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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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Showing ''Released'' items. Show All Statuses
Release R24 Summary
| Type | Description | Date | Status |
|---|---|---|---|
| New | Settings Manager - Mirroring the functionality of the QuoteWerks Desktop Settings Manager, this feature provides full control over QuoteWerks settings within the web environment. It allows users to view, modify, export, and import setting values, including support for set commands. | 6/6/2025 | Released |
| New | [Feature Request][QWW - QuickLookup Functionality] QuickLookup was implemented in QWW and is available above the Document Items grid. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Post product import causes all native product databases to not show products until logout/login.] Product importing no longer hangs up on product data sources. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Ability to start a new document from template] Users can now choose a template to start New Default Documents from. | 1/8/2025 | Released |
| Fix | [Issue][QWW - If you delete all product data sources in QWW you will get an error and you cannot create a new product data source.] Deleting all product data sources no longer causes the product data source window to break. | 1/8/2025 | Released |
| New | [Feature Request][QWW - User option to NOT expand the Description field when clicking into it.] There is now a user option to make sure the description field does not auto-expand. When this option is enabled, you can still modify the full description in a larger text area by pressing F2. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Email copying and pasting issue] Copy and pasting text in the email window no longer breaks the email window. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Totals for All Items not possible to show up again unless you re-open or select all lines] Totals section now calculates correctly and stays current from document open through any updates. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Document Revisions Don't Initially Update CRM Totals] Document Revisions now update the totals correctly in the linked CRM. | 1/8/2025 | Released |
| Fix | [Issue][QWW-Reports exports not encapsulating like QWD] Reports export fields with commas and quotation marks correctly now. | 1/8/2025 | Released |
| Fix | [Issue][Priority:1][QWW - Email Window Closing Sizing] The Email Window's resizing behavior acts normal again. | 1/8/2025 | Released |
| New | [Feature Request][QWW - Multiple Database Search - Products] Multiple Database Search now works in QWW. | 1/8/2025 | Released |
| Fix | [Issue][QWW/ConnectWise - The "Close existing ConnectWise Opportunity as Won" window not respecting the Default Closed-Won status] The default closed-won status is now propertly shown on the Close Existing CW Opp as Won window. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Paste Special Issues with commas in some cases] Paste Special now parses values containing commas correctly. | 1/8/2025 | Released |
| New | [Feature Request][QWW - Enabling the New Required and Optional Items tabs] Managing required and optional items can now be done when editing products. | 1/8/2025 | Released |
| New | [Feature Request] [QWW/QV - Customer would like to add the Reminder Options button in the QuoteValet Upload window.] The Reminder Options are now part of the QuoteValet upload window. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Web not respecting the starting new document settings.] The New Default Document setting found in My Preferences -> Misc tab is now respected when creating a new document. | 1/8/2025 | Released |
| Fix | [Issue][QWW - The Request Return Receipt option is not staying checked like QWD does.] Request Return Receipt now remembers the last selection. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Links Tab Scaling Issue] The links tab would deform strangely if the user resized the window. This has been corrected. | 1/8/2025 | Released |
| New | [Feature Request][QWW - Add Configurator Setup] Configurator setup has been implemented in QWW. | 1/8/2025 | Released |
| Fix | [Issue][QWW- the 'More' products option floats BEHIND the products grid] The 'More' products table extension is no longer cut off. | 1/8/2025 | Released |
| Fix | [Issue][QWW- ConnectWise Service Ticket default not being remembered] When converting an opportunity an Order, several options were missing their defaults for the Connectwise Service Ticket update -- this has been corrected. | 1/8/2025 | Released |
| Fix | [Issue][QWW - The Item cost has Increased Popup not functioning] The popup now appears as expected when the unit cost increases. | 1/8/2025 | Released |
| Fix | [Issue][Priority:0][QWW - Document loses association with ConnectWise opportunity] When a document is linked to CW and then closed and re-opened, the links to the ConnectWise opportunity are now retained correctly. The opportunity is updated on subsequent saves. | 1/8/2025 | Released |
