• Fast-track Overview
• Quick Start Guide
  • Starting a New Quote
  • Navigating the Quote Workbook 
    • Document Items Tab
    • Sold to / Ship to Tab
    • Sale Info Tab
    • Notes Tab
    • Custom Tab
    • Links Tab
    • QuoteValet Tab
  • Selecting a Customer/Prospect
  • Adding Products/Services to a Quote
  • Use Required, Optional, and Substitute Items
  • Obtain Real-time Pricing
  • Bundle Your Products/Services
  • Build Your Quote Step By Step
  • Working with Items on a Quote
  • Set the Cost of Your Products Using a Cost Modifier
  • Flexibile Line Item Features
  • Specifying Sales Tax and Shipping on a Quote
  • Add Notes to Quote
  • Saving a Quote
  • Use Templates
  • E-Mailing a Quote
  • Converting a Quote to an Order
  • Many Ways to Price Products and Services
  • Price Products and Services by Customer Profiles
  • Refresh Quotes with Best or Latest Prices
  • Establish Security Settings
  • Set Sales Rep Commission Rates
  • Quote Approval and Workflow
  • Share Documents Between Office and Remote Users
  • Searching the Quote Database
  • Customizing QuoteWerks
  • Customize Printed Quote
  • Exporting to Accounting
  • Import XML Documents
  • Quote Customers in Foreign Currencies
  • Misc. Integration
  • Designing and Running Reports
  • Where Do I Go Next?
• QuoteWerks Help
  • CHAPTER 1: Introduction
    • What is QuoteWerks, and What Can You Use it to Do?
    • Conventions Used in this Manual
  • CHAPTER 2: Installing QuoteWerks
    • QuoteWerks System Requirements
    • Pre-Installation Preparation
    • Network Drive Letter Mappings
    • Single PC Installation
    • Network Server Installation
    • RDP/RDS/VDI/Citrix/Terminal Server Installation
    • Performing Single- and Multiple-User Installations
    • Performing a Multiple-User Network Installation
    • Node Installation
    • MS Access Backend - When it's time to go to SQL
    • Upgrade to Higher QuoteWerks Edition
    • Updating QuoteWerks from versions earlier than version 4.5 Build 1
    • Installing QuoteWerks Corporate Edition (SQL)
      • What You Need to Upgrade to the Corporate Edition
      • Installing SQL Server 2008 R2 - 2019 and SQL Express
      • Re-hosting to SQL
    • Updates
    • Moving QuoteWerks
      • Single User - How To Move QuoteWerks To A New Computer (Access Backend)
      • Single User - How to Move QuoteWerks To A New Computer (SQL Backend)
      • Single User - Moving QuoteWerks with QuoteWerks Database Hosting
      • Multiple Users - Moving QuoteWerks to a New Server (Access Backend)
      • Multiple Users - Moving QuoteWerks with a SQL Backend to a New Server
      • Multiple Users - Moving QuoteWerks with QuoteWerks Database Hosting
  • CHAPTER 3: Setting Up QuoteWerks
    • Step-by-Step Setup Checklist
      • General Setup Considerations
      • Entering Your QuoteWerks License Key(s)
      • Running the QuoteWerks Setup Wizard
    • Options
      • Documents Tab
        • General Subtab
        • Custom Fields Subtab
        • Custom Memo Subtab
      • Document Items Tab
      • Accounting Tab
      • Company Tab
      • ClarityWerks Tab
      • Field Links Tab
      • Installation Tab
      • Leasing Tab
      • Misc Tab
      • Payment Tab
      • Print Tab
      • Purchasing Tab
      • QuoteValet Tab
      • QuoteWerks Web Tab
      • Real-time Tab
      • Regional Tab
      • Security Tab
      • Sync Tab
  • CHAPTER 4: The Quote Workbook
    • Title Bar and Documents Bar and Status Bar
    • Document Items Tab
      • Grid Toolbar
    • Sold to / Ship to Tab
    • Sale Info Tab
      • Payment Options
      • Lease Payment Options
    • Notes Tab
    • Custom Tab
    • Links Tab
  • CHAPTER 5: Working with Document Items
    • Adding, Editing, and Deleting Line Items
      • Edit Menu
      • DocumentItems Keyboard Shortcuts
      • Formula-based Unit Pricing
    • Quantities
    • Columns
    • Convert to Group
    • Find\Replace
    • Recurring Groups and Revenue
    • Line Types
    • Line Attributes
    • Line Types and Attributes Used for Grouping
    • Price Modifier Column
    • Manipulating Cost and Price Values
    • Applying Cost, Price Modifiers or Quantities to Multiple Line Items
