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QuoteWerks Desktop

General 78

Where is the Archived Forum?

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

Posted by Brian Laufer, about 2 years ago
Last Reply by Brian Laufer about 2 years ago
URGENT - Error opening Connection - ADO Database lost Error Record Set

Posted by Peter Carruth, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) 14 days ago
linked resources

Posted by Steve, about 1 month ago
Last Reply by Steve about 1 month ago
update all line items from existing quote with new database cost/sell

Posted by Stumpf, Tom, 3 months ago
Last Reply by Steve about 1 month ago

See all 78 topics

Accounting Links 6

Interface to Sage Intacct

Posted by Joel Katz, 22 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 22 days ago
How to handle "Other Charges" & "Inventory Assemblies" for QuickBooks

Posted by Scott Edgell, 7 months ago
Last Reply by Steve about 1 month ago
Linking to Xero Accounting

Posted by Graeme Leo, over 2 years ago
Last Reply by Graeme Leo 6 months ago
Ability to transfer multi currency into Quickbooks

Posted by David Jones, over 1 year ago
Last Reply by David Jones over 1 year ago
QuickBooks Job Name Generation

Posted by Dustin Kathol, almost 2 years ago
Last Reply by Dustin Kathol almost 2 years ago

See all 6 topics

Contact Management (CRM/PSA) 33

SoldTo/ShipTo

Posted by Tommy Allmand, 4 months ago
Last Reply by Richard Kremer 4 months ago
Sync the QuoteWerks description field to the SalesForce 'Line Description' field

Posted by Chris, 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
SalesForce Integration: Ability to use the Account addresses rather than contact addresses

Posted by Chris, 8 months ago
Last Reply by Chris 8 months ago
AutoTask Integration - Vendor Product Number

Posted by Aaron Chong, almost 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
Switching from Dynamics to Salesforce for QW

Posted by Will Adams, 9 months ago
Last Reply by Hilltops IT 9 months ago

See all 33 topics

Importing 14

Import Product with Ø in description

Posted by David Lithauer, 25 days ago
Last Reply by Hilltops IT 24 days ago
importing Bill of Material

Posted by Björgvin Ingi jónsson, about 1 month ago
Last Reply by Steve about 1 month ago
Import option to remove old products

Posted by Greg Barber, almost 2 years ago
Last Reply by Steve about 1 month ago
Link TD import to QW Doc

Posted by Heidi Cruciana, 5 months ago
Last Reply by Heidi Cruciana 5 months ago
import - recurring

Posted by Tim Mears, almost 2 years ago
Last Reply by Tim Mears almost 2 years ago

See all 14 topics

Installation and Upgrades 9

QW as RemoteAPP with Quickbooks Integration

Posted by JT Mauric, 4 months ago
Last Reply by JT Mauric 4 months ago
VPN Config with Quotewerks Desktop

Posted by Steve Willits, 10 months ago
Last Reply by hollyroberts 6 months ago
Any way to have the EXE running on a second computer instead of a shortcut?

Posted by David Matyas, 11 months ago
Last Reply by Hilltops IT 10 months ago
QW Download link

Posted by David Jones, 12 months ago
Last Reply by David Jones 12 months ago
Quotewerks Repeatedly Crashing after Windows 10 and Computer Upgrade

Posted by Jason Munzer, over 1 year ago
Last Reply by David Jones over 1 year ago

See all 9 topics

Laptops, Remotes, and Sync 3

Literature Synchronization - Remote Installations

Posted by John.neraas, about 1 year ago
Last Reply by Hilltops IT about 1 year ago
Two User Sync

Posted by Alan Bridgeford, over 1 year ago
Last Reply by Tyler Gualtieri over 1 year ago
Copy User Maintenance Database to Remote

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

Print Layouts 64

How do I get the options to show up in my word layout

Posted by Michael Hickey, 2 days ago
Last Reply by Hilltops IT 1 day ago
DONE-Print Layout Filter based on User or Groups

Posted by Brad Silven, about 2 years ago
Last Reply by Hilltops IT 16 days ago
What is system field para break

Posted by Debra Rettich, about 1 month ago
Last Reply by Hilltops IT about 1 month ago
Add a period after a data field

Posted by Debra Rettich, about 1 month ago
Last Reply by Debra Rettich about 1 month ago
Print layout filtering

Posted by Dean Porter, 12 months ago
Last Reply by Steve about 1 month ago

See all 64 topics

Products 15

Product Database of Comments

Posted by Debra Rettich, 16 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 16 days ago
Product Hierarchy

Posted by Dan Toffler, about 1 month ago
Last Reply by Steve about 1 month ago
Creating Product Databases - Batch Process Image Tricks

Posted by Steve, about 1 month ago
Last Reply by Steve about 1 month ago
Go Directly to database product item on right-click

Posted by Brad Silven, almost 2 years ago
Last Reply by Steve about 1 month ago
Pricing formulas

