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QuoteWerks Update Center
example: QuoteValet "payment option" -deposit
Version 4.7 Build 06.05 Summary
Version 4.7 Build 06.05 Summary
| 11 New, 8 Fixes, and 5 Miscellaneous features Released on 05/15/2012 View all features/fixes from all builds of version 4.7  Download (95 MB) See a video showcasing the new features. | ||
| New Features - Build 6 | ||
| 1. The mobile quoting solution for QuoteWerks - QuoteValet mobile is now available. QuoteValet Mobile is included in your QuoteValet subscription at no additional charge. QuoteValet mobile is a platform independent mobile quoting solution for tablets. Right from your iPad (or HTML5 compatible tablet), you can create a quote for a customer onsite and email it to them while you are still onsite. Particularly useful for quick small orders. Once created, the QuoteValet engine takes over, allowing the customer to choose options, electronically sign, and pay by credit card. | ||
| 2. For QuoteValet Mobile users, QuoteWerks templates can now be uploaded to QuoteValet by choosing the "Save Template to QuoteValet Mobile" option on the File->Save As Template window. For existing templates you can choose the "Save Template to QuoteValet Mobile" option on the File->Save window. The makes the template available on QuoteValet Mobile. | ||
| 3. New Inbox tab on the QuoteValet Dashboard. On the Inbox tab you will Only see new QuoteValet activity notifications. This is an improvement over the Reporting tab which just shows all activity. Also, with the new inbox notification, the notification like a customer acceptance will stay in your inbox until you are ready to dismiss it, preventing you from accidentally losing track of the acceptance. Each inbox notification displays an icon indicating what type of activity has happened since you last checked. | ||
| 4. For QuoteValet users, on the QuoteValet Dashboard, the reporting has been enhanced. The Manage tab has been renamed to Reporting, and now there are some new reports. There are separate "Customer Activity" and "Internal Activity" reports. The Expiring/Expired reports have been separated into "Expiring" and "Expired" for more effect use. A new report "Uploaded for Customer Acceptance" is useful for knowing how many quotes where uploaded for customer acceptance during any given date range. Another new report is "Accepted (with balance due)" useful in tracking down those customers that have not paid yet. Another related new report is the "Payment Received" report. Lastly to pair with the new QuoteValet Mobile functionality there is a new "QuoteValet Mobile Documents" report. The QuoteValet document activity history now is color coded so that Customer activity is different than Sales Rep activity. You can now also filter documents by "Doc Name contains", "Company starts with", and Source (QuoteWerks or QuoteValet Mobile). | ||
| 5. For QuoteValet users, added new "Open QuoteValet Dashboard when starting QuoteWerks" option on the Misc tab under Tools->My Preferences. | ||
| 6. For QuoteValet users, on the Reporting tab of the QuoteValet Dashboard, there are now new right click menu options of "View Customer facing page" and "Display in CRM". | ||
| 7. The QuoteWerks Etilize integration now supports Tech Data Canada. | ||
| 8. In a document template, the sales rep can now be removed by pressing the DEL key while in the Sales Rep field. | ||
| 9. For salesforce.com users, retrieving products from salesforce.com price book depending upon the number of products is anywhere between 2x and 100x times faster. Also, the Merge Remote Documents feature is is much faster. | ||
| 10. Added new fields available in the layout designer DocumentItems->&QtyGroupMultiplier_Actual, and DocumentItems->&QtyGroupMemberTotal_Actual. | ||
| 11. The LineItemAttributes field is now exposed in the Product Import Wizard so line attributes for products can now be specified when imported. [Service Release: 6.01] | ||
| Misc Features - Build 6 | ||
| 1. Added a debug command to clear secondary CRM links from a document. In a situation where an older quote was linked to one CRM, but now a different CRM is used, this feature will clear out the references to follow up calls and opportunities in the old CRM. | ||
| 2. Westcoast Real-time URL and XML format updated for Westcoast changes | ||
| 3. Updated US SYNNEX Warehouse Locations | ||
| 4. For Tech Data customers, the online ordering was updated to support the new changes to the Tech Data XML ordering system. The supported PONumber length increased from 25 to 35 characters. The supported field length for the fields ShipToAddress1, ShipToAddress2, and ShipToAddress3 increased from 25 to 35 characters. The EndUserCountryCode was changed from "USA" to "US". An alpha numeric value is now sent to Tech Data for the OrigCustPOLineNbr field. [Service Release: 6.04] | ||
| 5. For Tech Data customers, the online ordering was updated to support more new changes to the Tech Data XML ordering system. The warehouse codes have changed. [Service Release: 6.05] | ||
| Fixes - Build 6 | ||
| 1. From the Print Preview window, When Choosing File->Save As (PDF) and the "Make PDF read-only" option was set under User Preferences would receive error "Error 103 (In QuickPDF) applying permissions to file". | ||
| 2. For QuoteValet users, if an accepted quote was duplicated, the Acceptance Notes were not getting cleared from the duplicated document. | ||
| 3. When using the Real-time tax rate lookup, if more than 10 jurisdictions were found for the postal code, only the first 10 would be visible. | ||
| 4. For QuoteValet users, on the QuoteValet dashboard, the user list was being limited by the "CannotViewOthersEmailTemplates" right versus the "CannotViewOthersDocuments" right. | ||
| 5. When using the Etilize Panel on the Quote Workbook, if the Auto-retrieve realtime checkbox was set, the selected vendor on the quote would not be updated unless the Retrieve Real-time button was manually pressed. | ||
| 6. For Standard Edition users would receive the message "The Interactive Peachtree Link feature is only available..." whenever selecting the Tools->Options menu even if the Peachtree link was not being used. | ||
| 7. If a document template was uploaded to QuoteValet Mobile and then deleted from QuoteWerks from the File->New window, it would not be deleted from QuoteValet Mobile. [Service Release: 6.01] | ||
| 8. For Peachtree users, when linking to the Peachtree Item list as a Product Data Source, then Peachtree Item Tax Type number was being returned as one number lower, so a tax type number of 2 was being read as a 1. In some cases this would result in the items QuoteWerks tax code of Y/N being reversed. [Service Release: 6.01] | ||
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