Would your company benefit from over
313 new features?

      


Since November 5, 2014, there have been 54 QuoteWerks updates released containing over 313 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)


Version 5.1 Build 6 (released July 11, 2016)

 60. SugarCRM 7.7 is now supported!

 61. Maximizer 14.1 is now supported!

 62. For salesforce.com users, creating/updating opportunities containing line items is up to 60% faster.

 63. 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"

 64. 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

 65. For Product Content Subscribers, on the grid toolbar there is now a "Refresh Etilize Item detail" icon. You can use this to update the selected line items in the Workbook with Etilize detail such as Description, Weight, Picture and more. This is useful when using a non-Etilize data source when adding products to your quote or when importing a Quote from Tech Data or other vendor. In the line item, the (Manufacturer and Manufacturer Part Number) or (Vendor and Vendor Part Number) fields must be filled out in order to obtain information about this product from Etilize.

 66. For Product Content Subscribers, in the Paste Special Feature, there is now an option that enables you to update the items to be pasted with Etilize detail such as Description, Weight, Picture and more. In the data that you are pasting, the (Manufacturer and Manufacturer Part Number) or (Vendor and Vendor Part Number) fields must have data in them in order to obtain information about this product from Etilize.

 67. For Product Content Subscribers, Products sourced via Etilize can now be used in QuoteWerks Bundles. The Vendor and Vendor Part Number selected during the setup of the Bundle will be used when adding the product to the QuoteWerks Document when selecting the Bundle. QuoteWerks will also retrieve real-time pricing for the selected product and vendor combination when the product is added to the document.

 68. For Product Content Subscribers, Products sourced via Etilize can now be used in QuoteWerks Configurations. The Vendor and Vendor Part Number selected during the setup of Configuration will be used when adding the product to the QuoteWerks Document when using the Configurator. QuoteWerks will also retrieve real-time pricing for the selected product and vendor combination when the product is added to the document.

 69. For Product Content Subscribers, Products sourced via Etilize can now be used in QuoteWerks Required Items Sets. The Vendor and Vendor Part Number selected during the setup of Required Item will be used when adding the product to the QuoteWerks Document. QuoteWerks will also retrieve real-time pricing for the selected product and vendor combination when the product is added to the document.

 70. For Product Content Subscribers, there is now a per user "My Favorites" folder under the Etilize Product Source on the Product Lookup. To add products to the "My Favorites" folder, right click on the product in the Etilize Source list and Select "Add Etilize Product to 'My Favorites'". To remove a product from the "My Favorites" list, right click on the product list and select "Remove Etilize Product from 'My Favorites'". These actions can be performed on a product by product basis or by multi-selecting products in the list.

 71. For Tech Data USA Customers, you can now view a comprehensive list and import all Tech Data Quotes created by Tech Data's sales reps, or created by yourself on the techdata.com website. Tech Data quotes created over the last 45 days will be available. You do not need to know the Tech Data quote number, and you can import all the details into the QuoteWerks quote, saving time and reducing data entry error. To use this feature, on the grid toolbar on the DocumentItems tab, click on the TD icon drop down button and choose "Retrieve Tech Data SAP Quote" menu option. You must have Tech Data XML credentials entered into QuoteWerks to use this feature. Quotes created via StreamOne (Tech Data's Cloud Services Website) are currently not available using this Tech Data API.

 72. There is now an option on the Lease Payment Calculator window to "Include Monthly recurring in lease payment". This will enable you to present your customer with a single monthly payment amount that includes both the lease payment for the upfront purchase amount and also your monthly recurring service charges.

 73. the Payment Options section on the Sale Info tab has been improved to include a display for the Purchase Amount and also the Monthly Recurring Amount. For the Upfront Purchase options, if there is a monthly recurring amount for the quote, it will display that amount in the upfront purchase option. This will also be displayed in the printed output, making it clear to the recipient that if they choose a non-lease payment option there will be the upfront purchase amount and also a monthly amount.

 74. Added new "Purchase Option display macro" customization on the Payment tab under Tools->Options. This gives you better control over the Purchase payment options displayed on the printed/pdf quote. For example, you can now choose to not include the cash price purchase amount in the payment option.

 75. The Export feature of the Management Reports has been completely re-designed. In addition to using the normal filter features, you can now choose which fields of information to export into a text file. You can also choose the order in which the columns are exported, you can specify multiple sort orders for the exported data, you can specify the field delimiter, if you want to include the field names in the first row of the export file and more. You can also specify the path and file name of the export file while also having an option to prompt the user for the file name and path. There is also a misc Access right of "CannotModifyManagementReportExportSettings" that will prevent a user from being able to change the export settings including which fields are exported, the format of the export file, etc. There is also a Misc Access right "CannotExportManagementReportDocumentData" which can be used to stop a user from exporting quote/order/invoice type information from the Management Report.

 76. After cloning a user, that user is now selected in the user list.

 77. When synchronizing, Etilize "My Favorites" can now be synchronized in the initial rollout.

 78. On the Product Lookup window you can now search by InternalPartNumber for native product databases, including ones hosted to Azure, and also in the multiple product database search (which will just search for this field in native product databases.

 79. On the Search Fields tab of the Open Document window, under the Item drop down, you can now select InternalPartNumber and do a line item level search for an InternalPartNumber.

 80. For API users, added new DocFunctions.DocumentPrint2 method. This now allows you to take advantage of the new print selections features allowing you to specify the exact order of each print element you want to print. This method is typically used to automate printing the document directly to a printer or initiating the print preview window, etc. For details, please see the updated SDK.

 81. For API users, added new DocFunctions.DocumentPrintPDF method. This can be used to combine print elements in whatever order you would like and output them to a PDF file of your choice without any input from the user. For details, please see the updated SDK.

 82. For Ingram Micro Canada online ordering users, added Purolator shipping options: Purolator Air, Purolator Air 9am, Purolator Air 10:30am, Purolator Ground, Purolator Express 9am, Purolator Express 10:30am, and Purolator Weekend.

 83. There is now a DocumentHeaders->&QuoteValetTotalPaymentsMade field available in the layout designer for FPC files. This will display the total of payments for this document received through QuoteValet. It is important to note, this sums up the successful payments recorded in the local database, so it is only as current as the last time QuoteWerks communicated with QuoteValet.

 84. The File->Duplicate window now has the option "[x] Reset DocDate, DocDueDate, and ExpirationDate like a new document". This setting will be remembered between sessions.

