QuoteWerks Support Portal

General 70

• Where is the Archived Forum?
  Posted by Brian Laufer, over 1 year ago

  Last Reply by Brian Laufer over 1 year ago
• Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners
  Posted by Brian Laufer, over 1 year ago

  Last Reply by Brian Laufer over 1 year ago
• Customer wants to use a digital signature for quotation
  Posted by Robert Morrison, 9 days ago

  Last Reply by Brian Laufer about 20 hours ago
See all 70 topics

Accounting Links 5

• How to handle "Other Charges" & "Inventory Assemblies" for QuickBooks
  Posted by Sedgell, 14 days ago

  Last Reply by Sedgell 14 days ago
• Linking to Xero Accounting
  Posted by Graeme Leo, about 2 years ago

  Last Reply by Graeme Leo 4 months ago
• Ability to transfer multi currency into Quickbooks
  Posted by David Jones, 11 months ago

  Last Reply by David Jones 11 months ago
See all 5 topics

Contact Management (CRM/PSA) 32

• Sync the QuoteWerks description field to the SalesForce 'Line Description' field
  Posted by Chris, about 1 month ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
• SalesForce Integration: Ability to use the Account addresses rather than contact addresses
  Posted by Chris, about 1 month ago

  Last Reply by Chris about 1 month ago
• AutoTask Integration - Vendor Product Number
  Posted by Aaron Chong, over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
See all 32 topics

Importing 11

• Import option to remove old products
  Posted by Greg Barber, about 1 year ago

  Last Reply by Hilltops IT 11 months ago
• import - recurring
  Posted by Tim Mears, over 1 year ago

  Last Reply by Tim Mears over 1 year ago
• Price Update
  Posted by Alan Bridgeford, over 1 year ago

  Last Reply by Cat Ward over 1 year ago
See all 11 topics

Installation and Upgrades 8

• Any way to have the EXE running on a second computer instead of a shortcut?
  Posted by David Matyas, 4 months ago

  Last Reply by Hilltops IT 3 months ago
• VPN Config with Quotewerks Desktop
  Posted by Steve Willits, 4 months ago

  Last Reply by Steve Willits 4 months ago
• QW Download link
  Posted by David Jones, 5 months ago

  Last Reply by David Jones 5 months ago
See all 8 topics

Laptops, Remotes, and Sync 3

• Literature Synchronization - Remote Installations
  Posted by John.neraas, 6 months ago

  Last Reply by Hilltops IT 6 months ago
• Two User Sync
  Posted by Alan Bridgeford, about 1 year ago

  Last Reply by Tyler Gualtieri about 1 year ago
• Copy User Maintenance Database to Remote
  Posted by Debra Rettich, over 1 year ago

  Last Reply by Debra Rettich over 1 year ago

Print Layouts 57

• layout with line highlights
  Posted by Debra Rettich, over 1 year ago

  Last Reply by Robert Ross 16 days ago
• Required items on a separate line under each section.
  Posted by Chris Bailey, about 1 month ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
• Creating a Formula to add two fields
  Posted by Jim Meltzer, about 1 month ago

  Last Reply by Jim Meltzer about 1 month ago
See all 57 topics

Products 11

• Add Capability To Connect "Dynamics 365 for Sales" As A Product Source
  Posted by Joshua Barneck, about 2 years ago

  Last Reply by Chuck Hogan 4 months ago
• Native Product Database(s)
  Posted by Heidi Bizub, 12 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 12 months ago
• Product Management - managing parts
  Posted by Michael Bazar, about 1 year ago

  Last Reply by Miguel Mendes about 1 year ago
See all 11 topics

QuoteWerks Community 7

• Form to Form fill
  Posted by Steve Keefe, about 1 year ago

  Last Reply by Brendan Bell 28 days ago
• Missing Forum Post Reply
  Posted by Brendan Bell, 29 days ago

  Last Reply by Brendan Bell 28 days ago
• Service/labor items
  Posted by Jay Akins, 6 months ago

  Last Reply by Cat Ward 6 months ago
See all 7 topics

Reporting 11

• Use the received date in report
  Posted by David Bousquet, about 1 month ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
• Number of quotes
  Posted by Scott Mickalide, 3 months ago

  Last Reply by David Bousquet 2 months ago
• Report on Selected Options
  Posted by Matt, 8 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
See all 11 topics

Real-time Module 2

• Realtime Content (IceCat) or similar
  Posted by Greg Barber, 3 months ago

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

  Last Reply by Sylvain Dupuis about 1 year ago

Product Content Subscription (Etilize) 4

• Etilize and Multipe database search
  Posted by Collette Hoppe, 11 months ago

  Last Reply by Collette Hoppe 11 months ago
• CDW, Amazon, and Dell Search Button
  Posted by Collette Hoppe, 11 months ago

  Last Reply by Collette Hoppe 11 months ago
• Localized Etilize
  Posted by Ulrich Jorgensen, about 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 2 years ago
See all 4 topics

General 19

• Using QuoteWerks web getting error uploading to quotevalet
  Posted by David Matyas, 24 days ago

  Last Reply by Hilltops IT 20 days ago
• Linked Resources on Web
  Posted by  Sean Thomas, about 1 month ago

  Last Reply by  Sean Thomas about 1 month ago
• API for QuoteWerks Web
  Posted by John Jacobson, over 1 year ago

  Last Reply by Mark Williams about 1 month ago
See all 19 topics

QuoteValet Setup 9

• Multiple MIDs on QV
  Posted by Maria Vazeos, 3 months ago

  Last Reply by Maria Vazeos 3 months ago
• How do you setup QuoteValet to accept a down payment?
  Posted by Randy Coffee, over 2 years ago

  Last Reply by Jonathan Mast 4 months ago
• QuoteValet Automatically Update after option changes
  Posted by Matt Rose (matt@prestigequoting.com), 9 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
See all 9 topics

QuoteValet General 10

• Credit Card Surcharge Rename
  Posted by Jeff Davis, 2 months ago

  Last Reply by Jeff Davis 2 months ago
• Save my information for later as a default
  Posted by Jason Lehman, 4 months ago

  Last Reply by Jason Lehman 4 months ago
• re QuoteValet Videos
  Posted by David Jones, 11 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago
See all 10 topics

QuoteValet Templates 22

• QuoteValet Missing Macros
  Posted by Kevin Hunter, 22 days ago

  Last Reply by Cat Ward 22 days ago
• change quantity in quote vallet
  Posted by Gene Vinson, almost 2 years ago

  Last Reply by Darrin Hunter about 1 month ago
• DONE-QuoteValet Macros not in the Manual
  Posted by Steve, 12 months ago

  Last Reply by Kevin Hunter about 1 month ago
See all 22 topics

QuoteValet Mobile 0

QuoteValet Insight 2

• QuoteValetSummary addition
  Posted by David Jones, over 1 year ago

  Last Reply by David Jones over 1 year ago
• Ability to delete all selected documents with links to QuoteValet without Individual popup message
  Posted by Callum Vine, about 2 years ago

  Last Reply by Callum Vine about 2 years ago

How to Submit Feature Requests 1

• Feature Request - Getting Started
  Posted by Brian Laufer, over 4 years ago

  Last Reply by Brian Laufer over 4 years ago

How to Gain Access to API/SDK Developer Forum 1

• Access to QuoteWerks API Forum
  Posted by Brian Laufer, over 2 years ago

  Last Reply by Brian Laufer over 2 years ago