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Version: 5.2    Build: 3    Release Date: 02/14/2017     Type: Fix     View All Features in Build
For salesforce.com users, if Creating a new Opportunity was canceled, would receive an error that the Linked document record could not be created.
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: Fix     View All Features in Build
For salesforce.com users, when saving an opportunity would receive error 13 when writing opportunity line items that included a product with a part number that was duplicated in salesforce.com, both with the same part number, but one was active and the other was inactive, would receive error 13.
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: Fix     View All Features in Build
For salesforce.com users, when saving an opportunity would receive error 13 when writing opportunity line items that included the same part number on multiple line items in the quote, would receive error 13.
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: Fix     View All Features in Build
Salesforce was removing all opportunity line items when 'Write Products into Opportunity' was unchecked.
Version: 5.2    Build: 1.28    Release Date: 11/08/2016     Type: Fix     View All Features in Build
For salesforce.com users, receiving runtime 13 error when a user was creating an opportunity with lineitems where the Manufacturer Part # was matching multiple products with the same name field in a salesforce.com pricebook.
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: New     View All Features in Build
For salesforce.com users, creating/updating opportunities containing line items is up to 60% faster.
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: New     View All Features in Build
For salesforce.com users, when running merge remote documents, with the "[x] Download attachments from salesforce.com" option checked, it is much faster, and uses less memory especially when choosing the option for "[]DTF files updated or added since last merge"
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: New     View All Features in Build
Effective June 25th, 2016 Salesforce.com now requires all SOAP queries to be sent using the TLS 1.1 protocol. QuoteWerks now supports this. The TLS 1.1 protocol is not available on Windows XP machines, so any users that wish to use QuoteWerks (or any other software) to interact with salesforce.com services will need to be running the software on Windows Vista or higher. Additionally TLS 1.1 requires that the Microsoft .NET framework version 4.5 be installed and Internet Explorer (IE) 11 or higher needs to be installed. In Microsoft Internet Explorer(IE), TLS 1.1 must be enabled. To enable, click on the Gear/Settings button in IE and select Internet Options from the menu. Go to the Advanced tab, and under the Security section, make sure that TLS v1.1 is checked. The QuoteWerks integration to salesforce.com also automatically supports the TLS 1.2 protocol. For more details visit: https://help.salesforce.com/apex/HTViewSolution?id=000221207
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: Fix     View All Features in Build
For salesforce.com users, using the Utilities->Merge Remote Documents with the "DTF files updated or added since last merge." option and the "Download attachments from salesforce.com" option checked no files would be downloaded.
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: Fix     View All Features in Build
For salesforce.com users, in v5.1 build 3.16i - build 4.33, when opening a quote or dbl-clicking on a dtf file link and the option to "Look for synchronized data" is checked, and the document in the database was found to be older than the contents of the dtf file, would receive a series of errors including "An error occurred in the SaveDocumentToDTFFileEx function." and "while processing a dtf file, an attempt to create a document backup ... failed".
Version: 5.1    Build: 4.33    Release Date: 04/08/2016     Type: Misc     View All Features in Build
For salesforce.com users, widened the opportunity name drop down by 35%.
Version: 5.1    Build: 4.33    Release Date: 04/08/2016     Type: Fix     View All Features in Build
For salesforce.com users, if the decimal separator for fractional numbers was a comma, then when updating an opportunity the close probability would be multiplied by 10.
Version: 5.1    Build: 4.30    Release Date: 03/29/2016     Type: Fix     View All Features in Build
For salesforce.com users in regions where the comma is the decimal separator would receive error Fault Code (QWSALESFORCE_UNKNOWN). '[UNITPRICE]' is not valid for the type xsd:double when creating/updating the salesforce.com opportunity.
Version: 5.1    Build: 4.21    Release Date: 03/09/2016     Type: Fix     View All Features in Build
for salesforce.com users, when non-adminstrator users try and save products into the salesforce.com Opportunity would receive error: *Error adding product in opportunity! Fault Code (107). Unable to create/update fields: TotalPrice. Please check the security settings of this field and verify that it is read/write for your profile or permission set. This product will not be included in the salesforce.com Opportunity.
