1.QuoteWerks installed (fresh or upgraded copy)
2.QuoteWerks Corporate Edition License Key(s)
3.Microsoft SQL Server 2008 - 2019 or Express installed
4.Applicable security/access rights to your MS SQL Server and network
Corporate Edition (Fresh Install)
To install QuoteWerks in a new folder, simply run the installation program following the Standard/Professional Edition installation procedures. Then, start QuoteWerks and enter the QuoteWerks Corporate Edition License Key provided to you to activate the Corporate Edition. Next, see Re-hosting to SQL.
Important: If you’re still using the Access backend, you’ll want to run the Medic Utility monthly or more frequently (depending the amount of data in your database) to compact the database to keep it in tip-top shape.
Then, start QuoteWerks and select the Utilities -> License Manager menu. There, enter your newly issued QuoteWerks Corporate Edition License Key(s) to activate the Corporate Edition. Next, see Re-hosting to SQL.
Corporate Edition (Upgrade Install from Standard or Professional)
If you’re upgrading an existing QuoteWerks Standard or Professional installation and want to upgrade it to QuoteWerks Corporate Edition, see the steps at Upgrade to Higher QuoteWerks Edition.