407-248-1481
QuoteWerks Turkey Logo - QuoteWerks Sales Quoting and Proposal Software - CPQ that integrates with leading CRM, PSA, and Accounting Solutions (ConnectWise, Autotask, QuickBooks, salesforce.com and more)
Request a Demo
Customer Area

QuoteWerks Update Center

Update Center home

example: QuoteValet "payment option" -deposit


Version 4.0 Build 29 Summary
17 New, 5 Fixes, and 9 Miscellaneous features Released on 05/18/2007
View all features/fixes from all builds of version 4.0

NOTE: Build 29 was replaced by Version 4.0 Build 30

New Features - Build 29
 1. GoldMine Premium Edition (version 8.0) is now supported. GoldMine Premium Edition is a new offering from GoldMine and was first released as version 8.0.

 2. Added option "Enable individual Product Data Source level security." on Security tab of Tools|Options menu. When this is enabled, View Products/Create Products/Modify Products/Delete Products rights can be individually granted for each Product Data Source per User or per Group.

 3. Real-time Pricing and Availability is now available for IT distributor Ingram Micro (for both USA and Canadian customers).

 4. Real-time Pricing and Availability is now available for IT distributor D & H.

 5. The Price Comparison window now displays the Real-time availability (including ETA dates when applicable) as a tooltip when hovering over a real-time vendor's price cell.

 6. On the Price comparison window, there is now a [Get Real-time data] button that retrieves Real-time Pricing and Availability from all the vendors at once for all the selected items.

 7. On the Price comparison window, there is now a [Source item(s) from best cost vendor] button that determines the best cost vendor and changes the vendor to the best cost vendor for all the selected items.

 8. On the Price comparison window, there is now a [Source item(s) from best cost vendor with Stock] button that determines the best cost vendor and changes the vendor to the best cost vendor with actual stock of the item for all the selected items.

 9. On the Price comparison window, there is now a [Source item(s) from best cost vendor with Stock in Preferred Warehouse] button that determines the best cost vendor and changes the vendor to the best cost vendor that has actual stock of the item located in your preferred warehouse (usually your local warehouse) for all the selected items. The preferred warehouse for each P&A distributor can be specified on the Real-time tab of the Tools|Options menu.

 10. The [Export to Clipboard] button on the Price Comparison window will now export all the items if none are selected, otherwise it will export all selected items. Previously, it always exported all the items.

 11. Added [Save All] button to the Price Comparison window that will save changes to all selected line items or all line items if none are specifically selected.

 12. The [Add to document] button on the Price Comparison window will now add any selected items rather than just the current row.

 13. On Price Comparison window the Availability from native QuoteWerks product databases is now displayed and can be used in conjunction with new "In stock" best cost options.

 14. Added Region selection for Tech Data to support different warehouses based on region.

 15. Added new Quick Start Guide to the QuoteWerks Help file!

 16. Added Misc Access right "CannotCreateProductDataSource".

 17. Added Misc Access right "CannotDeleteProductDataSource".

Misc Features - Build 29
 1. The grid on the Lookup Contact window when looking up a QuoteWerks contact record, now has the same enhancements added in Build 24 relating to the repositioning of the current row after adding, editing and deleting records.

 2. When canceling the Main installation, there is now an option to Rollback the files.

 3. If error occurs with QuickBooks integration when QuickBooks 2007 is running on Vista in a configuration not supported by QuickBooks, a Self Help Issue Resolution dialog is displayed.

 4. When selecting Literature documents, there is no longer a checkbox next to folders. Previously, nothing would happen if a folder checkbox was checked, so it was removed for clarity.

 5. The "Start with blank document" option was set, a document would load and then get closed. Now, it only loads if the option is set.

 6. For users without Master rights, they can now see the contents of the Installation, Real-time, and Security tabs under the Tools|Options menu, but cannot modify any of the settings on those tabs.

 7. API method FindAndCopyProductsIntoMLIBuffer now returns more negative number error codes if issue encountered when attempting to find a product. Previously would return only -1 if there was an issue. Now returns the following: -1 is does not exist, -2 is not enabled, -3 if user does not have access to the product database, -30 if empty search value passed in, and -10 if product database does not support the search field.

 8. Navigation bar was added to QuoteWerks Help system.

 9. On Products|Setup Product Data Sources menu, if a Product Data Source is disabled, the reason will now be displayed in the Status like "Disabled:File not found"

Fixes - Build 29
 1. If there were no results displayed in a grid list and the [Edit] or [Delete] button was selected, the fact that no item was selected would not be detected and an error similar to "Either BOF or EOF is True, or the current record has been deleted..." would occur.

 2. When editing the UnitCost, UnitPrice, or UnitList cell on the last line item in the quote, and pressing the down arrow key to add a new line, the value being edited would be changed the value of that cell that was in the first line item in the quote.

 3. On the Document Items tab, if a single line item was selected when the right click menu was displayed, the single line item would lose its selection, but still be the current row.

 4. When using data from the Tech Data offline price guide, text data would be padded with trailing spaces.

 5. In Corporate Edition rehosted to SQL, when synchronizing Product Data Sources, if you selected "Do Not Synchronize" for a Product Data Source, a Product Data Source listing would be created and appear under the Products|Setup Product Data Sources menu, but the actual data tables for the Product Data Source would not be created resulting in errors whenever the Product Data Source was accessed in the Product Lookup window.

Misc Features - Build 28
 1. Internal Build. This build was not released to the public and is not available for download.

  •            
©1993-2024 Aspire Technologies, Inc.
    407-248-1481 (9am-5pm ET M-F)