    • Select Special Wizard
    • Paste Special Wizard
  • CHAPTER 6: Customizing QuoteWerks
    • Customizing Fields on the Custom Tab, Tab Names, and Field Labels
    • Customizing Columns on the Document Items Tab of the Quote Workbook
    • Customizing Product Fields, Contact Fields, and Menus
    • F2 Lookup List Feature
    • Setting Individual User Preferences
    • Customzing Menu Options
    • Settings Manager
      • QuoteWerks Commands
    • QuoteWerks Scripting
  • CHAPTER 7: Document Management
    • QuoteWerks Dashboard
      • My Summary Dashboard
      • Opportunities Dashboard
    • Saving Quotes
      • Document Revisions
      • Associated Documents
    • Finding and Opening Documents
    • Document Templates
    • Audit Trail
    • Inserting Documents into Others and Duplicating Documents
  • CHAPTER 8: Quotes, Orders, Sales Orders, Purchase Orders, and Invoices
    • Document Type and Status
    • Quotes
    • Orders
    • Invoices
    • Project Numbers
  • CHAPTER 9: Contact Management Integration
    • ACT! Integration
      • Setting up the ACT! Integration
        • Act! Opportunity Setup
        • Act! Activites Setup
        • Act! Attachments Setup
        • DataLink Setup (All ACT! Versions)
          • DataLink- Pulling Additional ACT! Fields into QuoteWerks
          • DataLink- Pushing Additional Fields into ACT!
      • Using the ACT! Integration
        • Pulling ACT! Contact Information into QuoteWerks
        • Writing Information Back to ACT!
          • Creating or Updating a Sales Opportunity in Act!
          • Creating or Updating a Linked Document in ACT!
          • Creating or Updating a Follow-Up Call in Act!
          • Creating or Updating a Meeting Activity in Act!
          • Creating or Updating a To-Do Activity in Act!
          • Completing or Updating a Completed Sale in Act!
        • F2 Lookup Features
        • Including Additional Contact-Manager Fields when Printing
    • ACT! for Web Integration
      • Act! for Web Opportunity Setup
      • DataLink Setup
      • Pulling Act! for Web Contact Information into QuoteWerks
      • Writing Information Back to Act! For Web
        • Creating a Document Attachment in Act! for Web
        • Creating or Updating a Follow-Up Call in Act! for Web
        • Creating or Updating a Meeting Activity in Act! for Web
        • Creating or Updating a To-Do Activity in Act! for Web
        • Creating or Updating a Sales Opportunity in Act! for Web
        • Completing or Updating a Completed Sale in Act! for Web
      • F2 Lookup Features
      • Including Additional Contact-Manager Fields when Printing
    • Autotask Integration
      • Setting up the Autotask Integration
        • Autotask Setup
          • Opportunities Tab
          • Product Data Source Tab
          • QuoteValet Tab
          • Settings Tab
          • DataLink Setup
            • DataLink- Pulling Additional Autotask Fields into QuoteWerks
            • DataLink- Pushing Additional QuoteWerks Fields into Autotask
      • Using the Autotask Integration
        • Pulling Autotask Account/Contact Information into QuoteWerks
        • Autotask Online/Offline Status
        • Recurring Revenue in Autotask
        • Creating or Updating a Sales Opportunity in Autotask
        • Creating or Updating a Quote in Autotask
        • Creating or Updating Account To Do
        • Creating Account Notes in Autotask
        • Launching an Autotask Contact from QuoteWerks
        • Using Auto-Links in Autotask
        • QuoteWerks Dashboard Notifications for Autotask
        • Viewing a Quote in Autotask
        • Creating Purchase Orders in Autotask
        • F2 Lookup Features
    • ConnectWise Integration
      • Setting up the ConnectWise Integration
        • Setting Up ConnectWise to Integrate with QuoteWerks
        • Configuring QuoteWerks for Use with ConnectWise
          • ConnectWise Setup
            • Settings Tab
            • Opportunities Tab
              • General Tab
              • Default Item Type Tab
              • Forecast Lines/Opportunity Items Tab
              • Shipping Tab
              • Addresses Tab
              • QuoteValet Tab
