QuoteWerks Support Portal

General 154

• Where is the Archived Forum?
  Posted by Brian Laufer, about 6 years ago

  Last Reply by Brian Laufer about 6 years ago
• Microsoft 365 Office/Outlook
  Posted by Howard Solomon, about 3 hours ago

  Last Reply by Howard Solomon 5 minutes ago
• Automation after QuoteValet Acceptance
  Posted by Jim-Barry Behar, 12 days ago

  Last Reply by Jim-Barry Behar 12 days ago
See all 154 topics

Accounting Links 19

• QuickBooks Desktop Contact Search Behavior in QuoteWerks
  Posted by Clint Dricken, 9 days ago

  Last Reply by Clint Dricken 9 days ago
• Linking to Xero Accounting
  Posted by Graeme Leo, almost 7 years ago

  Last Reply by Grace112 3 months ago
• QuoteValet price change
  Posted by Kenric Hartman, 9 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 9 months ago
See all 19 topics

Contact Management (CRM/PSA) 57

• Greenrope intergration
  Posted by Dean Porter, about 1 month ago

  Last Reply by Steve Siggs about 1 month ago
• Feature request - Simply get your ConnectWise opportunity close to work the same way as ConnectWise
  Posted by Greg Chavez, about 2 months ago

  Last Reply by Josh Lockheed about 2 months ago
• DONE-Datalink Mapping - SoldToTitle missing
  Posted by David Workman, 9 months ago

  Last Reply by David Workman 3 months ago
See all 57 topics

Importing 17

• Import Wizard
  Posted by Frank Coady, over 3 years ago

  Last Reply by Steve Siggs 7 months ago
• import products in different currencies to base currency
  Posted by Cairn-Research GmbH, about 3 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 3 years ago
• Importing line items in to a quote
  Posted by Oliver Marshall, over 3 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 3 years ago
See all 17 topics

Installation and Upgrades 15

• updated to V24 3.04 so small can hardly read
  Posted by Mark, 8 months ago

  Last Reply by Josh Lockheed 8 months ago
• QuoteWerks freezes after upgrade to v24.0 Build 2.07
  Posted by Jay Dymond, 12 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 12 months ago
• qwservices.dll error post upgrade
  Posted by Peter McCrindle, over 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago
See all 15 topics

Laptops, Remotes, and Sync 6

• Copying custom Menu items to remote users
  Posted by John Daly, 12 months ago

  Last Reply by John Daly 12 months ago
• QuoteWerks Documentation on WEbsite
  Posted by Eric Mestre, over 1 year ago

  Last Reply by Steve Siggs over 1 year ago
• Sharepoint
  Posted by Peter Smart, about 4 years ago

  Last Reply by Andy Skrzypczak about 4 years ago
See all 6 topics

Print Layouts 94

• Layout designer for Purchase Orders
  Posted by Dean Porter, about 1 month ago

  Last Reply by Josh Lockheed 28 days ago
• Group Heading and Contents
  Posted by Jeremy Rhodes, 5 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
• What I see in the layout design editor in not matching the preview.
  Posted by Roberto Elizondo, 10 months ago

  Last Reply by Roberto Elizondo 10 months ago
See all 94 topics

Products 30

• Nesting a Configurator into a Configurator
  Posted by Andrew Craig, almost 4 years ago

  Last Reply by Jeff Kohler about 1 month ago
• Adding more than 15 quantity prices
  Posted by Tanya, 5 months ago

  Last Reply by Steve Siggs 4 months ago
• Restrict qty values to packed boxes of items
  Posted by Alexandru Hegedus, 5 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 5 months ago
See all 30 topics

QuoteWerks Community 15

• Form to Form fill
  Posted by Steve Keefe, almost 6 years ago

  Last Reply by Steve Siggs 7 months ago
• HVAC Project Costing
  Posted by M Asif Ibna Azad, 8 months ago

  Last Reply by Steve Siggs 8 months ago
• I am unable to open QuoteWerks
  Posted by Eric Mestre, about 1 year ago

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

Reporting 18

• Reports - Summary Report showing only Quote Total
  Posted by Pam Boyd, over 1 year ago

