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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 R6 Summary
| Type | Description | Date | Status |
|---|---|---|---|
| Fix | Unsaved changes are not being included in Quotes uploaded to QuoteValet. | 11/19/2019 | Released |
| New | Implement "Request Payment" from the QuoteValet tab of a Document. | 10/24/2019 | Released |
| New | Implement "Refresh Item Details" feature. | 10/24/2019 | Released |
| New | Implement QuickBooks Online support. | 10/24/2019 | Released |
| Fix | Attempting to add an item from Etilize can result in a SQL exception if the manufacturer of the item has more characters than has been accounted for. | 10/23/2019 | Released |
| Fix | In the Deliver window, if you select multiple attachments for the document, the "Save Print selections in document" option is obscured by the list of attachments. | 10/22/2019 | Released |
| New | Implement "Paste Special" (from an existing template). | 9/18/2019 | Released |
| New | Implement File>Rename feature. | 9/5/2019 | Released |
| Fix | Surcharges set for the PayPal Payment Option are not actually being charged. | 9/4/2019 | Released |
| New | Implement 'Export Items to Clipboard' feature. | 8/30/2019 | Released |
| New | Implement Zoho Integration. | 8/19/2019 | Released |
| Fix | The button to re-email the customer notification on QuoteValet tab is not functional. | 8/7/2019 | Released |
| New | Implement the Configurator. | 8/6/2019 | Released |
| New | Implement File>Duplicate feature. | 8/5/2019 | Released |
| Fix | When converting a quote to an order, if the option to write the opportunity to ConnectWise is selected, an error is thrown indicating that the DTF file can't be found or doesn't exist. | 7/24/2019 | Released |
| Fix | In situations where there are a large number of product databases, there can be scrolling issues for the product search results view. | 7/15/2019 | Released |
| Fix | Premature session timeouts are occurring for customers with less than perfect internet connections. | 7/14/2019 | Released |
| Fix | When attempting to open a document that contains lease payment options an error message is being shown and the document can not be opened. | 7/14/2019 | Released |
| New | Implement ability to change DocNo, Status and ProjectNo on the Save window. | 7/10/2019 | Released |
| Fix | The Deliver window can not be shown in situations where referenced directories have not been synchronized up to the QuoteWerks Web Server. | 6/19/2019 | Released |
| Fix | When searching Amazon as a Product Datasource, if the product description contains non-standard characters, the product can not be included in the search results. | 6/13/2019 | Released |
| Fix | When saving a quote the Save window will not keep track of the previously checked off integration options for Autotask, | 5/20/2019 | Released |
| Fix | It is not possible to cut, copy or paste into the cells of the document items grid. | 5/19/2019 | Released |
| New | Implement various "Sold to / Ship To" field features (Copy from, Clear, Create Contact in CRM). | 5/19/2019 | Released |
| Fix | The taxcode set for the document-level shipping charge isn't being applied. | 5/14/2019 | Released |
| Fix | Implement the ability to "Approve" a document. | 5/13/2019 | Released |
| New | Implement supports for template-defined To, CC, and BCC contacts (as configured in QuoteWerks Desktop). | 5/13/2019 | Released |
| New | Implement File>"Save as next revision". | 5/13/2019 | Released |
| Fix | Dates and numbers should render as defined by the locale setup in the user's browser. Ex: en-EN: $3,325.33, fr-FR: $3 325,33 | 5/8/2019 | Released |
| New | Implement Email Template support on the Send Email window. | 5/5/2019 | Released |
| Fix | The Service Ticket actions available as part of the "QuoteWerks Document Conversion" / "Connectwise Opportunity Completion" process are not operational. | 4/29/2019 | Released |
| Fix | In certain circumstances, external product datasources that are not accessible to the QuoteWerks Web server can result in error messages that contain sensitive connection string details. | 4/29/2019 | Released |
| New | Implement the ability to save a copy of the PDF and DTF to an opportunity for CRMs where possible. | 4/14/2019 | Released |
| New | Implement Bundle support. | 4/12/2019 | Released |
| Fix | When manually setting the DocType to Invoice it is instead being set to IVOICE. | 4/12/2019 | Released |
| Fix | The "Open Document" window is not rendering properly under certain conditions. | 2/22/2019 | Released |
| Fix | When searching for documents. the results are not being displayed if the date format of the QuoteWerks installation isn't month/day/year. | 5/19/2018 | Released |
| Fix | A PDF can't be included in a QuoteValet email unless the PDF had been "previewed" first. This is not expected behavior. | 3/13/2018 | Released |
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