            • Service Tickets and Projects
            • Products Tab
              • ConnectWise Mappings Guidelines and Best Practices
              • Mappings Tab
              • Bundles Tab
              • Product List Tab
          • DataLink Setup
            • DataLink- Pulling Additional ConnectWise Fields into QuoteWerks
            • DataLink- Pushing Additional QuoteWerks Fields to ConnectWise
      • Using the ConnectWise Integration
        • Pulling ConnectWise Account/Contact Information into QuoteWerks
        • ConnectWise Online/Offline Status
        • Recurring Revenue in ConnectWise
        • Working with ConnectWise Sales Opportunities
        • Creating ConnectWise Service Tickets
        • Writing Grouped Bundles from QuoteWerks into ConnectWise
        • Creating or Updating a Linked Document in ConnectWise
        • Creating or Updating a Follow-Up Call in ConnectWise
        • Creating a One-Off Activity in ConnectWise
        • Creating an Opportunity when ConnectWise is not set as the Primary CRM
        • QuoteWerks Dashboard Notifications for ConnectWise
        • Accessing QuoteValet Insight from ConnectWise
        • Accessing QuoteWerks Web from ConnectWise
        • Sending Agreements from QuoteWerks to ConnectWise
        • Starting a New Quote from Inside ConnectWise
        • Using Auto-Links in ConnectWise
        • Viewing a Quote in ConnectWise
        • Creating Purchase Orders in ConnectWise
        • F2 Lookup Features
        • Including Additional Contact-Manager Fields when Printing
    • GoldMine Integration
      • GoldMine Setup
      • DataLink Setup
      • Pulling GoldMine Contact Information into QuoteWerks
      • Writing Information Back to GoldMine
        • Creating or Updating a Linked Document in GoldMine
        • Creating or Updating a Profile/Detail Record in GoldMine
        • Creating or Updating a Follow-Up Call in GoldMine
        • Creating or Updating a Forecasted Sale/Opportunity in GoldMine
        • Creating or Updating/Converting to Completed Sale in GoldMine
      • F2 Lookup Features
      • Including Additional Contact-Manager Fields when Printing
    • Google Contacts Integration
    • HubSpot CRM Integration
      • Setting up the HubSpot CRM Integration
        • Deals Tab
        • Account Tab
        • DataLink Setup
          • DataLink- Pulling Additional HubSpot CRM Fields into QuoteWerks
          • DataLink- Pushing Additional QuoteWerks Fields to HubSpot CRM
      • Using the HubSpot CRM Integration
        • Pulling HubSpot CRM Account/Contact Information into QuoteWerks
        • HubSpot CRM Online/Offline Status
        • Creating or Updating HubSpot CRM Deal
        • Creating or Updating a Linked Document in HubSpot CRM
        • Auto-Links for HubSpot CRM
        • F2 Lookup Features for HubSpot CRM
        • Insert Adidtional HubSpot CRM Fields when Printing
    • Kaseya BMS Integration
      • Setting up the Kaseya BMS Integration
        • Configuring QuoteWerks for Use with Kaseya BMS
          • Kaseya BMS Setup
            • Opportunities Tab
            • Quotes Tab
            • Products Tab
              • General Tab
              • Mappings Tab
              • Empty Field Defaults Tab
              • Product List Tab
            • QuoteValet Tab
          • DataLink Setup
            • DataLink- Pulling Additional Kaseya BMS Fields into QuoteWerks
      • Using the Kaseya BMS Integration
        • Pulling Kaseya Account/Contact Information into QuoteWerks
        • Kaseya BMS Online/Offline Status
        • Creating or Updating Kaseya BMS Sales Opportunities
        • Creating or Updating a Linked Document in Kaseya BMS
        • Creating or Updating a Follow-Up Activity in Kaseya BMS
        • Creating a One-Off Activity in Kaseya BMS
        • Viewing a Quote in Kaseya BMS
        • Kaseya BMS Auto-Links
        • F2 Lookup Features
        • Including Additional Contact-Manager Fields when Printing
    • Maximizer Integration
      • DataLink Setup
      • Pulling Maximizer Contact Information into QuoteWerks
      • F2 Lookup Features
      • Including Additional Contact Manager Fields when Printing
    • Maximizer CRM Live