  Last Reply by Steve Siggs over 1 year ago
• Single month quotewerks margin versus year long agreement margin
  Posted by Scott Hardin, almost 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) almost 2 years ago
• Login History Report?
  Posted by Pam Boyd, about 3 years ago

  Last Reply by Pam Boyd about 3 years ago
See all 18 topics

Real-time Module 8

• Amazon Business integration for Canada
  Posted by Sam Marashi, over 3 years ago

  Last Reply by Amy Rose 4 months ago
• Realtime Content (IceCat) or similar
  Posted by Greg Barber, about 5 years ago

  Last Reply by Peter H Heinicke about 1 year ago
• ICECAT - Has anybody gotten this to work?
  Posted by Peter H Heinicke, about 1 year ago

  Last Reply by Peter H Heinicke about 1 year ago
See all 8 topics

Product Content Subscription (Etilize) 10

• updating multiple items with Etilize issue
  Posted by Dan Dunham, 2 months ago

  Last Reply by Dan Dunham 2 months ago
• Etilize - Part Pictures
  Posted by Timothy Shore, over 1 year ago

  Last Reply by Steve Siggs over 1 year ago
• Disable Etilize description in quotes
  Posted by Oliver Marshall, about 2 years ago

  Last Reply by Oliver Marshall about 2 years ago
See all 10 topics

General 31

• QuoteWerks Web Request
  Posted by Jim Dema, 8 months ago

  Last Reply by Koree Combs 12 days ago
• QuoteWerks Web Profiles
  Posted by Angel Espinal, 14 days ago

  Last Reply by Angel Espinal 14 days ago
• QuoteWerks Web Request
  Posted by Angel Espinal, 6 months ago

  Last Reply by Angel Espinal 5 months ago
See all 31 topics

QuoteValet Setup 11

• Email notifications
  Posted by Tony Wagner, over 1 year ago

  Last Reply by Kristina Dix about 1 year ago
• QuoteValet Notifications
  Posted by Barb Baker, about 3 years ago

  Last Reply by Barb Baker about 3 years ago
• Multiple MIDs on QV
  Posted by Maria Vazeos, about 5 years ago

  Last Reply by Steve (ML) over 4 years ago
See all 11 topics

QuoteValet General 17

• QuoteValet Signature
  Posted by Becky Reinis, about 1 month ago

  Last Reply by Steve Siggs about 1 month ago
• Project Won Text Message
  Posted by Timothy Shore, over 1 year ago

  Last Reply by Steve Siggs over 1 year ago
• Editing the DH_IntroductionNotes field
  Posted by Oliver Marshall, over 2 years ago

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

QuoteValet Templates 37

• Increase Quotevalet display width?
  Posted by Megan Matlock, 6 months ago

  Last Reply by Megan Matlock 6 months ago
• Need to bold text in QuoteValet but <b> is being ignored
  Posted by Roberto Elizondo, 10 months ago

  Last Reply by Roberto Elizondo 10 months ago
• Adding a Second Required Checkbox to the QV Acceptance Terms
  Posted by Keven Cluff, over 5 years ago

  Last Reply by Matthew Loraditch 11 months ago
See all 37 topics

QuoteValet Mobile 0

QuoteValet Insight 3

• Restrict Sales Reps to seeing just QuoteValet Insight?
  Posted by Richard Rist, 9 months ago

  Last Reply by Josh Lockheed 9 months ago
• Ability to delete all selected documents with links to QuoteValet without Individual popup message
  Posted by Callum Vine, about 7 years ago

  Last Reply by Steve (ML) over 4 years ago
• QuoteValetSummary addition
  Posted by David Jones, over 6 years ago

  Last Reply by David Jones over 6 years ago

How to Submit Feature Requests 1

• Feature Request - Getting Started
  Posted by Brian Laufer, over 9 years ago

  Last Reply by Brian Laufer over 9 years ago

How to Gain Access to API/SDK Developer Forum 1

• Access to QuoteWerks API Forum
  Posted by Brian Laufer, over 7 years ago

  Last Reply by Brian Laufer over 7 years ago

General 1

• PARTIAL-Show extended pricing when vendor enters the price
  Posted by John Jacobson, about 3 years ago

  Last Reply by John Lewe (QuoteWerks) about 3 years ago