 85. For QuoteValet users you will be warned if the quote you are about to upload to QuoteValet is already expired.

 86. For Ingram Micro online ordering users, you can now enter special instructions on the Purchase order Info tab even when the "[x] Include End User information (End User information is required in some licensing or warranty orders)." option is checked.

 87. For SugarCRM users on the Create Opportunity window you can now specify the AssignedTo user.

 88. For SugarCRM users on the Create/Update Follow Up Call window you can now specify the AssignedTo user.

 89. Real-time Pricing and Availability is now available for IT Distributor ASI Canada!

 90. For Product Content Subscribers, ASI Canada pricing & availability is now available on the Etilize Panel if you have an account with this distributor.

 91. Added option "When Adding Items to a Group, default HidePrice to yes." on the Misc tab of the Tools->Options menu. This controls the default behavior when adding an item into a group using the Edit->Convert to Group menu option or when adding items into a Grouped Bundle definition.

 92. On the Open Document window the selected DocNo field operator is now remembered per user.

 93. On the Open Document window the selected DocName field operator is now remembered per user.

 94. On the Open Document window the selected DocStatus field operator is now remembered per user.

 95. On the Print Preview window, adding keyboard menu shortcuts, CTRL-P for Print, CTRL-G for Go to Page, CTRL-E for Send E-mail, CTRL-S for Save as PDF, CTRL-U for Attach to CRM, and CTRL-W for close.

 96. When running a report and being asked to supply a value for a field filter and you choose cancel, this will now cancel the report.

 97. GoldMine 2016.1 is now supported!

 98. ConnectWise 2016.4 is now supported!

 99. QuickBooks UK 2016 is now supported!

 100. Microsoft SQL Server 2016 is now supported!

 101. MS CRM 2016 Update (v8.1) is now supported!


Version 5.1 Build 4 (released April 8, 2016)

 102. ConnectWise 2016.1 is now supported!

 103. Maximizer 2016 (v14) is now supported!

 104. LineNumbering feature. There are two new macro fields DocumentItems.&LineNumber and DocumentItems.&LineNumberActual. By default these will not be visible columns. You can make them visible choosing the View->Customize columns menu. They are also available for use in the print layouts. Any lines with the Excluded=Yes or PrintLine=No will automatically not be numbered. In addition you can set the following options on the Print tab of the Tools->Options menu that control which line items are numbered: "Don't number Heading lines, "Don't number Comment lines", "Don't number Empty Comment lines", "Don't number Group Member lines", "Don't number % Charge lines", "Don't number % Discount lines", "Don't number SubTotal lines", "Don't number Running SubTotal lines", and "Don't number Summary lines". The DocumentItems.&LineNumber feature is designed based on the need to uniquely identify a line on the quote primarily for purposes of talking with the customer about it over the phone or by email. The DocumentItems.&LineNumberActual is designed so that you can see the line numbers for each row at the same time, so that there is always a visual indicator displayed for each line so you no longer have to click on a line to see what line number it is.

 105. You can now highlight line items using up to 5 pre-defined highlight colors. Simply select or multi-select line items and click on the highlighter icon above the grid on the DocumentItems tab. This feature gives you the ability to tag/highlight line items in a way that you can use as a visual aide in reminding yourself that you need to complete something on these line items. You can combine this with the Notes column to enter in notes for yourself regarding what you need to do with the line item. This is a very useful productivity tool! The highlighting is only seen in the QuoteWerks quote, it will not been seen by the customer in the PDF output or when uploaded to QuoteValet.

 106. Double-clicking on a FPC layout or Word document on the Primary or Additional tab of the Print Document window will now run/merge just that FPC layout or Word document file and then preview it. Double-clicking used to edit the layout or Word file. This is a quick preview feature for that layout that does not include cover page, literature, etc. It is useful for looking over details that need to be double checked, typically literature, spec sheets, etc are static items that do not need to be reviewed every time.

 107. For SYNNEX online ordering, re-designed the way addresses are selected for the ShipTo, EndUser, and Reseller fields on the order form. Especially when the items in the online order are from multiple orders, you will now be able to select any of the addresses from any of the orders related to these items. The addresses include the Soldto, ShipTo, BillTo, and Sales Rep location.

 108. 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"

 109. 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.

 110. On the Open Document window there is a now a new "QuoteValet Document ID" column. You can use this to see if you have uploaded the document to QuoteValet. You can sort on this column and very easily see a list of documents that have been uploaded and not been uploaded.

 111. On the Edit Product window the UI size of the 255 character Notes text box was increased so that you can see and enter all 255 characters.

 112. The Add Item Assistant window is now larger. The form is taller and wider, the description column is wider and more optional items are displayed vertically.

 113. When editing the layout FPC files and you choose File->Printer Setup this will embed the page size into the FPC file and whenever that fpc file is printed (especially to a PDF file), it will use the page size embedded in the FPC file.

 114. On the DocumentItems tab, the width of the description column of the drop down list for the CostModifier and PriceModifier cells was widened by 40%.

 115. The width of the Print Selections display area on the Print window has been increased by 32%.

 116. Added new macro fields: &SYS_FirstDayOfCurrentYearForSQL, &SYS_LastDayOfCurrentYearForSQL, &SYS_FirstDayOfLastYearForSQL, and &SYS_LastDayOfLastYearForSQL. These are especially useful in report filters.

 117. Added new user preference "Auto-close Bundle window after selecting bundle" on the Misc tab of the Tools->My Preferences menu. When on the Bundles window and choosing to add/insert a bundle into the quote, this option will be used.

 118. Added new user preference "Prompt for Bundle Quantity" on the Misc tab of the Tools->My Preferences menu. When on the Bundles window and choosing to add/insert a bundle into the quote, this option will be used.

 119. Added a new column "Exclusive Option Group" for the Document Items tab. This will display the mutually exclusive Group that the line item belongs to - if the item is an optional item.

 120. On the Open Document window you can now search the DocNo field by "Begins with", "Contains" and "Ends with".

 121. On the Open Document window you can now search the DocName field by "Begins with", "Contains" and "Ends with".

 122. On the Open Document window you can now search the DocStatus field by "Equal to", or "Begins with".

 123. There is now an installation option to not install the help files. Since there are over 2500 files in the help system, this speeds up installation time significantly.

 124. All the default layouts have been updated to use the new LineNumbering macros DocumentItems.&LineNumber and DocumentItems.&LineNumberActual as needed.

 125. When adding a new % Charge line item, the default TaxCode is set based on the DocumentItems tab of the Tools->Options menu.