| Fix | [Issue][QWW. Not keeping email address in User Preferences if it is not setup to send out email] Email addresses for sales reps are now retained informationally even if they are not configured to send emails through the system. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Real-Time Tax Rate Lookup Window Cut Off] Real-Time Tax Rate Lookup now allows scrolling if viewed on a monitor that is too small to fit the entire thing. | 1/8/2025 | Released |
| New | [Feature Request][QWW - Sales Order Form Email To] The Deliver window for Sales Orders now clears out the TO address and includes a warning cautioning the user that costs may be included, to prevent accidentally sending cost information on to their customers. | 1/8/2025 | Released |
| New | [Feature Request][QuoteWerks Web - Edit/Create Bundles] Managing Bundles has been implemented in QWW. | 1/8/2025 | Released |
| New | [Feature Request][QWW - Link Multiple QV Documents from email window] The QuoteValet link can be added multiple times in the email window, a button was added to insert it. | 1/8/2025 | Released |
| Fix | [Issue][Priority:1][QWW - Canadian Taxes - GST Tax Exempt] The Sale Info tab now conditionally appropriately contains a checkbox for GST Tax Exempt. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Scroll Bar Issue small in size] Scroll bar size has been standardized. | 1/8/2025 | Released |
| New | [Feature Request][QWW - Links tab Merging Word and Editing] Running "Merges" of Docs and RTFs and such can now be done from the Links tab in QWW. | 1/8/2025 | Released |
| New | [Feature Request][QWW - Edit- Select Special] Select Special has been implemented in QWW. | 1/8/2025 | Released |
| Fix | [Issue][QWW - New Project Number for new quote] New quotes now allow manual assignment of document number, overriding the system macro. | 1/8/2025 | Released |
| New | [Feature Request][QWW - Tools->Refresh Latest Price] The Tools menu now also has a shortcut to Refresh Latest Price | 1/8/2025 | Released |
| Fix | [Issue][QWW - when uploading files to the Links tab, if the file has previously been uploaded, error occurs saying the file already exists] Uploading files to the Links tab that already exists now results in appending the datetime to the filename, so both documents can be present. | 1/8/2025 | Released |
| New | [Feature Request][QWW - Document Item Sorting] Document Items can now be sorted ascending and descending by any of the document item fields. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Bundles Not Scrolling] When grid contains enough bundles that it requires scrolling, it now allows scrolling. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Open document search window does not remember the sort field] The open document search window now remembers how user wishes to sort results. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Open Document Link from QWD is opening extra 'untitled quote' in Web] QWW now only opens the requested document when receiving an open document link. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Additional PDF Attachment Not Attaching when "merge literature" unchecked] Un-merged additional literature now attaches correctly to the outgoing message. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Customizing Labels on Document Items (totals area)] Totals and Shipping Labels can be customized correctly. | 1/8/2025 | Released |
| Fix | [Issue][QWW - QWW server not clearing running instances entries.] The Running Instances list is clearing records correctly as QWW sessions close. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Double-clicking selection triangle results in error] The event causing the error is no longer is erroneously being triggered when double clicking the selection triangle on the left-side of the document items grid. | 1/8/2025 | Released |
| Fix | [Issue][QWW - The Document Template Search window does not have all of the options as QWD.] The document template search window has been fleshed out with all appropriate search options. | 1/8/2025 | Released |
| Fix | [Issue][QWW - After saving the frame at the top isn't refreshed with the name of the document that was just saved.] The frame correctly automatically updates to reflect changes to document name when saving. | 1/8/2025 | Released |
| New | [Feature Request][QWW - Adding in mouseover text to Etilize search errors] Any errors encountered by Etilize now can be read in the mouseover tooltip of the appropriate Etilize vendor. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Price History unavailable.] "Show customer product price history" shows correct results now. | 1/8/2025 | Released |
| Fix | [Issue][QWW - When saving a revision the doc date reverts to MMDDYYYY, not respecting site settings] Doc Date now respects the correct date culture when saving a revision. | 1/8/2025 | Released |
| Fix | [Issue][QWW - When pressing ESC in an F2 Lookup window with text library option error will generate] Pressing escape inside an F2 lookup window no longer triggers an erroneous error. | 1/8/2025 | Released |
