Mass updating Document Statuses using QuoteWerks Medic Utility

We’ve had several enquiries over the years from QuoteWerks users wanting to update old Quote documents en-masse to archive them off with a “Closed” Status.

The QuoteWerks Medic Utility offers several pre-defined mass update options, but there’s no specific update to change a Document Status, so you’ll need to use the ‘Advanced Queries’ option within the QuoteWerks Medic Utility Database Manager screen.

The exact syntax for the query will depend on both the edition of QuoteWerks (Standard, Professional or Corporate) and exactly what you want to do, but as an example:

With Corporate re-hosted to SQL, the query will look something like:

UPDATE DocumentHeaders
SET DocStatus = ‘Closed’
WHERE (DocDate < ‘2011-01-01’)
AND (DocType = ‘QUOTE’)
AND (DocStatus <> ‘Lost’)
AND (DocStatus <> ‘Won’)
AND (DocStatus <> ‘Another Status Not To Be Changed’)

For Standard, Professional or Corporate not re-hosted to SQL, try:

UPDATE DocumentHeaders
SET DocStatus = DocStatus
WHERE (DocDate < #2011-01-01#)
AND (DocType = “QUOTE”)
AND (DocStatus <> “Lost”)
AND (DocStatus <> “Won”)
AND (DocStatus <> “Another Status Not To Be Changed”)

PLEASE NOTE that you should backup your QuoteWerks Document database BEFORE running any of these example queries! By their nature these queries may update many Dcouments in your database and the changes cannot be undone without restoring the database from a backup.

We hope that you find this tip useful. If there are other scenarios that you’d like to explore or tips for updating QuoteWerks Documents, then please comment below and one of the team will be pleased to help you out.

Thanks,

The Hilltops IT QuoteWerks Support Team

Related Stories

See all

The Digital Backbone of Modern Manufacturing: Trends in Backend Software and Workflow Integration

Jul 10, 2025

In 2025, the manufacturing sector – particularly in the UK and USA – is undergoing a profound transformation. While much attention is given to robotics, AI, and smart factories on the production floor, an equally important revolution is happening behind the scenes: the modernization of backend business software. From quoting and CRM to invoicing and […]

READ MORE

ConnectWise Sell vs QuoteWerks: A Comparison

Jul 09, 2025

📝 Introduction: A Reseller’s Perspective As a long-standing QuoteWerks Reseller and Solutions Partner, we at Hilltops IT have proudly supported businesses across the UK, Europe and Worldwide in streamlining their sales quoting processes. Over the years, we’ve seen first-hand how QuoteWerks empowers teams with flexibility, speed, and reliability. However, in recent months, we’ve observed a […]

READ MORE

🎥 Help Us Help You: What QuoteWerks Challenges Should We Cover Next?

Jul 08, 2025

At Hilltops IT, we’ve spent years helping businesses get the most out of QuoteWerks, from streamlining product imports to customizing PDF layouts, integrating with downstream systems, and everything in between. Now, we’re excited to launch a new series of webinars and YouTube videos designed to tackle the most common (and not-so-common!) QuoteWerks challenges. But here’s […]

READ MORE