QuoteWerks Support Portal

General 111

• Where is the Archived Forum?
  Posted by Brian Laufer, about 3 years ago

  Last Reply by Brian Laufer about 3 years ago
• Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners
  Posted by Brian Laufer, over 3 years ago

  Last Reply by Brian Laufer over 3 years ago
• Update Template Pricing
  Posted by Garry Robertson, about 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 33 minutes ago
See all 111 topics

Accounting Links 11

• QuoteWerks to Quickbooks Transfer - Select the current open Quote
  Posted by Richard Handley, 3 months ago

  Last Reply by John Edwards 27 days ago
• Shipping amount blank in QuickBooks Online invoice export
  Posted by David Tran, about 1 month ago

  Last Reply by David Tran about 1 month ago
• Partial Billing Sales Orders
  Posted by Cameron Plato, 3 months ago

  Last Reply by Steve Siggs 2 months ago
See all 11 topics

Contact Management (CRM/PSA) 43

• Salesforce Contacts lookup shows blank results
  Posted by Ruby Paul, about 1 month ago

  Last Reply by Cat Ward about 1 month ago
• Zoho Contacts
  Posted by Peter Smart, about 2 years ago

  Last Reply by Peter Smart 3 months ago
• Line numbers on converted ST/Proj in Connectwise
  Posted by Levi Shores, 6 months ago

  Last Reply by Levi Shores 6 months ago
See all 43 topics

Importing 17

• import products in different currencies to base currency
  Posted by Cairn-Research GmbH, 3 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
• Import Wizard
  Posted by Frank Coady, 6 months ago

  Last Reply by Frank Coady 6 months ago
• Importing line items in to a quote
  Posted by Oliver Marshall, 9 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 9 months ago
See all 17 topics

Installation and Upgrades 11

• Moving QW to a new Server
  Posted by Sally Stoessner, 10 months ago

  Last Reply by Cat Ward 10 months ago
• ADDRESSED-Unrelevant SPLASH screen
  Posted by Bernard Pouliot, 12 months ago

  Last Reply by John Lewe (QuoteWerks) 10 months ago
• QW as RemoteAPP with Quickbooks Integration
  Posted by JT Mauric, over 1 year ago

  Last Reply by Seth Buckley 12 months ago
See all 11 topics

Laptops, Remotes, and Sync 4

• Sharepoint
  Posted by Peter Smart, over 1 year ago

  Last Reply by Andy Skrzypczak about 1 year ago
• Literature Synchronization - Remote Installations
  Posted by John.neraas, over 2 years ago

  Last Reply by Steve Siggs over 2 years ago
• Two User Sync
  Posted by Alan Bridgeford, almost 3 years ago

  Last Reply by Tyler Gualtieri almost 3 years ago
See all 4 topics

Print Layouts 76

• Formula Discount % off Unit List Price
  Posted by Elise Hernandez, about 1 month ago

  Last Reply by Steve Siggs about 1 month ago
• shade alternate rows when printing template
  Posted by James Shannon, almost 4 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
• Custom totals in layout
  Posted by Michael Hickey, 4 months ago

  Last Reply by Steve Siggs 3 months ago
See all 76 topics

Products 25

• Limit access to Product Data Source
  Posted by David Tran, 3 months ago

  Last Reply by David Tran 3 months ago
• Based on Volume Pricing for Etilize Products; Importing Products from Etilize to a Native Database
  Posted by Justin Swall, 5 months ago

  Last Reply by Justin Swall 5 months ago
• Setting up Based on Volume Pricing on an Etilize Product; Copying an Etilize Product to a Native Product DB
  Posted by Justin Swall, 5 months ago

  Last Reply by Justin Swall 5 months ago
See all 25 topics

QuoteWerks Community 9

• When you Win an Opp in QW the Activities stay open in CW
  Posted by Anastasia Carter, about 1 year ago

  Last Reply by Anastasia Carter about 1 year ago
• Quotes with multiple options
  Posted by Michael Hickey, over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
• Partial invoicing
  Posted by Tony Taylor, almost 4 years ago

