QuoteWerks Help
Trouble Exporting Quotes into Quickbooks
If you're unable to export Quotes to Quickbooks, there are two possible causes: 1) If only one user is having the problem, it is usually because they started Quotewerks first or that Quickbooks was not signed on to the company file; 2) If it's not ...
Entering a QuoteWerks License #
When you receive a new license #, here's how to apply it to your QuoteWerks Database: - Sign on to QuoteWerks as an admin user - click on the Utilities menu - Select the License Manager - Click on the Redeem Code button in the lower-left - Enter the ...
Running Maintenance On Your QuoteWerks Database
Periodically, you might notice a performance decline when carrying out different tasks in QuoteWerks. QuoteWerks provides a utility called "Medic" that can help improve performance in your database. Medic has two limitations: 1) The database has to ...
Setting Up QuoteWerks to Work With Your E-mail
When setting up Quotewerks to be able to send e-mails, there are two methods: Outlook and SMTP. Open Quotewerks, click on the Tools menu, and select My Preferences. Click on the E-Mail tab. Enter the return-mail address that you want your customers ...
Quotewerks Crashes When Sending an E-mail
Here's how to stop QuoteWerks from crashing when sending e-mails: Go to the Tools menu, select My Preferences, open the Appearance tab, and set the Color Scheme to "System". We have a complete support system ( powered by ZoHo Desk ) standing by to ...
QuoteWerks was unable to establish a DDE connection
Error: "QuoteWerks was unable to establish a DDE connection with the other instance of QuoteWerks that is also running" Solution: This may be because a previous instance of QuoteWerks is still shutting down or is waiting for the user to login. In ...
Trying to Merge QuoteWerks .PDF's
The difficulty in merging .pdf's generated by QuoteWerks involves a setting that locks/unlocks the .pdf's (there is no password). As a workaround, you can change the following setting in QuoteWerks: Go to the Tools menu, select My Preferences, open ...
How to Change Your QuoteWerks Password
Go to the Tools menu, select My Preferences, and open the Personal tab. Click on the Change Password button. - Enter your current password. - Enter your new password. - Enter your new password a second time. - Click OK. You can now log in with ...