Version: 5.1    Build: 4.14    Release Date: 02/15/2016     Type: New     View All Features in Build
For salesforce.com users, there is now a "Write Products into Opportunity" option on the Create/Update Opportunity window. This enables you to choose to write the products into the opportunity at each save. Sometimes you are in the initial stage of quoting and do not have a complete list of products, so rather wait until you are ready to upload the opportunity products. Additionally this speeds up the save process. This option will only appear if the "Write Products into Opportunity" option on the Setup window is checked.
Version: 5.1    Build: 4.14    Release Date: 02/15/2016     Type: New     View All Features in Build
For salesforce.com users, you can now populate the salesforce.com opportunity with the Alternate Currency amount from the quote. This is activated with the site.ini setting, under the [Contact Managers] section, with the key SFOppPricingUseAlternateCurrency=-1.
Version: 5.1    Build: 4.14    Release Date: 02/15/2016     Type: New     View All Features in Build
For Salesforce.com users, when writing line items to the Opportunity, any errors encountered will be saved until all items have been attempted to be written into the opportunity, then one error message will be displayed containing possibly error messages about multiple items.
Version: 5.1    Build: 4.14    Release Date: 02/15/2016     Type: New     View All Features in Build
For Salesforce.com users, when QuoteWerks is finished saving the opportunity, attachment, etc to salesforce.com it will display a message in the status bar on the right side like "Save 'FLAQ2249' to Salesforce.com complete 1:19:27 pm".
Version: 5.1    Build: 4.14    Release Date: 02/15/2016     Type: Fix     View All Features in Build
For Salesforce.com users, Inactive values for the Opportunity Stage Picklist on the opportunity save window were appearing.
Version: 5.1    Build: 4.14    Release Date: 02/15/2016     Type: Fix     View All Features in Build
For Salesforce.com users, when writing line items to the Opportunity, a status screen was not displaying the progress.
Version: 5.1    Build: 4.14    Release Date: 02/15/2016     Type: Fix     View All Features in Build
For Salesforce.com users, the setup option of "Update salesforce.com Opportunity name with Document name." was not being obeyed.
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: New     View All Features in Build
For salesforce.com users with multiple currencies activated for Price Books, re-designed how the currency is selected on the Create/Update Opportunity window. Also added some site.ini settings under the [Contact Managers] section. You can add the key "SFPriceBookISOCurrencyCodeList=AUD,NZD,USD,CAD,EUR,GBP" to control which currencies are displayed as choices. You may have 10 price books in salesforce.com but only want to show a couple on the QuoteWerks Opportunity window. You can also set the key "SFOppPriceBookInclusionList=Silver Price List,Gold Price List" to control that. Lastly, if you want the default currency selected for the Opportunity PriceBook to be the Alternate Currency selection in QuoteWerks, you can set the key "SFOppPriceBookCurrencyCodeDefaultToAlternateCurrency=-1"
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: New     View All Features in Build
For salesforce.com users you can now select the Standard Price Book as the Price Book for the Opportunity when creating or updating a salesforce.com opportunity.
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: Fix     View All Features in Build
For salesforce.com users would receive Fault Code (QWSALESFORCE_UNKNOWN) not valid for the type xsd:double, when trying to populate salesforce.com number fields with QuoteWerks macro fields that contained the currency symbol using the DataLink.
Version: 5.1    Build: 4    Release Date: 02/03/2016     Type: Fix     View All Features in Build
For salesforce.com users, when updating a salesforce.com opportunity with products and currencies were turned on for the product database, would receive error "error 76 Pricebook currency code mismatch".
Version: 5.1    Build: 2.25    Release Date: 12/15/2015     Type: New     View All Features in Build
The new Salesforce.com integration re-written to use newer SOAP API introduced in QuoteWerks version 5.1 Build 1 now integrates with non-Enterprise editions of salesforce.com without requiring the salesforce.com API module.
Version: 5.1    Build: 2.25    Release Date: 12/15/2015     Type: Fix     View All Features in Build
For salesforce.com users, when copying date or date time/information into a salesforce.com field that was a text type field, the time information would be stripped and the date would be reformatted as "YYYY-MM-DD".