 126. MS CRM 2016 (v8.0) is now supported!

 127. 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.

 128. 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.

 129. 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.

 130. 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".

 131. On the File Links tab, there is a new menu option to "Add a Folder Link".

 132. When cloning a print layout you can now specify the name of the FPC file.

 133. When creating, editing, or cloning users it will be logged in the event log file (event.log).

 134. On the Apply To tab of the User Properties window, when settings are applied to other users it will be logged in the event log file (event.log).

 135. On the Login tab of the User Properties window, when Master Rights is assigned to a user it will be logged in the event log file (event.log).

 136. On the Apply to tab of the Customize Document Columns window, when a user applies settings to all users or selected users, it will be logged in the event log file (event.log).

 137. On the Apply to tab of the Customize Product Database columns window, when a user applies settings to all users or selected users, it will be logged in the event log file (event.log).

 138. QuickBooks Canada 2016 is now supported!

 139. Effective March 11th, 2016 SYNNEX now requires all xml 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 SYNNEX XML 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 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.

 140. For Dell Premier Customers, When placing an online order with Dell, there is now an option to pay with terms or credit card. Prior to this update, online orders with Dell would be placed on terms.

 141. For Tech Data online ordering, re-designed the way addresses are selected for the ShipTo and EndUser on the order form. Especially when the items in the online order are from multiple orders, you will now be able to select any of the addresses from any of the orders related to these items. The addresses include the Soldto, ShipTo, BillTo, and Sales Rep location.

 142. For Ingram Micro online ordering, re-designed the way addresses are selected for the ShipTo, EndUser, and Reseller fields on the order form. Especially when the items in the online order are from multiple orders, you will now be able to select any of the addresses from any of the orders related to these items. The addresses include the Soldto, ShipTo, BillTo, and Sales Rep location.

 143. For D&H online ordering, re-designed the way addresses are selected for the ShipTo fields on the order form. Especially when the items in the online order are from multiple orders, you will now be able to select any of the addresses from any of the orders related to these items. The addresses include the Soldto, ShipTo, BillTo, and Sales Rep location.

 144. For Dell online ordering, re-designed the way addresses are selected for the ShipTo and Billto fields on the order form. Especially when the items in the online order are from multiple orders, you will now be able to select any of the addresses from any of the orders related to these items. The addresses include the Soldto, ShipTo, BillTo, and Sales Rep location.

 145. When displaying payment options in the print output, there is now an option to not show the selection brackets like "[ ]" when there is only a single payment option. To activate this, in the site.ini under the [Defaults] section, add the key LeasingPaymentOptionPrefixHideIfSingleOption=-1.

 146. For QuickBooks users, the time it takes to load the Setup window has been reduced dramatically.

 147. When a line item is already highlighted in Yellow and you click on the button portion of the highlighting menu button (which normally causes the line to be highlighted yellow), it will remove the highlighting. Essentially, pressing this button repeatedly will toggle the line item highlight between yellow and no highlight.

 148. The CTRL-` key combination will now cycle between tabs on the Quote WorkBook. The CTRL-TAB key combination already cycles between currently open Quote WorkBooks.

 149. The Edit->Insert Heading now has a CTRL-H keyboard shortcut.

 150. While using the Zoom Description Window, you can now use the CTRL-A Keyboard combination to select all text in the Zoom Text.

 151. The Product Content Subscription now has PartLocator support for SYNNEX Canada. We've negotiated an arrangement with SYNNEX Canada to host their parts list to provide our mutual customers with a better ability to locate SYNNEX Canada part numbers when quoting.

 152. Tech Data Belgium Real-time Pricing & Availability is now supported!

 153. For Ingram Micro online ordering users, if you are placing a Dtype order specifying End User information, you no longer have to remember to set the ShipVia to Other. Behind the scenes, it will ignore the ShipVia selection and set it to Other internally since that is what is required by Ingram for a Dtype order.

 154. ConnectWise 2016.2 is now supported!

 155. ConnectWise 2016.3 is now supported!


Version 5.1 Build 2 (released December 15, 2015)

 156. SugarCRM 7.6 is now supported!

 157. Windows 10 supported since April 2015.

 158. SalesLogix 8.2 is now supported!

 159. Goldmine 2015.2 is now supported!

 160. There are now options of "Default Primary Layout Filter to 'All'" and "Default Additional Primary Layout Filter to 'All'" on the Misc tab of the User Preferences menu. Normally when a QUOTE document is printed, the filter button will default to QUOTE type layouts. These settings override this standard behavior.

 161. There is now a column displaying Internal Notes for Bundles and Configurations on the Bundles and Configurations windows respectively.

 162. QuoteValet Auto-Reminders! How much time do you spend following up with customers reminding them that their quotes are about to expire, or resending quotes to them because you know they have not even viewed them yet, or reminding them that they accepted the quote, but have not paid yet? QuoteValet can now do that all automatically for you! You can set the defaults for these options on the Notifications tab of the QuoteValet Setup window. While the defaults will be applied to all quotes uploaded to QuoteValet, you can also control these reminders at the individual quote level through the [Reminder options] button on the Upload To QuoteValet window. As usual all of these email notification templates are editable for you to customize! Here is a complete list of QuoteValet Auto-Reminder email options: Remind Recipient if document NOT VIEWED within x days. Remind Recipient when document is EXPIRING in x days. Remind Recipient when document is accepted but NOT PAID after x days. Remind SalesRep if document NOT VIEWED within x days. Remind SalesRep when document is EXPIRING in x days. Remind SalesRep when document is accepted but NOT PAID after x days.

 163. For QuoteValet users, the SalesRep is notified by email the FIRST time a customer views the quote since it was uploaded to QuoteValet. There is now an option to have QuoteValet notify the Sales Rep by email EVERY time the customer views the quote. Contact support to request that option be activated. Posted live Dec-4-2015 10:00am.

 164. For Autotask users, you can now create a new Autotask Company and Contact 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 Autotask. Also, the Company field, Contact field, and Phone field must also 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.

 165. For Autotask users, when saving the Quote, you have the ability to create a new Account To-Do. The To-Do can be linked to the Autotask Account, Contact, and/or Opportunity. When saving an existing Quote in QuoteWerks you have the option to up update the existing Account To-Do that was created by QuoteWerks. Autotask Account To-Dos are a great way to set a reminder about the quote you are working on such as a follow-up call.

 166. For Autotask users, if QuoteWerks creates an Account To-Do when saving the quote, an auto-link will be generated for you on the Links Tab. Clicking on this auto-link will launch the Autotask Account To-Do in a browser.