      • Setting Up Maximizer CRM Live Integration
        • Setting Up Maximizer CRM Live Hosted
          • Setting Up Maximizer CRM Live for Each User
        • Setting up Maximizer CRM On-premise
          • Setting Up Maximizer CRM Live On-premise User
        • DataLink Setup
      • Using Maxmizer CRM Live Integration
        • Pulling Maximizer CRM Live Contact Information
        • Writing Information Back into Maximizer CRM Live
          • Creating or Updating Linked Document
          • Creating or Attaching to Maximizer CRM Live Opportunity
    • Microsoft Dynamics CRM Integration
      • Setting Up the MS CRM (Dynamics 365 Sales/Customer Engagement) Integration
        • MS CRM Setup
        • DataLink Setup (All MS CRM Versions)
          • DataLink- Pulling Additional MS CRM Fields into QuoteWerks
          • DataLink- Pushing Additional QuoteWerks Fields into MS CRM
      • Using the MS CRM (Dynamics 365 Sales/Customer Engagement) Integration
        • Pulling MS CRM (Dynamics 365) Account/Contact Information into QuoteWerks
        • Writing Information Back to MS CRM
          • Creating New MSCRM Company Record
          • Creating/Updating a Linked Document in MS CRM
          • Creating/Updating a Follow-Up Call in MS CRM
          • Creating/Updating a Sales Opportunity in MS CRM
          • Using Auto-Links in MS CRM
          • Closing an MS CRM Sales Opportunity as Won
        • Including Additional Contact-Manager Fields when Printing
        • F2 Lookup Features
    • Outlook Integration
      • Outlook Setup
      • Pulling Outlook Contact Information into QuoteWerks
      • Writing Information Back to Outlook
        • Creating or Updating a Linked Document in Outlook
        • Creating or Updating a Follow-Up Call in Outlook
      • F2 Lookup Features
      • Including Additional Contact-Manager Fields when Printing
    • QuickBooks Contact-Database Integration
      • DataLink Setup
      • Pulling QuickBooks Contact Information into QuoteWerks
    • QuoteWerks Contact Database
      • Importing Contact Information into the QuoteWerks Contact Database
        • Using the Contact Import Wizard
          • Running the Import
          • Contact Import Templates
      • DataLink Setup
        • Macro Tester
      • Pulling QuoteWerks Contact Information into QuoteWerks
    • Sage 50 (Peachtree) Contact-Database Integration
      • DataLink Setup
      • Pulling Sage 50 (Peachtree) Contact Information into QuoteWerks
      • F2 Lookup Features
      • Including Additional Contact-Manager Fields when Printing
    • Salesforce.com Integration
      • Setting Up the Salesforce Integration
        • Salesforce.com Opportunity Setup
        • Salesforce.com Security Token
        • DataLink Setup
          • DataLink- Pulling Additional Salesforce.com fields into QuoteWerks
          • DataLink- Pushing Additional QuoteWerks Fields Into salesforce.com
      • Using the Salesforce Integration
        • Pulling Salesforce.com Account/Contact Information into QuoteWerks
        • Writing Information Back to Salesforce.com
          • Creating or Updating a Document Attachment in Salesforce.com
          • Creating or Attaching to an Opportunity in Salesforce.com
          • Create or Update Follow Up Call
          • Salesforce.com Online/Offline Status
        • Starting a New Quote from Inside Salesforce.com
        • Auto-Links for salesforce.com
        • Adding QuoteValet Insight to a Tab in Salesforce
        • Adding QuoteWerks Web to a tab in salesforce
        • F2 Lookup Features
    • SugarCRM Integration
      • Setting Up SugarCRM Integration
        • SugarCRM Opportunity Setup
        • DataLink Setup
          • DataLink- Pulling Additional SugarCRM Fields into QuoteWerks
          • DataLink- Pushing Additional QuoteWerks Fields into SugarCRM
      • Using the SugarCRM Integration
        • Pulling SugarCRM Account/Contact Information into QuoteWerks
        • Creating or Attaching to an Opportunity in SugarCRM
        • Creating or Updating a Follow-Up Call in SugarCRM
        • SugarCRM Auto-Links
        • Creating or Updating a Linked Document in SugarCRM
        • Including Additional Contact-Manager Fields when Printing