Version: 5.1    Build: 2    Release Date: 11/05/2015     Type: Misc     View All Features in Build
The Salesforce.com UserName is now encrypted when stored in the ini file.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: New     View All Features in Build
Salesforce.com integration re-written to use newer SOAP API. Now salesforce.com custom fields listed in the DataLink mappings will show the actual field names with the "__c" postfix rather than field ids. When this update is installed, it will require that you re-setup any DataLink mappings that mapped data to or from a salesforce.com custom field to use their new "__c" name.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For salesforce.com users, the "Update salesforce.com Opportunity name with Document name." option on the salesforce.com setup window was not getting saved. After this update is applied you will need to go back to the setup window and check option again to save it. This issue was reported as the File->Rename not updating the salesforce.com opportunity name.
Version: 5.0    Build: 4.09    Release Date: 04/20/2015     Type: Fix     View All Features in Build
For salesforce.com users when creating a new account/contact in salesforce.com from QuoteWerks, the ContactID was getting associated with the quote instead of the CompanyID.
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: New     View All Features in Build
Multiple Product Database Search. You can now do a product search across multiple product databases. This will search all selected product databases including native product databases, and external product data sources like SQL, OLEDB, Autotask, ConnectWise, salesforce.com, QuickBooks, etc
Version: 5.0    Build: 1    Release Date: 11/07/2014     Type: New     View All Features in Build
Auto-Links feature on the Links tab. Use dynamically generated auto-links to quickly navigate to entities linked to your quote like contacts, opportunities, tickets, and activities. Especially useful for tickets since QuoteWerks may generate for example, 5 tickets, in your PSA and now you can quickly navigate to them using QuoteWerks. Examples of links are: Links to view the SoldTo, ShipTo, and BillTo contacts in Act! for Web, Autotask, ConnectWise, GoldMine, MSCRM, and salesforce.com. Links to view the opportunity in salesforce.com, MSCRM, and Autotask. Links to view the call activity in MSCRM. Links to view the tickets in ConnectWise. In ConnectWise 2015.1 and higher, links to view the contact, activity, and opportunity.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For salesforce.com users, you can now create a new salesforce.com Account(Company) record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from salesforce.com. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from salesforce.com. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For salesforce.com users, when selecting a salesforce.com contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
When creating a contact in salesforce.com new mobile number is supplied.
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: New     View All Features in Build
For salesforce.com users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected salesforce.com contact in salesforce.com
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: New     View All Features in Build
For salesforce.com users, the Create/Update Opportunity window now has a button you can click that will open the selected salesforce.com opportunity in salesforce.com
Version: 4.9    Build: 10    Release Date: 08/15/2014     Type: Fix     View All Features in Build
For salesforce.com users, if the Opportunity Products feature was not enabled the sf.com productCode field data would be empty in the product lookup window.
Version: 4.9    Build: 8.06    Release Date: 06/26/2014     Type: New     View All Features in Build
For salesforce.com users, when testing the credentials from the Contacts->Setup Contact Manager window, the success message will now display what salesforce.com instance you are connecting to. For example "na3.salesforce.com".
Version: 4.9    Build: 8.06    Release Date: 06/26/2014     Type: Fix     View All Features in Build
For salesforce.com users, when testing the credentials from the Contacts->Setup Contact Manager window, the 'Enable SandBox mode' setting was not being applied when testing the credentials. It was applied in all other areas of the integration.
Version: 4.9    Build: 8    Release Date: 06/05/2014     Type: Misc     View All Features in Build
For salesforce.com users, on the Save window, unchecking the "Create or Update Opportunity" or "Create or Update Closed Won Opportunity" will now uncheck the "Create or Update document Attachment" checkbox since document attachments are only attached to the sales opportunity in salesforce.com.
Version: 4.9    Build: 8    Release Date: 06/05/2014     Type: Fix     View All Features in Build
For salesforce.com users, the CRMOppHeader_CreateUpdate DataLink was not working.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
For salesforce.com users, there is an option for writing product details into the salesforce.com opportunity. If the products do not exist in salesforce.com there is an option to create them. There is also an option for Grouped Bundles to only send over the Grouped Bundle header line instead of the individual products. A default Price Book can be set for the salesforce.com opportunities QuoteWerks creates. This opportunity products integration also supports the CRM Product ID partnumber generation feature. To activate this functionality, choose the Contacts->Setup Contact Manager menu, choose salesforce.com, click [Setup], and then check the option to write details.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
The DataLink feature has been vastly improved. For salesforce.com users, you can configure the DataLink to copy information from QuoteWerks into salesforce.com opportunity fields when QuoteWerks creates or updates a salesforce.com opportunity. This can be done on the opportunity level with the EventAction of "CRMOppHeader_CreateUpdate". Information can also be copied at the line item level when QuoteWerks is creating/updating salesforce.com opportunity product items using the EventAction of "CRMOppItem_CreateUpdate". The DataLink is bi-directional so after the Opportunity is created/updated in salesforce.com you can setup a DataLink mapping to copy information from the salesforce.com opportunity back into the QuoteWerks quote. This can be done at the opportunity level and also the opportunity product items level enabling you to update QuoteWerks line item columns with information from the salesforce.com opportunity or opportunity product items.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: Misc     View All Features in Build
For salesforce.com users, if the test login fails, you are now prompted with a "Trouble logging into salesforce.com" dialog.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: Misc     View All Features in Build
For salesforce.com users, searching large PriceBooks from within QuoteWerks is significantly faster.
