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Chat with UsCase Study: Integrating QuoteWerks and QuickBooks for Trisource Exhibits
Apr 09, 2025
Background Hilltops IT Consultancy Services was approached by Trisource Exhibits to develop a custom integration between their existing QuoteWerks and QuickBooks systems. The goal was to enhance their reporting capabilities by creating a seamless data flow between the two platforms, enabling complex reporting and commission calculations. Client Overview Client: Trisource ExhibitsIndustry: Exhibitions and […]
READ MORECase 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 MOREModifying the QuoteWerks Document Open screen grid columns (post v5.2)
Dec 30, 2019
You can modify the QuoteWerks Document Open screen grid columns by editing you User Setting in the Settings Manager screen: 1) Click the Windows Help menu | About option. 2) Click the ‘Settings Manager’ button and select the “UserSettings” Table and the appropriate User you’d like to modify the Open screen columns for. 3) Select […]
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 MORESelecting details of Configurators from QuoteWerks database
Jan 11, 2019
The below T-SQL statement provides a template for selecting details of Configurators and their associated Containers and Items from the QuoteWerks SQL Server database. If you have any questions or if you’d like an equivalent for an Access backend, then please email development@hilltopsit.co.uk. SELECT CH.Name AS ConfiguratorName, CH.Notes AS ConfiguratorNotes , CC.Name AS ContainerName , […]
READ MORESelecting details of Required Items from QuoteWerks database
Jan 11, 2019
The below T-SQL statement provides a template for selecting details of Required Items from the QuoteWerks SQL Server database. If you have any questions or if you’d like an equivalent for an Access backend, then please email development@hilltopsit.co.uk. SELECT RH.PartNumber AS PrimaryProductCode, PP.[Description] AS PrimaryProductDescription , RI.PartNumber AS RequiredProductCode, PO.[Description] AS RequiredProductDescription FROM QuoteWerks.dbo.RequiredHeaders AS […]
READ MORESelecting details of Optional Items from QuoteWerks database
Jan 11, 2019
The below T-SQL statement provides a template for selecting details of Optional Items from the QuoteWerks SQL Server database. If you have any questions or if you’d like an equivalent for an Access backend, then please email development@hilltopsit.co.uk. SELECT OH.SetName AS PrimaryProductCode, PP.[Description] AS PrimaryProductDescription , OI.PartNumber AS OptionalProductCode, PO.[Description] AS OptionalProductDescription FROM QuoteWerks.dbo.OptionsHeaders AS […]
READ MOREQuerying the QuoteWerks Database for selected Line Items
Jan 11, 2019
In our years of working with QuoteWerks and providing integration solutions, it’s been a fairly common requirement to query the QuoteWerks database for Line Items on a Document which are either non-optional or optional and selected. How to do this relies on understanding the bitwise logic around the Document Items table LineAttributes field. More information […]
READ MOREBacking up QuoteWerks SQL Server database
Dec 11, 2018
The following provides step-by-step screenshots to demonstrate how to set up a scheduled SQL Server backup for a QuoteWerks database (or, indeed, any other type of SQL Server database) hosted on the Express database engine. The example scripts and screenshots demonstrate backing up a database called “QuoteWerks” to the “D:\SQL Server Data\Backup\” folder on the […]
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