Discussions : QuoteWerks Support Portal

Community forums

Start a new topic

QuoteWerks Desktop

General 148

Where is the Archived Forum?

Posted by Brian Laufer, almost 6 years ago
Last Reply by Brian Laufer almost 6 years ago
Snowflake to SSIS

Posted by soumyarani, 5 months ago
Last Reply by Bhupendra B about 1 month ago
Linking Connectwise Sales Order to PO Line Items

Posted by Scott Burkhardt, 2 months ago
Last Reply by Scott Burkhardt 2 months ago
Pre sales support

Posted by William Garton, 3 months ago
Last Reply by Matt Rose ([email protected]) 3 months ago
ConnectIT settings

Posted by Oliver Marshall, 3 months ago
Last Reply by Matt Rose ([email protected]) 3 months ago

See all 148 topics

Accounting Links 18

QuoteValet price change

Posted by Kenric Hartman, 5 months ago
Last Reply by Matt Rose ([email protected]) 5 months ago
QBO Integration - Use BillTo Company's Information Stored in QBO Once Validated

Posted by Rob Rehburg, 8 months ago
Last Reply by Rob Rehburg 8 months ago
Ability to transfer multi currency into Quickbooks Desktop & Online

Posted by Pablo Lorenzo, 9 months ago
Last Reply by Pablo Lorenzo 9 months ago
Ability to transfer multi currency into Quickbooks

Posted by David Jones, over 5 years ago
Last Reply by Pablo Lorenzo 9 months ago
QW does not transfer item cost to Peachtree at the time of creation.

Posted by Kami Ghadoushi - Unitek, over 1 year ago
Last Reply by Chuck Hogan over 1 year ago

See all 18 topics

Contact Management (CRM/PSA) 54

A plea : Being able to change Zoho Save defaults

Posted by Oliver Marshall, 5 months ago
Last Reply by Matt Rose ([email protected]) 5 months ago
Datalink Mapping - SoldToTitle missing

Posted by David Workman, 5 months ago
Last Reply by Matt Rose ([email protected]) 5 months ago
Profit % to Zoho

Posted by Oliver Marshall, 5 months ago
Last Reply by Steve Siggs 5 months ago
Adding more options for Secondary CRM

Posted by Gary Berzack, 5 months ago
Last Reply by Gary Berzack 5 months ago
SuiteCRM 8.6 and Quotewerks integration

Posted by Harm Gerding, 7 months ago
Last Reply by Harm Gerding 7 months ago

See all 54 topics

Importing 17

Import Wizard

Posted by Frank Coady, about 3 years ago
Last Reply by Steve Siggs 3 months ago
import products in different currencies to base currency

Posted by Cairn-Research GmbH, almost 3 years ago
Last Reply by Matt Rose ([email protected]) almost 3 years ago
Importing line items in to a quote

Posted by Oliver Marshall, over 3 years ago
Last Reply by Matt Rose ([email protected]) over 3 years ago
Import Product with Ø in description

Posted by David Lithauer, almost 4 years ago
Last Reply by Steve Siggs almost 4 years ago
importing Bill of Material

Posted by Björgvin Ingi jónsson, about 4 years ago
Last Reply by Steve (ML) about 4 years ago

See all 17 topics

Installation and Upgrades 15

updated to V24 3.04 so small can hardly read

Posted by Mark, 3 months ago
Last Reply by Josh Lockheed 3 months ago
QuoteWerks freezes after upgrade to v24.0 Build 2.07

Posted by Jay Dymond, 7 months ago
Last Reply by Matt Rose ([email protected]) 7 months ago
qwservices.dll error post upgrade

Posted by Peter McCrindle, about 2 years ago
Last Reply by Matt Rose ([email protected]) about 2 years ago
SQL related questions

Posted by Brian, about 2 years ago
Last Reply by Brian about 2 years ago
Moving QW to a new Server

Posted by Sally Stoessner, over 3 years ago
Last Reply by Cat Ward over 3 years ago

See all 15 topics

Laptops, Remotes, and Sync 6

Copying custom Menu items to remote users

Posted by John Daly, 7 months ago
Last Reply by John Daly 7 months ago
QuoteWerks Documentation on WEbsite

Posted by Eric Mestre, 11 months ago
Last Reply by Steve Siggs 11 months ago
Sharepoint

Posted by Peter Smart, almost 4 years ago
Last Reply by Andy Skrzypczak over 3 years ago
Literature Synchronization - Remote Installations

Posted by John.neraas, almost 5 years ago
Last Reply by Steve Siggs almost 5 years ago
Two User Sync

Posted by Alan Bridgeford, over 5 years ago
Last Reply by Tyler Gualtieri over 5 years ago

See all 6 topics

Print Layouts 93

Group Heading and Contents

Posted by Jeremy Rhodes, 21 days ago
Last Reply by Matt Rose ([email protected]) 21 days ago
What I see in the layout design editor in not matching the preview.

