QuoteWerks Support Portal

General 58

• Where is the Archived Forum?
  Posted by Brian Laufer, 7 months ago

  Last Reply by Brian Laufer, 7 months ago
• Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners
  Posted by Brian Laufer, 11 months ago

  Last Reply by Brian Laufer, 11 months ago
• On a won quote that is a lease, have the bill to be the leasing company
  Posted by Jay Tipton, 2 days ago

  Last Reply by Jay Tipton, 2 days ago
See all 58 topics

Accounting Links 4

• Ability to transfer multi currency into Quickbooks
  Posted by David Jones, about 1 month ago

  Last Reply by David Jones, about 1 month ago
• Linking to Xero Accounting
  Posted by Graeme Leo, over 1 year ago

  Last Reply by Graeme Leo, 5 months ago
• QuickBooks Job Name Generation
  Posted by Dustin Kathol, 9 months ago

  Last Reply by Dustin Kathol, 9 months ago
See all 4 topics

Contact Management (CRM/PSA) 24

• Grouped Products & ConnectWise Forecast Lines
  Posted by Meg Introwitz-Williams, 8 days ago

  Last Reply by Meg Introwitz-Williams, 8 days ago
• Add contacts to QW Corporate Server Version
  Posted by Paul Phillips, about 1 month ago

  Last Reply by Paul Phillips, about 1 month ago
• PDFs Of Quotes No Longer Saving At Contact Level In Act!
  Posted by Matt Patterson, about 1 month ago

  Last Reply by Cat Ward, about 1 month ago
See all 24 topics

Importing 11

• Import option to remove old products
  Posted by Greg Barber, 6 months ago

  Last Reply by Hilltops IT, about 1 month ago
• import - recurring
  Posted by Tim Mears, 6 months ago

  Last Reply by Tim Mears, 6 months ago
• Price Update
  Posted by Alan Bridgeford, 8 months ago

  Last Reply by Cat Ward, 7 months ago
See all 11 topics

Installation and Upgrades 5

• Quotewerks Repeatedly Crashing after Windows 10 and Computer Upgrade
  Posted by Jason Munzer, about 15 hours ago

  Last Reply by Jason Munzer, about 15 hours ago
• Can't run QW following upgrade to 5.4 build 6.01
  Posted by Paul Knight, 5 months ago

  Last Reply by Paul Knight, 5 months ago
• Failed upgrade - broken QW
  Posted by Karl Miles, about 1 year ago

  Last Reply by Karl Miles, about 1 year ago
See all 5 topics

Laptops, Remotes, and Sync 2

• Two User Sync
  Posted by Alan Bridgeford, 4 months ago

  Last Reply by Tyler Gualtieri, 4 months ago
• Copy User Maintenance Database to Remote
  Posted by Debra Rettich, 8 months ago

  Last Reply by Debra Rettich, 8 months ago

Print Layouts 47

• Conditional printing
  Posted by Dara Bettencourt, 11 days ago

  Last Reply by Matt Rose (matt@prestigequoting.com), 11 days ago
• 3-page report each page with header, detail and footer
  Posted by Roberto Elizondo, 18 days ago

  Last Reply by Hilltops IT, 17 days ago
• Report Footer content Overlapping Page Footer
  Posted by Debra Rettich, about 1 month ago

  Last Reply by Debra Rettich, about 1 month ago
See all 47 topics

Products 11

• Native Product Database(s)
  Posted by Heidi Bizub, 3 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com), 3 months ago
• Product Management - managing parts
  Posted by Michael Bazar, 4 months ago

  Last Reply by Miguel Mendes, 4 months ago
• Add a blank line
  Posted by Tim Mears, 6 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com), 6 months ago
See all 11 topics

QuoteWerks Community 5

• Change in Cost - After Quote Approved by Customer
  Posted by Rehan Khan, about 3 hours ago

  Last Reply by Matt Rose (matt@prestigequoting.com), about 1 hour ago
• Form to Form fill
  Posted by Steve Keefe, 5 months ago