 167. For Autotask users, there is now a new DataLink option for Account->&AccountManager. This macro will retrieve the Account Manager's name for the specified contact into the designated field. Previously, you could only retrieve the OwnerResourceID field which was a numeric record id for the Account Manager.

 168. 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.

 169. On the Purchase Orders tab and Ordered Items tab of the Purchasing Window, the DocNo that the POItem is from is now displayed with the PO Item details.

 170. There are now 3 new options for merging PDF files on the Misc tab of the Tools->My Preferences menu. With the print engine redesign in version 5.1 all of the print elements like Literature, Spec Sheets, File Links, etc are combined into a single PDF file that also contains the quote. When emailing a quote, some users prefer to not combine the Literature, Spec Sheets, and File Links into the actual PDF file that contains the quote itself. We have added the following options to allow for this: "Merge Literature with primary quote PDF", "Merge Spec Sheets with primary quote PDF", "Merge File Link with primary quote PDF".

 171. The main toolbar New split-button now has menu items "New Quote", "New Order", "New Invoice".

 172. The main toolbar New split-button now has a Most Recently Used (MRU) menu on the recent templates you have used.

 173. Added new Misc Access rights "CannotCreateNewQuoteDocuments", "CannotCreateNewOrderDocuments", and "CannotCreateNewInvoiceDocuments". These rights do not have any affect on converting documents or duplicating documents. These rights are designed to stop a user from creating fresh empty documents.

 174. On the Search Fields tab of the Open Document window, under the Item drop down, you can now select PONumber and do a line item level search for a PONumber.

 175. Added Misc Access right "CannotModifyManagementReports". When this is set, on the Management Reports window, a user cannot click on the [Edit] button which prevents them from changing any aspects of the selected report.

 176. The DataLink can now be used to populate the SalesRep field.

 177. On the Open Document window, pressing ENTER while a record in the grid is selected will open the document.

 178. Multiple Monitor enhanced support. Changes have been made to better control which monitors windows appear on when they open. When the "Don't remember window location" option on the Misc tab under Tools->My Preferences is checked, window locations will not be remembered, so windows like the Product Lookup window will just open on the same monitor as the main QuoteWerks application. If this is unchecked then QuoteWerks will remember the last location you positioned the following QuoteWerks windows: Main window, Product Lookup, Configurator, Purchasing, QuoteValet Dashboard, Send Email, and Email Templates. QuoteWerks will position them in those locations the next time you open those windows. QuoteWerks already remembers window sizes and locations per each machine that you use to run QuoteWerks. Now it will also remember separate settings for when you are remoted (using RDP) into a machine running QuoteWerks, and even per which remote machine you are using. This is very useful since often when you remote in you only have access to one monitor, rather than your multiple monitors you have access to when sitting in front of your machine.


Version 5.1 Build 1 (released November 3, 2015)

 179. ACT! version 18 is now supported!

 180. ACT! for Web version 17 is now supported!

 181. QuickBooks 2016 is now supported!

 182. Sage 50 US Edition (Peachtree) 2016 is now supported!

 183. MS CRM v7.1 (2015 update 1) is now supported!

 184. ConnectWise 2015.5 is now supported!

 185. ConnectWise 2015.6 is now supported!

 186. Autosave feature. Autosave will save the quote to the database about every 2 minutes as triggered by activity. Since AutoSave is automatic and inline while you are composing your quote, AutoSave quickly saves the quote to the database, but does not save changes to the CRM or to QuoteValet since those take much longer. When you do a full save you will be prompted to update your CRM and QuoteValet. Also when a quote is closed that was only AutoSaved, you will be prompted to do a full save. If the currently open quote has never been saved you will be prompted to save the quote, after which auto-saves will then continue automatically without further input. AutoSave can be enabled per user by checking the "Enable AutoSave" checkbox on the Misc tab of the Tools->My Preferences menu.

 187. In June 2015 Google has discontinued the API QuoteWerks (and other apps) used to query Google contacts. Google contacts integration was re-written to use Google's new API.

 188. 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.

 189. QuoteWerks now merges Microsoft Word Documents without automating Microsoft Word. As a result, Microsoft Word Merging no longer requires Microsoft Word to be installed or running on workstations. Additionally, instead of a merge taking 90 seconds when automating Word, the merge takes 5 seconds or less.

 190. The printing system has been completely revised. Fundamentally the change is that now all output creates a PDF file that is then previewed, printed, emailed, etc. These changes are required to accommodate the upcoming QuoteWerks Web offering. Additionally, all the individual components are now created as individual PDF files and then merged together. This approach allows for control of the order in which the individual print elements are assembled which now can be manually adjusted on the Print window. These changes will affect the ability to display the "Page X of Y" page totals. The "Page X" will still work, but since the individual print elements are individually created as separate PDF files and then later merged together, at the time of the creation of each individual print element the "of Y" component is unknown and therefore cannot be supplied. As a solution to this QuoteWerks will automatically write into the bottom right corner of each page of all the assembled PDF files the "page x of y" notation onto each page of all the assembled PDF files.

 191. On the Print window, the Layouts tab now has two subtabs "Primary" and "Additional". You can now select multiple print layouts and combine them together in whatever order you like resulting in a single output. Prior to this feature you could only select one layout that output all the line items. With this new functionality, for example, you can create an output that prints all the line items, and then another layout that just prints the summary of the sections based on item type. You can select a single layout on the "Primary" subtab, and you can select multiple layouts on the "Additional" subtab.

 192. If a Word documents is selected from the File Links tab during the print selections process, that file is now merged and converted to PDF format and included in the Single PDF output file. Previously, when a word document was selected from the Links tab on the Print window and the option to email was selected, the word document would just be included in the email as an attachment.

 193. Word documents can now be used as Spec Sheet documents.

 194. Word documents can now be used as Literature documents.

 195. Word documents can now be used as CoverPage documents.

 196. PNG images can now be inserted into the Print Layouts.

 197. On the Print window, on the "Primary" and "Additional" subtabs of the Layout tab, there is now a "Filter by" section that enables you to quickly filter the type of print layouts displayed in the list. The filters are All/Quote/Order/Sales Order/Purchase Order.

 198. PNG and JPG files are compressed image files. When they are embedded into the layout's FPC file, they were stored in an uncompressed MUCH larger size. Now they are stored in the FPC file in their smaller compressed size.