Posted by Roberto Elizondo, 6 months ago
Last Reply by Roberto Elizondo 6 months ago
Dollar Discount Amount ".if."

Posted by Caylin Murray, 8 months ago
Last Reply by Caylin Murray 8 months ago
Font changes on print out/preview

Posted by Becky Reinis, 9 months ago
Last Reply by Steve Siggs 9 months ago
Adding two "if" functions in a detail section filter

Posted by dennis o'donovan, about 1 year ago
Last Reply by dennis o'donovan about 1 year ago

See all 93 topics

Products 30

Adding more than 15 quantity prices

Posted by Tanya, 1 day ago
Last Reply by Tanya 1 day ago
Restrict qty values to packed boxes of items

Posted by Alexandru Hegedus, 14 days ago
Last Reply by Matt Rose ([email protected]) 13 days ago
Are instructions or guidelines for using Data Manager

Posted by Jon Goss, over 1 year ago
Last Reply by Matt Rose ([email protected]) over 1 year ago
Mass Native Product Database Percentage Increase

Posted by David Jones, almost 2 years ago
Last Reply by Matt Rose ([email protected]) almost 2 years ago
Add required item above item

Posted by Kevin Bates, about 2 years ago
Last Reply by Kevin Bates about 2 years ago

See all 30 topics

QuoteWerks Community 15

Form to Form fill

Posted by Steve Keefe, over 5 years ago
Last Reply by Steve Siggs 3 months ago
HVAC Project Costing

Posted by M Asif Ibna Azad, 4 months ago
Last Reply by Steve Siggs 4 months ago
I am unable to open QuoteWerks

Posted by Eric Mestre, 9 months ago
Last Reply by Matt Rose ([email protected]) 9 months ago
Plytix Integration?

Posted by Chris Neumann, about 1 year ago
Last Reply by Matt Rose ([email protected]) about 1 year ago
warehouse manager co-op with quotewerks

Posted by Bohumil Kopečný, about 2 years ago
Last Reply by Bohumil Kopečný about 2 years ago

See all 15 topics

Reporting 18

Reports - Summary Report showing only Quote Total

Posted by Pam Boyd, about 1 year ago
Last Reply by Steve Siggs about 1 year ago
Single month quotewerks margin versus year long agreement margin

Posted by Scott Hardin, over 1 year ago
Last Reply by Matt Rose ([email protected]) over 1 year ago
Login History Report?

Posted by Pam Boyd, almost 3 years ago
Last Reply by Pam Boyd almost 3 years ago
QV Approval reporting

Posted by Oliver Marshall, over 3 years ago
Last Reply by Matt Rose ([email protected]) over 3 years ago
Opportunity Dashboard, Editing what Top 5 Products results

Posted by Michael Hickey, over 3 years ago
Last Reply by Matt Rose ([email protected]) over 3 years ago

See all 18 topics

Real-time Module 8

Realtime Content (IceCat) or similar

Posted by Greg Barber, over 4 years ago
Last Reply by Peter H Heinicke 8 months ago
ICECAT - Has anybody gotten this to work?

Posted by Peter H Heinicke, 8 months ago
Last Reply by Peter H Heinicke 8 months ago
Amazon Business integration for Canada

Posted by Sam Marashi, about 3 years ago
Last Reply by Cathy almost 2 years ago
Arrow Electronics Integration - Test Group

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

Posted by Brian, over 2 years ago
Last Reply by Brian over 2 years ago

See all 8 topics

Product Content Subscription (Etilize) 9

Etilize - Part Pictures

Posted by Timothy Shore, about 1 year ago
Last Reply by Steve Siggs about 1 year ago
Disable Etilize description in quotes

Posted by Oliver Marshall, almost 2 years ago
Last Reply by Oliver Marshall almost 2 years ago
Cleaning up Etilize product descriptions

