Would your company benefit from over
59 new features?


Since November 1, 2016, there have been 7 QuoteWerks updates released containing over 59 new features!

Please remember that New Features = Greater Productivity which gives you more time to sell and complete the countless other tasks you need to do on a daily basis!

Version 5.2 Build 3 (released February 14, 2017)

 1. MS CRM version 8.2 now supported!

 2. For MS CRM users, only the first 150 users were displayed in user selection windows. Now the first 250 will be displayed.

 3. For MS CRM users, added field contact->parentcustomerid to the list of available DataLink fields.

 4. For MS CRM users, added an "Update MS CRM Opportunity name with Document name" option under MS CRM Setup.

 5. For MS CRM users, the list of opportunity status codes is now retrieved from MS CRM dynamically, rather than from a hard coded list of "WON", "CANCELED", "OUT-SOLD".

Version 5.2 Build 2 (released February 10, 2017)

 6. The field size for CostModifier and PriceModifier fields on the DocumentItems tab have been increased from 8 to 18 allowing for longer compound discount modifiers like "D50\10\17".

 7. ACT! version 19 is now supported!

 8. SalesLogix (Infor CRM) 8.3 is now supported!

 9. For Peachtree (Sage 50 US Edition) users, when using Peachtree as the contact manager you can now retrieve the Customer Terms using the DataLink using the new Data Link field CustomerPaymentTerms.

 10. On the Templates tab of the File->New menu you can now search the templates by name with "Begins with", "Contains", and "Ends with".

 11. The macro name &APP_LayoutName is available on the Misc tab of Tools->Options for the generation of the file name for the "Document Attachment file" and "PO Document Attachment file". This is very useful because when used the file name generated would contain the name of the primary selected layout or word document used to generate the file giving the file name some meaningful context.

 12. There are now the macros &APP_LicensingPrimarySerialNumber, &APP_LicensingEnterpriseLicenseCount, and &APP_LicensingSiteLicenseCount available through the Application.GetMacro API method.

 13. ConnectWise 2017.2 is now supported!

 14. When adding a File Link from the Links tab, if you select a file that is not under the \QuoteWerks folder, you will be prompted to link directly to the file or copy it to a centralized storage location (\QuoteWerks\Resources) and link to that file. Users can set the default behavior with the option "When adding File Link default to option to Copy to Centralized Storage" under the Misc tab of the Tools->My Preferences menu. Also adminstrators can force the centralized storage with the Misc Access right of "ForceFileLinksAttachModeAsCopy".

 15. The Tools->Refresh Item Details menu now an option to choose which Product Data Source you want to refresh the line item data from. Also there is an option "Obtain refreshed data from:" when multiple line items are selected to force the refresh to look in the selected database versus the database specified in the line item. Also the columns are sortable useful in grouping all fields together that have data in them, or sorting the field names alphabetically.

 16. For ConnectWise users, when converting a quote to an order and converting the ConnectWise opportunity to Won, you can now specify the Close Date. Also when subsequently updating the order and saving the changes to the ConnectWise Closed Won Opportunity, the Closed date will no longer change unless you change it.

 17. There is now a utility feature to cycle through ALL documents in the database and look at the file links and replace the matching folder location of the linked file with a different folder location.

 18. When importing a product database, the name of the Product Database is now displayed in the import status window.

 19. On the Open Document window, the checkbox "Include Revisions", now remembers the last selection per user.

 20. There are now DocumentItems->&ProductDBForeignCurrencyUnitCost and DocumentItems->&ProductDBForeignCurrencyIdentifier fields available in the layout designer for FPC files. These fields will lookup these field values from the product database for the item in the product database. These are only available for native product databases.

 21. On the Product Price History window, clicking on the Date column now sorts.

 22. On the Open Document window, you can now search the Company and Contact fields by "Begins with", "Contains" and "Ends with".

 23. On the File Links tab of the Quote WorkBook, you can now multi-select when removing links.

 24. In Select Special can now search number fields UnitCost, UnitPrice, and UnitList with search operator "Equal to", "Not Equal to", "Greater than", "Greater or Equal", "Less than", and "Less or Equal". Also, added text search operators "Not Equal to" and "Ends with" and "Does not Contain". Select Special can now be launched with CTRL-F keyboard shortcut.

