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Join a Support SessionCase 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 MOREHilltops 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 MORECopying the QuoteWerks QuoteValet URL to the Windows clipboard
Jan 31, 2019
The script below provides a way to quickly and easily copy the QuoteValet document URL for the current open document in QuoteWerks to the Windows clipboard. This can then be pasted into an email or other document to send to your customer. To implement the script, we suggest copy/pasting the below code into a text […]
READ MOREUser is already logged into QuoteWerks message
Jun 18, 2015
This is a fairly rare issue when working with newer versions of QuoteWerks, but it can be very frustrating when it does occur! The issue may occur if a User’s system crashed or they switched off their PC without first logging out of QuoteWerks and requires you to manually delete the “.lck” file associated with […]
READ MOREQuoteWerks F2 lookup and double click does not work
May 19, 2015
This is another reasonable common query that our clients have which is usually due to the particular User’s Preference settings that is logged in on a particular workstation. Furthermore it will usually affect the User on any workstation that they try and if they log in as a.n.other User then QuoteWerks will probably behave as expected. Ref. […]
READ MOREModifying the QuoteWerks Document Open screen grid columns (pre v5.2)
Apr 29, 2015
This can be achieved by modifying your User.ini file settings in the OpenWindowGridSettings section. Firstly, identify the name of your User.ini file by opening the Tools menu | My Preferences screen; you will find the ini file name at the bottom left: Next, CLOSE QUOTEWERKS and locate the INI file which will be in the […]
READ MOREMoving QuoteWerks Corporate Re-hosted to a New Server
Jan 09, 2015
Below we provide a summary of steps for moving QuoteWerks Corporate that has been re-hosted to SQL Server from one server to another. This is just a summary and we have provided some links to additional information from the QuoteWerks Help file and Knowledgebase. If there are steps that you would like clarification on or […]
READ MOREConnectIt compatibility with QuoteWerks v5.0
Nov 14, 2014
We are pleased to announce that all ConnectIt products are fully compatible with the new QuoteWerks v5.0 release. This includes both Products which integrate Sage 50 Accounts, Sage 200 ERP, Pegasus Opera, Sage MAS90/200 ERP, websites, etc. plus our QuoteWerks Workflow add-ons and bespoke / custom developed offerings. No upgrades are required to ConnectIt Products – […]
READ MOREQuoteWerks ‘Last Months Commission Report for all sales reps’ report
Oct 18, 2014
One of the fairly common requests for reporting that we have for new Users is in the ‘Last Months Commission Report for all sales reps’ report which is distributed with QuoteWerks: could the report prompt for a From and To Date rather that just be fixed to last month? This is a fairly straightforward modification to […]
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