| New | [Feature Request][QWW - F2 Lookup window not remembering the Show Text Library checkbox setting] F2 Lookup now correctly remembers the Show Text Library setting | 1/8/2025 | Released |
| Fix | [Issue][QWW - Optional parts are not added into the Workspace] Optional and Required parts now add correctly when adding an item to the document. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Documents in a Read-Only status cannot be duplicated.] Documents in Read-Only status now can be duplicated. The duplicate is created in a read-write state. | 1/8/2025 | Released |
| Fix | [Issue][QWW - QV - After uploading document to QV the resulting PDF is not added to the Links tab like QWD does.] QV now correctly adds the PDF to the Links tab | 1/8/2025 | Released |
| Fix | [Issue][QWW - Autotask - The Create Account To-Do and Create one-off Account Notes do not default values in their Assigned To drop downs] These fields now populate with the correct default values. | 1/8/2025 | Released |
| Fix | [Issue][QWW - When running the Product Import Wizard the log will use the UTC clock vs local clock] Product Import Wizard log now uses local clock | 1/8/2025 | Released |
| Fix | [Issue][QWW - CustomMemo fields in the Custom tab are not showing the Text Library options when using the Zoom window.] Zoom Window now incorporates the Text Library correctly in the custom tab | 1/8/2025 | Released |
| New | [Feature Request][QWW - Copy QuoteValet URL After Upload] User can now easily get the customer-facing QuoteValet URL copied to clipboard. | 1/8/2025 | Released |
| New | [Feature Request][QWW - Save as PDF option on the Deliver window] Save as PDF now available in QWW deliver window. | 1/8/2025 | Released |
| Fix | [Issue][QWW - Quote prices updating automatically when pricing profile is changed] Pricing now will only update pricing when selecting "Refresh Pricing". | 1/8/2025 | Released |
| Fix | [Issue][QWW - SearchLastDocName Operator not being remembered] QuoteWerks Web now remembers the last settings made in the 'Begins with /Equal To / Contains' search options. | 1/8/2025 | Released |
| Fix | [Issue][QWW - List pricing not following the same application as QWD when pulling products from Etilize] QWW now reports product list pricing correctly from Etilize | 1/8/2025 | Released |
| Fix | [Issue][QWW - When manually assigning a project number QWW will use the next available number instead and ignore the setting change.] QWW now respects manual assignment of project numbers | 1/8/2025 | Released |
| Fix | [Issue][QWW - Unable to copy and paste line items from Read-Only documents] | 1/8/2025 | Released |
| Fix | [Issue][QWW - Risizing Columns Triggers Sort] Clicking on the border between columns to resize them no longer sorts document items | 1/8/2025 | Released |
| Fix | [Issue][QWW - Document Revisions Wipe Original's Totals] Documents now retain totals after creating a document revision | 1/8/2025 | Released |
| New | Product Lookup Window - Customize Columns | 12/10/2024 | Released |
| New | File Manager - Manage your files hosted in QWW. Note: This feature requires Master Rights. | 10/29/2024 | Released |
| New | ACT! For Web Support | 10/22/2024 | Released |
| New | HaloPSA Integration | 10/21/2024 | Released |
| New | ConnectWise Setup- 'Required Fields' has been added - | 10/9/2024 | Released |
| New | Sugar CRM - Sugar release 14.1.0 | 8/23/2024 | Released |
| New | Change Label. User can hold down CTRL and double-click with the mouse to change labels of fields in the system. Will work the same way as desktop. | 8/22/2024 | Released |
| New | Google Contact Setup | 8/21/2024 | Released |
| New | QuickBooks Online Integration Setup | 8/9/2024 | Released |
| New | Change Registration Info. Change Registration Info now at Tools->Options, Company tab. | 8/9/2024 | Released |
| New | Purchasing feature is available to view purchase orders and export to accounting. Online ordering will be added in the future. | 8/1/2024 | Released |
| New | Secondary Contacts! The built-in QuoteWerks contact database will now have the ability to have multiple contacts per company in the database. This feature will be available in the Professional and Corporate Editions only. | 7/30/2024 | Released |
| New | Document Search Window. In the Documents window you can perform a search and the select multiple document and right-click and choose several options. Open, Display in Contact Manager, Email QuoteValet customer notification, convert to lost, change docstatus, and delete. | 7/26/2024 | Released |
| New | ConnectWise not as Primary. Added Export to ConnectWise option. | 5/1/2024 | Released |
| New | [Feature Request][QWW - Tools->Refresh Latest] Refresh Latest / Best now available in Tools menu. | 12/15/2023 | Released |
| New | [Feature Request][QWW - Edit- Select Special] Select Special available in the right click context menu and Edit window in the Document workspace. | 11/30/2023 | Released |
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