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QuoteWerks Desktop

General 120

Where is the Archived Forum?

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

Posted by Brian Laufer, about 4 years ago
Last Reply by Brian Laufer almost 4 years ago
Document layout editor needs love...

Posted by Brian, 6 days ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 days ago
Integration with Quickbooks Item Categories

Posted by Brian, 24 days ago
Last Reply by Brian 24 days ago
linked resources

Posted by Steve (ML), about 2 years ago
Last Reply by Cat Ward 3 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 12 days ago
QB Desktop Pro 2023

Posted by James M. Golden, about 1 month ago
Last Reply by Brian Laufer about 1 month ago
Quickbooks Integration Custom Importing

Posted by Andrew Craig, 2 months ago
Last Reply by Andrew Craig 2 months ago
QuoteWerks to Quickbooks Transfer - Select the current open Quote

Posted by Richard Handley, 9 months ago
Last Reply by John Edwards 7 months ago
Shipping amount blank in QuickBooks Online invoice export

Posted by David Tran, 8 months ago
Last Reply by David Tran 8 months ago

See all 13 topics

Contact Management (CRM/PSA) 46

Linked Docs to Autotask

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

Posted by Scott T. Sanford, 6 months ago
Last Reply by Doug Goglio 2 months ago
SuiteCRM Connection Question

Posted by Brendan Bell, over 4 years ago
Last Reply by Mark Massa 3 months ago
Microsoft 2016 CRM Email Accounts Not Linking In QW

Posted by Tammy, 3 months ago
Last Reply by Steve Siggs 3 months ago
Salesforce Contacts lookup shows blank results

Posted by Ruby Paul, 8 months ago
Last Reply by Cat Ward 8 months ago

See all 46 topics

Importing 17

import products in different currencies to base currency

Posted by Cairn-Research GmbH, 9 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 9 months ago
Import Wizard

Posted by Frank Coady, about 1 year ago
Last Reply by Frank Coady about 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, almost 2 years ago
Last Reply by Steve Siggs almost 2 years ago
importing Bill of Material

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

See all 17 topics

Installation and Upgrades 13

qwservices.dll error post upgrade

Posted by Peter McCrindle, about 1 month ago
Last Reply by Matt Rose (matt@prestigequoting.com) 29 days ago
SQL related questions

Posted by Brian, about 1 month ago
Last Reply by Brian about 1 month 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, over 1 year ago
Last Reply by John Lewe (QuoteWerks) over 1 year ago
QW as RemoteAPP with Quickbooks Integration

Posted by JT Mauric, about 2 years ago
Last Reply by Seth Buckley over 1 year ago

See all 13 topics

Laptops, Remotes, and Sync 4

Sharepoint

Posted by Peter Smart, almost 2 years ago
Last Reply by Andy Skrzypczak over 1 year ago
Literature Synchronization - Remote Installations

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

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

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

Print Layouts 81

Layout auto selected based on item?

Posted by Jeremy Cherny, about 1 month ago
Last Reply by Paul Hodgetts about 1 month ago
Add mrc section subtotal to quote_default.fpc

Posted by TechUT, about 1 month ago
Last Reply by Cat Ward about 1 month ago
Layout not reflecting info or placing

Posted by Andrew Craig, 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
Customer comment field on QuoteValet view

Posted by Megan Matlock, 4 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
Word DOCM "Error Reading File Signature"

Posted by Kevin, over 1 year ago
Last Reply by Heiko Grethe 5 months ago

See all 81 topics

Products 26

Add required item above item

Posted by Kevin Bates, 17 days ago
Last Reply by Kevin Bates 14 days ago
Product Management - managing parts

Posted by Michael Bazar, over 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
Limit access to Product Data Source

Posted by David Tran, 9 months ago
Last Reply by David Tran 9 months ago
Based on Volume Pricing for Etilize Products; Importing Products from Etilize to a Native Database

Posted by Justin Swall, 12 months ago
Last Reply by Justin Swall 12 months ago
Setting up Based on Volume Pricing on an Etilize Product; Copying an Etilize Product to a Native Product DB

Posted by Justin Swall, 12 months ago
Last Reply by Justin Swall 12 months ago

See all 26 topics

QuoteWerks Community 11

QV Inline PDF

Posted by Oliver Marshall, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
Inserting quantity for line items into proposal

Posted by John Iacono, 3 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
When you Win an Opp in QW the Activities stay open in CW

Posted by Anastasia Carter, over 1 year ago
Last Reply by Anastasia Carter over 1 year ago
Quotes with multiple options

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

Posted by Tony Taylor, over 4 years ago
Last Reply by Steve (ML) about 2 years ago

See all 11 topics

Reporting 16

Login History Report?

