QuoteWerks Support Portal

General 130

• Where is the Archived Forum?
  Posted by Brian Laufer, over 4 years ago

  Last Reply by Brian Laufer over 4 years ago
• Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners
  Posted by Brian Laufer, almost 5 years ago

  Last Reply by Brian Laufer almost 5 years ago
• Easily Changing the end price for a customer or margin for a specific quote
  Posted by Jake Gonzales, 13 days ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 13 days ago
See all 130 topics

Accounting Links 15

• QW does not transfer item cost to Peachtree at the time of creation.
  Posted by Kami Ghadoushi - Unitek, 2 months ago

  Last Reply by Chuck Hogan about 2 months ago
• QuickBooks Online Request
  Posted by Giuseppe Alleva, 5 months ago

  Last Reply by Giuseppe Alleva 5 months ago
• Ability to transfer multi currency into Quickbooks
  Posted by David Jones, about 4 years ago

  Last Reply by John Daly 10 months ago
See all 15 topics

Contact Management (CRM/PSA) 48

• Disconnected Contact and Company associations in HubSpot when saving quote and updating Deal
  Posted by Rob Rehburg, 4 months ago

  Last Reply by Rob Rehburg 28 days ago
• Adding N-Able MSP Manager
  Posted by Tony Spedaliere, 6 months ago

  Last Reply by Tony Spedaliere 6 months ago
• User not allowed to save a quote without logging to the CRM
  Posted by Claudio Stifel, 8 months ago

  Last Reply by Claudio Stifel 8 months ago
See all 48 topics

Importing 17

• import products in different currencies to base currency
  Posted by Cairn-Research GmbH, over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
• Import Wizard
  Posted by Frank Coady, almost 2 years ago

  Last Reply by Frank Coady almost 2 years ago
• Importing line items in to a quote
  Posted by Oliver Marshall, about 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago
See all 17 topics

Installation and Upgrades 13

• qwservices.dll error post upgrade
  Posted by Peter McCrindle, 12 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago
• SQL related questions
  Posted by Brian, 12 months ago

  Last Reply by Brian 12 months ago
• Moving QW to a new Server
  Posted by Sally Stoessner, about 2 years ago

  Last Reply by Cat Ward about 2 years ago
See all 13 topics

Laptops, Remotes, and Sync 4

• Sharepoint
  Posted by Peter Smart, over 2 years ago

  Last Reply by Andy Skrzypczak over 2 years ago
• Literature Synchronization - Remote Installations
  Posted by John.neraas, over 3 years ago

  Last Reply by Steve Siggs over 3 years ago
• Two User Sync
  Posted by Alan Bridgeford, over 4 years ago

  Last Reply by Tyler Gualtieri about 4 years ago
See all 4 topics

Print Layouts 88

• Grouped Bundles in Sales Order
  Posted by Don Lawson, 3 months ago

  Last Reply by Steve Siggs 3 months ago
• Can I remove or relocate (Optional) and (Optional-SELECTED)
  Posted by Roberto Elizondo, over 5 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
• Automatically do not print items with a 0 quantity
  Posted by Jeremy Cherny, about 2 years ago

  Last Reply by Jeremy Cherny 8 months ago
See all 88 topics

Products 28

• Are instructions or guidelines for using Data Manager
  Posted by Jon Goss, 3 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
• Mass Native Product Database Percentage Increase
  Posted by David Jones, 6 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
• Add required item above item
  Posted by Kevin Bates, 10 months ago

  Last Reply by Kevin Bates 10 months ago
See all 28 topics

QuoteWerks Community 12

• warehouse manager co-op with quotewerks
  Posted by Bohumil Kopečný, 10 months ago

  Last Reply by Bohumil Kopečný 10 months ago
• QV Inline PDF
  Posted by Oliver Marshall, about 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
• Inserting quantity for line items into proposal
  Posted by John Iacono, about 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
See all 12 topics

Reporting 17

• Single month quotewerks margin versus year long agreement margin
  Posted by Scott Hardin, 4 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
• Login History Report?
  Posted by Pam Boyd, over 1 year ago

  Last Reply by Pam Boyd over 1 year ago
• QV Approval reporting
  Posted by Oliver Marshall, about 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago
See all 17 topics

Real-time Module 7

• Amazon Business integration for Canada
  Posted by Sam Marashi, almost 2 years ago

  Last Reply by Cathy 8 months ago
• Arrow Electronics Integration - Test Group
  Posted by Brian Laufer, about 1 year ago

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

  Last Reply by Brian about 1 year ago
See all 7 topics

Product Content Subscription (Etilize) 8

• Disable Etilize description in quotes
  Posted by Oliver Marshall, 7 months ago

  Last Reply by Oliver Marshall 7 months ago
• Cleaning up Etilize product descriptions
  Posted by Sebastian Berry, over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
• Auto-sort Etilize results by price, from lowest to highest
  Posted by Chris, about 3 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 3 years ago
See all 8 topics

General 27

• Azure AD SAML Authentication
  Posted by Ryan Gallier, almost 2 years ago

  Last Reply by Sam Forma 22 days ago
• Automatic Price Modifier Adjustments
  Posted by Katey Schroeder, 3 months ago

  Last Reply by Katey Schroeder 3 months ago
• Peer Review - Link to Web app instead of local instance
  Posted by Timothy Shore, 6 months ago

  Last Reply by Steve Siggs 6 months ago
See all 27 topics

QuoteValet Setup 10

• QuoteValet Notifications
  Posted by Barb Baker, over 1 year ago

  Last Reply by Barb Baker over 1 year ago
• Multiple MIDs on QV
  Posted by Maria Vazeos, over 3 years ago

  Last Reply by Steve (ML) almost 3 years ago
• How do you setup QuoteValet to accept a down payment?
  Posted by Randy Coffee, over 5 years ago

  Last Reply by Jonathan Mast over 3 years ago
See all 10 topics

QuoteValet General 15

• Editing the DH_IntroductionNotes field
  Posted by Oliver Marshall, 9 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 9 months ago
• Printing QV accepted pdf's
  Posted by Walter Farej, 9 months ago

  Last Reply by Steve Siggs 9 months ago
• QuoteValet Email Notifications
  Posted by Ron Brown, over 4 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
See all 15 topics

QuoteValet Templates 34

• QuoteValet Email notification branding
  Posted by Sebastian Berry, about 2 months ago

  Last Reply by Steve Siggs about 2 months ago
• Deliver with Additional Templates
  Posted by Michael Jasper, 4 months ago

  Last Reply by Cat Ward 4 months ago
• Optional item Selected or Not Selected
  Posted by Roberto Elizondo, over 5 years ago

  Last Reply by Paul Hodgetts 7 months ago
See all 34 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 5 years ago

  Last Reply by Steve (ML) almost 3 years ago
• QuoteValetSummary addition
  Posted by David Jones, over 4 years ago

  Last Reply by David Jones over 4 years ago

How to Submit Feature Requests 1

• Feature Request - Getting Started
  Posted by Brian Laufer, almost 8 years ago

  Last Reply by Brian Laufer almost 8 years ago

How to Gain Access to API/SDK Developer Forum 1

• Access to QuoteWerks API Forum
  Posted by Brian Laufer, over 5 years ago

  Last Reply by Brian Laufer over 5 years ago

General 1

• PARTIAL-Show extended pricing when vendor enters the price
  Posted by John Jacobson, over 1 year ago

  Last Reply by John Lewe (QuoteWerks) over 1 year ago