 25. Added menu shortcut key CTRL-R for Edit->Item Attributes.

 26. Added menu shortcut key CTRL-T for Edit->Add SubTotal.

 27. In Management Reports you can now use the [Output CSV] button to export the output of the report to a CSV file. This is different than the [Export] button feature in that this [Output CSV] feature takes the output of the Report Layout including the formulas, filtering, sorting, and grouping of sections and then exports that data.

 28. For Goldmine users, when using the &Dear field in the DataLink, if you selected a Secondary Contact the DataLink will now grab the Dear value from the Secondary contact.

 29. SugarCRM 7.8 is now supported!

 30. For Product Content Subscribers, the Etilize Product Comparison now supports ASI, Westcoast, Northamber distributors.

 31. Added Misc Access Right "CannotManuallyModifyProductQuery". When this is set, the "Show SQL" option will not appear on the Product Lookup window.

Version 5.2 Build 1 (released November 11, 2016)

 32. ConnectWise 2016.6 is now supported!

 33. ConnectWise 2016.5 is now supported!

 34. QuickBooks USA 2017 is now supported!

 35. QuickBooks Australia 2016 is now supported!

 36. QuickBooks Canada 2017 is now supported!

 37. Peachtree/Sage 50 version 2017 is now supported!

 38. There is now an "Installation Password" feature that can be used to prevent an unauthorized person from updating a QuoteWerks Installation. This is especially useful for preventing remote installations from updating without the permission of their IT administrator. It is also useful for IT administrators and resellers in preventing some random user from updating the network installation of QuoteWerks. Now, before an installation update can begin, if an Installation Password has been set by the administrator, the user will have to supply a valid Installation Password before they will be able to proceed with installing the update.

 39. When a QuoteWerks update was just installed and a workstation runs QuoteWerks for the first time, it will now prevent other workstations from running QuoteWerks while QuoteWerks is upgrading the data to the new Build.

 40. Most data stored in .ini files has been moved into database tables. All of the settings that have been transferred to database tables can be viewed from the new Settings Manager accessible by clicking on the [Settings Manager] button on the System tab of the Help->About menu. The Settings Manager is also available from within the Medic Utility by selecting the Utilities->Settings Manager menu. For complete details please see the help file topic "Appendix: QuoteWerks Version 5.2 INI to Database Changes".

 41. Licensing enforcement no longer uses the .lck file based system. It now uses a Database license metering system. There are some powerful capabilities that come along with this change. Now, if a user is logged into QuoteWerks and locks their machine and leaves for the weekend, users with Master Rights can now revoke their license making it available for other users. When this user comes back they will only have the option to save and close their currently open quotes and exit. The Misc Access right "NonMasterRightsUser_CanRevokeOthersLicenseAllocation" can be granted to non Master Rights users to give them this capability.

 42. Administrators can now force QuoteWerks to terminate. When an IT administrator wants to make sure everyone is out of QuoteWerks (to apply an update for example) they can force the termination of running instances of QuoteWerks. Any unsaved quotes will be saved as recovery documents. It is not ideal to terminate QuoteWerks this way, but if the admin has no other options, then at least they have the ability to terminate the running exe. The Misc Access right "NonMasterRightsUser_CanTerminateOthersRunningInstances" can be granted to non Master Rights users to give them this capability.

 43. From the QuoteWerks Login window holding down SHIFT while clicking OK will launch the Logged In Users window where you can see what other users are logged into QuoteWerks. This window will only appear if have entered the correct password for the username. If you have rights to revoke licenses or terminate running instances you can do that from this window. An extra capability of this feature is that if a user is at this login screen and cannot login because there are not enough licenses, an administrator can walk over to this machine, choose their username, enter their password and get access to the Logged In Users window where they can revoke someone else's license. After closing this window, the login window will re-appear for the regular user to then login normally.

