Visit the QuoteWerks Layouts Page for a variety of sample layouts and Word templates that you can download.
These QuoteWerks Blueprints and Workflow Diagrams provide you with a high level diagrammed flow of how processes and functions occur in QuoteWerks.
These utilities were written by Aspire Technologies, Inc. using Visual Basic and the QuoteWerks API. These utilities are offered for free "as-is" with no technical support. These utilities require QuoteWerks 3.0 (Build 17 and higher). Some features in the utilities may assume functionality found only in newer releases of QuoteWerks.
Excel UtilityBring QuoteWerks fields (header and items) to a pre-formatted XLS file. Create a folder called '\QuoteWerks\Applets\ExcelUtility' and extract the ZIP file to this location. Instructions are included in the ZIP file.
Multiple Product Source SearchSearch for products across multiple product sources. Create a folder called '\QuoteWerks\Applets\ProductSearch' and extract the ZIP file to this location. (The source code for this utility is available in the QuoteWerks SDK.)
Rounding UtilityRound line items on the current document to the nearest decimal place or multiple. Create a folder called '\QuoteWerks\Applets\RoundingUtility' and extract the ZIP file to this location. (The source code for this utility is available in the QuoteWerks SDK.)
Group Part Number BuilderCreates a Manufacturer Part Number for Group Header lines created by Bundles, Configurations, or on-the-fly based on a Custom field in each member of the Group. For instance if the CustomText field for Line 1 contains an 'A', Line 2 contains a '3' and Line 3 contains a 'T', the part number generated would be 'A3T'. Create a folder called '\QuoteWerks\Applets\GroupPartNumber' and extract the ZIP file to this location.
QuoteWerks Quote Importer for Dell, Cisco, HP (iQuote), and Netformx Quotes
Imports the items in the Tech Data Shopping cart into the currently open quote. Create a folder called '\QuoteWerks\Applets\TDShoppingCartImporter' and extract the ZIP file to this location. Instructions are included in the ZIP file.
The description of products in the Tech Data prodcod.exe and prodlist.zip files (used by QuoteWerks) include abbreviations and acronyms that can be cryptic. The Tech Data website contains “customer friendly” descriptions. To use these descriptions, you can find the products on the Tech Data website and export the search results or shopping cart list from the Tech Data website. Then, you can use the "Tech Data Shopping Cart Import" or use the Paste Special wizard (available in a recent release of QuoteWerks) to import those items with the “customer friendly” descriptions into the QuoteWerks quote.
Dictionary files are used by the QuoteWerks 4.0 and newer Spell Checker. The default dictionary file distributed with QuoteWerks is 'SpellUS.lex' which is the 'English - US' dictionary. You can delete the SpellUS.lex file from your QuoteWerks directory and replace it with one of the following Language Dictionaries.