QuoteWerks Support Portal

General 79

• Where is the Archived Forum?
  Posted by Brian Laufer, almost 2 years ago

  Last Reply by Brian Laufer almost 2 years ago
• Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners
  Posted by Brian Laufer, over 2 years ago

  Last Reply by Brian Laufer over 2 years ago
• 02: Licensing Validation Issue
  Posted by Ktaylor, 4 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 24 days ago
See all 79 topics

Accounting Links 7

• e-invoicing
  Posted by Sally Ai, about 1 month ago

  Last Reply by Hilltops IT about 1 month ago
• Interface to Sage Intacct
  Posted by Joel Katz, 2 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
• How to handle "Other Charges" & "Inventory Assemblies" for QuickBooks
  Posted by Scott Edgell, 9 months ago

  Last Reply by Steve 3 months ago
See all 7 topics

Contact Management (CRM/PSA) 35

• DTF is attached to Zoho CRM as well as PDF
  Posted by Kim Cruise, 11 days ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 11 days ago
• QuoteWerks integration for Sage CRM
  Posted by Mark Engelberg, about 1 month ago

  Last Reply by Mark Engelberg about 1 month ago
• SoldTo/ShipTo
  Posted by Tommy Allmand, 6 months ago

  Last Reply by Richard Kremer 6 months ago
See all 35 topics

Importing 14

• Import Product with Ø in description
  Posted by David Lithauer, 2 months ago

  Last Reply by Hilltops IT 2 months ago
• importing Bill of Material
  Posted by Björgvin Ingi jónsson, 3 months ago

  Last Reply by Steve 3 months ago
• Import option to remove old products
  Posted by Greg Barber, almost 2 years ago

  Last Reply by Steve 3 months ago
See all 14 topics

Installation and Upgrades 9

• QW as RemoteAPP with Quickbooks Integration
  Posted by JT Mauric, 5 months ago

  Last Reply by JT Mauric 5 months ago
• VPN Config with Quotewerks Desktop
  Posted by Steve Willits, 12 months ago

  Last Reply by hollyroberts 8 months ago
• Any way to have the EXE running on a second computer instead of a shortcut?
  Posted by David Matyas, about 1 year ago

  Last Reply by Hilltops IT 12 months ago
See all 9 topics

Laptops, Remotes, and Sync 4

• Sharepoint
  Posted by Peter Smart, 27 days ago

  Last Reply by Hilltops IT 23 days ago
• Literature Synchronization - Remote Installations
  Posted by John.neraas, about 1 year ago

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

  Last Reply by Tyler Gualtieri over 1 year ago
See all 4 topics

Print Layouts 66

• Replicate "ItemType.Something.Totals" from Word Template into QW Layout Designer
  Posted by Kevin, 12 days ago

  Last Reply by Alan Jones 3 days ago
• ItemType Extended Price Calculation Not Working in New Template
  Posted by Kevin, 13 days ago

  Last Reply by Kevin 13 days ago
• How do I get the options to show up in my word layout
  Posted by Michael Hickey, about 1 month ago

  Last Reply by Hilltops IT about 1 month ago
See all 66 topics

Products 16

• Default Price Modifier
  Posted by Debra Rettich, 26 days ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 26 days ago
• Product Database of Comments
  Posted by Debra Rettich, 2 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
• Product Hierarchy
  Posted by Dan Toffler, 3 months ago

  Last Reply by Steve 3 months ago
See all 16 topics

QuoteWerks Community 8

• Quotes with multiple options
  Posted by Michael Hickey, 2 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
• Partial invoicing
  Posted by Tony Taylor, over 2 years ago

  Last Reply by Steve 3 months ago
• Form to Form fill
  Posted by Steve Keefe, almost 2 years ago

  Last Reply by Brendan Bell 9 months ago
See all 8 topics

Reporting 13

• Parts List from Quote with Qty>0
  Posted by Bruce Lindsay, over 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
• Report/Query to find all parts sold to a client
  Posted by Matthew Loraditch, 6 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
• Filtering out quotes that DO NOT have a certain part
  Posted by Barry Erlandson, 6 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
See all 13 topics

Real-time Module 2

• Realtime Content (IceCat) or similar
  Posted by Greg Barber, 11 months ago

  Last Reply by Greg Barber 10 months ago
• Cannot get Synnex Real time to work.
  Posted by Rick Lund-Pedersen, over 2 years ago

  Last Reply by Sylvain Dupuis almost 2 years ago

Product Content Subscription (Etilize) 6

• Auto-sort Etilize results by price, from lowest to highest
  Posted by Chris, 7 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
• Show distributor name in Etilize results
  Posted by Chris, 7 months ago

  Last Reply by Chris 6 months ago
• Etilize and Multipe database search
  Posted by Collette Hoppe, over 1 year ago

  Last Reply by Collette Hoppe over 1 year ago
See all 6 topics

General 21

• API for QuoteWerks Web
  Posted by John Jacobson, about 2 years ago

  Last Reply by John Jacobson 14 days ago
• Website Configurator Integration
  Posted by Mark Engelberg, about 1 month ago

  Last Reply by Hilltops IT about 1 month ago
• Error msg on Preview of Cover Letter
  Posted by Kim Cruise, about 1 month ago

  Last Reply by Hilltops IT about 1 month ago
See all 21 topics

QuoteValet Setup 9

• Multiple MIDs on QV
  Posted by Maria Vazeos, 11 months ago

  Last Reply by Steve 3 months ago
• How do you setup QuoteValet to accept a down payment?
  Posted by Randy Coffee, about 3 years ago

  Last Reply by Jonathan Mast about 1 year ago
• QuoteValet Automatically Update after option changes
  Posted by Matt Rose (matt@prestigequoting.com), over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
See all 9 topics

QuoteValet General 11

• Add Affirm Financing to QuoteValet Payment Gateway Integrations
  Posted by Rob Rehburg, 11 days ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 11 days ago
• Credit Card Surcharge Rename
  Posted by Jeff Davis, 10 months ago

  Last Reply by Jeff Davis 10 months ago
• Save my information for later as a default
  Posted by Jason Lehman, about 1 year ago

  Last Reply by Jason Lehman about 1 year ago
See all 11 topics

QuoteValet Templates 23

• Additional QuoteValet Template macros
  Posted by Hilltops IT, 19 days ago

  Last Reply by Hilltops IT 12 days ago
• Customization of input type for "Allow QV Qty Change" items?
  Posted by Paul Zimmerman, over 1 year ago

  Last Reply by Cat Ward 3 months ago
• Optional item Selected or Not Selected
  Posted by Roberto Elizondo, over 2 years ago

  Last Reply by Darrin Hunter 8 months ago
See all 23 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, almost 3 years ago

  Last Reply by Steve 3 months ago
• QuoteValetSummary addition
  Posted by David Jones, about 2 years ago

  Last Reply by David Jones about 2 years ago

How to Submit Feature Requests 1

• Feature Request - Getting Started
  Posted by Brian Laufer, about 5 years ago

  Last Reply by Brian Laufer about 5 years ago

How to Gain Access to API/SDK Developer Forum 1

• Access to QuoteWerks API Forum
  Posted by Brian Laufer, about 3 years ago

  Last Reply by Brian Laufer about 3 years ago