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QuoteWerks Desktop

General 99

Where is the Archived Forum?

Posted by Brian Laufer, almost 3 years ago
Last Reply by Brian Laufer almost 3 years ago
Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners

Posted by Brian Laufer, about 3 years ago
Last Reply by Brian Laufer about 3 years ago
Recurring line items within Recurring Group

Posted by Brian Slevin, 2 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
Quotewerks on Azure VDI

Posted by Matthew Loraditch, 2 months ago
Last Reply by Jim-Barry Behar 2 months ago
QW to AT line item vendor

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

See all 99 topics

Accounting Links 8

Quickbooks Desktop 2022

Posted by James M. Golden, 4 months ago
Last Reply by James M. Golden 4 months ago
Ability to transfer multi currency into Quickbooks

Posted by David Jones, over 2 years ago
Last Reply by Edmund Robinson 11 months ago
e-invoicing

Posted by Sally Ai, 12 months ago
Last Reply by Steve Siggs 12 months ago
Interface to Sage Intacct

Posted by Joel Katz, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
How to handle "Other Charges" & "Inventory Assemblies" for QuickBooks

Posted by Scott Edgell, over 1 year ago
Last Reply by Steve (ML) about 1 year ago

See all 8 topics

Contact Management (CRM/PSA) 42

Line numbers on converted ST/Proj in Connectwise

Posted by Levi Shores, about 1 month ago
Last Reply by Levi Shores about 1 month ago
Send to CRM - Emails

Posted by George Veys, 3 months ago
Last Reply by Cat Ward 3 months ago
Autotask "Use Revenue" field

Posted by Oliver Marshall, 6 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
Appending text to the AT Opp name

Posted by Oliver Marshall, 6 months ago
Last Reply by Oliver Marshall 6 months ago
Change defaults in the Autotask Sync dialogue

Posted by Oliver Marshall, 6 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago

See all 42 topics

Importing 16

Import Wizard

Posted by Frank Coady, 2 months ago
Last Reply by Frank Coady 2 months ago
Importing line items in to a quote

Posted by Oliver Marshall, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
Import Product with Ø in description

Posted by David Lithauer, about 1 year ago
Last Reply by Steve Siggs about 1 year ago
importing Bill of Material

Posted by Björgvin Ingi jónsson, about 1 year ago
Last Reply by Steve (ML) about 1 year ago
Import option to remove old products

Posted by Greg Barber, almost 3 years ago
Last Reply by Steve (ML) about 1 year ago

See all 16 topics

Installation and Upgrades 11

Moving QW to a new Server

Posted by Sally Stoessner, 6 months ago
Last Reply by Cat Ward 6 months ago
ADDRESSED-Unrelevant SPLASH screen

Posted by Bernard Pouliot, 8 months ago
Last Reply by John Lewe (QuoteWerks) 6 months ago
QW as RemoteAPP with Quickbooks Integration

Posted by JT Mauric, over 1 year ago
Last Reply by Seth Buckley 8 months ago
VPN Config with Quotewerks Desktop

Posted by Steve Willits, almost 2 years ago
Last Reply by hollyroberts over 1 year ago
Any way to have the EXE running on a second computer instead of a shortcut?

Posted by David Matyas, almost 2 years ago
Last Reply by Steve Siggs almost 2 years ago

See all 11 topics

Laptops, Remotes, and Sync 4

Sharepoint

Posted by Peter Smart, 12 months ago
Last Reply by Andy Skrzypczak 9 months ago
Literature Synchronization - Remote Installations

Posted by John.neraas, about 2 years ago
Last Reply by Steve Siggs about 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, almost 3 years ago
Last Reply by Debra Rettich almost 3 years ago

Print Layouts 74

How can I reference the GroupHeader of a GroupMember?

Posted by Dustin Kathol, 8 days ago
Last Reply by Dustin Kathol 7 days ago
Table borders and shading partially missing

Posted by Dan Price, 3 months ago
Last Reply by Dan Price 3 months ago
Automatically do not print items with a 0 quantity

Posted by Jeremy Cherny, 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
Do NOT print page header if no products / services line items?