        • F2 Lookup Features
        • SugarCRM Online/Offline Status
    • Zoho CRM Integration
      • Setting Up Zoho Integration
        • Account Tab
        • Deals Tab
        • Data Link Setup
          • DataLink- Pulling Additional Zoho Fields into QuoteWerks
          • DataLink- Pushing Additional QuoteWerks Fields into Zoho
      • Using Zoho Integration
        • Pulling Zoho CRM Account/Contact Information into QuoteWerks
        • Writing Information Back into Zoho
          • Creating or Updating Linked Document
          • Creating or Attaching to a Zoho Deal
          • Creating or Updating a Quote in Zoho
          • Creating New Follow-Up Call
        • Starting a New Quote from Inside Zoho CRM
        • Using Auto-Links in Zoho CRM
  • CHAPTER 10: Sales Tax and Shipping
    • Setting Up Sales Tax (USA)
    • Setting Up Sales Tax (Canada)
    • Using Sales Tax in a Quote (USA)
    • Using Sales Tax in a Quote (Canada)
    • Setting the Shipping Amount
  • CHAPTER 11: Product and Service Management
    • Creating and Maintaining Products and Services Databases
      • QuoteWerks Native Product Databases
        • Creating Native Product Sources
        • Cloning an Existing Native Product Database
        • Linking to an Existing Native Product Database
        • Removing the Link to Any Existing Product Data Source
        • Renaming an Existing Product Data Source
        • Password-Protected Native Access Product Databases
      • Linking to CRM/PSA/Accounting Price Lists
        • Linking to the Autotask Products, Services, and Labor Databases
        • Linking to the ConnectWise Product List
        • Linking to the HubSpot CRM Item List
        • Linking to the Kaseya Products and Services Lists
        • Linking to the QuickBooks Item List
        • Linking to Salesforce.com Product Catalogs
        • Linking to the Sage 50 US Edition (Peachtree) Item List
        • Linking to the ZohoCRM Product List
      • Linking to External Product Data Sources
        • Linking to a Comma Delimited Text File
      • Integrating with IT Distributor Products
        • Integrating D&H Products
          • Importing D&H Price Files
        • Integrating Ingram Micro Products
          • Importing Ingram Micro Price Files
        • Integrating SYNNEX Products
          • Importing SYNNEX Price Files
        • Integrating Tech Data Products
      • Product Content Subscription vs. Real-time Module Explanation
    • Maintaining Products and Services
      • Creating Products and Services
      • Editing Products and Services
        • General Tab
        • Pricing Tab
          • Item Costing Method and Related Fields
          • Item Pricing Method and Related Fields
        • Advanced Tab
        • Custom Tab
        • Custom Memo Tab
        • Picture Tab
        • Video Tab
        • Recurring Tab
        • Simple Labor Tab
        • Required Items Tab
        • Optional Items Tab
      • Product Folders
    • Real-time Module
      • Real-time Pricing & Availability Setup
        • Accutech Real-time Setup
        • ADI Real-time Setup
        • Arbitech Real-time Setup
        • Arlington Real-time Setup
        • ASI Real-time Setup
        • Bell Micro Real-time Setup
        • BlueStar Real-time Setup
        • D&H Real-time Setup
        • Dexxxon Real-time Setup
        • Dicker Data Real-time Setup
        • Digitek Real-time Setup
        • EET Real-time Setup
        • Ingram Micro Real-time Setup
          • Ingram Micro Quote Importer Setup
        • Jenne Real-time Setup
        • Northamber Real-time Setup
        • Printer Essentials Real-time Setup
        • ProVu Communications Real-time Setup
        • ScanSource Real-time Setup
        • Supplies Network Real-time Setup
        • Synergy Micro Solutions Real-time Setup
        • SYNNEX Real-time Setup
        • Tech Data Real-time Setup
        • Westcoast Real-time Setup
        • Westcon Group Real-time Setup
      • Using Real-time Pricing & Availability
      • Shipping Rates in QuoteWerks
      • Dell Integration
      • Leasing
      • Amazon Business Integration
        • Setting Up the Amazon Business Integration
