• 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