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QuoteWerks Web Update Center
Note: We are continually enhancing QuoteWerks Web, typically releasing updates or new features at least once a month. The "Last Updated" date for each Release Version refers to the most recent major update or feature added to that version. Even if a Release Version's date hasn't changed recently, QuoteWerks Web is actively maintained and improved on a regular basis.
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Release R16 Summary
| Type | Description | Date | Status |
|---|---|---|---|
| Fix | Issues experienced in the Deliver window - Ex: Receiving errors when attempting to Preview, Upload to QuoteValet, etc. have been resolved. This fix is available for users of R16 and above. | 2/24/2023 | Released |
| Fix | Column data in Product Database Lookup window is not respecting the order as set in QWD. | 1/31/2023 | Released |
| Fix | Cannot upload to QuoteValet in the UK. | 1/31/2023 | Released |
| Fix | Long Descriptions Truncated on Document Items. If a long Description is placed into a line item, revisiting the Description field only displays the first four lines or so. The print output still displays the full content unless changes are made to the truncated description, after which only the shortened version displays. | 1/31/2023 | Released |
| Fix | International number formatting Issues have been resolved. | 1/30/2023 | Released |
| New | ADI Real-time Support. | 1/24/2023 | Released |
| Fix | Blue Star integration has been added. | 1/23/2023 | Released |
| New | Remember document items workbook column order and sizing after moving/resizing, add ability to rename columns. | 1/23/2023 | Released |
| Fix | Word Doc layouts macros are not working in R16. When using a Word Doc layout in web (r16) none of the macros are filled out. It displays as if you were to open the document in a word with all <<Macro>> listed there. Quote, Order and Invoices are affected. | 1/19/2023 | Released |
| Fix | Options Not Saving. In QuoteWerks Web under Setup > Options > Documents > General, if any configuration changes are made they are not saving. The form reverts to its original content when a user clicks Ok. | 1/17/2023 | Released |
| Fix | QWW Turnkey - Getting Started Panel - Similar to QuoteWerks Desktop, the getting started panel will provide resources that are intended to get a new user up and running with QuoteWerks quickly. | 1/16/2023 | Released |
| New | QWW Turnkey - Advanced Setup - Provides a means of downloading and installing a QuoteWerks Desktop client directly from QuoteWerks Web. This is only meant for users who start with QuoteWerks Web (having never had a desktop installation before). The primary purpose of this desktop install is to allow configuration of settings, etc. that have not yet been ported to QuoteWerks Web. | 1/16/2023 | Released |
| Fix | Expiration Date Change Problem -- In the latest release of QWW R16 if you manually adjust the expiration date on the sale info tab and then save (it forces) and then preview/print pdf the Expiration Date is now blank. | 1/12/2023 | Released |
| Fix | QuickBooks Online Export -- Customer trying to export to QBO from QWW are experiencing an error. Nothing loads after that. | 1/12/2023 | Released |
| Fix | Reports - ReportLastUsed key causing errors. | 1/4/2023 | Released |
| Fix | Reports - Will output CSV/TXT inconsistently when special characters are in use as field values. When exporting a report from QWW R16, if one of the exported fields contain any special characters (Including a hypen - character) the exported text on the CSV file will be malformed. QWD v23 will properly export to CSV with the formatting correctly set per field regardless of special characters. | 1/4/2023 | Released |
| Fix | When saving and pushing data to MSCRM the status reason is not getting updated in MSCRM. | 12/21/2022 | Released |
| Fix | Added vendor integrations setup for ADI, Scansource and BlueStar. | 12/21/2022 | Released |
| New | Create Contacts in Hubspot. | 12/19/2022 | Released |
| Fix | Configurations and Bundles with CRM Products result in ADO Errors. | 12/15/2022 | Released |
| Fix | QuickBooks Online product source doesn't recognize Purchasing Description field. | 12/15/2022 | Released |
| New | [Setup][Product Data Sources] | 12/15/2022 | Released |
| Fix | Autotask - With R16, when customer gets to the New Opportunity window existing opportunities will not show in the drop down. | 12/15/2022 | Released |
| Fix | salesforce.com attachment issue. Customer has a duplicated quote that was uploaded to QuoteValet. On the Links tab the QuoteValet document follows to the duplicated document. Upon saving this quote to create a new opportunity the system is attempting to save the attachments on the links tab and generates an error on the screen but the opportunity is created properly. | 12/2/2022 | Released |
| Fix | QuoteValet - User Email. Customer has created a new user by cloning an existing user in the system but didn't change out their email or preferences. The new user then logged into the web and changed their preferences. This information was never synchornized with QuoteValet (user information) and therefore when the customer accepted the quote the email didn't go to the new user but the original users email from when the clone happened. | 12/2/2022 | Released |
| Fix | ScanSource integration is available. | 12/2/2022 | Released |
| Fix | HubSpot - When creating a deal in HubSpot the items are not being written back into the deal. | 11/16/2022 | Released |
| Fix | Inconsistent results when clicking the Deliver button. When using MS CRM, ConnectWise, or Autotask when you click the Deliver button you get unnecessary Save windows come up. | 11/15/2022 | Released |
| Fix | salesforce.com - Pipe Symbol. Customer has pipe symbols in their descriptions and after upgrading from 5.4 to our latest build 5.7 they now are getting a runtime error 13 type mismatch when saving to salesforce.com. | 11/11/2022 | Released |
| Fix | HubSpot Datalink Value Issue. Customer has a datalink setup to pull the Deal Stage back into a custom field. When it retrieves, it is not pulling in the "friendly" name but rather the backend value in the database. It is more of a problem with added stages versus the default. | 11/10/2022 | Released |
| Fix | Memo field Macro &DH_SoldToPONumber doesn't work. | 11/9/2022 | Released |
| Fix | QuickBooks Online unable to export. When trying to export there are not contents in the export window. | 11/9/2022 | Released |
| New | Vendor Maintenance | 11/9/2022 | Released |
| Fix | salesforce.com pricebook custom field. Customer has added a custom field to the sf.com pricebook and created as a number field without any decimal places. When doing this and linking to the product source it will cause an error that it is longer than an integer. | 11/9/2022 | Released |
| Fix | PDF Attachment Macros Not Honored Saving PDFs. | 11/8/2022 | Released |
| Fix | SugarCRM - support for 12.2 | 11/7/2022 | Released |
| Fix | Adding a column to the Open window grid view will not return results in the QuoteWerks Web Open window. | 11/7/2022 | Released |
| Fix | Required Deposit is calculating Section Header amounts. If you have a deposit required that is set to include a null value, such as a "not equal to" statement, the deposit will calculate in section header values as well. | 11/7/2022 | Released |
| Fix | Paste Special not respecting "Pull product details from Etilize (if available) and apply mapped field data" | 11/7/2022 | Released |
| Fix | Product Lookup Ignores Folder Search Filter | 11/7/2022 | Released |
| Fix | As a standard user with no permissions to create documents for other users, can select other users as SalesRep] - In QuoteWerks Web, logged in as a standard user that does not have permissions set up to be able to create quotes on behalf of other users, I'm still able to navigate in the quote to the Sale Info tab, and change the SalesRep value to any other user in the list, and save the quote. This value is actually committed to the quote, and is viewable in QuoteWerks Desktop. Current behavior in QuoteWerks Desktop, if a username is selected in the SalesRep dropdown that a user does not have permissions set to be able to create documents on behalf of the selected username, an error will be thrown that your user does not have the appropriate permissions, and will revert the SalesRep value. | 6/29/2020 | Released |
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