QuoteWerks Support Portal

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 24 hours ago

  Last Reply by Brendan Bell about 23 hours ago
• Financing vs Leasing
  Posted by Derrick Rose, 2 days ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 1 day 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) 3 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 7 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 10 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