 44. Licensing events are now recorded. Certain events are always recorded like license revokings, forced terminations are now recorded, reaching max Primary license count, reaching max Real-time license count, and reaching max QuoteValet license count. Other events like "[] Record failed login attempts", and "[] Record successful login/logoff (includes duration)" can be turned on/off under the Security tab of the Tools->Options menu. You can display the Event Viewer by clicking on the [Event Viewer] button on the Utilities->LoggedInUsers menu.

 45. When a login fails because there are not enough licenses, the Logged In Users window will automatically be displayed.

 46. If you attempt to login using a UserName that is already logged into QuoteWerks, you will be given the option to revoke the license from the other logged in instance so that you can login.

 47. For Autotask users, when creating or updating an Autotask Quote the QuoteWerks Customer PO# now populates the PurchaseOrderNumber field in the Autotask quote.

 48. For ConnectWise 2016.3 and higher users, QuoteWerks recurring products can now be written to a ConnectWise Opportunity Item as a recurring product (utilizing this newer feature in ConnectWise). This feature is only available in the new ConnectWise REST API. It is not available in the older ConnectWise SOAP API, so you must enable the ConnectWise REST API in QuoteWerks setup to use this new feature.

 49. For ConnectWise 2016.3 and higher users, when the ConnectWise REST API is enabled, there is now an option on the REST API tab of the ConnectWise Setup window to "write QuoteWerks SoldToPONumber 'Cust PO#' to ConnectWise Opportunity".

 50. Bundles can now be searched by Begins with, Contains, and Ends with. The last selection is remembered per user.

 51. Configurations can now be searched by Begins with, Contains, and Ends with. The last selection is remembered per user.

 52. When rehosting to SQL you can now specify an existing Database to rehost to. This is useful so that you do not have to supply a SQL server UserID that has the security rights to create databases.

 53. Added new Misc Access rights CannotModifyFieldValue:DI_CustomDate01, CannotModifyFieldValue:DI_CustomDate02, CannotModifyFieldValue:DI_CustomNumber01, CannotModifyFieldValue:DI_CustomNumber02, CannotModifyFieldValue:DI_CustomNumber03, CannotModifyFieldValue:DI_CustomNumber04, CannotModifyFieldValue:DI_CustomNumber05, CannotModifyFieldValue:DI_CustomMemo01, CannotModifyFieldValue:DI_CustomMemo02, CannotModifyFieldValue:DI_InternalPartNumber

 54. For API users, added the events: BeforeSynchronization(sXMLData, bCancel) AND AfterSynchronization(sXMLData)

 55. For API users, the event BeforeSaveDocument(ByVal iSaveAction As Integer, ByRef bCancel as Boolean) now fires for the AutoSave events with an iSaveAction=4.

 56. For API users, added event AfterSaveDocumentEx(ByVal iSaveAction As Integer, ByVal iResult As Integer, ByVal sXMLData As String). This event provides more information than the existing AfterSaveDocument() event.

 57. The creation of user login names is no longer limited by the 8 character user INI file name generation. You used to receive a message like "The User Name specified cannot be added because it conflicts with the {username}.ini file of JLEWE.INI"

 58. Under the [Addons] section of the siteboot.ini file there is a new AutoRunXUsers= key. Here you can specify a comma delimited list of users that you want the addon for. For example the AutoRun1=notepad.exe and the AutoRun1Users=John Lewe, Brian Laufer

 59. For API users, added a series of methods to read/write/delete settings from the new Settings table since the data has been moved out of ini files into the database. Application.SiteSettingRead (sSectionName as String, sKeyName as String) Application.SiteSettingWrite (sSectionName as String, sKeyName as String, sKeyValue as String) Application.SiteSettingDelete (sSectionName as String, sKeyName as String) Application.SystemSettingRead (sSectionName as String, sKeyName as String) Application.SystemSettingWrite (sSectionName as String, sKeyName as String, sKeyValue as String) Application.SystemSettingDelete (sSectionName as String, sKeyName as String) Application.UserSettingRead (sUserName as String, sSectionName as String, sKeyName as String) Application.UserSettingWrite (sUserName as String, sSectionName as String, sKeyName as String, sKeyValue as String) Application.UserSettingDelete (sUserName as String, sSectionName as String, sKeyName as String, sKeyValue as String)