Posted by Pratt Lathrop, about 2 years ago
Last Reply by Kevin 5 months ago
Group item quantity printing on Word layouts

Posted by Jeremy Cherny, 6 months ago
Last Reply by Jeremy Cherny 6 months ago

See all 74 topics

Products 24

Based on Volume Pricing for Etilize Products; Importing Products from Etilize to a Native Database

Posted by Justin Swall, about 1 month ago
Last Reply by Justin Swall about 1 month ago
Setting up Based on Volume Pricing on an Etilize Product; Copying an Etilize Product to a Native Product DB

Posted by Justin Swall, about 1 month ago
Last Reply by Justin Swall about 1 month ago
Setting up Based on Volume Pricing on an Etilize Product; Copying an Etilize Product to a Native Product DB

Posted by Justin Swall, about 1 month ago
Last Reply by Justin Swall about 1 month ago
Database Table Name

Posted by Michael Hickey, 4 months ago
Last Reply by Steve Siggs 4 months ago
Limiting a Product Quantities

Posted by Andrew Craig, 7 months ago
Last Reply by Andrew Craig 7 months ago

See all 24 topics

QuoteWerks Community 9

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

Posted by Anastasia Carter, 10 months ago
Last Reply by Anastasia Carter 10 months ago
Quotes with multiple options

Posted by Michael Hickey, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
Partial invoicing

Posted by Tony Taylor, over 3 years ago
Last Reply by Steve (ML) about 1 year 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, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
Opportunity Dashboard, Editing what Top 5 Products results

Posted by Michael Hickey, 7 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
Commision report

Posted by David Spangler, almost 3 years ago
Last Reply by Steve Siggs 9 months ago
Parts List from Quote with Qty>0

Posted by Bruce Lindsay, over 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
Report/Query to find all parts sold to a client

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

See all 15 topics

Real-time Module 5

Amazon Business integration for Canada

Posted by Sam Marashi, about 1 month ago
Last Reply by Stacey Kranzler - RBI about 1 month ago
Amazon .CA Business Integration

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

Posted by Andax IT, 4 months ago
Last Reply by Steve Siggs 4 months ago
Realtime Content (IceCat) or similar

Posted by Greg Barber, almost 2 years ago
Last Reply by Greg Barber almost 2 years ago
Cannot get Synnex Real time to work.

Posted by Rick Lund-Pedersen, over 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, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Show distributor name in Etilize results

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

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

Posted by Collette Hoppe, over 2 years ago
Last Reply by Collette Hoppe over 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 24

Azure AD SAML Authentication

Posted by Ryan Gallier, 3 months ago
Last Reply by Robert Tucker 2 months ago
API for QuoteWerks Web

Posted by John Jacobson, almost 3 years ago
Last Reply by Max 4 months ago
QuoteWerks "Web" strange BROWSER behavior

Posted by Bernard Pouliot, 8 months ago
Last Reply by Roger Ryken 8 months ago
Quotewerks SQL on LINUX (SYNOLOGY) How To ...

Posted by Bernard Pouliot, 8 months ago
Last Reply by Steve Siggs 8 months ago
Website Configurator Integration

Posted by Mark Engelberg, 12 months ago
Last Reply by Steve Siggs 12 months ago

See all 24 topics

QuoteValet

QuoteValet Setup 9

Multiple MIDs on QV

Posted by Maria Vazeos, almost 2 years ago
Last Reply by Steve (ML) about 1 year ago
How do you setup QuoteValet to accept a down payment?

Posted by Randy Coffee, almost 4 years ago
Last Reply by Jonathan Mast almost 2 years ago
QuoteValet Automatically Update after option changes

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

Posted by Jason Chen, about 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 3 years ago
QuoteValet Payment Processing is not configured for this payment option.

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

See all 9 topics

QuoteValet General 13

Export QV Reports

Posted by Oliver Marshall, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
QuoteValet Email Notifications

Posted by Ron Brown, almost 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 9 months ago
How to remove old peer reviews from the QV Online dashboard

Posted by Alexa Davis (TMB), 11 months ago
Last Reply by Alexa Davis (TMB) 11 months ago
Add Affirm Financing to QuoteValet Payment Gateway Integrations

Posted by Rob Rehburg, 11 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 11 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 27

Modern QuoteValet Customer Facing Template

Posted by Justin Swall, about 1 month ago
Last Reply by Justin Swall about 1 month ago
Setting a QW field in a QV approval form

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

Posted by Valerie Singer, 9 months ago
Last Reply by Cat Ward 9 months ago
CustomDate field input type

Posted by John Jacobson, 10 months ago
Last Reply by Andrew Paulett 9 months ago
Adding a Second Required Checkbox to the QV Acceptance Terms

Posted by Keven Cluff, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 10 months ago

See all 27 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 4 years ago
Last Reply by Steve (ML) about 1 year ago
QuoteValetSummary addition

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

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, about 6 years ago
Last Reply by Brian Laufer about 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, about 4 years ago
Last Reply by Brian Laufer about 4 years ago

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API / SDK Programming and Scripting