QuoteWerks Support Portal

General 70

• Where is the Archived Forum?
  Posted by Brian Laufer, over 1 year ago

  Last Reply by Brian Laufer over 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
• QuoteWerks and Dynamics 365 Integration
  Posted by Brant Paquette, over 1 year ago

  Last Reply by Hilltops IT 20 days ago
• Customer wants to use a digital signature for quotation
  Posted by Robert Morrison, about 1 month ago

  Last Reply by Brian Laufer about 1 month ago
• Custom Fields Dropdown Options
  Posted by Brendan Bell, 2 months ago

  Last Reply by Brendan Bell 2 months ago
See all 70 topics

Accounting Links 5

• Linking to Xero Accounting
  Posted by Graeme Leo, about 2 years ago

  Last Reply by Graeme Leo 3 days ago
• How to handle "Other Charges" & "Inventory Assemblies" for QuickBooks
  Posted by Scott Edgell, about 1 month ago

  Last Reply by Scott Edgell about 1 month ago
• Ability to transfer multi currency into Quickbooks
  Posted by David Jones, 12 months ago

  Last Reply by David Jones 12 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, about 2 years ago

  Last Reply by Pat R Egen about 2 years ago

Contact Management (CRM/PSA) 32

• Sync the QuoteWerks description field to the SalesForce 'Line Description' field
  Posted by Chris, 2 months ago

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

  Last Reply by Chris 2 months ago
• AutoTask Integration - Vendor Product Number
  Posted by Aaron Chong, over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
• Switching from Dynamics to Salesforce for QW
  Posted by Will Adams, 4 months ago

  Last Reply by Hilltops IT 3 months ago
• "Save Quote As" popup with Zoho CRM
  Posted by Parth Dalal, 4 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
See all 32 topics

Importing 11

• Import option to remove old products
  Posted by Greg Barber, over 1 year ago

  Last Reply by Hilltops IT 12 months ago
• import - recurring
  Posted by Tim Mears, over 1 year ago

  Last Reply by Tim Mears over 1 year ago
• Price Update
  Posted by Alan Bridgeford, over 1 year ago

  Last Reply by Cat Ward over 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, almost 2 years ago

  Last Reply by Iain Shaw almost 2 years ago
See all 11 topics

Installation and Upgrades 8

• VPN Config with Quotewerks Desktop
  Posted by Steve Willits, 5 months ago

  Last Reply by hollyroberts 21 days ago
• Any way to have the EXE running on a second computer instead of a shortcut?
  Posted by David Matyas, 5 months ago

  Last Reply by Hilltops IT 5 months ago
• QW Download link
  Posted by David Jones, 6 months ago

  Last Reply by David Jones 6 months ago
• Quotewerks Repeatedly Crashing after Windows 10 and Computer Upgrade
  Posted by Jason Munzer, 10 months ago

  Last Reply by David Jones 10 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, 7 months ago

  Last Reply by Hilltops IT 7 months ago
• Two User Sync
  Posted by Alan Bridgeford, about 1 year ago

  Last Reply by Tyler Gualtieri about 1 year 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 58

• Detail Section Showing up blank in print layout
  Posted by Steffanie Rodriguez, 24 days ago

  Last Reply by Hilltops IT 20 days ago
• layout with line highlights
  Posted by Debra Rettich, over 1 year ago

  Last Reply by Robert Ross about 1 month ago
• Required items on a separate line under each section.
  Posted by Chris Bailey, 2 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
• Creating a Formula to add two fields
  Posted by Jim Meltzer, 3 months ago

  Last Reply by Jim Meltzer 3 months ago
• Attempting to Edit Print Layouts Causes Crash
  Posted by CPressley, 4 months ago

  Last Reply by CPressley 4 months ago
See all 58 topics

Products 12

• Pricing formulas
  Posted by Terri Furgeson, 14 days ago

  Last Reply by Terri Furgeson about 2 hours ago
• Add Capability To Connect "Dynamics 365 for Sales" As A Product Source
  Posted by Joshua Barneck, about 2 years ago

  Last Reply by Chuck Hogan 6 months ago
• Native Product Database(s)
  Posted by Heidi Bizub, about 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
• Product Management - managing parts
  Posted by Michael Bazar, about 1 year ago

  Last Reply by Miguel Mendes about 1 year ago
• Add a blank line
  Posted by Tim Mears, over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
See all 12 topics

QuoteWerks Community 7

• Form to Form fill
  Posted by Steve Keefe, about 1 year ago

  Last Reply by Brendan Bell about 1 month ago
• Missing Forum Post Reply
  Posted by Brendan Bell, 2 months ago

  Last Reply by Brendan Bell about 1 month ago
• Service/labor items
  Posted by Jay Akins, 7 months ago

  Last Reply by Cat Ward 7 months ago
• Change in Cost - After Quote Approved by Customer
  Posted by Rehan Khan, 10 months ago

  Last Reply by Rehan Khan 10 months ago
• Partial invoicing
  Posted by Tony Taylor, about 2 years ago

  Last Reply by Corey.angarola over 1 year ago
See all 7 topics

Reporting 11

• Use the received date in report
  Posted by David Bousquet, 3 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
• Number of quotes
  Posted by Scott Mickalide, 4 months ago

  Last Reply by David Bousquet 3 months ago
• Report on Selected Options
  Posted by Matt, 9 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 9 months ago
• Reporting Engine
  Posted by Kurt Jones, 11 months ago

  Last Reply by Kurt Jones 11 months ago
• Totals in Report
  Posted by Pam Boyd, about 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
See all 11 topics

Real-time Module 2

• Realtime Content (IceCat) or similar
  Posted by Greg Barber, 4 months ago

  Last Reply by Greg Barber 3 months ago
• Cannot get Synnex Real time to work.
  Posted by Rick Lund-Pedersen, almost 2 years ago

  Last Reply by Sylvain Dupuis about 1 year ago

Product Content Subscription (Etilize) 4

• Etilize and Multipe database search
  Posted by Collette Hoppe, about 1 year ago

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

  Last Reply by Collette Hoppe about 1 year ago
• Localized Etilize
  Posted by Ulrich Jorgensen, about 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago
• Updated to v5.3 Build 3.18, now Etilize is very slow
  Posted by Jenni Pasternik, over 2 years ago

  Last Reply by Jenni Pasternik over 2 years ago