QuoteWerks Top International Sales Partner 8th year running!

December 4th, 2013

Hilltops IT has achieved QuoteWerks Top 10 International Sales Partner for the eighth year running, which includes the last four years in the top 3!!! :)

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Cross Referencing QuoteWerks Quote, Order and Invoice Numbers

June 14th, 2013

We’ve been asked several times by clients how to cross-reference the Quote, Order and Invoice numbers that are processed through QuoteWerks. While you can get the Converted Ref in QuoteWerks (so the Order or Quote an Invoice was Converted from or the Quote and Order came from) there’s no a way within the reporting to get all three numbers together.

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Changing QuoteWerks / Microsoft Dynamics CRM integration Forecast and Call Back defaults

July 20th, 2012

Individual users can change the default Forecast Close Date, Forecast Probability, Call Back Date and Call Back Time when creating follow-up tasks from QuoteWerks by editing the {username}.ini file ForecastCloseDate, ForecastProbability, CallBackDate and CallBackTime keys under the [Preferences] section. This is achieved by following exactly the same steps as those laid out in the Changing QuoteWerks / Sage ACT! integration Forecast and Call Back defaults article here.

Changing QuoteWerks / Sage ACT! integration Forecast and Call Back defaults

July 19th, 2012

Individual users can change the default Forecast Close Date, Forecast Probability, Call Back Date and Call Back Time when creating follow-up tasks from QuoteWerks by editing the {username}.ini file ForecastCloseDate, ForecastProbability, CallBackDate and CallBackTime keys under the [Preferences] section. To do this, then follow these steps: Read the rest of this entry »

Changing the Font Size on QuoteWerks Document Items grid

June 27th, 2012

Individual users can change the font and font size used to display information on the DocumentItems tab by editing the {username}.ini file QuoteSheetFontName and QuoteSheetFontSize keys under the [Preferences] section.

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ConnectIt Pro Key Feature #4 – Company Branding

May 29th, 2012

ConnectIt-Professional Configuration, User InterfaceThis is a feature that perhaps high volume resellers will be interested in, and give you the opportunity to customise the look of the software with your own corporate branding – logos, support and website links, even the images on the buttons(!).

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ConnectIt Pro Key Feature #3 – Multiple Transfer Profiles

May 25th, 2012

ConnectIt-Professional Configuration, Site ProfilesThe traditional ConnectIt products have just one configuration; the configuration is highly flexible, but there is just one. If you need multiple types on transfer – perhaps you are running several disconnected systems or perhaps running more than one company which require information presented differently between systems, then you need to either keep changing the settings or install the software twice.

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ConnectIt Pro Key Feature #2 – Transferring Data from ‘Any’ Data Source

May 23rd, 2012

ConnectIt-Professional ConfigurationSo with the small print caveat that when we say ‘any’, we mean ‘any’ that we’ve specified on the website or tested it with and not necessarily some weird-and-wonderful text-based format that your banking solution outputs… we can now link from ‘any’ data source!!! ;)

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QuoteWerks v4.7 build 6 is QuoteValet-tastic!

May 16th, 2012

There is just one clear focus for the latest release of QuoteWerks sales quotation software – QuoteValet, QuoteValet, QuoteValet! And more specifically the formal launch of QuoteValet mobile! Yet another big step in helping businesses make their quotation processes more efficient, more impressive to clients and ultimately reducing the time it takes to convert a lead into a sale.

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ConnectIt Pro Key Feature #1 – Front End with Multi-Document Transfer

May 14th, 2012

ConnectIT Pro - UI with Orders listedOne of the key features that user of the current products will note is that ConnectIt now has its own front end user interface.

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