Posted by Terri Furgeson, 6 months ago
Last Reply by Terri Furgeson 5 months ago

See all 15 topics

QuoteWerks Community 8

Quotes with multiple options

Posted by Michael Hickey, 17 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 17 days ago
Partial invoicing

Posted by Tony Taylor, over 2 years ago
Last Reply by Steve about 1 month ago
Form to Form fill

Posted by Steve Keefe, over 1 year ago
Last Reply by Brendan Bell 7 months ago
Missing Forum Post Reply

Posted by Brendan Bell, 8 months ago
Last Reply by Brendan Bell 7 months ago
Service/labor items

Posted by Jay Akins, about 1 year ago
Last Reply by Cat Ward about 1 year ago

See all 8 topics

Reporting 13

Parts List from Quote with Qty>0

Posted by Bruce Lindsay, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
Report/Query to find all parts sold to a client

Posted by Matthew Loraditch, 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
Filtering out quotes that DO NOT have a certain part

Posted by Barry Erlandson, 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
Use the received date in report

Posted by David Bousquet, 8 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
Number of quotes

Posted by Scott Mickalide, 9 months ago
Last Reply by David Bousquet 9 months ago

See all 13 topics

Real-time Module 2

Realtime Content (IceCat) or similar

Posted by Greg Barber, 9 months ago
Last Reply by Greg Barber 9 months ago
Cannot get Synnex Real time to work.

Posted by Rick Lund-Pedersen, over 2 years ago
Last Reply by Sylvain Dupuis over 1 year ago

Product Content Subscription (Etilize) 6

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

Posted by Chris, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
Show distributor name in Etilize results

Posted by Chris, 5 months ago
Last Reply by Chris 5 months ago
Etilize and Multipe database search

Posted by Collette Hoppe, over 1 year ago
Last Reply by Collette Hoppe over 1 year ago
CDW, Amazon, and Dell Search Button

Posted by Collette Hoppe, over 1 year ago
Last Reply by Collette Hoppe over 1 year ago
Localized Etilize

Posted by Ulrich Jorgensen, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago

See all 6 topics

QuoteWerks Web

General 20

Error msg on Preview of Cover Letter

Posted by Kim Cruise, 10 days ago
Last Reply by Hilltops IT 9 days ago
DONE - Link files from my computer, to the Links Tab of QuoteWerks Web

Posted by Kim Cruise, 5 months ago
Last Reply by Cat Ward 23 days ago
Auto-Sync Quotewerks and QuoteWerks Web Document Files - Etilize Images and Specs

Posted by Jonathan Fitzgerald, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
Using QuoteWerks web getting error uploading to quotevalet

Posted by David Matyas, 7 months ago
Last Reply by Hilltops IT 7 months ago
API for QuoteWerks Web

Posted by John Jacobson, almost 2 years ago
Last Reply by Mark Williams 8 months ago

See all 20 topics

QuoteValet

QuoteValet Setup 9

Multiple MIDs on QV

Posted by Maria Vazeos, 10 months ago
Last Reply by Steve about 1 month ago
How do you setup QuoteValet to accept a down payment?

Posted by Randy Coffee, almost 3 years ago
Last Reply by Jonathan Mast 11 months ago
QuoteValet Automatically Update after option changes

Posted by Matt Rose (matt@prestigequoting.com), over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
Can QV access Autotask integration?

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

Posted by Paul Brunet, about 2 years ago
Last Reply by Cat Ward about 2 years ago

See all 9 topics

QuoteValet General 10

Credit Card Surcharge Rename

Posted by Jeff Davis, 9 months ago
Last Reply by Jeff Davis 9 months ago
Save my information for later as a default

Posted by Jason Lehman, 11 months ago
Last Reply by Jason Lehman 11 months ago
re QuoteValet Videos

Posted by David Jones, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
QuoteValet Customization

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

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

See all 10 topics

QuoteValet Templates 22

Customization of input type for "Allow QV Qty Change" items?

Posted by Paul Zimmerman, about 1 year ago
Last Reply by Cat Ward about 1 month ago
Optional item Selected or Not Selected

Posted by Roberto Elizondo, over 2 years ago
Last Reply by Darrin Hunter 6 months ago
QuoteValet Missing Macros

Posted by Kevin Hunter, 7 months ago
Last Reply by Cat Ward 7 months ago
change quantity in quote vallet

Posted by Gene Vinson, over 2 years ago
Last Reply by Darrin Hunter 8 months ago
DONE-QuoteValet Macros not in the Manual

Posted by Steve, over 1 year ago
Last Reply by Kevin Hunter 8 months ago

See all 22 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 3 years ago
Last Reply by Steve about 1 month ago
QuoteValetSummary addition

Posted by David Jones, about 2 years ago
Last Reply by David Jones about 2 years ago

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, about 5 years ago
Last Reply by Brian Laufer about 5 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, almost 3 years ago
Last Reply by Brian Laufer almost 3 years ago

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