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QuoteWerks Desktop

General 139

Where is the Archived Forum?

Posted by Brian Laufer, about 5 years ago
Last Reply by Brian Laufer about 5 years ago
Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners

Posted by Brian Laufer, over 5 years ago
Last Reply by Brian Laufer over 5 years ago
Printing multiple pages

Posted by Becky Reinis, 1 day ago
Last Reply by Becky Reinis about 9 hours ago
Formula to Calculate Extended Weight and enter an Quantity on a different line

Posted by Dan Santos, 9 days ago
Last Reply by Steve Siggs 9 days ago
E-Mail CC: list

Posted by Rich Messinger, 9 days ago
Last Reply by Rich Messinger 9 days ago

See all 139 topics

Accounting Links 17

QBO Integration - Use BillTo Company's Information Stored in QBO Once Validated

Posted by Rob Rehburg, 19 days ago
Last Reply by Rob Rehburg 18 days ago
Ability to transfer multi currency into Quickbooks Desktop & Online

Posted by Pablo Lorenzo, about 1 month ago
Last Reply by Pablo Lorenzo about 1 month ago
Ability to transfer multi currency into Quickbooks

Posted by David Jones, over 4 years ago
Last Reply by Pablo Lorenzo about 1 month ago
QW does not transfer item cost to Peachtree at the time of creation.

Posted by Kami Ghadoushi - Unitek, 10 months ago
Last Reply by Chuck Hogan 9 months ago
QuickBooks Online Request

Posted by Giuseppe Alleva, about 1 year ago
Last Reply by Giuseppe Alleva about 1 year ago

See all 17 topics

Contact Management (CRM/PSA) 49

QW - GreenRope Integration

Posted by Dean Porter, 3 months ago
Last Reply by Steve Siggs 3 months ago
Disconnected Contact and Company associations in HubSpot when saving quote and updating Deal

Posted by Rob Rehburg, 11 months ago
Last Reply by Rob Rehburg 8 months ago
Adding N-Able MSP Manager

Posted by Tony Spedaliere, about 1 year ago
Last Reply by Tony Spedaliere about 1 year ago
User not allowed to save a quote without logging to the CRM

Posted by Claudio Stifel, over 1 year ago
Last Reply by Claudio Stifel over 1 year ago
Linked Docs to Autotask

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

See all 49 topics

Importing 17

import products in different currencies to base currency

Posted by Cairn-Research GmbH, about 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago
Import Wizard

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

Posted by Oliver Marshall, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago
Import Product with Ø in description

Posted by David Lithauer, over 3 years ago
Last Reply by Steve Siggs over 3 years ago
importing Bill of Material

Posted by Björgvin Ingi jónsson, over 3 years ago
Last Reply by Steve (ML) over 3 years ago

See all 17 topics

Installation and Upgrades 13

qwservices.dll error post upgrade

Posted by Peter McCrindle, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
SQL related questions

Posted by Brian, over 1 year ago
Last Reply by Brian over 1 year ago
Moving QW to a new Server

Posted by Sally Stoessner, almost 3 years ago
Last Reply by Cat Ward almost 3 years ago
ADDRESSED-Unrelevant SPLASH screen

Posted by Bernard Pouliot, almost 3 years ago
Last Reply by John Lewe (QuoteWerks) almost 3 years ago
QW as RemoteAPP with Quickbooks Integration

Posted by JT Mauric, over 3 years ago
Last Reply by Seth Buckley almost 3 years ago

See all 13 topics

Laptops, Remotes, and Sync 5

QuoteWerks Documentation on WEbsite

Posted by Eric Mestre, 4 months ago
Last Reply by Steve Siggs 4 months ago
Sharepoint

Posted by Peter Smart, about 3 years ago
Last Reply by Andy Skrzypczak about 3 years ago
Literature Synchronization - Remote Installations

Posted by John.neraas, over 4 years ago
Last Reply by Steve Siggs over 4 years ago
Two User Sync

Posted by Alan Bridgeford, almost 5 years ago
Last Reply by Tyler Gualtieri almost 5 years ago
Copy User Maintenance Database to Remote

Posted by Debra Rettich, over 5 years ago
Last Reply by Debra Rettich about 5 years ago

Print Layouts 91

Dollar Discount Amount ".if."

Posted by Caylin Murray, 18 days ago
Last Reply by Caylin Murray 18 days ago
Font changes on print out/preview

Posted by Becky Reinis, about 1 month ago
Last Reply by Steve Siggs about 1 month ago
Adding two "if" functions in a detail section filter

Posted by dennis o'donovan, 6 months ago
Last Reply by dennis o'donovan 6 months ago
Grouped Bundles in Sales Order

Posted by Don Lawson, 10 months ago
Last Reply by Steve Siggs 10 months ago
Can I remove or relocate (Optional) and (Optional-SELECTED)

Posted by Roberto Elizondo, over 6 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago

See all 91 topics

Products 28

Are instructions or guidelines for using Data Manager

Posted by Jon Goss, 10 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 10 months ago
Mass Native Product Database Percentage Increase

Posted by David Jones, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
Add required item above item

Posted by Kevin Bates, over 1 year ago
Last Reply by Kevin Bates over 1 year ago
Product Management - managing parts

Posted by Michael Bazar, almost 5 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) almost 2 years ago
Limit access to Product Data Source

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

See all 28 topics

QuoteWerks Community 14

I am unable to open QuoteWerks

Posted by Eric Mestre, about 2 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 2 months ago
Plytix Integration?

