QuoteWerks Desktop Update Center

Version 26.0 Summary

30 New, 22 Fixes, and 4 Miscellaneous features
New Features - Version 26.0
	1. GoldMine v2025.4 now supported! [Build: 1.01]
	2. Act! Desktop v27 is now supported! [Build: 1.01]
	3. SugarCRM version 25.2 is now supported! [Build: 1.01]
	4. USA Advanced Sales Tax capabilities! Supports line item level taxes, with multiple jurisdictions per line item (State, County, City, etc), honoring Single Article limits, max tax caps, and more. Line item level taxes meaning that some line items can have different tax rates and rules than other line items. AK, AR, AZ, FL, ID, TN are the 6 states in the USA that have single article limits of tax. While much of this is automated, certain calculations require manual creation of some tax rules. On the Document Items tab, there is a"Item Tax Summary" column will show you the individual taxes calculated for each jurisdiction for each line item similar to this "TotalTax=$2,245.00 on $37,000.00: [MotorVehicle] FL (@ 6% TaxTable)=$2,220.00,ORANGE (Single Article $0 to $5,000 @ 0.5% TaxTable)=$25.00". There is a Tax button on the Document Items grid toolbar that will show all the details of the sales tax calculations. The choice of which Sales Tax calculation system to use is set under the Regional tab of the Tools->Options menu. The detailed setup for the USA Advanced Sales Tax system is setup through the Utilities->Sales Tax Manager menu. The QuoteWerks QuickBooks Desktop integration was updated to support the USA Advanced Tax System similar to other advanced sales tax systems by calculating the advanced sales tax and entering a line item in the QuickBooks invoice to display it. This new Tax System requires the realtime module and current UMP. [Build: 1.01]
	5. A [Lookup Tax Rate] button was added on the SoldTo/ShipTo tab by the ShipToTaxCode field in addition to the one that is on the Sale Info tab. [Build: 1.01]
	6. The Select sales tax rate feature improved to show advanced sales tax rules. [Build: 1.01]
	7. When hovering over the Shipping Amount, a tooltip will appear with the Total Sales Tax amount for the shipping amount. [Build: 1.01]
	8. When using the new USA Advanced Sales Tax option there is now Basic Sales tax reporting. [Build: 1.01]
	9. Added DataManager support for PRICING.SalestaxCategories, and PRICING.SalesTaxRules. [Build: 1.01]
	10. There is now a new TaxSystem option of "USA/UK API Generic Integration (Y/N)". When this is selected, QuoteWerks will no longer perform sales tax calculations, instead relying on an API integration to calculate the sales tax amount due per line item, and for the total quote. The API integreation will be responsible for populating the following fields: DocumentHeaders.LocalTax, DocumentHeaders.GSTTax, DocumentHeaders.TotalTax, DocumentHeaders.AlternateLocalTax, DocumentHeaders.AlternateGSTTax, DocumentHeaders.AlternateTotalTax, DocumentItems.PSTTax, DocumentItems.GSTTax, DocumentItems.SalesTax, DocumentItems.AlternateSalesTax. The developer can also make use of the fields: DocumentItems.ItemTaxSummary, DocumentItems.ItemTaxData. The distinction of "USA/UK" in the new tax system of "USA/UK API Generic Integration (Y/N)" is really only related to the line item tax codes bring Y/N in the USA/UK vs the Canadian tax line item tax codes being B/G/P/N. Of note, the fields DocumentItems.PSTTax and DocumentItems.GSTTax were added in the v25 build 2.00 release. [Build: 1.01]
	11. There is now a new TaxSystem option of "Canada API Generic Integration (B/P/G/N)". The distinction of "Canada" is really only related to the line item tax codes being B/G/P/N vs the USA line item tax codes being Y/N. [Build: 1.01]
	12. The Microsoft 365 Oauth has been updated to use the Microsoft Authentication Library (MSAL). This change resolves authentication issues for organizations where older Office365 flows are blocked or deprecated, especially those enforcing stricter Azure AD security policies. [Build: 1.01]
	13. Support for Graph API for Microsoft 365 Oauth, so users will no longer need to enable Authenticated SMTP enabled for each mailbox. [Build: 1.01]
	14. For GreatAmerica users, the RateCard and Monthly Payment calculations have been updated to use the REST API. [Build: 1.01]
	15. You can now require that a document have 3 approvers, previously only 2 were supported. Here is the new complete list of approval types: "One Standard approval", "One Escalated approval", "Two Standard approvals", "Two Escalated approvals", "Three Standard approvals", "Three Escalated approvals" [Build: 1.01]
	16. Under Utilities->Exchange Rate maintenance, you can now specify a ConvertToRateMultiplier and ConvertFromRateMultiplier. This is useful to add your own padding to account for the fact that exchange rates do usually vary from day to day, this gives you a "fudge" factor. [Build: 1.01]
	17. On the Purchase Orders tab of the Purchasing window, when an item has more than 8 serial numbers, clicking the "+ x more..." hyperlink will now have a window where you can perform all the actions on each serial number. [Build: 1.01]
