Knowledge Base
PROGRAM: QuoteWerks Helpful Links

Table of Contents
Installation & Configuration CRM Link Accounting Link
Administrator References QuoteWerks Web QuoteValet Using QuoteWerks
QuoteWerks Integration
QuoteWerks Installation / Configuration
Installing QuoteWerks
    Help
  1.  QuoteWerks System Requirements
  2.  Pre-Installation Preparation
  3.  Network Drive Letter Mappings
  4.  Local PC Installation
  5.  Network Server Installation
  6.  Terminal Server Installation
  7.  Performing Single- and Multiple-User Installations
  8.  Performing a Multiple-User Network Installation
  9.  Node Installation
  10.  MS Access Backend - When it's time to go to SQL
  11.  Moving the QuoteWerks Installation
  12.  Installing QuoteWerks Corporate Edition (SQL)

    13. Errors
Setting Up QuoteWerks
Setting Up QuoteWerks
    Help
  1.  Step-by-Step Setup Checklist
    1.  General Setup Considerations
    2.  Entering Your QuoteWerks License Key(s)
    3.  Running the QuoteWerks Setup Wizard
    4.  Options
      1.  Documents Tab
      2.  Document Items Tab
      3.  Accounting Tab
      4.  Company Tab
      5.  ClarityWerks Tab
      6.  Field Links Tab
      7.  Installation Tab
      8.  Leasing Tab
      9.  Misc Tab
      10.  Payment Tab
      11.  Print Tab
      12.  Purchasing Tab
      13.  QuoteValet Tab
      14.  QuoteWerks Web Tab
      15.  Real-time Tab
      16.  Regional Tab
      17.  Security Tab
      18.  Sync Tab
  2.  Options

    3. Errors
User Maintenance and Security
User Maintenance and Security
    Help
  1.  User Maintenance and Security
    1.  User Properties
      1.  Login Tab
      2.  Group Membership Tab
      3.  Menus Tab
        1.  Grid Toolbar Menu
      4.  Access Tab
        1.  Access Rights
      5.  Documents Tab
      6.  Sales Tab
      7.  Apply To Tab
    2.  Security Settings
      1.  Product Data Source Security
      2.  Enable Individual Resource Security
  2.  Options

    3. Errors
E-Mail Features
E-Mail Features
    Help
  1.  E-Mail Features
    1.  Setting Up E-Mail Features
      1.  E-Mail Signatures
    2.  Sending E-Mails
    3.  E-Mailing PDF Quotes and Document Transport Files
  2.  E-Mail Templates
    1.  Templates Tab
    2.  Snippets Tab
    3.  Using E-Mail Templates

Errors
Updating QuoteWerks
Updating QuoteWerks
    Help
  1.  Updates
  2.  Updating QuoteWerks from versions earlier than version 4.5 Build 1

    3. Errors
Upgrading QuoteWerks
Upgrading QuoteWerks
    Help
  1.  Upgrade to Higher QuoteWerks Edition
  2.  What You Need to Upgrade to the Corporate Edition
  3.  Options