Posted by Sebastian Berry, almost 3 years ago
Last Reply by Matt Rose ([email protected]) almost 3 years ago
Auto-sort Etilize results by price, from lowest to highest

Posted by Chris, over 4 years ago
Last Reply by Matt Rose ([email protected]) over 4 years ago
Show distributor name in Etilize results

Posted by Chris, over 4 years ago
Last Reply by Chris over 4 years ago

See all 9 topics

QuoteWerks Web

General 30

QuoteWerks Web Request

Posted by Angel Espinal, about 1 month ago
Last Reply by Angel Espinal 30 days ago
Quotewerks Web documents Prefix number

Posted by Angel Espinal, about 1 month ago
Last Reply by Steve Siggs 30 days ago
QuoteWerks Web Request

Posted by Jim Dema, 3 months ago
Last Reply by Jim Dema 3 months ago
Logins / Licenses

Posted by Jack Fry, over 6 years ago
Last Reply by Vicky Wilby 3 months ago
Azure AD SAML Authentication

Posted by Ryan Gallier, about 3 years ago
Last Reply by Sam Forma over 1 year ago

See all 30 topics

QuoteValet

QuoteValet Setup 11

Email notifications

Posted by Tony Wagner, about 1 year ago
Last Reply by Kristina Dix 10 months ago
QuoteValet Notifications

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

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

Posted by Randy Coffee, almost 7 years ago
Last Reply by Jonathan Mast almost 5 years ago
QuoteValet Automatically Update after option changes

Posted by Matt Rose ([email protected]), about 5 years ago
Last Reply by Matt Rose ([email protected]) about 5 years ago

See all 11 topics

QuoteValet General 16

Project Won Text Message

Posted by Timothy Shore, about 1 year ago
Last Reply by Steve Siggs about 1 year ago
Editing the DH_IntroductionNotes field

Posted by Oliver Marshall, almost 2 years ago
Last Reply by Matt Rose ([email protected]) almost 2 years ago
Printing QV accepted pdf's

Posted by Walter Farej, about 2 years ago
Last Reply by Steve Siggs almost 2 years ago
QuoteValet Email Notifications

Posted by Ron Brown, almost 6 years ago
Last Reply by Matt Rose ([email protected]) over 2 years ago
How do you kick out a user in QuoteValet?

Posted by Melanie Sombke, almost 3 years ago
Last Reply by Steve Siggs almost 3 years ago

See all 16 topics

QuoteValet Templates 37

Increase Quotevalet display width?

Posted by Megan Matlock, about 2 months ago
Last Reply by Megan Matlock about 2 months ago
Need to bold text in QuoteValet but <b> is being ignored

Posted by Roberto Elizondo, 6 months ago
Last Reply by Roberto Elizondo 6 months ago
Adding a Second Required Checkbox to the QV Acceptance Terms

Posted by Keven Cluff, about 5 years ago
Last Reply by Matthew Loraditch 6 months ago
Redirect QuoteValet page on acceptance to different URL

Posted by Scott Glines, 9 months ago
Last Reply by Matt Rose ([email protected]) 9 months ago
QuoteValet Email notification branding

Posted by Sebastian Berry, over 1 year ago
Last Reply by Steve Siggs over 1 year ago

See all 37 topics

QuoteValet Mobile 0

QuoteValet Insight 3

Restrict Sales Reps to seeing just QuoteValet Insight?

Posted by Richard Rist, 4 months ago
Last Reply by Josh Lockheed 4 months ago
Ability to delete all selected documents with links to QuoteValet without Individual popup message

Posted by Callum Vine, over 6 years ago
Last Reply by Steve (ML) about 4 years ago
QuoteValetSummary addition

Posted by David Jones, almost 6 years ago
Last Reply by David Jones almost 6 years ago

Feature Requests

How to Submit Feature Requests 1

Feature Request - Getting Started

Posted by Brian Laufer, about 9 years ago
Last Reply by Brian Laufer about 9 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 7 years ago
Last Reply by Brian Laufer almost 7 years ago

VendorRFQ

General 1

PARTIAL-Show extended pricing when vendor enters the price

Posted by John Jacobson, almost 3 years ago
Last Reply by John Lewe (QuoteWerks) almost 3 years ago

How can we help you today?

Community forums

QuoteWerks Desktop

QuoteWerks Web

QuoteValet

Feature Requests

API / SDK Programming and Scripting

VendorRFQ