Version: 4.9    Build: 1.14    Release Date: 10/24/2013     Type: Fix     View All Features in Build
For salesforce.com users that have enabled State and Country Picklists, when searching for an account or contact, QuoteWerks was returning a "Fault Code (1218). No such column 'mailingCountryCode' on entity 'contact'." or similar message depending on the field and table requested from salesforce.com. In some cases, an error 457 would be returned.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
salesforce.com contact data can be retrieved using the F2 Lookup macro of ~salesforce_Macro().
Version: 4.7    Build: 6    Release Date: 05/15/2012     Type: New     View All Features in Build
For salesforce.com users, retrieving products from salesforce.com price book depending upon the number of products is anywhere between 2x and 100x times faster. Also, the Merge Remote Documents feature is is much faster.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
Attach File to CRM feature. With this feature you can automatically and manually attach files to your CRM. When emailing a quote to your customer as a PDF file, the PDF file will automatically be attached. When uploading a quote to QuoteValet and Emailing the customer the notification, the PDF file of the quote will automatically be attached. You can manually attach a file to your CRM by right clicking on a file in the Links tab, on the Print Preview window, and also from the Print window Save as PDF option. This makes the PDF version of the quote viewable by any colleagues that have access to the CRM record without having to have QuoteWerks installed. Particularly useful for the service or technical side of the business having access to the details of the job that was quoted. This new feature is turned on by default and can be controlled with the setting "[]Automatically attach PDF sent to customer by E-Mail or QuoteValet to the CRM Account or Opportunity." located on the Print tab of the Tools->Options menu.When using this feature with Autotask, ConnectWise, salesforce.com, you need to attach the quote to an opportunity first. Once the quote is associated with the CRM opportunity, QuoteWerks knows to automatically attach the PDF to the CRM Opportunity. When using this feature with ACT! 2005+, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, SugarCRM, and SalesLogix you need to link the quote to a CRM contact first. Once the quote is linked with the CRM contact, QuoteWerks knows to automatically attach the PDF to the CRM contact.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
The web browser "quotewerks:" protocol handler introduced with QuoteValet as a way to open QuoteWerks quotes using a URL. Now it has been updated to support all the functionality supported by the QuoteWerks Web Connector, thereby eliminating the need for the QuoteWerks Web Connector. This is particularly beneficial for terminal service users because the WebConnector would need to be setup for each terminal server user on a different manually specified port number, whereas none of this setup will now be required with the new "quotewerks:" protocol handler. The Web Connector is used mostly in conjunction with web based CRM packages like salesforce.com and SugarCRM. It can also be used with any system that can launch a Web Link (URL). Using this feature it is possible to automate QuoteWerks creating a new quote and populating it with information from the web url. To modify existing web urls to work with the new "quotewerks:" protocol handler, simply change "http://localhost:1001/" to "quotewerks://"
Version: 4.0    Build: 44.06    Release Date: 02/10/2009     Type: New     View All Features in Build
When printing, QuoteWerks can retrieve data from salesforce.com and include it in the printed output.
Version: 4.0    Build: 44.06    Release Date: 02/10/2009     Type: Fix     View All Features in Build
For salesforce.com users, if a DataLink field was manually typed in, and the table name was not all in lower case letters, the field would not be found.
Version: 4.0    Build: 44.06    Release Date: 02/10/2009     Type: Fix     View All Features in Build
If a salesforce.com field was used in a print layout and there were no DataLink mappings defined, would receive error "For loop not initialized".