 199. The Preview window now has [Find] and [Find Next] buttons.

 200. The Preview window now has [Zoom in] and [Zoom out] buttons.

 201. On the Reports window, there is now a [Save as PDF] button to enable you to run and save the report directly to a PDF file.

 202. The Misc Access right "CannotDisplayAllLayouts" has been renamed to "CannotUsePrintLayoutTypeDifferentThanDocType".

 203. Added the new Misc Access rights "CannotUseOrderPrintLayout", "CannotUseInvoicePrintLayout", "CannotUseSOPrintLayout", and "CannotUsePOPrintLayout". These can be used to control if these types of print layouts appear on the Layouts tab of the Print window.

 204. Per each user, you can now set a default Cover Page. You do this by clicking on the black star icon on the Cover Page tab of the Print window. This will set the default for the logged in user for the type of document that is currently open like QUOTE, ORDER, or INVOICE. You can set a default cover page individually for each of the 3 doc types.

 205. Per each user, you can now set a default Print Layout. You do this by right clicking a Print Layout or Word Document on the "Primary" subtab of the Layouts tab of the Print window. This will set the default for the logged in user for the type of document that is currently open like QUOTE, ORDER, or INVOICE. You can set a default Print Layout individually for each of the 3 doc types.

 206. The [New] toolbar button on the main window, now has a split-button menu option for 'New from Template'.

 207. For Product Content Subscribers, when using the Etilize Panel on the Quote Workbook to change the Vendor Cost of an existing line on the quote and the Price for the line is calculated using a price modifier, the Adjust Price window will now appear. This enables you to decide how to handle the cost change like "Keep the original price and clear Price Modifier", "Keep the original Price Modifier", "Keep original price and re-calculate closest Price Modifier", or "Manually adjust the Price Modifier".

 208. Added a Edit->Add Formula menu to make it easier to add Product/Service type line item using a formula to calculate the price for it. You still use the "Edit->Product/Service formula..." menu to edit the formula.

 209. The Summary Line now has some additional features. When a Percent Discount line item is directly below the Summary Line, and the Summary line is summing the ExtendedPrice field, if the TaxCode for the discount line is set to a taxable code, the discount amount will also lower the appropriate amount of sales tax.

 210. On the Edit Product window, the F2Lookup is now supported for the Internal Part Number field.

 211. For Autotask users, when QuoteWerks creates items on an Autotask quote, QuoteWerks can now create Autotask Service Items in addition to Autotask Product and Autotask Cost Items.

 212. For the feature where QuoteWerks automatically writes the "page x of y" notation onto the bottom right of each page of all the assembled PDF files, you can now control the "page x of y text" by setting the ini key "PageCountPhraseMacro=%x% of %y%" under the [Defaults] section of the site.ini file. Also, you can disable this phrase from being written at all by setting the ini key "DisablePageCountPhraseMacro=-1" under the [Defaults] section of the site.ini file.

 213. When a document requires an approval before an action can be performed, there is now a new Misc Access security right "NonMasterRightsUser_CanOverrideApprovalRequirement" that can be assigned to any users that you want to give the authority to be able to override the required approval.

 214. For MS CRM users, you can now create a new MS CRM 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 MS CRM. 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.

 215. For Corporate Edition users, you can now create custom menu items under Tools->Customize Menus that run VBS VBScript files. This enables you to write code to perform actions on the currently open quote when selecting custom menu options. For example, you can create a new Edit->Round Prices by ItemType menu and then have it run VBScript code in the specified file which will perform that action. You can create many different custom menus to perform unique different actions on the quote based on your needs rather than the same script running every time for every quote (like the Event driven scripting). In the script you will have access to the API Application object and other objects. For a complete list of available objects, please see the QuoteWerks API SDK. Additionally, We offer professional services to assist in the writing of these scripts.

 216. You can now edit a Serial Number on the Purchase Orders or Ordered Items tab of the Purchasing window. To edit the Serial Number, hold down the SHIFT key while clicking on the Serial Number hyperlink.

 217. You can now edit a tracking number on the Purchase Orders or Ordered Items tab of the Purchasing window. To edit the tracking number, hold down the SHIFT key while clicking on the tracking number hyperlink.

 218. The Optional Items window now displays the Quantity of the optional item in a column.

 219. The Required Items window now displays the Quantity of the required item in a column.

 220. On the PO Items list on Purchase Orders tab of the Purchasing window there is now a "Change ShipVia..." right click menu. This is useful for changing this if the user made a mistake on a manual PO when initially specifying the ShipVia. This is also useful for specifying the ShipVia for electronically placed orders for situations when the PO item is being drop shipped directly by the manufacturer since you usually do not receive that information back from the distributor. Currently the only ShipVia options are "UPS Ground,FedEx Ground,FedEx Standard Overnight" since those are the ShipVia values that QuoteWerks generates shipping tracking URLs for.

 221. On the Purchase Orders list on the Purchase Orders tab of the Purchasing window there is now a "E-mail PO..." right click menu. This will generate an HTML formatted Purchase Order and pre-fill the Send Email window with it. You can use this to email purchase orders to your vendors. The html format of the PO is not editable at this time.

 222. On the Purchase Orders list on the Purchase Orders tab of the Purchasing window there is now a "Save PO as PDF..." right click menu. This uses the same non-editable format as the html PO.

 223. On the Purchasing tab of the Purchasing window when you use the [Create PO] button to create a manual PO, you can now enter ship to location details in the new Purchase Order.

 224. On the Purchasing window, when entering tracking numbers manually, USPS is now available as a Carrier selection. You can also click on that tracking number and it will display the tracking information on the USPS (US Postal Service) website.

 225. On the Purchase Orders list on the Purchase Orders tab of the Purchasing window the "Edit PO..." right click menu now enables you to edit ShipTo information if the Purchase Order was a manually created Purchase Order.

 226. There is now a Site-wide setting to exclude up to four ItemTypes from being displayed on the Purchasing tab of the Purchasing window. This feature is used to exclude items that you do not need to create purchase orders for such as labor or items from your own inventory. These exclusions can be setup on the Accounting tab of the Tools->Options menu.

 227. On the Purchase Orders list on the Purchase Orders tab of the Purchasing window there is now a "Disable Real-time Status Updates..." right click menu available for Purchase Orders that QuoteWerks placed electronically with Tech Data, Ingram Micro, SYNNEX, or D&H. In certain cases you will want to start making manual changes to the status of the Purchase order. When you do that you can disable the real-time status updates so that it does not overwrite your changes. Once you have disabled the real-time status updates, you can manually enter tracking numbers, serial numbers, and receive the items manually. Once real-time status updates have been disabled, an "E*" indicator will be displayed next to the order date instead of the regular "E" for electronic order.

