QuoteWerks Support Portal

General 148

• Where is the Archived Forum?
  Posted by Brian Laufer, over 5 years ago

  Last Reply by Brian Laufer over 5 years ago
• Linking Connectwise Sales Order to PO Line Items
  Posted by Scott Burkhardt, 15 days ago

  Last Reply by Scott Burkhardt 15 days ago
• Pre sales support
  Posted by William Garton, about 1 month ago

  Last Reply by Matt Rose (matt@prestigequoting.com) about 1 month ago
See all 148 topics

Accounting Links 18

• QuoteValet price change
  Posted by Kenric Hartman, 3 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
• QBO Integration - Use BillTo Company's Information Stored in QBO Once Validated
  Posted by Rob Rehburg, 7 months ago

  Last Reply by Rob Rehburg 7 months ago
• Ability to transfer multi currency into Quickbooks Desktop & Online
  Posted by Pablo Lorenzo, 7 months ago

  Last Reply by Pablo Lorenzo 7 months ago
See all 18 topics

Contact Management (CRM/PSA) 54

• A plea : Being able to change Zoho Save defaults
  Posted by Oliver Marshall, 3 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
• Datalink Mapping - SoldToTitle missing
  Posted by David Workman, 3 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 3 months ago
• Profit % to Zoho
  Posted by Oliver Marshall, 3 months ago

  Last Reply by Steve Siggs 3 months ago
See all 54 topics

Importing 17

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

  Last Reply by Steve Siggs about 1 month ago
• import products in different currencies to base currency
  Posted by Cairn-Research GmbH, over 2 years ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 2 years ago
• Importing line items in to a quote
  Posted by Oliver Marshall, about 3 years ago

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

Installation and Upgrades 15

• updated to V24 3.04 so small can hardly read
  Posted by Mark, about 2 months ago

  Last Reply by Josh Lockheed about 1 month ago
• QuoteWerks freezes after upgrade to v24.0 Build 2.07
  Posted by Jay Dymond, 6 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 6 months ago
• qwservices.dll error post upgrade
  Posted by Peter McCrindle, about 2 years ago

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

Laptops, Remotes, and Sync 6

• Copying custom Menu items to remote users
  Posted by John Daly, 6 months ago

  Last Reply by John Daly 6 months ago
• QuoteWerks Documentation on WEbsite
  Posted by Eric Mestre, 10 months ago

  Last Reply by Steve Siggs 10 months ago
• Sharepoint
  Posted by Peter Smart, over 3 years ago

  Last Reply by Andy Skrzypczak over 3 years ago
See all 6 topics

Print Layouts 92

• What I see in the layout design editor in not matching the preview.
  Posted by Roberto Elizondo, 4 months ago

  Last Reply by Roberto Elizondo 4 months ago
• Dollar Discount Amount ".if."
  Posted by Caylin Murray, 7 months ago

  Last Reply by Caylin Murray 7 months ago
• Font changes on print out/preview
  Posted by Becky Reinis, 7 months ago

  Last Reply by Steve Siggs 7 months ago
See all 92 topics

Products 28

• Are instructions or guidelines for using Data Manager
  Posted by Jon Goss, over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
• Mass Native Product Database Percentage Increase
  Posted by David Jones, over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
• Add required item above item
  Posted by Kevin Bates, almost 2 years ago

  Last Reply by Kevin Bates almost 2 years ago
See all 28 topics

QuoteWerks Community 15

• Form to Form fill
  Posted by Steve Keefe, over 5 years ago

  Last Reply by Steve Siggs 27 days ago
• HVAC Project Costing
  Posted by M Asif Ibna Azad, 2 months ago

  Last Reply by Steve Siggs 2 months ago
• I am unable to open QuoteWerks
  Posted by Eric Mestre, 8 months ago

  Last Reply by Matt Rose (matt@prestigequoting.com) 8 months ago
See all 15 topics

Reporting 18

• Reports - Summary Report showing only Quote Total
  Posted by Pam Boyd, 11 months ago

  Last Reply by Steve Siggs 11 months ago
• Single month quotewerks margin versus year long agreement margin
  Posted by Scott Hardin, over 1 year ago

  Last Reply by Matt Rose (matt@prestigequoting.com) over 1 year ago
• Login History Report?
  Posted by Pam Boyd, over 2 years ago

  Last Reply by Pam Boyd over 2 years ago
See all 18 topics

Real-time Module 8

• Realtime Content (IceCat) or similar
  Posted by Greg Barber, over 4 years ago

  Last Reply by Peter H Heinicke 6 months ago
• ICECAT - Has anybody gotten this to work?
  Posted by Peter H Heinicke, 6 months ago

  Last Reply by Peter H Heinicke 6 months ago
• Amazon Business integration for Canada
  Posted by Sam Marashi, almost 3 years ago

  Last Reply by Cathy almost 2 years ago
See all 8 topics

Product Content Subscription (Etilize) 9

• Etilize - Part Pictures
  Posted by Timothy Shore, about 1 year ago

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

  Last Reply by Oliver Marshall over 1 year ago
• Cleaning up Etilize product descriptions
  Posted by Sebastian Berry, over 2 years ago

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

General 28

• QuoteWerks Web Request
  Posted by Jim Dema, about 2 months ago

  Last Reply by Jim Dema about 2 months ago
• Logins / Licenses
  Posted by Jack Fry, over 6 years ago

  Last Reply by Vicky Wilby about 2 months ago
• Azure AD SAML Authentication
  Posted by Ryan Gallier, about 3 years ago

  Last Reply by Sam Forma about 1 year ago
See all 28 topics

QuoteValet Setup 11

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

  Last Reply by Kristina Dix 9 months ago
• QuoteValet Notifications
  Posted by Barb Baker, over 2 years ago

  Last Reply by Barb Baker over 2 years ago
• Multiple MIDs on QV
  Posted by Maria Vazeos, over 4 years ago

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

QuoteValet General 16

• Project Won Text Message
  Posted by Timothy Shore, about 1 year ago

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

  Last Reply by Matt Rose (matt@prestigequoting.com) almost 2 years ago
• Printing QV accepted pdf's
  Posted by Walter Farej, almost 2 years ago

  Last Reply by Steve Siggs almost 2 years ago
See all 16 topics

QuoteValet Templates 37

• Increase Quotevalet display width?
  Posted by Megan Matlock, 9 days ago

  Last Reply by Megan Matlock 7 days ago
• Need to bold text in QuoteValet but <b> is being ignored
  Posted by Roberto Elizondo, 4 months ago

  Last Reply by Roberto Elizondo 4 months ago
• Adding a Second Required Checkbox to the QV Acceptance Terms
  Posted by Keven Cluff, about 5 years ago

  Last Reply by Matthew Loraditch 5 months ago
See all 37 topics

QuoteValet Mobile 0

QuoteValet Insight 3

• Restrict Sales Reps to seeing just QuoteValet Insight?
  Posted by Richard Rist, 3 months ago

  Last Reply by Josh Lockheed 3 months ago
• Ability to delete all selected documents with links to QuoteValet without Individual popup message
  Posted by Callum Vine, over 6 years ago

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

  Last Reply by David Jones almost 6 years ago

How to Submit Feature Requests 1

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

  Last Reply by Brian Laufer almost 9 years ago

How to Gain Access to API/SDK Developer Forum 1

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

  Last Reply by Brian Laufer almost 7 years ago

General 1

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

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