Blog - Page 5 of 12 - Hilltops IT

QuoteWerks ‘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...

Modifying QuoteWerks QuoteValet to include a URL to Products

Oct 18, 2014

This blog article demonstrates how to modify the default QuoteWerks QuoteWerks web page HTML layout to include a URL to the Product on your (or your Suppliers) website for your prospect to click on for...

Stock Adjustments and Email Alerts in ConnectIt

Oct 09, 2014

Further to requests from customers, we will imminently be introducing Sage Stock Adjustments and email alerts into the ConnectIt-Sage50 software. The Stock Adjustment features will provide an additional option off of the QuoteWerks Tools menu...

Cross Referencing QuoteWerks Quote, Order and Invoice Numbers

Jun 14, 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...

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

Jul 20, 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...

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

Jul 19, 2012

Changing the Font Size on QuoteWerks Document Items grid

Jun 27, 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. By default, QuoteWerks uses a...

ConnectIt Pro Key Feature #4 – Company Branding

May 29, 2012

This 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...

ConnectIt Pro Key Feature #3 – Multiple Transfer Profiles

May 25, 2012

The 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...