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Chat with UsInformation on QuoteWerks QuoteValet released
Nov 02, 2010
The QuoteWerks development and marketing teams at Aspire Technologies have been dripping out the information and providing the QuoteWerks Partner network with information on the new QuoteWerks QuoteValet feature for quite some time now. As QuoteWerks sales quoting Solution Partners, we’ve had the priviledge of seeing some ‘work-in-progress’ releases, but at the same time sworn […]
READ MOREQuoteWerks and ACT! integration errors (1 of 2)
Oct 16, 2010
QuoteWerks and Swiftpage Act! integration errors can sometimes be difficult to resolve. In this first of two articles, we look at the common error messages you might receive and more straightforward ways that QuoteWerks and ACT! integration errors may be resolved. More challenging issues and approaches to finding resolutions are explored in the second article […]
READ MOREWhy choose QuoteWerks Corporate rather than Professional?
Oct 15, 2010
Why QuoteWerks Corporate edition? As well as some additional features (to do with synchronisation) and the additional contact manager options i.e. MSCRM and ConnectWise, the real reason we recommend QuoteWerks Corporate over Professional is the ability to host the database to SQL Server. For a larger organisation that’s generating more quotes, the SQL Server back end is […]
READ MOREChange QuoteWerks Document Number Prefix on a Layout
Sep 08, 2010
To change the QuoteWerks document number prefix on a Layout requires the ‘last’ formula to extract the actual number part of the reference. The ‘last’ formula takes two parameters: string – the piece of text that we want to take part of num – the number of characters that we want to take from string So how […]
READ MOREImproved Document Search function for QuoteWerks
Aug 16, 2010
The ConnectIt Software team have take then ConnectIt-Workflow set of QuoteWerks add-ons forward with the addition of a utility to aid searching QuoteWerks Documents. Not only does the utility allow the QuoteWerks user to search the usual Document Header fields, but also Document Item fields. The utility is highly configurable, allowing the individual QuoteWerks user […]
READ MORERestrict QuoteWerks Users ability to view Cost and Margin information
Aug 16, 2010
Securing QuoteWerks product cost information A client just called to ask what would be the best way of preventing certain users from seeing product Cost and Margin information in their QuoteWerks system. There are several, quite straightforward ways that immediately came to mind… 1) Remove the Product Cost information from the QuoteWerks Document Items grid […]
READ MOREChange QuoteWerks Next Document Number
Jul 26, 2010
QuoteWerks Document Numbering The QuoteWerks next Document number can be changed by editing the QuoteWerks DocumentNumbering table. For QuoteWerks Standard or Professional editions, the DocumentNumbering table is in the docs.mdb Access database; for QuoteWerks Corporate edition which has been re-hosted to SQL Server, the DocumentNumbering table is in the QuoteWerks SQL Server database. Updating QuoteWerks […]
READ MOREQuoteWerks compatability with Windows Vista, Server 2008 and Windows 7
Jun 29, 2010
Microsoft have removed the previous ‘soft block’ on QuoteWerks software in the June update for Windows Vista, Windows Server 2008, Windows 7 and Windows Server 2008 R2. A ‘soft block’ notifies the user when an application that is incompatible with Windows starts to run. The removal of the soft block indicates that QuoteWerks no longer suffers from possible previous […]
READ MOREQuoteWerks issue with images disappearing
Jun 28, 2010
We’ve had several QuoteWerks clients contact us in the last week or so with an issue of their logo randomly disappearing from a QuoteWerks Layout when they Preview the Document. In all cases, the reason has been that the ‘BoldFont’ Conditional font (a default in the sample QuoteWerks document Layouts) has been inadvertently applied to the logo image and […]
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