Archive for Quotewerks

Quotewerks Tip of the Week – Exporting Quotes to Excel

We’re starting Quotewerks Tip of the Week blog posts and today’s is about a trick a lot of people may not realize exists. Quotewerks has so much power it’s easy to not know every single feature or nuance. A client wanted to be able to export Quotes to Excel so they could import them into […]

QuoteWerks Version 5.1 Builds 2.25 & 4 now available

There are several updates and new features released with Build 2.25 of Quotewerks 5.1.  The link below shows the full list.  Key items are: ConnectWise 2016.1, Maximizer 2016, new line numbering macros, highlight support for items on DocItems tab, QuoteValet Auto-reminders, template drop-down option and many more!  One of my favorites: you can now highlight […]

Quotewerks and ACT – startup Tip

I like automating things.  Anything I can do to make life move a little smoother is a plus.  We use Quotewerks and ACT every day and I work off a remote installation.  That means I need to sync regularly to the master database. In addition, since I prepare quotes often during the day, my typical […]

Quotewerks 4.9 Build 7 update

Quotewerks has released 4.9.7 of their software Since October 1, 2013, there have been 16 QuoteWerks updates released containing over 145 new featurs.  We love Quotewerks and whenever they come out with an update it’s always full of improvements.  The integration with ACT is seamless and makes creating opportunities a snap. Nice new features are a scripting language, […]

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