FAQ

Default solution folder, feel free to edit or delete it.

Taxes - How are they calculated?
Question How are taxes in QuoteWerks handled? For instance, are they calculated line by line, based on the subtotal and how are rounded? Solution: QuoteWer...
Mon, Dec 21, 2015 at 11:06 AM
QuoteWerks - Maximum Field Sizes (Character Lengths & Limitations & Field Size)
Manufacturer Part # - 40 Vendor Part # - 40 Description - 32000 DocumentItems.Notes - 255 CustomText - 255 Item Type - 30 DocumentItems.CustomMemo - 32000 ...
Mon, Dec 21, 2015 at 11:07 AM
QuoteWerks - Launching off screen
Issue: QuoteWerks window - Launching off screen When you launch QuoteWerks it can not be seen even though it's clearly indicated as running in both you...
Tue, Dec 22, 2015 at 9:47 AM
General - changing a username and associating documents to another user
Question: How do I change the username for one of my employees? Answer: Since user names cannot be changed, we need to create a new user with a new login...
Tue, Dec 22, 2015 at 12:31 PM
Upgrading to a higher EDITION of QuoteWerks
How do I upgrade to a higher Edition of QuoteWerks? (For example: Upgrading from the Standard Edition to the Professional or Corporate edition) Solution:...
Wed, Dec 23, 2015 at 4:05 PM
Contacting Support
As with most software or apps, you'll have a question and will need help. QuoteWerks offers live phone technical support in addition to email technical ...
Wed, Aug 14, 2019 at 1:49 PM
Current QuoteWerks Version / Release
We release many new features many times a year in our Build releases. Every time we make a set of changes to QuoteWerks, we release them as a new build, and ...
Wed, Aug 14, 2019 at 1:51 PM
Changing a username and re-associating quotes to the new user
Since user names cannot be changed, we need to create a new user with a new login, and then associate their quotes with the new name using the Medic Utility...
Mon, Sep 30, 2019 at 10:38 AM
ConnectWise PSA (Manage) Minimum Security Permissions for QuoteWerks
QuoteWerks Development and Technical Support recommends that the API User have Admin rights in ConnectWise PSA (Manage). This being said, we understand how ...
Fri, Oct 6, 2023 at 9:35 AM