If you ever get a Run-time error '-2146233088 when attempting to open Quotewerks, the error is telling you that you have not logged into Act.  What often is going on is Act is sitting on another screen at the Logon menu. The menu may be hidden behind another application. Finish opening Act and then re-open Quotewerks.

The current crisis forcing many companies to work remotely has made companies look at alternatives for doing business.  We have gotten dozens of calls on how to set up CRM access, and how to manage quoting.  For many customers, this has caused them to take a really hard look at their current quoting process, especially if it's Excel or Word documents.  What worked in the past is no longer working. The crisis is making them finally look into more automated or improved processes.

Quotewerks Version 5.4 Build 7 is available.  The key item (we are excited about) is the integration with Act has been totally rewritten and has so many new features we are beyond thrilled. If you want to hear more or want to see a demo, call today at (423)875-2652. Click here to see the list of new features in QuoteWerks Version 5.4 Build 7! Improved Etilize Integration The QuoteWerks Product Content Subscription (Etilize) now offers an "In Stock

Chattanooga, TN, May 6, 2019 – Patricia Egen Consulting, LLC is pleased to announce that Tom Najemy, owner of Squad 16, will join us as a Senior Consultant. Tom has had an act! consultancy business for 20 years.  His office in East Windsor, CT hosts a training center providing hands-on training on copies of client’s databases.   Tom has been a power user of ACT since 1993 when he ran his own entertainment booking agency.   In 2000 Tom switched careers to became an

Recently I posted a Youtube video about the integration of Act! and Quotewerks. I'm including a link to it below. After I sent out a Tweet about the video I got back quite a few interesting comments but one in particular inspired this blog post. This follower liked the video and said that the Act! and Quotewerks integration was a perfect Q2C or Quote to Cash software application. To be honest, I had never heard of that acronym so I went and, of course, Googled it. Don't you think Google needs

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 their Accounting system. No problem. When in a quote, click on Tools - Export to Microsoft Excel. You can then pick which fields to pull into Excel. I chose them all just in case. Here's a couple of images of

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 line items using up to 5 pre-defined highlight colors. Simply select or multi-select line items and click on the

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 process is to find the contact in ACT and then open Quotewerks - I have so many windows open that for performance reasons I don't keep Quotewerks open all the time.  In the past, I'd