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It covers Excel 2013/2016 on Windows, Internet Explorer 11+ trusted sites, enabling the Maximizer web.data API, and setting up OAuth 2.0 client credentials and redirect URL. It then guides installation of the server component and the Excel add-in, introduces the Quotes tab, and shows how administrators configure quote statuses, expiry settings, and Quote ID formatting, including template download and conversion.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/maximizer-connect-for-excel-quotes-getting-started-guide/338196/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/maximizer-connect-for-excel-quotes-getting-started-guide/338196.png","ImageObject",442,249,{"name":88,"@type":89},"Aran","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-29","2026-09-21",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",9,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What are the prerequisites for running Maximizer Connect for Excel Quotes?","Question",{"text":109,"@type":110},"The guide requires Excel 2013 or 2016 desktop on Windows, Internet Explorer 11+ (not necessarily the default), and that the server has Maximizer web.data API enabled. It also recommends installing the latest Microsoft Office updates.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How do administrators set up OAuth 2.0 for the Excel Quote add-in?",{"text":114,"@type":110},"In Maximizer Administrator under Preferences > System Options > OAuth 2.0 Settings, create a new OAuth 2.0 client (e.g., “Excel Quote Add-in”), record the Client ID and Client Secret, and provide the redirect URL in the specified format with the server name.",{"name":116,"@type":107,"acceptedAnswer":117},"How are quote templates created and converted for use?",{"text":118,"@type":110},"Administrators download the built-in template from the Quotes tab, enable editing in Excel, insert the Maximizer Excel Quote add-in into the file, and then use the add-in panel to convert the workbook to a Quote Template without changing the Quote and Config sheet names.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},338196,1790141079,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":142},137455076865,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Maximizer Connect for Excel Quotes  \nGetting Started Guide  \nPrerequisites  \nMicrosoft Excel  \nMaximizer Connect for Excel Quotes works with Excel 2013 or 2016 desktop versions on Windows OS (Mac OS is not supported) . It is recommended you install the latest update for Microsoft Office.  \nInternet Explorer  \nMicrosoft Internet Explorer 11 or later must be installed, but doesn’t have to be your default browser. Make sure that the path for your server URL is NOT set as Compatibility View in Internet Explorer.  \nThe following sites will be added as the trusted sites in Internet Explorer by the add-in installer. Please don’t remove them.  \n[https://ajax.microsoft.com/](https://ajax.microsoft.com/)  \n[https://ajax.aspnetcdn.com](https://ajax.aspnetcdn.com)  \n[https://appsforoffice.microsoft.com/](https://appsforoffice.microsoft.com/)  \nMaximizer API  \nOn the server where Maximizer CRM is installed, [Maximizer web.data](Maximizer web.data) API must be enabled.  \nSetup OAuth 2.0 Settings in Maximizer Administrator  \nIn Maximizer Administrator > Preferences > System Options > OAuth 2.0 Settings, add a new OAuth 2.0 Client.  \nName: Enter a name for the client, such as Excel Quote Add-in.  \nClient ID and Client Secret: You need the values from these two fields during the Excel Quote Server Component installation. Copy the values to a Notepad for use in the installation later.  \nRedirect URL: Enter the URL in following format,  \n[http://](http://) [Your Server Name]/MaximizerExcelQuoteAddin/OAuth/AuthorizeRedirect  \nAdd your server name into the URL.  \nExcel Quote Server Component Installation  \nOn your Maximizer Web Server, run MaxExcelQuoteAddinServerSetup.msi to start the installation. Follow the instructions in the wizards to complete the process.  \nStep 1: Select Website that Hosts Maximizer  \nIn this screen, you must select the website that hosts Maximizer.  \nNote:  \nIf Maximizer is not hosted on the Default Web Site, you need to run the installation from the CMD prompt as a local Administrator and select the website that hosts Maximizer from the drop-down list.  \nStep 2: Maximizer Web.Data API  \nIn this screen, you need to enter your server name into the URL.  \nStep 3: OAuth Client ID and Client Secret  \nIn this screen, enter the values for Client ID and Client Secret. You need to copy the values from Maximizer Administrator > Preferences > System Options > OAuth 2.0 Settings to this screen. An OAuth 2.0 client for Excel Quote needs to be created in Administrator.  \nQuotes Tab  \nAfter the server component is installed, the Quotes Tab will be displayed in the Opportunities module.  \nSettings for Quotes  \nOnly the Maximizer Administrator can edit the settings for quotes. In the Quotes tab, press the Settings button to open the Settings dialog. The following fields are available in the dialog:  \nQuote Status  \nThe Administrator can add, modify or delete status. The status will be available when creating or editing a quote.  \nDefault \\# of days before expiry  \nDefault value is 15 days. When creating a quote, the expiry date will be calculated automatically based on this setting.  \nQuote ID prefix and \\# of digits for Quote ID  \nThese two fields define how the Quote ID will appear.  \nDownload Template and Settings buttons are visible only if the login user is the Administrator  \n.  \nExcel Quote Add-in Installation  \nAll users including the Maximizer Administrator will need to install the Maximizer Excel Quote Add-in in order for the quoting tool to function. From within the Quotes tab in Opportunities module, press the Help button, and select Download Add-In to begin. The installation file will be downloaded. Run the installation and follow the step by step wizard to install the add-in on your computer.  \nRun MaxExcelQuoteAddin.exe and follow the instructions in the wizards. During the installation, you need to enter the URL for the Excel Quote Server Component. Enter your server name into the URL.  \nSetup Template  \nBefore you can cr","cbCaiqRk7hrY9sel","https://ap.wps.com/l/cbCaiqRk7hrY9sel","pdf",1283572,20,"English","# Prerequisites\n## Microsoft Excel\n## Internet Explorer\n## Maximizer API and web.data\n# Setup OAuth 2.0 Settings\n## OAuth client configuration\n# Excel Quote Server Component Installation\n## Select host website\n## Enter server name for API URL\n## Provide Client ID and Client Secret\n# Quotes tab and Quote Settings\n## Quote Status\n## Expiry days setting\n## Quote ID prefix and digits\n# Excel Quote Add-in Installation\n## Download add-in from Opportunities\n## Run server component URL during install\n# Setup Template\n## Download built-in template\n## Insert add-in into template\n## Add Trusted App Catalog\n## Convert to Quote Template","[{\"question\":\"What are the prerequisites for running Maximizer Connect for Excel Quotes?\",\"answer\":\"The guide requires Excel 2013 or 2016 desktop on Windows, Internet Explorer 11+ (not necessarily the default), and that the server has Maximizer web.data API enabled. It also recommends installing the latest Microsoft Office updates.\"},{\"question\":\"How do administrators set up OAuth 2.0 for the Excel Quote add-in?\",\"answer\":\"In Maximizer Administrator under Preferences \\u003e System Options \\u003e OAuth 2.0 Settings, create a new OAuth 2.0 client (e.g., “Excel Quote Add-in”), record the Client ID and Client Secret, and provide the redirect URL in the specified format with the server name.\"},{\"question\":\"How are quote templates created and converted for use?\",\"answer\":\"Administrators download the built-in template from the Quotes tab, enable editing in Excel, insert the Maximizer Excel Quote add-in into the file, and then use the add-in panel to convert the workbook to a Quote Template without changing the Quote and Config sheet names.\"}]","Maximizer Connect for Excel Quotes - Getting Started Guide | PDF",1790022474,7]