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
When searching for contacts under the Contacts|Lookup menu, the ability to sort columns in the results grid by clicking on the column header is now also supported for ACT!, MS CRM, Outlook, Peachtree, QuickBooks, SalesLogix, and salesforce.com users.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
Retrieving product data from salesforce.com product data source is now faster when only linking to one salesforce.com Price Book.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: New     View All Features in Build
For API users, in the FindAndCopyProductsIntoMLIBuffer method, the "Begins with" operator is now suported for QuickBooks, Peachtree, and salesforce.com Data sources.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: Fix     View All Features in Build
When creating a salesforce.com opportunity for a salesforce.com contact that had no existing opportunities associated with it you would not be able to create a new opportunity in salesforce.com. Introduced in Build 39.07.
Version: 4.0    Build: 43    Release Date: 10/31/2008     Type: Fix     View All Features in Build
When creating a salesforce.com opportunity, if you are integrating with salesforce.com professional edition, and have not purchased the salesforce.com optional feature set that includes Price Book support, would receive error "Fault Code (1111). type opportunityLineItems is not supported". Similiary would receive error "Fault Code (1111). type pricebook is not supported" when attempting to link to a salesforce.com Price Book as a Product Data Source.
Version: 4.0    Build: 39.07    Release Date: 08/25/2008     Type: New     View All Features in Build
DataLink is now supported for salesforce.com!
Version: 4.0    Build: 39.07    Release Date: 08/25/2008     Type: New     View All Features in Build
For salesforce.com users, when saving the quote and choosing to create a salesforce.com opportunity, you can now choose to attach to an existing salesforce.com opportunity.
Version: 4.0    Build: 39.07    Release Date: 08/25/2008     Type: Fix     View All Features in Build
When retrieving salesforce.com product descriptions that contained multiple lines, a block character would represent the line break and the line break would be ignored.
Version: 4.0    Build: 39    Release Date: 08/12/2008     Type: New     View All Features in Build
The API method FindAndCopyProductsIntoMLIBuffer will now return error -11 if the Operator being passed is not supported by the product data source. For example, QuickBooks, Peachtree, and salesforce.com product data sources only support the "Equal to" operator.
Version: 4.0    Build: 37    Release Date: 06/11/2008     Type: Fix     View All Features in Build
The AfterSaveDocument event was not returning the correct values to indicate when the creation of a salesforce.com opportunity was being cancelled by the user.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
For salesforce.com users, on the Product Lookup window, you can now enter a % symbol before the value in the manufacturer part number field (salesforce.com Product Code) to return any products that end with the value you are searching for. If you also check the "Begins with" checkbox, it will return any products that contain the value you are searching for. You can also just use the % symbol before and/or after to value to accommodate all combinations ("%door", "door%","%door%") without having to check the "Begins with" checkbox.
Version: 4.0    Build: 33    Release Date: 02/15/2008     Type: New     View All Features in Build
On the Product Lookup window, when a salesforce.com Product Data Source is selected and the grid has focus, pressing the F5 key will force QuoteWerks to re-retrieve the list of products from salesforce.com (rather than use the cached values normally used for increased performance).
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: New     View All Features in Build
Added new salesforce.com option "Enable 'SandBox' mode testing environment". This option enables QuoteWerks to to take advantage of the salesforce.com Sandbox which enables you to create a fully replicated, scalable on-demand customer replica environment for customization, integration, testing, development and training purposes.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: Misc     View All Features in Build
Encrypted user data is now using a higher level of encryption (192 bit). Encrypted data includes user passwords for 3rd party CRM products like Salesforce.com, SalesLogix, and TeleMagic. Also external database passwords, SMTP password, Dialup login passwords, etc. These respective passwords must be re-saved to take advantage of the new encryption level. If they are not re-saved, they will continue to use the older encryption.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: New     View All Features in Build
When using salesforce.com offline and saving quotes, there is now a new "I'm Offline" option that enables you to save the quote and not attempt to integrate with salesforce.com online. This is very useful for laptops using salesforce.com that do not have access to the internet while out in the field. With this option, it is now easy to still save quotes even though salesforce.com is not available. Please note, any quotes saved while offline will need to be re-opened, linked to a salesforce.com contact and saved in order to update salesforce.com online.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: New     View All Features in Build
When merging remote documents and choosing to download the dtf files from MS CRM or salesforce.com, if you choose to merge only the documents since the last merge, QuoteWerks will now only download the files from MS CRM or salesforce.com that have changed since the last merge. This improves performance tremendously.