        • Looking Up Amazon Business Items
        • Placing Orders with Amazon Business
      • Using OpenICEcat
        • OpenICEcat Setup
    • QuoteWerks Product Content Subscription
      • Product Content Subscription Setup
      • Using Product Content Subscription
        • Etilize Product Comparison Window
        • Amazon Product Data Source
    • Importing Products
      • Preparing Your Product Data for Import
      • Tips on Importing and Mapping Fields
    • Required, Optional, and Substitute Item Features
      • Required Items
      • Optional Items
      • Substitute Items
    • Bundles
      • Settings Tab
      • Items Tab
      • Custom Tab Bundles
      • Custom Memo Tab Bundles
    • Configurations
      • Creating, Editing, and Printing a Configuration
        • Settings Tab
        • Flowchart Tab
        • Custom Tab Configurator
        • Custom Memo Tab Configurator
      • Using the Configurator
  • CHAPTER 12: Looking Up and Adding Items to a Quote
    • Quick Lookup Bar
    • Manufacturer Part Number Drop-Down List
    • Product Lookup Window
      • Customizing Product Lookup Window Columns
  • CHAPTER 13: Refreshing Items and Comparing Prices
    • Refreshing Item Details
    • Refreshing Items with Latest or Best Pricing
    • Comparing Vendor Prices
    • Adjusting Price Modifier for Changes in Cost
    • Product Price History Features
  • CHAPTER 14: Printing and Customizing Document Layouts
    • Cover Page Tab
    • Layout Tab
    • Literature Tab
    • Spec Sheets Tab
    • Links Tab
    • Cover Page, Literature, and Microsoft Word Template Document Macros
      • QuoteValet Macros
      • Macros Not Supported in Word
    • Previewing, Printing, and E-mailing a Document
    • Saving as a PDF File
    • Customizing Print Output
      • QuoteWerks Layout Designer
      • Microsoft Word Templates
      • Creating Proposals
    • QuoteWerks Layout Sections
    • Designing QuoteWerks Layouts
      • Further Layout Customization
      • Layout Designer Menu Commands
      • Layout Tips and Tricks
    • Tables and Fields
      • DocumentHeaders Table and Fields
      • DocumentItems Table and Fields
      • Application Table and Fields
      • ContactMgr Table
      • Field Concepts
      • Formula Field Concepts
    • Merging Word Documents
  • CHAPTER 15: E-Mail Features
    • Setting Up E-Mail Features
      • E-Mail Signatures
    • Sending E-Mails
      • E-Mailing PDF Quotes and Document Transport Files
    • E-Mail Templates
      • Templates Tab
      • Snippets Tab
      • Using E-Mail Templates
  • CHAPTER 16: User Maintenance and Security
    • User Properties
      • Login Tab
      • Group Membership Tab
      • Menus Tab
        • Grid Toolbar Menu
      • Access Tab
      • Documents Tab
      • Sales Tab
      • Apply To Tab
    • Security Settings
      • Product Data Source Security
      • Individual Resource Security
  • CHAPTER 17: QuoteValet
    • Setting Up QuoteValet
      • QuoteValet General Tab
        • Quick Start
        • QuoteValet Videos
      • Templates Tab
        • QuoteValet Macros
      • Site Files Tab
      • Payment Processing Tab
        • Authorize.net Payment Gateway Setup
        • BNG Gateway
        • Chase Paymentech/Orbital Gateway Setup
        • First Data E4 - Payeezy
        • My Virtual Merchant
        • PayFlowPro
        • Stripe Gateway Setup
        • QuickBooks Payments Gateway Setup
        • Worldpay
      • Activity Notifications Tab
      • Resource Security Tab
    • Using QuoteValet
      • Uploading Documents to QuoteValet
      • QuoteValet Dashboard
        • QuoteValet Notifications, E-Mails, and SPAM
      • Accepting a QuoteValet Quote
      • Accepting Payments in QuoteValet
      • QuoteValet Tab on the Quote Workbook
      • QuoteValet Mobile
        • Creating a New QuoteValet Mobile Quote
        • Viewing Documents in QuoteValet Mobile
      • QuoteValet Shopping Cart
      • QuoteValet Insight
        • QuoteValet Insight Home
        • QuoteValet Insight Mobile
        • QuoteValet Insight Dashboard
          • QuoteValet Insight Inbox
          • QuoteValet Insight Peer Reviews and Approvals
          • QuoteValet Insight Executive Summary and My Summary
