QuoteWerks Desktop Update Center

example: QuoteValet "payment option" -deposit

Version 26.0 Build 2.08 Summary

24 New, 42 Fixes, and 9 Miscellaneous features Released on 01/23/2026 View all features/fixes from all builds of version 26.0 Download (140.9 MB)
New Features - Build 2
	1. Microsoft SQL Server version 17 is now supported!
	2. 'Sage 50 Accounting 2026' AKA 'Peachtree' is now supported!
	3. All windows will now open on the form that their parent form is located on. The only exception is certain menu items from the layout designer will always display on the main monitor.
	4. There is now a new Misc.Windows tab under Tools->My Preferences. Here you can choose for specific windows if you want the last location of that window to be remembered (the location and which monitor it was on), so that it will open up in the same location as it previously was. This is available for the following windows, Main Window, Open Document Window, Product Lookup Window, Email Templates Window, Bundles Window, Configurations Window, Configurator Window, Sales Tax Manager Window, Compare Prices Window, Dashboard Window, and Purchasing Window.
	5. There is now a [Single Monitor Mode] toolbar button on the Main toolbar. In today's PC environment it is common to have more than one monitor. QuoteWerks has the ability now to make efficient use of this multiple monitor environment. For example, it is advantageous to have the Product Lookup window open on a different monitor than the monitor that the main Quote WorkBook is on, that way you fully see and interact with both windows at the same time. This is a very useful feature until you remote into this machine using a remote control software like SplashTop where you might only have one monitor at home while remoting into your work computer in the office that has 3 monitors. In this scenario, when the product lookup window opens on a different monitor you would not see it until you used SplashTop to switch to that monitor to see it. This is very counter-productive. To solve this issue, we now have the "Single Monitor Mode", so when you remote in, just click the main toolbar button and all windows will open on the same monitor that the main QuoteWerks window is on. If you never want any window locations to be remembered, you can simply specify that on the Misc.Windows tab under Tools->My Preferences, in which case you would never need to use the Single Monitor Mode when remoting in.
	6. For QuickBooks Online Users, when exporting QuoteValet payments to QuickBooks Online, there are mappings for CustomPaymentType1 and CustomPaymentType2 in addition to the existing payment methods like VISA, AMEX, and WireTransfer.
	7. In a Management report when exporting to a file there is now a DocumentHeaders.AlternateCurrencyIdentifier field.
	8. Added new document default for CustomMemo05 under Tools->Options, under the Documents.Custom Memo tab.
	9. Improved Microsoft Graph email authentication by updating consent handling and token validation to ensure reliable Send-As support for shared mailboxes, prompting users for required permissions when missing and preventing silent failures during email sends.
	10. You can now search by the Category field in a Multiple Database Search only returning results for Native product databases.
	11. Autotask 2026 is now supported! [Service Release: 2.07]
	12. For Act for Web users, version 27.0 is now supported. [Service Release: 2.07]
	13. For HubSpot users, the default pipeline can now be mapped to the QuoteWerks sales rep. [Service Release: 2.07]
	14. For HubSpot users, the Deal window load time has been decreased by 87 percent. [Service Release: 2.07]
	15. For HubSpot users, existing Deals are only loaded when you select the Deal dropdown control on the Deal window. [Service Release: 2.07]
	16. For HaloPSA users, added support for mapping the Categories field from HaloPSA to the QuoteWerks Item Types field. Existing HaloPSA product data sources will need to be removed and re-added to access the new mapping option. [Service Release: 2.07]
	17. For TD Synnex users, the Online Ordering integration has been rewritten and moved to .NET. Some of the improvements include when entering Pricing Override notes on a PO Item, the notes will be remembered if P&A is requested again and the Online Order Form is now resizable. [Service Release: 2.07]
	18. Autotask 2026 is now supported! [Service Release: 2.08]
	19. For Act for Web users, version 27.0 is now supported. [Service Release: 2.08]
	20. For HubSpot users, the default pipeline can now be mapped to the QuoteWerks sales rep. [Service Release: 2.08]
	21. For HubSpot users, the Deal window load time has been decreased by 87 percent. [Service Release: 2.08]
	22. For HubSpot users, existing Deals are only loaded when you select the Deal dropdown control on the Deal window. [Service Release: 2.08]
	23. For HaloPSA users, added support for mapping the Categories field from HaloPSA to the QuoteWerks Item Types field. Existing HaloPSA product data sources will need to be removed and re-added to access the new mapping option. [Service Release: 2.08]
	24. For TD Synnex users, the Online Ordering integration has been rewritten and moved to .NET. Some of the improvements include when entering Pricing Override notes on a PO Item, the notes will be remembered if P&A is requested again and the Online Order Form is now resizable. [Service Release: 2.08]
