Copying 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 […]


User 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 […]


QuoteWerks 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. […]


Modifying 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 […]


Moving 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 […]


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 a From and To Date rather that just be fixed to last month? This is a fairly straightforward modification to […]


Mass updating Document Statuses using QuoteWerks Medic Utility

Jan 30, 2012

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 […]


Changing the Default Text Caption for different QuoteWerks Line Types

Jan 05, 2012

If you would like to change the default text that QuoteWerks uses when inserting Sub Total, Running Sub Total, Optional Item, Discount Percentage or Charge Percentage Line Items, then this can be done by editing the site.ini file [System] section SubTotalItemText, RunningSubTotalItemText, OptionalItemText, DiscountItemText and ChargeItemText keys respectively. To make the required changes: Using Windows […]


Opening more than 5 Documents in QuoteWerks

Jan 04, 2012

Setting the number of QuoteWerks Document users can open at one time If you would like to increase (or limit) the number of Documents that QuoteWerks users can have open at one time, then this can be done by editing the site.ini file [System] section MaxNumOpenDocs key. By default, QuoteWerks users are allowed to have […]