 228. On the PO Items list on Purchase Orders tab of the Purchasing window there is now a "Remove FulfillmentItem record (Override)..." right click menu. This is useful in accommodating distributor changes that happen to orders. For example, if you place an order for 4 hard drives and Tech Data initially returns an order status saying that all 4 will ship together from a single warehouse, QuoteWerks would create that record. However, if a day later, you receive a new order status saying that the 4 drives will ship from 3 different warehouses, you can use this feature to remove the single FulfillmentItem record that contained 4 items, then you can get another order status update and this time QuoteWerks will be updated with the 3 separate FulfillmentItem records from each warehouse that will fulfill the 4 items total.

 229. On the PO Items list on Purchase Orders tab of the Purchasing window there is now a "Mark as Shipped (Override)..." right click menu. This is useful in accommodating distributor changes that happen to orders. For example, if you place an order for 1 hard drive from D&H and D&H initially returns an order status saying that the hard drive will be backordered, QuoteWerks will record this. Then a day later D&H modifies the PO to create a new sales order for the same item, but this time ordering it direct from Lenovo, this now creates duplicate records for the same order. In this case you will want to use the other new feature "Remove FulfillmentItem record (Override)..." to remove the record for the backordered item that will never ship. Then you will want to use this new "Mark as Shipped (Override)..." feature to flag the direct shipped hard drive as shipped since D&H will not be returning status updates of when vendor drop shipped item is shipped. This feature will then change the QuoteWerks FulfillmentItem record to indicate "Shipped" instead of "Open".

 230. On the Purchase Orders list on Purchase Orders tab of the Purchasing window there is now an "Export..." right click menu if you are holding the SHIFT key when right clicking. This can be used to email QuoteWerks Technical Support an electronic purchase order for use in debugging issues.

 231. On the Purchase Orders list on Purchase Orders tab of the Purchasing window there is now a "Cancel PO..." right click menu. This is useful to indicate that an order has been canceled. This does not actually cancel an order with a distributor.

 232. Added new option in the Item Cost changed window of "Keep original price and clear Price Modifier". All the numbers now are formatted with currency and thousands separators. The first option has been renamed to "Attempt to keep the original price by re-calculating to closest Price Modifier". The text color of this first option will change the color red if the original price cannot be achieved using a Price Modifier.

 233. The Datalink feature now enables you to configure mappings when retrieving Ship To and Bill To Contacts from your contact manager. Previously, you were limited to only when retrieving the Sold To Contact. This feature is useful if you store Tax Rate information in your CRM under ship to contacts vs your SoldTo contacts as it can now be retrieved when your Ship To contact is added to the QuoteWerks document. This new mapping can be used in so many ways including copying and information from ShipTo or BillTo contact fields in your CRM into a CustomText field in QuoteWerks, effectively filling out numerous fields in the quote with the successive selection of SoldTo, ShipTo, and BillTo contacts.

 234. Added F2Lookup support for the Ship From postal code on the Real-time shipping estimate window. Useful to enter in common Ship From postal codes like the postal codes of each of the warehouses of your distributors. useful in creating shipping cost estimates that your distributors may charge you.

 235. For Product Content Subscribers, there is a [Remove 0 Availability] button on the Etilize Product Comparison window. After retrieving Pricing and Availability from your distributors, click on this button to remove all results in the Product Comparison that do not availability from at least one of the distributors found by Etilize and the PartLocator. While this feature is very useful, it is important to note, that some distributors will show 0 physical warehouse availability, but would be able to drop ship direct from the manufacturer.

 236. For Product Content Subscribers, there is a [Remove 0 Cost] button on the Etilize Product Comparison window. After retrieving Pricing and Availability from your distributors, click on this button to remove all results in the Product Comparison that do not have a Cost > 0 from at least one of the distributors found by Etilize and the PartLocator. This will also remove items that are not available from at least one distributor. If real-time Pricing and Availability is requested from a distributor and the results return that the distributor does not carry the item or you are not authorized to sell the item, QuoteWerks will show the result with a 0.00 cost. Using this feature you can de-clutter and remove lots of results that are non-useable from your search results.

 237. Outlook 2016 is now supported!

 238. The QuoteValet Dashboard and the QuoteValet Web dashboard now indicate when a quote is "LOST" or "Open (EXPIRED)"

 239. For QuoteValet users, When you Convert a Quote to Lost, there is now an option to recall the quote if it was uploaded to QuoteValet.

 240. For Quotevalet users, if a quote that was uploaded to QuoteValet is converted to Lost, then if the customer views the quote using the old QuoteValet link the customer will not be able to accept the quote and they will see a message indicated that an updated quote is required.

 241. The installation and updating process is 50% faster in most cases.


Version 5.0 Build 4 (released July 9, 2015)

 242. MS CRM 2015 (v7.0) is now supported!

 243. ConnectWise 2015.3 is now supported!

 244. The Etilize search capabilities have been significantly improved. After doing the initial search, you can now drill down by selecting Category, Manufacturer, and Product Feature attributes to narrow down the results of your search. For example, when searching for a laptop, you can narrow the Etilize results by selecting the screen size, RAM, Hard Drive size, etc.

 245. The Etilize panel now processes Pricing & Availability requests simultaneously resulting in massive speed increases. Previously, if you had accounts with Tech Data, Ingram Micro, SYNNEX, and D & H, QuoteWerks would request real-time Pricing and Availability for each sequentially. Each real-time request takes between 1 and 5 seconds depending on the distributor and the time of day, so for 4 distributors, it would take up to 20 seconds to obtain pricing for all of the distributors of an item. With the new parallel processing, QuoteWerks requests real-time Pricing and Availability from all of the distributors for an item at the same time. This process only takes as long as the slowest distributor response time. In this scenario, this new feature could save you 15 seconds or more just on a single item!

 246. The Etilize panel now has a Similar Items tab. This will contain a list of products that are similar in feature set to the product you are looking at. This is particularly useful when the item you searched for is not in stock, you can use this to find a similar product that is in stock. This also provides you with an easy way to see a list of products to Cross-Sell.

 247. The Etilize panel now has an Upsell items tab. This will contain a list of products would be an up sell to the selected product using Etilize's advanced suggested selling engine. These products will be better products with more features and usually sold for a higher price. With this, you can easily provide Good, Better, Best options on your quotes increasing the chance that customers will choose the higher priced items, increasing your sales.