    4. Errors
CRM Act
Act Integration
    Help
  1.  Act Integration
    1.  Setting up the ACT! Integration
      1.  Act! Opportunity Setup
      2.  Act! Activities Defaults
      3.  Act! Attachments Defaults
      4.  DataLink Setup (All ACT! Versions)
        1.  Pulling Additional ACT! Field Data into QuoteWerks
        2.  Pushing Additional QuoteWerks Field Data into ACT!
    2.  Using the ACT! Integration
      1.  QuoteWerks searches for your ACT! Contacts
      2.  Automatically creates and updates Sales Opportunities
      3.  Write Line Items into ACT! Opportunity
      4.  Create Document Attachments
      5.  Attach Additional Documents/Files to the Opportunity
      6.  Create ACT! Follow-up Calls
      7.  Create ACT! Meetings
      8.  Create ACT! To-Dos
      9.  Create new ACT! Accounts and Contacts
    3.  ACT! for Web Integration
      1.  ACT! for Web Opportunity Setup
      2.  DataLink Setup
      3.  Pulling ACT! for Web Contact Information into QuoteWerks
      4.  Writing Information Back to ACT! for Web
      5.  F2 Lookup Features
      6.  Including Additional Contact-Manager Fields when Printing
Sage 50 US Accounting Link
Accounting Link
    Help
  1.  Accounting Link
    1.  Setting Up the Interactive Sage 50 US Link
    2.  Using the Interactive Sage 50 Link
    3.  Import/Export Link to Sage 50
      1.  Setting Up the Import/Export Sage 50
        1.  General Tab
        2.  Transaction Tab
        3.  Mappings Tab
        4.  Misc. Tab
        5.  Destination Tab
        6.  Setting Up Sage 50 to Import Information
      2.  Using the Import/Export Sage 50
QuickBooks Accounting Link
Accounting Link
    Help
  1.  Accounting Link
  2.  QuickBooks Desktop
    1.  Setting Up the Interactive QuickBooks Link
    2.  Transaction Tab
    3.  Sales Tax Tab (USA)
    4.  Tax Codes Tab (Canada)
    5.  VAT Tax Tab (UK)
    6.  Mappings Tab
      1.  General Sub Tab
      2.  Items Sub Tab
      3.  Payments Sub Tab
      4.  Custom Fields Sub Tab
    7.  Defaults Tab
    8.  Items Tab
    9.  QuickBooks Security Features
  3.  Using the Interactive QuickBooks Link
    1.  Creating Purchase Orders in QuickBooks
    2.  Export Details
QuoteWerks Products
Product and Service Management
    Customizing QuoteWerks
  1.  Creating and Maintaining Products and Services Databases
  2.  Maintaining Products and Services
  3.  Real-time Module
  4.  QuoteWerks Product Content Subscription
  5.  Importing Products
  6.  Required, Optional, and Substitute Item Features
  7.  Bundles
  8.  Configurations
  9.  Product and Service Management
QuoteWerks Contacts
Product and Service Management
    Customizing QuoteWerks
  1.  Contact Management Integration
  2.  Act Premium Desktop Integration
    1.  Setting Up Integration
      1.  Act Opportunity Setup
      2.  Act Activity Setup
      3.  Act Attachments Setup
      4.  DataLink Setup
    2.  Using the Integration
      1.  Pulling ACT! Contact Information into QuoteWerks
      2.  Writing Information Back to ACT!
      3.  F2 Lookup Features
      4.  Additional Contact-Manager Fields when Printing
  3.  Act Premium Cloud Integration
  4.  QuoteWerks Contact Database
    1.  Importing Contact Information into the QuoteWerks Contact Database
    2.  DataLink Setup
    3.  Pulling QuoteWerks Contact Information into QuoteWerks
    4.  Multiple Contact Support
    5.  Moving a Contact
    6.  Importing Multiple Contacts Using Data Manager
Customizing QuoteWerks
Customizing QuoteWerks
    Customizing QuoteWerks
  1.  Customizing Fields on the Custom Tab, Tab Names, and Field Labels
  2.  Customizing Columns on the Document Items Tab of the Quote Workbook
  3.  Customizing Product Fields, Contact Fields, and Menus
  4.  F2 Lookup List Feature
  5.  Setting Personalized Preferences
  6.  Customzing Menu Options
  7.  Settings Manager
  8.  QuoteWerks Scripting

