QuoteWerks Support Portal

General 133

• 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
• Removing the option to Exclude Lines in Line Attributes
  Posted by Dan Santos, 24 days ago

  Last Reply by Dan Santos 19 days ago
See all 133 topics

Accounting Links 15

• QW does not transfer item cost to Peachtree at the time of creation.
  Posted by Kami Ghadoushi - Unitek, 5 months ago

  Last Reply by Chuck Hogan 4 months ago
• QuickBooks Online Request
  Posted by Giuseppe Alleva, 8 months ago

  Last Reply by Giuseppe Alleva 8 months ago
• Ability to transfer multi currency into Quickbooks
  Posted by David Jones, over 4 years ago

  Last Reply by John Daly about 1 year 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, 6 months ago

  Last Reply by Rob Rehburg 3 months ago
• Adding N-Able MSP Manager
  Posted by Tony Spedaliere, 8 months ago

  Last Reply by Tony Spedaliere 8 months ago
• User not allowed to save a quote without logging to the CRM
  Posted by Claudio Stifel, 10 months ago

  Last Reply by Claudio Stifel 10 months ago
See all 48 topics

Importing 17

• import products in different currencies to base currency
  Posted by Cairn-Research GmbH, almost 2 years ago

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

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

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

Installation and Upgrades 13

• qwservices.dll error post upgrade
  Posted by Peter McCrindle, about 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 year ago
• SQL related questions
  Posted by Brian, about 1 year ago

  Last Reply by Brian about 1 year ago
• Moving QW to a new Server
  Posted by Sally Stoessner, over 2 years ago

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

Laptops, Remotes, and Sync 4

• Sharepoint
  Posted by Peter Smart, almost 3 years ago

  Last Reply by Andy Skrzypczak over 2 years ago
• Literature Synchronization - Remote Installations
  Posted by John.neraas, almost 4 years ago

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

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

Print Layouts 89

• Adding two "if" functions in a detail section filter
  Posted by dennis o'donovan, about 1 month ago

  Last Reply by dennis o'donovan 27 days ago
• Grouped Bundles in Sales Order
  Posted by Don Lawson, 5 months ago

  Last Reply by Steve Siggs 5 months ago
• Can I remove or relocate (Optional) and (Optional-SELECTED)
  Posted by Roberto Elizondo, almost 6 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
See all 89 topics

Products 28

• Are instructions or guidelines for using Data Manager
  Posted by Jon Goss, 5 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
• Mass Native Product Database Percentage Increase
  Posted by David Jones, 9 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 9 months ago
• Add required item above item
  Posted by Kevin Bates, about 1 year ago

  Last Reply by Kevin Bates about 1 year ago
See all 28 topics

QuoteWerks Community 12

• warehouse manager co-op with quotewerks
  Posted by Bohumil Kopečný, 12 months ago

  Last Reply by Bohumil Kopečný 12 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, 7 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 7 months ago
• Login History Report?
  Posted by Pam Boyd, almost 2 years ago

  Last Reply by Pam Boyd almost 2 years 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 11 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) 9

• Etilize - Part Pictures
  Posted by Timothy Shore, about 2 months ago

  Last Reply by Steve Siggs about 2 months ago
• Disable Etilize description in quotes
  Posted by Oliver Marshall, 9 months ago

  Last Reply by Oliver Marshall 9 months ago
• Cleaning up Etilize product descriptions
  Posted by Sebastian Berry, almost 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) almost 2 years ago
See all 9 topics

General 27

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

  Last Reply by Sam Forma 3 months ago
• Automatic Price Modifier Adjustments
  Posted by Katey Schroeder, 5 months ago

  Last Reply by Katey Schroeder 5 months ago
• Peer Review - Link to Web app instead of local instance
  Posted by Timothy Shore, 8 months ago

  Last Reply by Steve Siggs 8 months ago
See all 27 topics

QuoteValet Setup 11

• Email notifications
  Posted by Tony Wagner, about 2 months ago

  Last Reply by Darrin Hunter 6 days ago
• 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) about 3 years ago
See all 11 topics

QuoteValet General 16

• Project Won Text Message
  Posted by Timothy Shore, about 2 months ago

  Last Reply by Steve Siggs about 2 months ago
• Editing the DH_IntroductionNotes field
  Posted by Oliver Marshall, 11 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 11 months ago
• Printing QV accepted pdf's
  Posted by Walter Farej, 12 months ago

  Last Reply by Steve Siggs 11 months ago
See all 16 topics

QuoteValet Templates 34

• QuoteValet Email notification branding
  Posted by Sebastian Berry, 4 months ago

  Last Reply by Steve Siggs 4 months ago
• Deliver with Additional Templates
  Posted by Michael Jasper, 6 months ago

  Last Reply by Cat Ward 6 months ago
• Optional item Selected or Not Selected
  Posted by Roberto Elizondo, over 5 years ago

  Last Reply by Paul Hodgetts 9 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) about 3 years ago
• QuoteValetSummary addition
  Posted by David Jones, almost 5 years ago

  Last Reply by David Jones almost 5 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, almost 6 years ago

  Last Reply by Brian Laufer almost 6 years ago

General 1

• PARTIAL-Show extended pricing when vendor enters the price
  Posted by John Jacobson, almost 2 years ago

  Last Reply by John Lewe (QuoteWerks) almost 2 years ago