Installing links from QwikQuote to Saleslogix

QwikQuote Links to SalesLogix (Desktop) module allows QwikQuote customers, use contact information from the SalesLogix Contact database. Further, it saves quote information back into the SalesLogix: Sales Opportunity; Activity; Attachment; and Notes/History.The purpose if this document is to show you how to get SalesLogix contact information from QwikQuote, and to save quote information back into [...]

Adobe Reader Error Upon QwikQuote Launch

Error 1904During your QwikQuote install, you might see ERROR 1904. This usually means that QwikQuote cannot find your Adobe Reader.In addition, the following error will occur when QwikQuote cannot find your Adobe Reader each time QwikQuote launches.
If you get these errors, here are some things to check:1. If you wish, you can default to Adobe [...]

Installing BCM

All versions of QwikQuote offer you the ability to link with Microsoft Outlook. However, beginning with QwikQuote version 6.3.009, you can link to Microsoft Outlook Business Contact Manager (also called “Outlook BCM”). This is a special version of Microsoft Outlook that is designed specifically as an enhanced Outlook contact manager.
Here is the best way [...]

BCM Product List

Although QwikQuote has a far more robust management of its Product List than BCM there could be an occasion when you would use BCM. QwikQuote can add quoted products and service items to BCM Products Master List.The product items in a quote will be checked for its existence in the Products Master List. And if [...]

Quick Start BCM

Quick Start
On the QwikQuote 6 Options dialog/Contact tab there is one more choice for Microsoft Outlook BCM, and when it is selected, it will prompt you for more options on the BCM Options tab:
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The BCM Options tab:

When you press the Find Contact button, QwikQuote will link to BCM:

If you started the Outlook before [...]

Error Code 5

Error Code 5 means that one of your QwikQuote indexes became corrupt. It is easy tofix as follows:Go to: Start > Programs > QwikQuote 6 > QwikQuote Setup Wizard and click on theConfigure button. That will create a new index.If you still have problems, please send a screen shot of the new problem and send [...]

Tax Automatically Calulated by State

In Options > Tax Rate make sure the Default Tax Mode is set to None and the If Contact Changes Auto Apply and set up as Follows:
Note: No Tax Name 1, Rate 1 is 0.000 Tax Name 2, your choice, Rate 2 is the State Rate and the Tax Mode is Simple:Click to enlargeTax Rate [...]

Import Price List Overview (Expanded)

1. Go to the Price List window by clicking on the Price List button at the top of the screen.
2. Click on the “Import PL” button.
3. Click on 1. Find File
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4. Find the IMPORTME or your own DB, I’m using my own Tim’s Database file in your QwikQuote directory (usually \Program Files\QQ6). Then [...]

Import Price List Overview

1. Go to the Price List window by clicking on the Price List button at the top of the screen.2. Click on the “Import PL” button.3. Click on the first button [1. Find File]4. Find the IMPORTME.DBF file in your QwikQuote directory (usually \Program Files\QQ6)5. Click on the IMPORTME.DBF file so that it appears in [...]

Import Price List Overview (Brief)

1. Go to the Price List window by clicking on the Price List button at the top of the screen.2. Click on the “Import PL” button.3. Click on the first button [1. Find File]4. Find the IMPORTME.DBF file in your QwikQuote directory (usually \Program Files\QQ6)5. Click on the IMPORTME.DBF file so that it appears in [...]