Misc Features - Build 2
	1. For Power users that move very fast in QuoteWerks, when Unloading/Closing a document, now checking to see if in the middle of a save or auto-save process. This may be the cause of the infamous GetActiveSheet() Error.
	2. For QuickBooks Online Users with the US Advanced Sales Tax Enabled, QuoteWerks now checks your tax setup before exporting a document to QuickBooks Online. If the integration is not configured to use QuickBooks? automatic sales tax calculation, QuoteWerks will notify you and cancel the export to prevent incorrect tax data from being sent to QuickBooks Online.
	3. Removed the Submit a Question feature from the main QuoteWerks window.
	4. Added more debugging information in the error message about "Error in GetActiveSheet".
	5. Activated beta testing support for GoldMine v2026.1 [Service Release: 2.02]
	6. Changes made to catch Nan situations. [Service Release: 2.07]
	7. Changes made relating to checking to see if internet connection is available for all web based crm initializations. [Service Release: 2.07]
	8. Changes made to catch Nan situations. [Service Release: 2.08]
	9. Changes made relating to checking to see if internet connection is available for all web based crm initializations. [Service Release: 2.08]
Fixes - Build 2
	1. For Act for Web users, when searching for a contact some results could return an "Index was outside the bounds of the array" error message.
	2. When copying data from the newest version of Excel where a cell's text had a soft return like SHIFT-ENTER, this was not being respected by the QuoteWerks Paste Special.
	3. For QuickBooks Online Users, when creating new items in QuickBooks Online from a Purchase Order (PO), QuoteWerks no longer displays an incorrect ?bad data detected? message. The message was shown in error and did not indicate an actual problem. This issue only affected PO-based item creation and did not occur when creating items from other document types, such as invoices.
	4. If a document was configured to use the USA Advanced Sales Tax calculations, but did not yet choose a shipping location and get real time tax data, then would display an error when click on the [tax info] button on the Document Items tab of the Quote WorkBook.
	5. For Autotask users, products with trailing spaces or line returns in the Product Name or MPN were not being found during quote line item creation, causing existing Autotask products to be recreated as duplicates.
	6. When windows were loaded and centered on their parent window, if the child window was taller than the parent window, depending upon the location of the parent window on the monitor, it could result in the top of the child window being position above the top of the monitor.
	7. The non-resizable, non memorized windows should always open on the same monitor as the main QuoteWerks window. These windows are Deliver, Lookup Contact, Export To QuickBooks, QuickBooks Desktop Setup, Peachtree Setup, Export to Peachtree, License Manager, License Manager, Edit Line Attributes, Options, Exchange Rates, Customer Profiles, Select Macro, User Preferences, User Maintenance, User Properties, Approval Settings, and Setup Contact Manager.
	8. The resizable memorized windows would not open on the monitor they were supposed to. If the option of "Do not remember window location" then the window should open up on the same monitor as the main QuoteWerks window. If this was not set, then the window should open on the last monitor and position it was in. These windows are Bundles, Configurations, Configurator, Purchasing, Send Email, F2 Lookup, Product Lookup, Compare Prices, Select Email Address, Zoom Window, and Dashboards
	9. The first time QuoteWerks is run, and the first time each memorized window was opened, it may not have opened on the same monitor as the main QuoteWerks window.
	10. The general InputBox dialog has been updated to make sure the dialog opens on the same monitor as the window that launched it. It is used in the following areas: file delete, recall qv reasons, enter web page, ClarityWerks topic, add linked resource, edit file link, bundles, new edit clone, Configurations clone new, substitution sets clone, delete vendor contact, QuickBooks Desktop setup, License Manager redeem code, Edit Configuration Find, QuickBooks Export Find, Peachtree Export Find, Paste Special Add field expression, Edit Menu Item Preview, QuoteValet dashboard retrieve document and import, inbox item recall, Email Templates, snippet clone, new, template clone, template new, workbook, QuoteValet tab, recall, purchasing, vendor rfq add item, purchase orders change ETA, PO Items, change distributor so number, change eta, change ship via, Copy Special, Edit tracking number, add tracking number, Edit serial number, add serial number, edit comment, add comment, Settings Manager: Copy Set Command, Serial Numbers More: Edit, Create Section Header Line, Create Heading Line, RFQ Item delete.
	11. For USA Advanced Sales tax users, converting a document, for example, from a Quote to an Order, with the option to preserve the existing document would cause runtime error 91.
	12. When using the Essential, Balanced, Pinnacle edition of QuoteWerks and tried to use the Peachtree integration from Desktop, would erroneously receive the message " The Peachtree contact manager integration is only available in the Professional, and Corporate Editions of QuoteWerks."