Version: 4.0    Build: 23    Release Date: 11/03/2006     Type: Fix     View All Features in Build
On the Product Lookup window when using the Append Paste feature after having previously searched the QuickBooks or salesforce.com external product data source, the product would appear to have been pasted but would disappear when the product list was refreshed.
Version: 4.0    Build: 20    Release Date: 08/01/2006     Type: Fix     View All Features in Build
For salesforce.com users, when creating a quote from within salesforce.com by clicking on a link, the quote auto-numbering was malfunctioning resulting in a blank quote number.
Version: 4.0    Build: 17    Release Date: 01/03/2006     Type: New     View All Features in Build
For salesforce.com users added columns "BillingState", "Type", and "Site" to the contact lookup results to assist in locating contact records when there are many contact records with similar company names.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: New     View All Features in Build
When searching for an ACT!, GoldMine, Outlook, SalesLogix, or salesforce.com contact from within QuoteWerks, the field that you last searched for will now be remembered so the next time that you perform the search you will not have to re-select it.
Version: 4.0    Build: 12    Release Date: 10/13/2005     Type: Misc     View All Features in Build
Help file updated with updated salesforce.com web connector link URL strings.
Version: 4.0    Build: 11    Release Date: 07/15/2005     Type: Fix     View All Features in Build
Error "fault Code (1116). HTTPS Required" for salesforce.com users that had configured salesforce.com to "require secure connections".
Version: 4.0    Build: 8    Release Date: 04/26/2005     Type: Fix     View All Features in Build
For salesforce.com users, when selecting a contact to use in the quote, if a contact was already associated with the quote, you would receive a message "..quote has a salesforce.com opportunity already associated with it. Do you want to keep this quote linked with the existing opportunity?" even though there may not have been an associated sales opportunity.
Version: 4.0    Build: 6    Release Date: 02/15/2005     Type: Misc     View All Features in Build
For salesforce.com users, in version 4.0 we added a feature that updated the name of the salesforce.com opportunity associated with the quote whenever the quote was converted to an order or renamed. Now, there is an option called "Update salesforce.com Opportunity name with Document name." on the salesforce.com settings under the Contacts | Setup Contact Managers menu. If this option is not checked, the opportunity name will not be updated.
Version: 4.0    Build: 4    Release Date: 01/10/2005     Type: New     View All Features in Build
For salesforce.com users, when an existing document is linked to a salesforce.com opportunity and a different sold to contact is selected, you are now prompted to keep the link to the existing opportunity instead of it automatically being unlinked.
Version: 4.0    Build: 4    Release Date: 01/10/2005     Type: New     View All Features in Build
When performing the "Rebuild CM Transport Files" process, for salesforce.com users there is now an option to "Upload to salesforce.com after rebuild". This option is required when users have upgraded from QuoteWerks 3.0 to QuoteWerks 4.0. The dtf files are located in the QuoteWerks \DTF folder and when integrating with salesforce.com, a copy is uploaded to salesforce.com, so after the upgrade, the old QuoteWerks 3.0 files are still hosted by salesforce.com. This causes a problem since QuoteWerks 3.0 dtf files are not compatible with QuoteWerks 4.0. This new feature will replace all the version 3.0 dtf files hosted at salesforce.com with the version 4.0 format. Another need for this feature is when upgrading between QuoteWerks editions since the License Key information changes and the DTF files created with the old License Key information will no longer by authorized to be accepted by the upgraded installation.
Version: 4.0    Build: 2    Release Date: 10/12/2004     Type: Fix     View All Features in Build
When downloading dtf files from salesforce.com using the Merge Remote Documents feature, would receive an error about an invalid month in the file.
Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
A new real-time live link to the salesforce.com price book enables you to search the salesforce.com product databases real-time for products and services to use in your quote (Professional/Corporate Editions only).

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Version: 4.0    Build: 1    Release Date: 07/14/2004     Type: New     View All Features in Build
The AfterSaveDocument API event now returns more return codes that indicate if a salesforce.com create/update opportunity window was canceled during the save.
