months ago
Native Product Database(s)

Posted by Heidi Bizub, 11 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago
Product Management - managing parts

Posted by Michael Bazar, 12 months ago
Last Reply by Miguel Mendes 12 months ago
Add a blank line

Posted by Tim Mears, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
Go Directly to database product item on right-click

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

See all 11 topics

QuoteWerks Community 6

Form to Form fill

Posted by Steve Keefe, about 1 year ago
Last Reply by Steve Keefe about 8 hours ago
Service/labor items

Posted by Jay Akins, 5 months ago
Last Reply by Cat Ward 5 months ago
Change in Cost - After Quote Approved by Customer

Posted by Rehan Khan, 8 months ago
Last Reply by Rehan Khan 8 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, over 1 year ago
Last Reply by Hilltops IT over 1 year ago

See all 6 topics

Reporting 11

Use the received date in report

Posted by David Bousquet, 11 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 10 days ago
Number of quotes

Posted by Scott Mickalide, about 1 month ago
Last Reply by David Bousquet 28 days ago
Report on Selected Options

Posted by Matt, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
Reporting Engine

Posted by Kurt Jones, 9 months ago
Last Reply by Kurt Jones 9 months ago
Totals in Report

Posted by Pam Boyd, 11 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 10 months ago

See all 11 topics

Real-time Module 2

Realtime Content (IceCat) or similar

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

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

Product Content Subscription (Etilize) 4

Etilize and Multipe database search

Posted by Collette Hoppe, 10 months ago
Last Reply by Collette Hoppe 10 months ago
CDW, Amazon, and Dell Search Button

Posted by Collette Hoppe, 10 months ago
Last Reply by Collette Hoppe 10 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, about 2 years ago
Last Reply by Jenni Pasternik about 2 years ago

QuoteWerks Web

General 18

Linked Resources on Web

Posted by Sean Thomas, 2 days ago
Last Reply by Sean Thomas 2 days ago
API for QuoteWerks Web

Posted by John Jacobson, over 1 year ago
Last Reply by Mark Williams 18 days ago
Adding Contacts in Quotewerks Web based

Posted by Allie Gilbert, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
Quotewerks Web can't login

Posted by Bobby Robinson, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
Auto-Sync Quotewerks and QuoteWerks Web Document Files - Etilize Images and Specs

Posted by Jonathan Fitzgerald, 7 months ago
Last Reply by William Hunt 4 months ago

See all 18 topics

QuoteValet

QuoteValet Setup 9

Multiple MIDs on QV

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

Posted by Randy Coffee, over 2 years ago
Last Reply by Jonathan Mast 3 months ago
QuoteValet Automatically Update after option changes

Posted by Matt Rose (matt@prestigequoting.com), 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
Can QV access Autotask integration?

Posted by Jason Chen, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 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 10

Credit Card Surcharge Rename

Posted by Jeff Davis, 29 days ago
Last Reply by Jeff Davis 29 days ago
Save my information for later as a default

Posted by Jason Lehman, 3 months ago
Last Reply by Jason Lehman 3 months ago
re QuoteValet Videos

Posted by David Jones, 10 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 10 months ago
QuoteValet Customization

Posted by Trevor Marcy, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
Replacing licenses and QuoteValet

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

See all 10 topics

QuoteValet Templates 21

change quantity in quote vallet

Posted by Gene Vinson, almost 2 years ago
Last Reply by Darrin Hunter about 15 hours ago
DONE-QuoteValet Macros not in the Manual

Posted by Steve, 10 months ago
Last Reply by Kevin Hunter 4 days ago
Shipping Calculation

Posted by Jim Osborn, 3 months ago
Last Reply by Jim Osborn 3 months ago
No PDF's please

Posted by Kurt Jones, almost 2 years ago
Last Reply by Steve 5 months ago
Modifying Button Text

Posted by Steve, 6 months ago
Last Reply by Steve 6 months ago

See all 21 topics

QuoteValet Mobile 0

QuoteValet Insight 2

QuoteValetSummary addition

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

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

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Feature Requests

API / SDK Programming and Scripting