Posted by Pam Boyd, 9 months ago
Last Reply by Pam Boyd 9 months ago
QV Approval reporting

Posted by Oliver Marshall, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 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, over 3 years ago
Last Reply by Steve Siggs over 1 year ago
Parts List from Quote with Qty>0

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

See all 16 topics

Real-time Module 7

Arrow Electronics Integration - Test Group

Posted by Brian Laufer, 2 months ago
Last Reply by Brian Laufer 2 months ago
FedEx Integration - Freight?

Posted by Brian, 3 months ago
Last Reply by Brian 3 months ago
Amazon Business integration for Canada

Posted by Sam Marashi, 12 months ago
Last Reply by Stacey Kranzler - RBI 12 months ago
Amazon .CA Business Integration

Posted by Stacey Kranzler - RBI, 12 months ago
Last Reply by Stacey Kranzler - RBI 12 months ago
Real-time Sales Tax Reporting?

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

See all 7 topics

Product Content Subscription (Etilize) 7

Cleaning up Etilize product descriptions

Posted by Sebastian Berry, 9 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 9 months 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
CDW, Amazon, and Dell Search Button

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

See all 7 topics

QuoteWerks Web

General 24

Azure AD SAML Authentication

Posted by Ryan Gallier, about 1 year ago
Last Reply by Patrick R. Holland 8 months ago
API for QuoteWerks Web

Posted by John Jacobson, almost 4 years ago
Last Reply by John Jacobson 9 months ago
QuoteWerks "Web" strange BROWSER behavior

Posted by Bernard Pouliot, over 1 year ago
Last Reply by Roger Ryken over 1 year ago
Quotewerks SQL on LINUX (SYNOLOGY) How To ...

Posted by Bernard Pouliot, over 1 year ago
Last Reply by Steve Siggs over 1 year ago
Website Configurator Integration

Posted by Mark Engelberg, almost 2 years ago
Last Reply by Steve Siggs almost 2 years ago

See all 24 topics

QuoteValet

QuoteValet Setup 10

QuoteValet Notifications

Posted by Barb Baker, 7 months ago
Last Reply by Barb Baker 7 months ago
Multiple MIDs on QV

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

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

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

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

See all 10 topics

QuoteValet General 13

QuoteValet Email Notifications

Posted by Ron Brown, almost 4 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
How do you kick out a user in QuoteValet?

Posted by Melanie Sombke, 9 months ago
Last Reply by Steve Siggs 9 months ago
Export QV Reports

Posted by Oliver Marshall, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
Add Affirm Financing to QuoteValet Payment Gateway Integrations

Posted by Rob Rehburg, almost 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) almost 2 years ago
Credit Card Surcharge Rename

Posted by Jeff Davis, over 2 years ago
Last Reply by Jeff Davis over 2 years ago

See all 13 topics

QuoteValet Templates 31

No PDF's please

Posted by Kurt Jones, over 4 years ago
Last Reply by EJ Liggieri 2 months ago
Change company name on QV templates

Posted by Alexa Davis (TMB), 4 months ago
Last Reply by Alexa Davis (TMB) 4 months ago
Adding calculated Lease payment field

Posted by Adrian VanderLaan, 5 months ago
Last Reply by Adrian VanderLaan 5 months ago
Adding a Second Required Checkbox to the QV Acceptance Terms

Posted by Keven Cluff, about 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
Additional QuoteValet Template macros

Posted by Steve Siggs, almost 2 years ago
Last Reply by Steve Siggs 8 months ago

See all 31 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 4 years ago
Last Reply by Steve (ML) about 2 years ago
QuoteValetSummary addition

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

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, almost 7 years ago
Last Reply by Brian Laufer almost 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, almost 5 years ago
Last Reply by Brian Laufer almost 5 years ago

VendorRFQ

General 1

PARTIAL-Show extended pricing when vendor enters the price

Posted by John Jacobson, 10 months ago
Last Reply by John Lewe (QuoteWerks) 10 months ago

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Feature Requests

API / SDK Programming and Scripting

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