          • QuoteValet Insight StatusBoard
          • QuoteValet Insight Document Explorer
        • QuoteValet Insight Find
        • QuoteValet Insight Admin
      • Anatomy of a QuoteValet Quote
        • Sales Rep Facing Page
      • QuoteValet File Share
      • Customizing QuoteValet Templates
  • CHAPTER 18: Peer Reviews and Document Approval
    • Peer Reviews
    • Document Approval
      • Approval Settings Profiles
      • Requesting Document Approval
      • Document-Approval Notification
      • Approving a Document (Manually and via QuoteValet)
      • Document-Approval Confirmation
  • CHAPTER 19: Purchasing
    • Purchasing Window
      • Creating Electronic Purchase Orders
        • D&H Online Ordering
          • D&H Online Ordering Setup
          • Ordering from D&H
            • Selecting Items to Order
            • Completing the Online Order Form
            • Placing the Order
        • Ingram Micro Online Ordering
          • Ingram Micro Online Ordering Setup
          • Ordering from Ingram Micro
            • Selecting Items to Order
            • Completing the Online Order Form
            • Placing the Order
        • SYNNEX Online Ordering
          • SYNNEX Online Ordering Setup
          • Ordering from SYNNEX
            • Selecting Items to Order
            • Completing the Online Order Form
            • Placing the Order
        • Tech Data Online Ordering
          • Tech Data Online Ordering Setup
          • Ordering from Tech Data
            • Selecting Items to Order
            • Completing the Online Order Form
            • Placing the Order
            • Importing Tech Data Web Site or Mobility App Orders
        • Amazon Business Online Ordering
          • Amazon Business Online Ordering Purchase Orders Tab
            • Amazon Business Online Ordering FAQ
        • Dell Online Ordering
      • Creating Manual Purchase Orders
      • Managing Purchase Orders
        • Purchase Orders Tab
        • Ordered Items Tab
        • Managing Purchase Order Items
        • Receiving Inventory
    • Vendor Maintenance
      • Using the Vendor Import Wizard
        • Vendor Import Templates
  • CHAPTER 20: Management Reports
    • Printing, Previewing, and Saving a Report
    • Designing a Report
    • Creating a Report Filter
    • Exporting A Report
      • How to Export a Report
  • CHAPTER 21: Laptops and Remote Locations
    • Preparing the “Master” Installation for Use with Remote PCs and Remote Sites
    • Configuring a Remote PC Installation of QuoteWerks
    • Configuring a QuoteWerks Remote PC Installation to Alternately Use the Network Installation when in the Office
    • Configuring a QuoteWerks Remote Site Installation
    • Rolling Out Settings to Remote PC and Remote Site Installations
    • Synchronizing Information between Master and Remote Installations
      • Synchronization Settings
      • Synchronization Wizard
      • Automating the Synchronization Process
      • Restricting Synchronization with Misc Access Rights
      • Synchronizing Quotes Using the CRM Software Synchronizing
      • Synchronizing Quotes from Remote QuoteWerks Installations Using GoldMine
      • Merging Remote Documents
  • CHAPTER 22: Document Transport Features
    • Creating a Document Transport File
    • Importing a Document Transport File
  • CHAPTER 23: Licensing and License Distribution
    • Understanding License Keys
      • License Key by QuoteWerks Edition
      • Anatomy of the License Key
    • License Manager Window
      • Distributing License Keys
      • Removing License Keys
      • Registering License Keys
  • CHAPTER 24: Utilities
    • Profile Maintenance
    • Document Backup Manager
    • Rebuilding CM Transport Files
    • Viewing Logs
    • Document Transport File Diagnostics
    • Updating Product Database Local Currency Pricing
    • QuoteWerks on the Web
  • CHAPTER 25: International Features
    • Regional Currency, Time Zone, and Date Format Maintenance
    • Alternate Currency Support
    • Exchange Rate Maintenance
    • Purchasing Products from Foreign Countries
  • CHAPTER 26: Importing XML Documents
    • Importing an XML Document
