QuoteWerks Support Portal

General 75

• 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, almost 2 years ago

  Last Reply by Brian Laufer almost 2 years ago
• Sales Tax for Services/Warranties/Subscriptions
  Posted by Matthew Loraditch, 1 day ago

  Last Reply by Matthew Loraditch 1 day ago
See all 75 topics

Accounting Links 5

• Linking to Xero Accounting
  Posted by Graeme Leo, over 2 years ago

  Last Reply by Graeme Leo about 1 month ago
• How to handle "Other Charges" & "Inventory Assemblies" for QuickBooks
  Posted by Scott Edgell, 3 months ago

  Last Reply by Scott Edgell 3 months ago
• Ability to transfer multi currency into Quickbooks
  Posted by David Jones, about 1 year ago

  Last Reply by David Jones about 1 year ago
See all 5 topics

Contact Management (CRM/PSA) 33

• SoldTo/ShipTo
  Posted by Tommy Allmand, 9 days ago

  Last Reply by Richard Kremer 7 days ago
• Sync the QuoteWerks description field to the SalesForce 'Line Description' field
  Posted by Chris, 4 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
• SalesForce Integration: Ability to use the Account addresses rather than contact addresses
  Posted by Chris, 4 months ago

  Last Reply by Chris 4 months ago
See all 33 topics

Importing 12

• Link TD import to QW Doc
  Posted by Heidi Cruciana, about 1 month ago

  Last Reply by Heidi Cruciana 18 days ago
• Import option to remove old products
  Posted by Greg Barber, over 1 year ago

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

  Last Reply by Tim Mears over 1 year ago
See all 12 topics

Installation and Upgrades 8

• VPN Config with Quotewerks Desktop
  Posted by Steve Willits, 6 months ago

  Last Reply by hollyroberts 2 months ago
• Any way to have the EXE running on a second computer instead of a shortcut?
  Posted by David Matyas, 7 months ago

  Last Reply by Hilltops IT 6 months ago
• QW Download link
  Posted by David Jones, 7 months ago

  Last Reply by David Jones 7 months ago
See all 8 topics

Laptops, Remotes, and Sync 3

• Literature Synchronization - Remote Installations
  Posted by John.neraas, 8 months ago

  Last Reply by Hilltops IT 8 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 60

• Unit Price is greater than Unit List Layout Filter
  Posted by Keely Adrian, 8 days ago

  Last Reply by Keely Adrian 4 days ago
• Page Numbers on Literature are upside down
  Posted by Keely Adrian, 8 days ago

  Last Reply by Keely Adrian 8 days ago
• Detail Section Showing up blank in print layout
  Posted by Steffanie Rodriguez, 2 months ago

  Last Reply by Hilltops IT about 1 month ago
See all 60 topics

Products 12

• Pricing formulas
  Posted by Terri Furgeson, about 1 month ago

  Last Reply by Terri Furgeson about 1 month ago
• 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 7 months ago
• Native Product Database(s)
  Posted by Heidi Bizub, about 1 year ago

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

QuoteWerks Community 7

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

  Last Reply by Brendan Bell 3 months ago
• Missing Forum Post Reply
  Posted by Brendan Bell, 3 months ago

  Last Reply by Brendan Bell 3 months ago
• Service/labor items
  Posted by Jay Akins, 8 months ago

  Last Reply by Cat Ward 8 months ago
See all 7 topics

Reporting 13

• Report/Query to find all parts sold to a client
  Posted by Matthew Loraditch, 1 day ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 1 day ago
• Filtering out quotes that DO NOT have a certain part
  Posted by Barry Erlandson, 9 days ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 8 days ago
• Use the received date in report
  Posted by David Bousquet, 4 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
See all 13 topics

Real-time Module 2

• Realtime Content (IceCat) or similar
  Posted by Greg Barber, 5 months ago

  Last Reply by Greg Barber 5 months ago
• Cannot get Synnex Real time to work.
  Posted by Rick Lund-Pedersen, about 2 years ago

  Last Reply by Sylvain Dupuis over 1 year ago

Product Content Subscription (Etilize) 6

• Auto-sort Etilize results by price, from lowest to highest
  Posted by Chris, 29 days ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 16 days ago
• Show distributor name in Etilize results
  Posted by Chris, 29 days ago

  Last Reply by Chris 17 days ago
• Etilize and Multipe database search
  Posted by Collette Hoppe, about 1 year ago

  Last Reply by Collette Hoppe about 1 year ago
See all 6 topics

General 19

• Link files from my computer, to the Links Tab of QuoteWerks Web
  Posted by Kim Cruise, 22 days ago

  Last Reply by Kim Cruise 22 days ago
• Using QuoteWerks web getting error uploading to quotevalet
  Posted by David Matyas, 3 months ago

  Last Reply by Hilltops IT 3 months ago
• API for QuoteWerks Web
  Posted by John Jacobson, over 1 year ago

  Last Reply by Mark Williams 4 months ago
See all 19 topics

QuoteValet Setup 9

• Multiple MIDs on QV
  Posted by Maria Vazeos, 6 months ago

  Last Reply by Maria Vazeos 6 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 7 months ago
• QuoteValet Automatically Update after option changes
  Posted by Matt Rose (matt@prestigequoting.com), 11 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 10 months ago
See all 9 topics

QuoteValet General 10

• Credit Card Surcharge Rename
  Posted by Jeff Davis, 4 months ago

  Last Reply by Jeff Davis 4 months ago
• Save my information for later as a default
  Posted by Jason Lehman, 7 months ago

  Last Reply by Jason Lehman 7 months ago
• re QuoteValet Videos
  Posted by David Jones, about 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
See all 10 topics

QuoteValet Templates 22

• Optional item Selected or Not Selected
  Posted by Roberto Elizondo, over 2 years ago

  Last Reply by Darrin Hunter 2 months ago
• QuoteValet Missing Macros
  Posted by Kevin Hunter, 3 months ago

  Last Reply by Cat Ward 3 months ago
• change quantity in quote vallet
  Posted by Gene Vinson, about 2 years ago

  Last Reply by Darrin Hunter 4 months 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, over 2 years ago

  Last Reply by Callum Vine over 2 years ago

How to Submit Feature Requests 1

• Feature Request - Getting Started
  Posted by Brian Laufer, almost 5 years ago

  Last Reply by Brian Laufer almost 5 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