 248. Etilize Product Comparison window. The QuoteWerks Product Content subscription now supports side-by-side comparison of Etilize items. From the Etilize panel you click [Compare] which will load the item into this window. You can compare up to 15 items at the same time (limited by monitor size). The compare displays all the attributes of each item in a table format. There is an option to "Highlight Product Differences" making it easy to pin point differences between the items. On this Compare window, you can also see all the prices and availability for all the items for all the distributors at the same time empowering you with all the information needed to make the best choice for your needs. The pricing & availability on the Etilize Compare Window uses the new parallel processing of real-time requests to fulfill 45 price requests in 3 seconds. Similar to the Etilize panel you can click the distributor part number to view the item on the distributor website, any part numbers found by the PartLocator will be displayed with bulls-eye icon next to it, and the lowest cost for each item is indicated in green. You can also select an individual item and display the Etilize panel giving you access to more detailed warehouse availability and also the consumer pricing. Also on the Compare window is a [Add PDF to Links Tab] button which will create a PDF file of the Product Feature comparison table (not including pricing) and add it to the Links tab. As with the Etilize Spec Sheet PDF, this PDF obeys the option to not include the ManufacturerPartNumber if that option is set.

 249. When performing at Etilize search, there is a new column "Etilize Distributors" which contains tokens indicating which distributors Etilize found distributor part numbers for. The tokens are [TD]=TechData, [SY]=SYNNEX, [IM]=Ingram Micro, [DH]=D&H, [NA]=Northamber, [WC]=Westcoast, [WCG]=Westcon Group, and [ASI]=ASI respectively. It is important to note that this is useful to get a rough indicator, but when selecting the row and the Etilize panel is loaded, the QuoteWerks PartLocator will locate additional distributor part numbers not found in the Etilize search.

 250. From the Quote WorkBook, when using the Etilize Panel, dbl-clicking on the vendor now performs the same function as clicking on the [Update] button.

 251. On the Etilize panel, if no default vendor has been specified in the setup, the first vendor in the list is now selected.

 252. For Peachtree users, the Peachtree item type of "Serial Stock item" is now supported. This type of item can be used when QuoteWerks creates a Sales Order in Peachtree, but not when trying to export an Invoice from QuoteWerks to Peachtree.

 253. On the Open Document window, the fields CustomText01-CustomText24, CustomNumber01-CustomNumber02, and CustomDate01-CustomDate02 are now available as columns in the search results.

 254. On the Open Document window, the fields ShipToCompany and BillToCompany are now available as columns in the search results.

 255. Maximizer 13.1 is now supported!

 256. Goldmine 2015.1 is now supported!

 257. For Maximizer users, the DataLink now has support for additional fields like "Email2".

 258. ConnectWise 2015.4 is now supported!

 259. The SoldToContact column now displayed in the Open Document window grid.


Version 5.0 Build 2 (released January 23, 2015)

 260. ConnectWise 2015.2 is now supported.

 261. For Product Content Subscribers, when Etilize returns multiple Part Numbers for the same vendor/distributor, the background color of the Vendor Part Number drop down for that vendor will now be yellow on the Etilize Panel. This will provide you with a visual indication that there are multiple part numbers and you may want to more closely examine the part number to make sure this is the one you are looking for.

 262. On the open Document window you can now search by LastModifiedBy.

 263. On the open Document window, the Item search field name drop down now displays the customized column name in addition to the actual field name. The Item search field name drop down was also updated for the Tools-> Find quoted item.

 264. On the open Document window the grid column headings now display the customized label names.

 265. When using QuoteWerks as the contact manager, in the DataLink you can now retrieve the Company and Title fields value from the QuoteWerks contact database record.

 266. When duplicating a document that is locked, the locked flag is cleared in the resulting duplicate document.

 267. The View->Customize menu columns now shows the original field name next to the column heading.


Version 5.0 Build 1 (released January 20, 2015)

 268. ConnectWise 2015.1 is now supported!

 269. There is now an 'Opportunities' Dashboard in QuoteWerks. The information displayed on this dashboard will be read in real-time from the quotes in the QuoteWerks database, which is the original source of the opportunity information so it will always be accurate, up-to-date, and instant. This dashboard will enable you to automatically track opportunities and quota achievement at the individual or company level. Gain insight into quarterly progress, various stages of quotes, top selling products, and more! The Opportunities Dashboard is only available in the Professional and Corporate Editions of QuoteWerks.

 270. You can now set a Monthly Sales Quota Amount per sales rep on the Sales tab of the User properties window. This is used in the MySummary and Opportunities Dashboards. The UserProperties "Commissions" tab has been renamed to "Sales".

 271. The MySummary Dashboard has been updated to include a "Quota bar" that shows sales statistics relating to the logged in user's sales quota.

 272. 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

 273. QuoteWerks now has built-in lease payment calculation support. You can very easily offer your customer the option to lease the quote. QuoteWerks makes it effortless to give the customer multiple lease choices such as 12 months, 36 months, FMV purchase, $1 buyout, 0/1 upfront payment, etc. As the quote total changes, the lease payments automatically re-calculate! All leasing companies are supported, simply enter your leasing companies lease rate factor data into QuoteWerks. When quote is delivered using QuoteValet, as the customer changes options, the lease payments are automatically re-calculated to reflect the new quote total. Through QuoteValet the customer can choose to purchase the quote outright or can choose a leasing option. There are many options, such as whether or not to include sales tax or not.

 274. QuoteWerks now supports a real-time leasing integration with GreatAmerica Financial Services. Offer leasing options to your customers and submit credit apps to GreatAmerica without leaving QuoteWerks! Real-time module is required. On the Sale Info tab, just choose the [Add Lease payment Options] button in the Payment Options frame. Once you select your GreatAmerica lease card, the real-time query to GreatAmerica will enable you to see all the lease options available from GreatAmerica such as terms, advance payments, points, and purchase options. Just select the combinations of options you would like to see and GreatAmerica provides all the iterations of those combinations. Once you've had a chance to see them, you can choose which ones you would like to offer to your customer.

 275. Dell Integration. The QuoteWerks Dell integration enables Dell Premier Partners with Punchout credentials, to import Dell order Requestions from the Dell Premier portal, and place electronic orders. You can initiate a new Dell order requisition from within QuoteWerks, choose items on the Dell website (or select a quote your Dell sales rep created for you), and then import those items into the QuoteWerks quote. Later, QuoteWerks can order those items electronically through Dell.

 276. 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.