    • QuoteWerks XML File Format Specifications
  • CHAPTER 27: QuickBooks Accounting Link
    • QuickBooks Desktop
      • Setting Up the Interactive QuickBooks Link
        • Transaction Tab
        • Sales Tax Tab (USA)
        • Tax Codes Tab (Canada)
        • VAT Tax Tab (UK)
        • Mappings Tab
          • General Sub Tab
          • Items Sub Tab
          • Payments Sub Tab
          • Custom Fields Sub Tab
        • Defaults Tab
        • Items Tab
        • Establish or Re-establish the QuickBooks Desktop Link
      • Using the Interactive QuickBooks Link
        • Creating Purchase Orders in QuickBooks
        • Export Details
    • QuickBooks Online
      • Setting Up QuickBooks Online Interactive Link
        • Establishing the QuickBooks Online Integration Link
        • Configuring the QuickBooks Online Integration
          • Transaction Tab
          • Export Settings Tab
          • Sales Tax Tab
            • Canada Sales Tax Tab
            • UK Sales Tax Tab
          • Mappings Tab
            • Item Mappings
            • Payments Tab
            • Custom Fields
          • Defaults Tab
          • Items Tab
          • QuickBooks Online Info Tab
      • Using QuickBooks Online Interactive Link
        • Creating Puchase Orders in QuickBooks Online
  • CHAPTER 28: Sage 50 (Peachtree) Accounting Link
    • Setting Up the Interactive Sage 50 (Peachtree) Link
      • General Tab
      • Transaction Tab
      • Mappings Tab
        • Items Sub Tab
        • Customers Sub Tab
        • Vendors Sub Tab
        • Sales Reps Sub Tab
      • Defaults Tab
      • Sales Tax Tab
      • Items Tab
      • Sage 50 (Peachtree) Security Features
    • Using the Interactive Sage 50 (Peachtree) Link
      • Creating Purchase Orders in Sage 50 (Peachtree) 
      • Export Process
    • Import/Export Link to Sage 50 (Peachtree)
      • Setting Up the Import/Export Sage 50 (Peachtree) Link
        • General Tab
        • Transaction Tab
        • Mappings Tab
        • Misc. Tab
        • Destination Tab
        • Setting Up Sage 50 (Peachtree) to Import Information
      • Using the Import/Export Sage 50 (Peachtree) Link
  • CHAPTER 29: Open Export Module
    • Setting Up the Open Export Module
    • Using the Open Export Module to Export Delimited Text
    • Using the Open Export Module to Export XML
  • CHAPTER 30: Exporting Data
  • CHAPTER 31: Medic Utility
    • Utilities Menu
    • Medic Command-Line Options
  • CHAPTER 32: Command-Line Options
    • Parameter Syntax
    • Available Command-Line Parameters
  • CHAPTER 33: QuoteWerks Web
    • Setting Up QuoteWerks Web
      • QuoteWerks Web Setup (Starting with Access Backend)
      • QuoteWerks Web Setup (Starting with Microsoft SQL Backend)
      • Configuring Your Firewall for QuoteWerks Web On-Premise Database Hosting
      • Rehost QuoteWerks Desktop to Hosting Provider
      • Rehost QuoteWerks Desktop to QuoteWerks Database Hosting Service
      • Setup QuoteWerks Web in QuoteWerks Desktop
      • Setup QuoteWerks Web with QuoteWerks Database Hosting
      • Logging Into QuoteWerks Web
    • Using QuoteWerks Web
      • QuoteWerks Web - Navigation Panel
        • QuoteWerks Web - Workbook
        • QuoteWerks Web - Documents
        • QuoteWerks Web - Products
        • QuoteWerks Web - Contacts
      • QuoteWerks Web DocumentItems Tab
      • QuoteWerks Web Sold to Ship to Tab
      • QuoteWerks Web Sale Info Tab
      • QuoteWerks Web Notes Tab
      • QuoteWerks Web Custom Tab
      • QuoteWerks Web Links Tab
      • QuoteWerks Web QuoteValet Tab
      • QuoteWerks Web Deliver Window
  • CHAPTER 34: VendorRFQ
    • Setting up Vendors
    • Using VendorRFQ in QuoteWerks
      • Creating a New VendorRFQ in QuoteWerks Desktop 
      • Viewing, Awarding, and Recalling Bids in QuoteWerks 
    • Using the VendorRFQ website
      • QuoteWerks Users - How to use the VendorRFQ Website
      • Vendors - How to use the VendorRFQ Website
  • Appendix: Training
  • Appendix: Developer Integration Notes
  • Appendix: Maintenance and Troubleshooting
  • Appendix: QuoteWerks System Files
  • Appendix: QuoteWerks Version 5.2 INI to Database Changes
• Contacting QuoteWerks Technical Support