	18. Pipedrive CRM integration! The integration with Pipedrive includes the ability to search for people and organizations, create/update Deals, and upload quote attachments to Pipedrive. DataLink is supported for the contacts, deals, and creating new products. You can attach files to the Pipedrive Deal from the PDF Preview window, the Links tab, and the Print window. There is a button on the SoldTo/ShipTo tab to display the contact in Pipedrive, and also a link on the links tab that you can click to view the Pipedrive Deal in Pipedrive. You can create a new Pipedrive Organization and Person record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. Pipedrive products can be searched through the Product Lookup window in QuoteWerks. You can add this new Product Data Source from the Products->Setup Product Data Sources menu. Additionally, emails sent from QuoteWerks are logged in Pipedrive history. The Professional or Corporate Edition of QuoteWerks is required to integrate with Pipedrive. [Build: 1]
	19. For Ingram Micro Online Ordering users, added support for new LineStatus of "Delivered". [Build: 1.03]
	20. For HubSpot users, you will now be notified about negative line items added to a HubSpot Opportunity. Currently HubSpot does not have a way to add negative line item amounts. [Build: 1.03]
	21. Microsoft SQL Server version 17 is now supported! [Build: 2]
	22. 'Sage 50 Accounting 2026' AKA 'Peachtree' is now supported! [Build: 2]
	23. 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. [Build: 2]
	24. 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. [Build: 2]
	25. 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. [Build: 2]
	26. 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. [Build: 2]
	27. In a Management report when exporting to a file there is now a DocumentHeaders.AlternateCurrencyIdentifier field. [Build: 2]
	28. Added new document default for CustomMemo05 under Tools->Options, under the Documents.Custom Memo tab. [Build: 2]
	29. 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. [Build: 2]
	30. You can now search by the Category field in a Multiple Database Search only returning results for Native product databases. [Build: 2]
Misc Features - Version 26.0
	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. [Build: 2]
	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. [Build: 2]
	3. Removed the Submit a Question feature from the main QuoteWerks window. [Build: 2]
	4. Added more debugging information in the error message about "Error in GetActiveSheet". [Build: 2]
Fixes - Version 26.0
	1. For SugarCRM users, charge and discount line items were not being added to SugarCRM opportunities. [Build: 1.01]
	2. For SugarCRM users, the related to field on the Call activity was not being populated. [Build: 1.01]
	3. For Pipedrive users, users on the Professional edition of QuoteWerks were receiving an error message about the Pipedrive integration not being available. [Build: 1.01]
	4. For HubSpot CRM users, certain QuoteWerks fields were not reflecting updated Quote values during the DataLink 'CRMOppHeader_CreateUpdate' process when converting a Quote to an Order. [Build: 1.01]
	5. For Hubspot CRM users, some existing products were not being found when doing a Name product search causing errors when attempting to add products to a Deal. [Build: 1.01]
	6. For Zoho CRM users, when a quote contains a header, the quote item data linking is off by a row. [Build: 1.01]
	7. When manually entering a tracking number for Ingram Micro, would receive error "The shipping carrier 'United Parcel Service Inc' is not recognized, so cannot generate tracking url!" [Build: 1.01]
	8. For QuoteWerks Desktop Users that are also using QuoteWerks Web, the QuoteWerks Web icon was not appearing on the main Toolbar. [Build: 1.03]
	9. If a product with Customer Price Level pricing was on the quote and a blank customer profile was selected, would receive an errant error about Duplicate Customer Price Profile records. [Build: 1.03]
	10. For Advanced Sales Tax users, when deleting an ItemType using the F2Lookup launched from certain areas would not run code to detect its mapping to a Sales Tax Category. [Build: 1.03]
	11. 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. [Build: 2]
	12. 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. [Build: 2]
	13. 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. [Build: 2]
	14. 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. [Build: 2]
	15. 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. [Build: 2]
	16. 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. [Build: 2]
	17. 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. [Build: 2]
	18. 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 [Build: 2]
	19. 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. [Build: 2]
	20. 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. [Build: 2]
	21. 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. [Build: 2]
	22. 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." [Build: 2]

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