QuoteWerks Support Portal

General 82

• Where is the Archived Forum?
  Posted by Brian Laufer, about 2 years ago

  Last Reply by Brian Laufer about 2 years ago
• Congratulations to the 2018 Top 10 QuoteWerks World Wide Partners
  Posted by Brian Laufer, over 2 years ago

  Last Reply by Brian Laufer over 2 years ago
• Sharepoint and Linked Documents
  Posted by Andy Skrzypczak, 2 days ago

  Last Reply by Hilltops IT 1 day ago
See all 82 topics

Accounting Links 7

• Ability to transfer multi currency into Quickbooks
  Posted by David Jones, over 1 year ago

  Last Reply by Edmund Robinson about 1 month ago
• e-invoicing
  Posted by Sally Ai, 3 months ago

  Last Reply by Hilltops IT 3 months ago
• Interface to Sage Intacct
  Posted by Joel Katz, 4 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
See all 7 topics

Contact Management (CRM/PSA) 36

• Dynamics CRM with Okta
  Posted by Amy Ragatz, about 1 month ago

  Last Reply by Amy Ragatz about 1 month ago
• DTF is attached to Zoho CRM as well as PDF
  Posted by Kim Cruise, 2 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
• QuoteWerks integration for Sage CRM
  Posted by Mark Engelberg, 3 months ago

  Last Reply by Mark Engelberg 3 months ago
See all 36 topics

Importing 14

• Import Product with Ø in description
  Posted by David Lithauer, 4 months ago

  Last Reply by Hilltops IT 4 months ago
• importing Bill of Material
  Posted by Björgvin Ingi jónsson, 5 months ago

  Last Reply by Steve 5 months ago
• Import option to remove old products
  Posted by Greg Barber, about 2 years ago

  Last Reply by Steve 5 months ago
See all 14 topics

Installation and Upgrades 9

• QW as RemoteAPP with Quickbooks Integration
  Posted by JT Mauric, 7 months ago

  Last Reply by Hilltops IT 21 days ago
• VPN Config with Quotewerks Desktop
  Posted by Steve Willits, about 1 year ago

  Last Reply by hollyroberts 10 months ago
• Any way to have the EXE running on a second computer instead of a shortcut?
  Posted by David Matyas, about 1 year ago

  Last Reply by Hilltops IT about 1 year ago
See all 9 topics

Laptops, Remotes, and Sync 4

• Sharepoint
  Posted by Peter Smart, 3 months ago

  Last Reply by Andy Skrzypczak 2 days ago
• Literature Synchronization - Remote Installations
  Posted by John.neraas, over 1 year ago

  Last Reply by Hilltops IT over 1 year ago
• Two User Sync
  Posted by Alan Bridgeford, almost 2 years ago

  Last Reply by Tyler Gualtieri almost 2 years ago
See all 4 topics

Print Layouts 66

• Replicate "ItemType.Something.Totals" from Word Template into QW Layout Designer
  Posted by Kevin, 2 months ago

  Last Reply by Alan Jones 2 months ago
• ItemType Extended Price Calculation Not Working in New Template
  Posted by Kevin, 2 months ago

  Last Reply by Kevin 2 months ago
• How do I get the options to show up in my word layout
  Posted by Michael Hickey, 4 months ago

  Last Reply by Hilltops IT 4 months ago
See all 66 topics

Products 18

• Build-a-product Tools
  Posted by Andrew Craig, 9 days ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 9 days ago
• Customer Based Price Level problem
  Posted by Steve Shaffer, about 1 month ago

  Last Reply by Hilltops IT about 1 month ago
• Default Price Modifier
  Posted by Debra Rettich, 3 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
See all 18 topics

QuoteWerks Community 9

• When you Win an Opp in QW the Activities stay open in CW
  Posted by Anastasia Carter, about 1 month ago

  Last Reply by Anastasia Carter about 1 month ago
• Quotes with multiple options
  Posted by Michael Hickey, 4 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 4 months ago
• Partial invoicing
  Posted by Tony Taylor, almost 3 years ago

  Last Reply by Steve 5 months ago
See all 9 topics

Reporting 13

• Commision report
  Posted by David Spangler, about 2 years ago

  Last Reply by Hilltops IT 10 days ago
• Parts List from Quote with Qty>0
  Posted by Bruce Lindsay, over 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
• Report/Query to find all parts sold to a client
  Posted by Matthew Loraditch, 8 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
See all 13 topics

Real-time Module 2

• Realtime Content (IceCat) or similar
  Posted by Greg Barber, about 1 year ago

  Last Reply by Greg Barber about 1 year ago
• Cannot get Synnex Real time to work.
  Posted by Rick Lund-Pedersen, over 2 years ago

  Last Reply by Sylvain Dupuis almost 2 years ago

Product Content Subscription (Etilize) 6

• Auto-sort Etilize results by price, from lowest to highest
  Posted by Chris, 9 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
• Show distributor name in Etilize results
  Posted by Chris, 9 months ago

  Last Reply by Chris 8 months ago
• Etilize and Multipe database search
  Posted by Collette Hoppe, over 1 year ago

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

General 21

• API for QuoteWerks Web
  Posted by John Jacobson, about 2 years ago

  Last Reply by John Jacobson 3 months ago
• Website Configurator Integration
  Posted by Mark Engelberg, 3 months ago

  Last Reply by Hilltops IT 3 months ago
• Error msg on Preview of Cover Letter
  Posted by Kim Cruise, 4 months ago

  Last Reply by Hilltops IT 4 months ago
See all 21 topics

QuoteValet Setup 9

• Multiple MIDs on QV
  Posted by Maria Vazeos, about 1 year ago

  Last Reply by Steve 5 months ago
• How do you setup QuoteValet to accept a down payment?
  Posted by Randy Coffee, about 3 years ago

  Last Reply by Jonathan Mast about 1 year ago
• QuoteValet Automatically Update after option changes
  Posted by Matt Rose (matt@prestigequoting.com), over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
See all 9 topics

QuoteValet General 12

• How to remove old peer reviews from the QV Online dashboard
  Posted by Alexa Davis (TMB), 2 months ago

  Last Reply by Alexa Davis (TMB) 2 months ago
• Add Affirm Financing to QuoteValet Payment Gateway Integrations
  Posted by Rob Rehburg, 2 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 2 months ago
• Credit Card Surcharge Rename
  Posted by Jeff Davis, about 1 year ago

  Last Reply by Jeff Davis about 1 year ago
See all 12 topics

QuoteValet Templates 24

• CustomDate field input type
  Posted by John Jacobson, about 1 month ago

  Last Reply by Cat Ward about 1 month ago
• Adding a Second Required Checkbox to the QV Acceptance Terms
  Posted by Keven Cluff, over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
• Additional QuoteValet Template macros
  Posted by Hilltops IT, 3 months ago

  Last Reply by Hilltops IT 2 months ago
See all 24 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, about 3 years ago

  Last Reply by Steve 5 months ago
• QuoteValetSummary addition
  Posted by David Jones, over 2 years ago

  Last Reply by David Jones over 2 years ago

How to Submit Feature Requests 1

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

  Last Reply by Brian Laufer over 5 years ago

How to Gain Access to API/SDK Developer Forum 1

• Access to QuoteWerks API Forum
  Posted by Brian Laufer, over 3 years ago

  Last Reply by Brian Laufer over 3 years ago