  Last Reply by Steve Keefe, 5 months ago
• Partial invoicing
  Posted by Tony Taylor, over 1 year ago

  Last Reply by Corey.angarola, 7 months ago
See all 5 topics

Reporting 8

• Reporting Engine
  Posted by Kurt Jones, about 1 month ago

  Last Reply by Kurt Jones, about 1 month ago
• Totals in Report
  Posted by Pam Boyd, 3 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com), 3 months ago
• Commision report
  Posted by David Spangler, 6 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com), 6 months ago
See all 8 topics

Real-time Module 1

• Cannot get Synnex Real time to work.
  Posted by Rick Lund-Pedersen, about 1 year ago

  Last Reply by Sylvain Dupuis, 5 months ago

Product Content Subscription (Etilize) 4

• Etilize and Multipe database search
  Posted by Collette Hoppe, 2 months ago

  Last Reply by Collette Hoppe, 2 months ago
• CDW, Amazon, and Dell Search Button
  Posted by Collette Hoppe, 2 months ago

  Last Reply by Collette Hoppe, 2 months ago
• Localized Etilize
  Posted by Ulrich Jorgensen, over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com), over 1 year ago
See all 4 topics

General 13

• Add contacts to QW Corporate Server Version
  Posted by Paul Phillips, about 1 month ago

  Last Reply by Paul Phillips, about 1 month ago
• New Search Dialog Box
  Posted by  Sean Thomas, about 1 month ago

  Last Reply by  Sean Thomas, about 1 month ago
• Approval by Quote Type
  Posted by Darla Nutter, about 1 year ago

  Last Reply by Hilltops IT, 4 months ago
See all 13 topics

QuoteValet Setup 7

• Can QV access Autotask integration?
  Posted by Jason Chen, 9 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com), 9 months ago
• QuoteValet Payment Processing is not configured for this payment option.
  Posted by Paul Brunet, 11 months ago

  Last Reply by Cat Ward, 11 months ago
• Quotevalet Activity Notification - Expired Quote Viewed?
  Posted by Curt Giacomoni, over 1 year ago

  Last Reply by Mike Krzenski, 12 months ago
See all 7 topics

QuoteValet General 8

• re QuoteValet Videos
  Posted by David Jones, 2 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com), 2 months ago
• QuoteValet Customization
  Posted by Trevor Marcy, 6 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com), 6 months ago
• Replacing licenses and QuoteValet
  Posted by David Jones, 6 months ago

  Last Reply by David Jones, 6 months ago
See all 8 topics

QuoteValet Templates 18

• Oops message on submit
  Posted by Joel Ireland, 4 days ago

  Last Reply by Joel Ireland, 2 days ago
• Adding a Second Required Checkbox to the QV Acceptance Terms
  Posted by Keven Cluff, 4 days ago

  Last Reply by Hilltops IT, 3 days ago
• QuoteValet Macros not in the Manual
  Posted by Steve, 3 months ago

  Last Reply by Steve, about 1 month ago
See all 18 topics

QuoteValet Mobile 0

QuoteValet Insight 2

• QuoteValetSummary addition
  Posted by David Jones, 9 months ago

  Last Reply by David Jones, 9 months ago
• Ability to delete all selected documents with links to QuoteValet without Individual popup message
  Posted by Callum Vine, over 1 year ago

  Last Reply by Callum Vine, over 1 year ago

How to Submit Feature Requests 3

• How to Get the Development Team to Add Your Feature
  Posted by Brian Laufer, 2 days ago

  Last Reply by Brian Laufer, 2 days ago
• Access to the Feature Requests Forum
  Posted by Brian Laufer, almost 4 years ago

  Last Reply by Brian Laufer, almost 4 years ago
• What do the Done, Waiting, Addressed and Partial topic prefixes mean?
  Posted by Brian Laufer, 2 days ago

  Last Reply by Brian Laufer, 2 days ago

How to Gain Access to API/SDK Developer Forum 1

• Access to QuoteWerks API Forum
  Posted by Brian Laufer, over 1 year ago

  Last Reply by Brian Laufer, over 1 year ago