	13. For QuickBooks Online users, exporting to QuickBooks results in an empty error message. [Service Release: 2.02]
	14. For TD Synnex users, the test url was being used for the quote importer. [Service Release: 2.02]
	15. For Advanced Sales Tax users that also use QuoteValet, the TaxData stored needed to be changed. This will require reselecting the tax for any existing documents that are currently using Advanced Sales Tax. [Service Release: 2.02]
	16. For Salesforce users, fixed an issue where doing a lookup search could return an object reference error. [Service Release: 2.07]
	17. For ACT! for Web users, resolved an issue where some fields could not be read from or written to ACT! for Web using DataLinks. [Service Release: 2.07]
	18. For Pipedrive users, fixed an issue where the contact email address could be missing when selecting a Sold To record from an Organization search. [Service Release: 2.07]
	19. For Pipedrive users, fix an issue where certain Organization-level custom fields could not be pulled into QuoteWerks. [Service Release: 2.07]
	20. For HaloPSA users, resolved ticket reassignment failures caused by agent calendar conflicts so users are no longer blocked when an agent is already scheduled. [Service Release: 2.07]
	21. For HaloPSA users, resolved an error that could occur when emailing a quote with "Log sent e-mail in HaloPSA" enabled, preventing the email from being logged successfully. [Service Release: 2.07]
	22. For HaloPSA users, fixed an issue where saving an opportunity could fail if the Details field contained special characters in the text. [Service Release: 2.07]
	23. For HaloPSA users, fixed an issue where HaloPSA products would load correctly but could not be found using search filters. [Service Release: 2.07]
	24. For Great America users, replaced repeated technical error pop-ups with a single, clear message when no lease options are available. [Service Release: 2.07]
	25. Would receive runtime error 91 at the end of a SQL Rehost operation. [Service Release: 2.07]
	26. For QuoteWerks Desktop users, printing multiple copies of a quote could result in the output being doubled (e.g., selecting 2 copies prints 4). This was caused by a print handling issue on certain Windows 11 builds and has been corrected so the selected copy count now prints as expected. [Service Release: 2.07]
	27. For Arbitech users, when retrieving real-time pricing, some searches could return an "Unexpected XML format returned from Arbitech" error and no pricing due to the XML response format not being handled correctly. [Service Release: 2.07]
	28. For Ingram Micro users, Resolved an "Error Converting Null to Double" issue that could occur when retrieving order status for certain Ingram Micro online orders. [Service Release: 2.07]
	29. For Salesforce users, fixed an issue where doing a lookup search could return an object reference error. [Service Release: 2.08]
	30. For ACT! for Web users, resolved an issue where some fields could not be read from or written to ACT! for Web using DataLinks. [Service Release: 2.08]
	31. For Pipedrive users, fixed an issue where the contact email address could be missing when selecting a Sold To record from an Organization search. [Service Release: 2.08]
	32. For Pipedrive users, fix an issue where certain Organization-level custom fields could not be pulled into QuoteWerks. [Service Release: 2.08]
	33. For HaloPSA users, resolved ticket reassignment failures caused by agent calendar conflicts so users are no longer blocked when an agent is already scheduled. [Service Release: 2.08]
	34. For HaloPSA users, resolved an error that could occur when emailing a quote with "Log sent e-mail in HaloPSA" enabled, preventing the email from being logged successfully. [Service Release: 2.08]
	35. For HaloPSA users, fixed an issue where saving an opportunity could fail if the Details field contained special characters in the text. [Service Release: 2.08]
	36. For HaloPSA users, fixed an issue where HaloPSA products would load correctly but could not be found using search filters. [Service Release: 2.08]
	37. For Great America users, replaced repeated technical error pop-ups with a single, clear message when no lease options are available. [Service Release: 2.08]
	38. Would receive runtime error 91 at the end of a SQL Rehost operation. [Service Release: 2.08]
	39. For QuoteWerks Desktop users, printing multiple copies of a quote could result in the output being doubled (e.g., selecting 2 copies prints 4). This was caused by a print handling issue on certain Windows 11 builds and has been corrected so the selected copy count now prints as expected. [Service Release: 2.08]
	40. For Arbitech users, when retrieving real-time pricing, some searches could return an "Unexpected XML format returned from Arbitech" error and no pricing due to the XML response format not being handled correctly. [Service Release: 2.08]
	41. For Ingram Micro users, Resolved an "Error Converting Null to Double" issue that could occur when retrieving order status for certain Ingram Micro online orders. [Service Release: 2.08]
	42. Fixed issue introduced in in builds after v26 build 2.02 affecting customers with the comma as the decimal separator, would receive errors when saving. [Service Release: 2.08]

407-248-1481 (9am-5pm ET M-F)

Please Wait...

QuoteWerks Desktop Update Center

Reasons to Choose

Company

Quick Links