QuoteWerks Support Portal

General 118

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

  Last Reply by Brian Laufer over 3 years ago
• Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners
  Posted by Brian Laufer, almost 4 years ago

  Last Reply by Brian Laufer almost 4 years ago
• linked resources
  Posted by Steve (ML), almost 2 years ago

  Last Reply by Cat Ward 19 days ago
See all 118 topics

Accounting Links 12

• Quickbooks Integration Custom Importing
  Posted by Andrew Craig, 12 days ago

  Last Reply by Andrew Craig 9 days ago
• QuoteWerks to Quickbooks Transfer - Select the current open Quote
  Posted by Richard Handley, 7 months ago

  Last Reply by John Edwards 5 months ago
• Shipping amount blank in QuickBooks Online invoice export
  Posted by David Tran, 6 months ago

  Last Reply by David Tran 6 months ago
See all 12 topics

Contact Management (CRM/PSA) 45

• Halo PSA
  Posted by Scott T. Sanford, 4 months ago

  Last Reply by Doug Goglio 7 days ago
• SuiteCRM Connection Question
  Posted by Brendan Bell, over 4 years ago

  Last Reply by Mark Massa about 1 month ago
• Microsoft 2016 CRM Email Accounts Not Linking In QW
  Posted by Tammy, about 1 month ago

  Last Reply by Steve Siggs about 1 month ago
See all 45 topics

Importing 17

• import products in different currencies to base currency
  Posted by Cairn-Research GmbH, 7 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
• Import Wizard
  Posted by Frank Coady, 10 months ago

  Last Reply by Frank Coady 10 months ago
• Importing line items in to a quote
  Posted by Oliver Marshall, about 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
See all 17 topics

Installation and Upgrades 11

• Moving QW to a new Server
  Posted by Sally Stoessner, about 1 year ago

  Last Reply by Cat Ward about 1 year ago
• ADDRESSED-Unrelevant SPLASH screen
  Posted by Bernard Pouliot, over 1 year ago

  Last Reply by John Lewe (QuoteWerks) about 1 year ago
• QW as RemoteAPP with Quickbooks Integration
  Posted by JT Mauric, almost 2 years ago

  Last Reply by Seth Buckley over 1 year ago
See all 11 topics

Laptops, Remotes, and Sync 4

• Sharepoint
  Posted by Peter Smart, over 1 year ago

  Last Reply by Andy Skrzypczak over 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, over 3 years ago

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

Print Layouts 79

• Layout not reflecting info or placing
  Posted by Andrew Craig, 2 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
• Customer comment field on QuoteValet view
  Posted by Megan Matlock, 2 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
• Word DOCM "Error Reading File Signature"
  Posted by Kevin, over 1 year ago

  Last Reply by Heiko Grethe 3 months ago
See all 79 topics

Products 25

• Product Management - managing parts
  Posted by Michael Bazar, over 3 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
• Limit access to Product Data Source
  Posted by David Tran, 7 months ago

  Last Reply by David Tran 7 months ago
• Based on Volume Pricing for Etilize Products; Importing Products from Etilize to a Native Database
  Posted by Justin Swall, 10 months ago

  Last Reply by Justin Swall 10 months ago
See all 25 topics

QuoteWerks Community 11

• QV Inline PDF
  Posted by Oliver Marshall, 23 days ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 23 days ago
• Inserting quantity for line items into proposal
  Posted by John Iacono, 28 days ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 27 days ago
• When you Win an Opp in QW the Activities stay open in CW
  Posted by Anastasia Carter, over 1 year ago

  Last Reply by Anastasia Carter over 1 year ago
See all 11 topics

Reporting 16

• Login History Report?
  Posted by Pam Boyd, 7 months ago

  Last Reply by Pam Boyd 7 months ago
• QV Approval reporting
  Posted by Oliver Marshall, about 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
• Opportunity Dashboard, Editing what Top 5 Products results
  Posted by Michael Hickey, about 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
See all 16 topics

Real-time Module 7

• Arrow Electronics Integration - Test Group
  Posted by Brian Laufer, 12 days ago

  Last Reply by Brian Laufer 12 days ago
• FedEx Integration - Freight?
  Posted by Brian, 23 days ago

  Last Reply by Brian 23 days ago
• Amazon Business integration for Canada
  Posted by Sam Marashi, 10 months ago

  Last Reply by Stacey Kranzler - RBI 10 months ago
See all 7 topics

Product Content Subscription (Etilize) 7

• Cleaning up Etilize product descriptions
  Posted by Sebastian Berry, 7 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
• Auto-sort Etilize results by price, from lowest to highest
  Posted by Chris, about 2 years ago

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

  Last Reply by Chris about 2 years ago
See all 7 topics

General 24

• Azure AD SAML Authentication
  Posted by Ryan Gallier, 12 months ago

  Last Reply by Patrick R. Holland 6 months ago
• API for QuoteWerks Web
  Posted by John Jacobson, over 3 years ago

  Last Reply by John Jacobson 7 months ago
• QuoteWerks "Web" strange BROWSER behavior
  Posted by Bernard Pouliot, over 1 year ago

  Last Reply by Roger Ryken over 1 year ago
See all 24 topics

QuoteValet Setup 10

• QuoteValet Notifications
  Posted by Barb Baker, 5 months ago

  Last Reply by Barb Baker 5 months ago
• Multiple MIDs on QV
  Posted by Maria Vazeos, over 2 years ago

  Last Reply by Steve (ML) almost 2 years ago
• How do you setup QuoteValet to accept a down payment?
  Posted by Randy Coffee, over 4 years ago

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

QuoteValet General 14

• QuoteValet Email Notifications
  Posted by Ron Brown, over 3 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
• How do you kick out a user in QuoteValet?
  Posted by Melanie Sombke, 7 months ago

  Last Reply by Steve Siggs 7 months ago
• Export QV Reports
  Posted by Oliver Marshall, about 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
See all 14 topics

QuoteValet Templates 31

• No PDF's please
  Posted by Kurt Jones, over 4 years ago

  Last Reply by EJ Liggieri 29 minutes ago
• Change company name on QV templates
  Posted by Alexa Davis (TMB), about 1 month ago

  Last Reply by Alexa Davis (TMB) about 1 month ago
• Adding calculated Lease payment field
  Posted by Adrian VanderLaan, 3 months ago

  Last Reply by Adrian VanderLaan 3 months ago
See all 31 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, over 4 years ago

  Last Reply by Steve (ML) almost 2 years 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, almost 7 years ago

  Last Reply by Brian Laufer almost 7 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 1

• PARTIAL-Show extended pricing when vendor enters the price
  Posted by John Jacobson, 8 months ago

  Last Reply by John Lewe (QuoteWerks) 8 months ago