Changing the Default Text Caption for different QuoteWerks Line Types

If you would like to change the default text that QuoteWerks uses when inserting Sub Total, Running Sub Total, Optional Item, Discount Percentage or Charge Percentage Line Items, then this can be done by editing the site.ini file [System] section SubTotalItemText, RunningSubTotalItemText, OptionalItemText, DiscountItemText and ChargeItemText keys respectively.
To make the required changes:

  • Using Windows Explorer, navigate to the QuoteWerks file directory on your PC or server
  • Open the site.ini file in Notepad (or similar text editor)
  • Look for the SubTotalItemText, RunningSubTotalItemText, OptionalItemText, DiscountItemText and ChargeItemText keys underneath the [System] section (these may or may not exist, if it does not exist then create them)
  • Set the SubTotalItemText=”My Sub Total Item Text caption”, RunningSubTotalItemText=”My Running Sub Total Item Text caption”, OptionalItemText=”My Optional Item Text caption”, DiscountItemText=”My Discount Item Text caption” and ChargeItemText=”My Charge Item Text caption” key values as appropriate.
  • Save and close the site.ini file
  • (Re)Start QuoteWerks for the change to take effect

On completion, the site.ini will look something like the following (note that the elipses are to represent other ini file keys, the elipses should not be placed in the actual ini file):

[System]
...
SubTotalItemText="My Sub Total Item Text caption"
RunningSubTotalItemText="My Running Sub Total Item Text caption"
OptionalItemText="My Optional Item Text caption"
DiscountItemText="My Discount Item Text caption"
ChargeItemText="My Charge Item Text caption"
...

This is useful for users that want to use different text phrases for these Line Item Types, particularly international users  whose language is not English.

Note that you can also set the value to {NONE} for no text to be displayed.

Related Stories

See all

Case Study: Revolutionizing Service Contract Quotations with Contract Calculator Integration

Feb 05, 2025

Discover how Tescan transformed their sales process with a cutting-edge Contract Calculator, seamlessly integrating SugarCRM and QuoteWerks to deliver faster, more accurate customer quotations.   Project Goals Tescan aimed to:   Key Actions   Overcoming Challenges   Results   Customer Testimonial “The new Contract Calculator has transformed our Service Sales process. We can now generate […]

READ MORE

Hilltops IT Launches ConnectIt-SageOne Integration for QuoteWerks and Sage One Business Cloud

Feb 05, 2025

Hilltops IT Consultancy Services Ltd is excited to announce the launch of ConnectIt-SageOne, a powerful integration solution designed to seamlessly connect QuoteWerks with Sage One Business Cloud. This innovative product aims to enhance business efficiency, accuracy, and productivity by automating data transfer and synchronization between the two platforms. Read the full press release here! Get […]

READ MORE

Alternative ways to provide a software support service

Oct 10, 2024

Following on from the blog post I wrote about providing a successful software support service, and as part of the same discussion, we also brainstormed some alternative ways to provide software support to our customers. What do you think…? Do you think any of these could work better than the techniques we currently employ!? Personally […]

READ MORE