QuoteWerks Web Early Access
How can I get access to QuoteWerks Web?
You have two options to get early access to QuoteWerks Web:
We can give you credentials to a demo instance of QuoteWerks Web for you to
There are instructions below on how to setup
QuoteWerks Web to connect
to your live QuoteWerks data - which will have your own data and CRM
Tell me about QuoteWerks Web
QuoteWerks Web is finally getting close to it's version 1.0 release - AND
YOU'VE BEEN INVITED to an Early Access!
QuoteWerks Web connects to your existing SQL backend installation of QuoteWerks
enabling you to instantly access all of your existing quotes. QuoteWerks Web is
a hybrid cloud solution - we host the web app and you host your data.
web account will be configured to use your backend SQL database wherever it is
hosted. You can host your SQL database on your network and
to the internet, or you can host your SQL database on Amazon RDS or
Microsoft Azure. Ultimately you will need to decide if you want to host your SQL
server internally on your network and expose it to the internet, or move your
SQL database to Amazon RDS which hosts the database which is internet accessible
from the start. If your current QuoteWerks backend is MS Access you can actually
use the Utilities-> Rehost Backend to SQL menu, and supply the credentials for
your Amazon RDS SQL server and your databases will be rehosted to Amazon RDS.
If your current QuoteWerks backend is already MS SQL then you will have to
manually migrate your SQL database over to Amazon RDS using the SQL Management
QuoteWerks Web is not a complete replacement for the
robust and feature rich QuoteWerks Desktop which has been developed over 23
years. It will take time before it can fully do everything QuoteWerks Desktop
for specifics on what functionality it has at this time which includes the
basics of being able to use the web version of QuoteWerks to create, edit, and
view your quotes from anywhere using a web browser.
What we are looking for from Early Access participants:
In this Early Access phase we are just looking to get some companies playing around with QuoteWerks Web in a basic capacity. Most importantly the process of doing the initial setup, including connecting it with your QuoteWerks Desktop database.
QuoteWerks Web is not a complete replacement for QuoteWerks Desktop and will take years to get to that point (like all other companies).
Mostly we are looking for feedback on what the basic set of needs will be for an initial release. We believe we have covered most of them at this point, but the purpose of this Early Access phase is to collect feedback from our users to make sure there is nothing that we overlooked. This webpage describes the feature set QuoteWerks Web has at this time.
|Support & Feedback for QuoteWerks Web
Submitting Feedback and Questions
We have created a
QuoteWerks Web Early Access forum. When we invited you to this Early Access we also granted you access to this forum. Please post your
questions and suggestions on the forum. If you do not have access to the forum,
Support for QuoteWerks Web
If you encounter an issue with your usage of the QuoteWerks Web Early Access, we ask that you please submit a ticket with screen shots and a detailed description of what steps caused you to encounter the issue.
QuoteWerks Web support falls under normal QuoteWerks support. You can send emails to the QuoteWerks Technical Support Team at firstname.lastname@example.org . You can also call in for phone support per the standard phone support policies.
|QuoteWerks Web Setup Instructions
Here is where you can see the version 1.0 release feature set:
Here is where you can download the latest QuoteWerks Build:
Here is the link to the QuoteWerks Web Early Access forum (where you can post questions about QuoteWerks Web):