 277. Payment options feature on the Sale Info tab. You can give you customer the choice to pay by Terms or by Credit Card. This is especially useful for QuoteValet users, if you specify any payment options and Credit Card is not included in the list of payment options, then when the quote is accepted through QuoteValet, your customer will not be presented with the option to pay by credit card. You can set defaultpayment options to be used in all new quotes under the Payment tab of the Tools->Options menu.

 278. For ConnectWise 2015.1 and higher users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected ConnectWise contact in ConnectWise.

 279. For ConnectWise 2015.1 and higher users, the Create/Update Opportunity window now has a button you can click that will open the selected ConnectWise opportunity in ConnectWise.

 280. QuoteWerks URL redirector. The web browser "quotewerks:" protocol handler is a great way to automate QuoteWerks actions from a web browser hyperlink. Not following standards, some CRMs have started requiring that all custom URL hyperlinks start with "http://" or "https://". To address this, we now have a QuoteWerks URL redirector. Instead of starting the URL with "quotewerks://quotebutton?" you can now instead use "https://www.qwcontent.com/QuoteWerksURLProtocolRedirector.aspx?RedirectorAction=quotebutton"

 281. For ConnectWise 2015.1 and higher users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected ConnectWise contact in ConnectWise.

 282. For ConnectWise Users, when converting a Quote to an Order, on the "Close opportunity as Won" opportunity window, there is now an option to create a ConnectWise Sales Order from the Opportunity. This will link all Products, Notes, and Documents from the ConnectWise Opportunity to the New Sales Order in ConnectWise.

 283. For ConnectWise users, the Create/Update Opportunity window now has a button you can click that will open the selected ConnectWise opportunity in ConnectWise (Requires ConnectWise 2015.1 and higher).

 284. For API users, added an "Application.XMLEvent (byref sXMLEventData as string)" method.

 285. For API users, added an "Application.ProcessXMLRequest (byval sXMLRequest) as string" method.

 286. Maximizer 13.0 is now supported!

 287. There is now an option to synchronize the "\QuoteWerks\LeaseRateCards" folder.

 288. GoldMine 2014.2 is now supported!

 289. Added macro &DH_&PaymentOptions_IndicateSelected. Use this macro to generate the payment options text indicating which payment option is selected.

 290. There is now a Lease Payment Options display macro. You can modify this on the Leasing tab of the Tools->Options menu. This will enable you to control the text that is used to display the lease payment options.

 291. For QuickBooks users, the Select QuickBooks Sales Tax Item window has been modified to display the default tax item name from the existing customer record in QuickBooks.

 292. Added support for Tech Data online order status of 'Invoiced'. Would receive "TechDataLineStatusConvertToStandard()" error.

 293. On the Active Quotes Panel an "[R]" indicator will appear after the document number to indicate there are revisions related to this document. You can then open the document and choose the View->Document Revisions menu to see all the revisions.

 294. When converting a document, if it has already been converted it will now alert you and ask if you would like to continue anyway.

 295. SugarCRM 7.5 is now supported!

 296. For QuickBooks users, When submitting an electronic order and then creating a PO in QuickBooks, the ShipTo information entered into the online order will be included in the QuickBooks Purchase Order.

 297. For QuickBooks users added option to export to QuickBooks using the QuoteWerks document BillTo fields vs the SoldTo fields. If this option is set, then when exporting the document to QuickBooks as an invoice/estimate/salesOrder, it will map the QuoteWerks BillTo fields as the CustomerJob in QuickBooks. This "Transaction BillTo mapping" option is set on the Mappings.General subtab under the Quickbooks Setup window.

 298. On the Email tab of the Tools->My Preferences menu there is now a new "Auto spell-check before sending e-mail" option.

 299. For QuickBooks users, the Create QuickBooks Item window was widened to display longer Account names.

 300. When line items are selected and then you perform an operation like Edit->Apply Cost Modifier, Edit->Apply Price Modifier, Edit->Apply Quantity, or Edit-> Edit Line Attributes, the line items will remain selected after the operation.

 301. When using the Edit->Clear Line (CTRL-K), on a comment line or heading line, it no longer changes the line type to a Product/Service, it keep s the line type the same and just clears all the field data from it.

 302. Added "Disable ManufacturerPartNumber Dropdown list" option under the Installation tab of the Tools->Options menu. This will prevent the dropdown list from appearing in the ManufacturerPartNumber column on the Document Items grid. This is used for customers that have product databases that are so large (15,000 products or more), this feature is not really useful and since it takes 12 seconds or more for the list to appear it is better just to disable it.

 303. You can now use the command line to import contacts. Use the command line option, for example, /i:standardcontactimport.cit

 304. You can now use the command line to import vendors. Use the command line option, for example, /i:standardvendorimport.vit

 305. For Goldmine users, when creating a new opportunity, the default opportunity name will be generated using the macros on the Misc tab of the Tools->Options menu...

 306. The search field labels on the Open Document window now display the customized labels as customized through the Quote WorkBook labels.

 307. For Etilize users, on the Product Lookup window, there is now a [Clear] button that clears the Etilize search keyword and sets focus to the search keyword text box.

 308. "Multiple Database Search" is now available in the Quick Lookup bar.

 309. The Access tab of the User Properties window now has an [Export to Windows Clipboard] button. Useful for administrators to copy the entire list out to go over with management to determine rights to assign users.

 310. For SYNNEX online ordering users, added the Markham, Ontario warehouse.

 311. The Open Document window has been re-designed to have a single search panel area with shortcuts that apply common search criteria to the search fields. You can now also search by the PreparedBy field. The Document type search choices now include "Active Quotes, Quotes, Orders, Invoices, "All". The search "shortcuts" are "MyActiveQuotes", "MyDocuments", "MyRecentDocuments", "AllActiveQuotes", "AllDocuments", and "AllRecentDocuments". Each user can set their preferred default under the Misc tab of the Tools-> My Preferences menu, "Document Search Default". You can also press the ENTER key in any of the manual input search fields to run the search. All other fields selections run the search immediately upon the selection change. Some new date ranges of "Last 30 days", "Last 60 days", and "last 90 days" were also added.

 312. Added new option "When manually saving PDF file, default the option to 'Attach to CRM' under the Print tab of the Tools->Options menu.

 313. You can have up to 10 quotes open at the same time in QuoteWerks. Now, when you try to open the 11th quote, QuoteWerks will prompt you to close the first quote that does not need to be saved in the order that they were opened. If all the open quotes need to be saved then you will be prompted to manually save and close a quote before you can open the quote you are trying to open.