  Last Reply by Steve (ML) over 1 year ago
See all 9 topics

Reporting 16

• Login History Report?
  Posted by Pam Boyd, 3 months ago

  Last Reply by Pam Boyd 3 months ago
• QV Approval reporting
  Posted by Oliver Marshall, 9 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 9 months ago
• Opportunity Dashboard, Editing what Top 5 Products results
  Posted by Michael Hickey, 11 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago
See all 16 topics

Real-time Module 5

• Amazon Business integration for Canada
  Posted by Sam Marashi, 6 months ago

  Last Reply by Stacey Kranzler - RBI 6 months ago
• Amazon .CA Business Integration
  Posted by Stacey Kranzler - RBI, 6 months ago

  Last Reply by Stacey Kranzler - RBI 6 months ago
• Real-time Sales Tax Reporting?
  Posted by Andax IT, 8 months ago

  Last Reply by Steve Siggs 8 months ago
See all 5 topics

Product Content Subscription (Etilize) 7

• Cleaning up Etilize product descriptions
  Posted by Sebastian Berry, 3 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
• Auto-sort Etilize results by price, from lowest to highest
  Posted by Chris, almost 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
• Show distributor name in Etilize results
  Posted by Chris, almost 2 years ago

  Last Reply by Chris over 1 year ago
See all 7 topics

General 24

• Azure AD SAML Authentication
  Posted by Ryan Gallier, 7 months ago

  Last Reply by Patrick R. Holland about 1 month ago
• API for QuoteWerks Web
  Posted by John Jacobson, about 3 years ago

  Last Reply by John Jacobson 3 months ago
• QuoteWerks "Web" strange BROWSER behavior
  Posted by Bernard Pouliot, 12 months ago

  Last Reply by Roger Ryken 12 months ago
See all 24 topics

QuoteValet Setup 10

• QuoteValet Notifications
  Posted by Barb Baker, 21 days ago

  Last Reply by Barb Baker 21 days ago
• Multiple MIDs on QV
  Posted by Maria Vazeos, about 2 years ago

  Last Reply by Steve (ML) over 1 year ago
• How do you setup QuoteValet to accept a down payment?
  Posted by Randy Coffee, about 4 years ago

  Last Reply by Jonathan Mast about 2 years ago
See all 10 topics

QuoteValet General 14

• How do you kick out a user in QuoteValet?
  Posted by Melanie Sombke, 3 months ago

  Last Reply by Steve Siggs 3 months ago
• QuoteValet Email Notifications
  Posted by Ron Brown, over 3 years ago

  Last Reply by Steve Siggs 4 months ago
• Export QV Reports
  Posted by Oliver Marshall, 9 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 9 months ago
See all 14 topics

QuoteValet Templates 29

• Adding a Second Required Checkbox to the QV Acceptance Terms
  Posted by Keven Cluff, over 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
• Additional QuoteValet Template macros
  Posted by Steve Siggs, over 1 year ago

  Last Reply by Steve Siggs about 1 month ago
• Subtotal INC shipping BEFORE tax
  Posted by Oliver Marshall, 3 months ago

  Last Reply by Ryan Burke 3 months ago
See all 29 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 4 years ago

  Last Reply by Steve (ML) over 1 year ago
• QuoteValetSummary addition
  Posted by David Jones, over 3 years ago

  Last Reply by David Jones over 3 years ago

How to Submit Feature Requests 1

• Feature Request - Getting Started
  Posted by Brian Laufer, over 6 years ago

  Last Reply by Brian Laufer over 6 years ago

How to Gain Access to API/SDK Developer Forum 1

• Access to QuoteWerks API Forum
  Posted by Brian Laufer, over 4 years ago

  Last Reply by Brian Laufer over 4 years ago

General 2

• Adding New Vendors
  Posted by Arthur Erreich, 26 days ago

  Last Reply by Arthur Erreich 26 days ago
• PARTIAL-Show extended pricing when vendor enters the price
  Posted by John Jacobson, 3 months ago

  Last Reply by John Lewe (QuoteWerks) 3 months ago