Posted by Chris Neumann, 5 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
warehouse manager co-op with quotewerks

Posted by Bohumil Kopečný, over 1 year ago
Last Reply by Bohumil Kopečný over 1 year ago
QV Inline PDF

Posted by Oliver Marshall, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Inserting quantity for line items into proposal

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

See all 14 topics

Reporting 18

Reports - Summary Report showing only Quote Total

Posted by Pam Boyd, 5 months ago
Last Reply by Steve Siggs 5 months ago
Single month quotewerks margin versus year long agreement margin

Posted by Scott Hardin, 12 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) 12 months ago
Login History Report?

Posted by Pam Boyd, about 2 years ago
Last Reply by Pam Boyd about 2 years ago
QV Approval reporting

Posted by Oliver Marshall, over 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago
Opportunity Dashboard, Editing what Top 5 Products results

Posted by Michael Hickey, almost 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) almost 3 years ago

See all 18 topics

Real-time Module 8

Realtime Content (IceCat) or similar

Posted by Greg Barber, about 4 years ago
Last Reply by Peter H Heinicke 14 days ago
ICECAT - Has anybody gotten this to work?

Posted by Peter H Heinicke, 14 days ago
Last Reply by Peter H Heinicke 14 days ago
Amazon Business integration for Canada

Posted by Sam Marashi, over 2 years ago
Last Reply by Cathy over 1 year ago
Arrow Electronics Integration - Test Group

Posted by Brian Laufer, over 1 year ago
Last Reply by Brian Laufer over 1 year ago
FedEx Integration - Freight?

Posted by Brian, over 1 year ago
Last Reply by Brian over 1 year ago

See all 8 topics

Product Content Subscription (Etilize) 9

Etilize - Part Pictures

Posted by Timothy Shore, 7 months ago
Last Reply by Steve Siggs 7 months ago
Disable Etilize description in quotes

Posted by Oliver Marshall, about 1 year ago
Last Reply by Oliver Marshall about 1 year ago
Cleaning up Etilize product descriptions

Posted by Sebastian Berry, about 2 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago
Auto-sort Etilize results by price, from lowest to highest

Posted by Chris, over 3 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 3 years ago
Show distributor name in Etilize results

Posted by Chris, over 3 years ago
Last Reply by Chris over 3 years ago

See all 9 topics

QuoteWerks Web

General 27

Azure AD SAML Authentication

Posted by Ryan Gallier, over 2 years ago
Last Reply by Sam Forma 8 months ago
Automatic Price Modifier Adjustments

Posted by Katey Schroeder, 10 months ago
Last Reply by Katey Schroeder 10 months ago
Peer Review - Link to Web app instead of local instance

Posted by Timothy Shore, about 1 year ago
Last Reply by Steve Siggs about 1 year ago
Please add feature - Export to Excel in the online app

Posted by Timothy Shore, about 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
Picture Panel Quotewerks Web

Posted by Jon Vandermeer, over 1 year ago
Last Reply by Jon Vandermeer over 1 year ago

See all 27 topics

QuoteValet

QuoteValet Setup 11

Email notifications

Posted by Tony Wagner, 7 months ago
Last Reply by Kristina Dix 3 months ago
QuoteValet Notifications

Posted by Barb Baker, about 2 years ago
Last Reply by Barb Baker about 2 years ago
Multiple MIDs on QV

Posted by Maria Vazeos, about 4 years ago
Last Reply by Steve (ML) over 3 years ago
How do you setup QuoteValet to accept a down payment?

Posted by Randy Coffee, about 6 years ago
Last Reply by Jonathan Mast about 4 years ago
QuoteValet Automatically Update after option changes

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

See all 11 topics

QuoteValet General 16

Project Won Text Message

Posted by Timothy Shore, 7 months ago
Last Reply by Steve Siggs 7 months ago
Editing the DH_IntroductionNotes field

Posted by Oliver Marshall, over 1 year ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
Printing QV accepted pdf's

Posted by Walter Farej, over 1 year ago
Last Reply by Steve Siggs over 1 year ago
QuoteValet Email Notifications

Posted by Ron Brown, about 5 years ago
Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
How do you kick out a user in QuoteValet?

Posted by Melanie Sombke, about 2 years ago
Last Reply by Steve Siggs about 2 years ago

See all 16 topics

QuoteValet Templates 35

Redirect QuoteValet page on acceptance to different URL

Posted by Scott Glines, about 2 months ago
Last Reply by Matt Rose (matt@prestigequoting.com) about 2 months ago
Adding a Second Required Checkbox to the QV Acceptance Terms

Posted by Keven Cluff, over 4 years ago
Last Reply by Andrew 4 months ago
QuoteValet Email notification branding

Posted by Sebastian Berry, 9 months ago
Last Reply by Steve Siggs 9 months ago
Deliver with Additional Templates

Posted by Michael Jasper, 11 months ago
Last Reply by Cat Ward 11 months ago
Optional item Selected or Not Selected

Posted by Roberto Elizondo, almost 6 years ago
Last Reply by Paul Hodgetts about 1 year ago

See all 35 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, about 6 years ago
Last Reply by Steve (ML) over 3 years ago
QuoteValetSummary addition

Posted by David Jones, over 5 years ago
Last Reply by David Jones over 5 years ago

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, over 8 years ago
Last Reply by Brian Laufer over 8 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, over 6 years ago
Last Reply by Brian Laufer over 6 years ago

VendorRFQ

General 1

PARTIAL-Show extended pricing when vendor enters the price

Posted by John Jacobson, about 2 years ago
Last Reply by John Lewe (QuoteWerks) about 2 years ago

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API / SDK Programming and Scripting

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