    9. Layouts
  9.  Printing and Customizing Document Layouts
    1.  Designing QuoteWerks Layouts
    1.  Tables and Fields
      1.  DocumentHeaders Table and Fields
      2.  Document Items Table and Fields
      3.  Application Table and Fields
      4.  Contact Mgr Table
      5.  Field Concepts
        6. Field Data Types: Text Field | Numberic Fields | Logical Field | Date Field | Picture Field
        Field Types: Data Field | Formula Field | System Field | Dialog Field
      6.  Formula Field Concepts
Printing & Customizing Document Layouts
Printing & Customizing Document Layouts
  1.  Printing & Customizing Document Layouts
    2. Tabs
  2.  Layout Tab
  3.  Cover Page Tab
  4.  Literature Tab
  5.  Spec Sheets Tab
  6.  Links Tab
    7. Layouts
  7.  Cover Page, Literature, and Microsoft Word Template Document Macros
    1.  QuoteValet Macros
    2.  Macros Not Supported in Word
  8.  Previewing, Printing, and E-mailing a Document
  9.  Assembling a Document as a PDF File
  10.  Customizing Print Output
    1.  QuoteWerks Layout Designer
    2.  Microsoft Word Templates
    3.  Creating Proposals
    4.  Removing Page Numbering from PDF Output
  11.  QuoteWerks Layout Sections
  12.  Designing QuoteWerks Layouts
    1.  Further Layout Customization
    2.  Layout Designer Menu Commands
    3.  Layout Tips and Tricks
  13.  Tables and Fields
    1.  DocumentHeaders Table and Fields
    2.  DocumentItems Table and Fields
    3.  Application Table and Fields
    4.  ContactMgr Table
    5.  Field Concepts
    6.  Formula Field Concepts
  14.  Merging Word Documents
Using QuoteWerks
Refreshing Items and Comparing Prices
    Help
  1.  Quick Lookup Bar
  2.  Manufacturer Part Number Drop-Down List
  3.  Product Lookup Window
  4.  Customizing Product Lookup Window Columns
  5.  Comparing Vendor Prices
QuoteWerks Web
Refreshing Items and Comparing Prices
    Help
  1.  Setting Up QuoteWerks Web
    1.  Starting with Access Backend
    2.  Starting with Microsoft SQL Backend
    3.  Configuring Your Firewall for QuoteWerks Web On-Premise Database Hosting
    4.  Rehost QuoteWerks Desktop (Access backend) to 3rd Party Hosting Provider
    5.  Rehost QuoteWerks Desktop (Access backend) to QuoteWerks Database Hosting Service
    6.  Setting Up QuoteWerks Web In QuoteWerks Desktop
    7.  Setting Up QuoteWerks Web with QuoteWerks Database Hosting
    8.  Logging into QuoteWerks Web
  2.  Using QuoteWerks Web
    1.  Navigation Panel
      1.  Workbook
      2.   Documents
      3.  Products
      4.  Contacts
    2.  Document Items Tab
    3.  Sold to Ship to Tab
    4.  Notes Tab
    5.  Custom Tab
    6.  Links Tab
    7.  QuoteValet Tab
    8.  Print, Share, Publish, Deliver Document Window
    9.  QuoteWerks
    10.  QuoteWerks
QuoteValet
QuoteValet Features
    Help
  1.  QuoteValet
  2.  QuoteValet Subscription
  3.  Setting Up QuoteValet
    1.  QuoteValet General Tab
      1.  Quick Start
      2.  QuoteValet Videos
    2.  Templates Tab
      1.  QuoteValet Macros
    3.  Site Files Tab
    4.  Payment Processing Tab
      1.  Authorize.net Payment Gateway Setup
      2.  BNG Gateway
      3.  Chase Paymentech/Orbital Gateway Setup
      4.  First Data E4 - Payeezy
      5.  My Virtual Merchant
      6.  PayFlowPro
      7.  Stripe Gateway Setup
      8.  QuickBooks Payments Gateway Setup
      9.  Worldpay
    5.  Activity Notifications Tab
    6.  Auto-Reminder Options Tab
    7.  Resource Security Tab
    8.  Email Settings Tab
  4.  Using QuoteValet
    1.  Uploading Documents to QuoteValet
    2.  QuoteValet Dashboard
      1.  QuoteValet Notifications, E-Mails, and SPAM
    3.  Accepting a QuoteValet Quote
    4.  Accepting Payments in QuoteValet
    5.  QuoteValet Tab on the Quote Workbook
    6.  QuoteValet Mobile
      1.  Creating a New QuoteValet Mobile Quote
      2.  Viewing Documents in QuoteValet Mobile
    7.  QuoteValet Shopping Cart
    8.  QuoteValet Insight
      1.  QuoteValet Insight Home
      2.  QuoteValet Insight Mobile
      3.  QuoteValet Insight Dashboard
        1.  QuoteValet Insight Inbox
        2.  QuoteValet Insight Peer Reviews and Approvals
        3.  QuoteValet Insight Executive Summary and My Summary
        4.  QuoteValet Insight StatusBoard
        5.  QuoteValet Insight Document Explorer
      4.  QuoteValet Insight Find
      5.  QuoteValet Insight Admin
    9.  Anatomy of a QuoteValet Quote
      1.  Sales Rep Facing Page
    10.  QuoteValet File Share
    11.  Customizing QuoteValet Templates
Working with Document Items
Document Items
    Help
  1.  Adding, Editing, and Deleting Line Items
  2.  Quantities
  3.  Columns
  4.  Convert to Group
  5.  Line Types
  6.  Line Attributes
  7.  Line Types and Attributes Used for Grouping
  8.  Price Modifier Column
  9.  Manipulating Cost and Price Values
  10.  Applying Cost, Price Modifiers or Quantities to Multiple Line Items
  11.  Select Special
  12.  Paste Special Wizard
QuoteWerks Errors & Messages
Errors & Messages
    Errors
  1.  An error occurred while opening the linked document that is attached to this quote. The QuoteWerks Transport File is not authorized to be accepted by this installation (Serial # does not match).
    2. Solution: From QuoteWerks Menu Tool Bar: Utilities/Rebuild CM Document Transport Files/Start
  2.  What You Need to Upgrade to the Corporate Edition
  3.  Options

    4. Errors
   
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