Version: 3.0    Build: 38    Release Date: 10/12/2004     Type: Misc     View All Features in Build
New salesforce.com session expiration error code 1112 detected so that QuoteWerks can auto re-login.
Version: 3.0    Build: 38    Release Date: 10/12/2004     Type: Fix     View All Features in Build
For salesforce.com users that have configured their Windows regional settings to use a comma as the decimal separator would receive a type mismatch error.
Version: 3.0    Build: 38    Release Date: 10/12/2004     Type: Fix     View All Features in Build
For salesforce.com users, when renaming a document or manually changing the document number, this change would not be reflected in the salesforce.com quote attachment.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: New     View All Features in Build
Added support for LocalTaxRate, Terms, and SoldToPriceProfile fields in the QuoteWerks web connector for receiving such information from salesforce.com.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Misc     View All Features in Build
For salesforce.com users, if QuoteWerks created an opportunity in salesforce.com and the user manually deleted the opportunity from salesforce.com, QuoteWerks will now detect this and recreate the opportunity.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Misc     View All Features in Build
On the save window, QuoteWerks now checks to make sure that the document name is not empty. This causes problem with salesforce.com integration.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Fix     View All Features in Build
For salesforce.com users, when clicking on the "View Attachment" link inside Internet Explorer and causing QuoteWerks to open and synchronize that quote into the local quote database, no synchornization would occur if the quote already existed in the local quote database.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Fix     View All Features in Build
For salesforce.com users, if the option to "Look for synchronized data" was not checked, when the user clicked on the document attachment link in salesforce.com, QuoteWerks would report that it could not find the quote number in the database. Internet Explorer is changing the file name from (for example) AAAQ1001.DTF to AAAQ1001[1].DTF. This was causing QuoteWerks to not be able to locate this document number.
Version: 3.0    Build: 35    Release Date: 02/19/2004     Type: Fix     View All Features in Build
When the File|Duplicate menu was used on a document that has been linked with a salesforce.com contact and an attachment and opportunity has been created/linked to this document, after the duplicate, the original attachment and opportunity would be updated instead of new ones being created for this duplicate document.
Version: 3.0    Build: 33    Release Date: 10/14/2003     Type: New     View All Features in Build
The QuoteWerks webconnector now supports a new method of "newfromtemplate", and you can pass the template name as the parameter "&templatename=". This enables you to start a new document from a template from a hyperlink inside salesforce.com
Version: 3.0    Build: 33    Release Date: 10/14/2003     Type: Misc     View All Features in Build
In salesforce.com create or update opportunity window, Opportunity stages with a 0 percent probability were not displayed in the list.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: New     View All Features in Build
When starting a new document from a salesforce.com web integration link, and the maximum number of open documents (5) has been reached, you will receive a message to that effect instead of a ".DocumentNew failed" error.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: Misc     View All Features in Build
The temporary QuoteWerks client ID used to access the Professional edition of salesforce.com has now been replaced with the official QuoteWerks client ID.
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: Fix     View All Features in Build
Incorrect error in the Web connector log of "Unrecognized source of 'salesforce.com' detected."
Version: 3.0    Build: 32    Release Date: 08/20/2003     Type: Fix     View All Features in Build
For salesforce.com users, the June 23rd, 2003 release of salesforce.com S3 changed the way that the salesforce.com web integration links works. Data was not passed and data that had spaces in it would contain plus symbols (+) as a placeholder. This required changes in the QuoteWerks web connector.
Version: 3.0    Build: 31    Release Date: 06/11/2003     Type: New     View All Features in Build
For salesforce.com users, the Merge Remote Documents utility (under the Utilities menu) there is now an option for QuoteWerks to download all the dtf file attachments that have been uploaded into salesforce.com to the local QuoteWerks\DTF folder where they can then be merged into the QuoteWerks database. This is particularly useful for a sales manager that wants to get all the quote data into one QuoteWerks database to run consolidated reports.
Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: New     View All Features in Build
Added new integration with online CRM service salesforce.com! Integration includes retrieving customer information, and creating opportunities and uploading quote attachments!

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Version: 3.0    Build: 29    Release Date: 05/09/2003     Type: New     View All Features in Build
Added a new QuoteWerks Web Connector that will run in the Windows tray. This primarily works with the new salesforce.com integration, but can be used by other web applications to pass data from a web application to QuoteWerks starting a new quote and populating it with data from the web page in real-time!