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