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QuoteWerks Desktop Update Center

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Version 25. Build 3.04 Summary

18 New, 26 Fixes, and 11 Miscellaneous features Released on 09/08/2025 View all features/fixes from all builds of version 25. Download (139.6 MB)
New Features - Build 3
	1. For QuickBooks Desktop users, there is a new setup option for "Use 'Average Cost' instead of 'Purchase Cost' when retrieving Inventory Items". Selecting 'Average Cost' provides a smoothed representation of inventory value and COGS, especially useful when purchase prices fluctuate, while 'Purchase Cost' assumes costs are relatively constant. Selecting this option does not change how Cost is returned for other QuickBooks item types.
	2. Added support for Rich Text in Memo fields in QuoteWerks Web, and added compatibility for this in QuoteWerks Desktop. You can only view and edit Rich Text content in QuoteWerks Web. The Rich Text entered in QuoteWerks Web can only be included in the Print output if the new QuoteWerks Web Layout is used. QuoteWerks Desktop will display the Plain Text version of the Rich Text. In the Quote WorkBook the following fields now support Rich Text (like bolding, italics, strike through, underline, left/center/right/justify alignment, indentation, font type, font size, text color, background color, bullets, tables, and hyperlinks): IntroductionNotes, ClosingNotes, InternalNotes, PurchasingNotes, CoverPageMessage, StatementOfWork, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05. Of note, the memo field StatementOfWork was added in this build, and is only available for viewing and editing in QuoteWerks Web. The following fields on the DocumentItems tab now also support Rich Text: Description, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05. The RichText counterparts to these fields will have the postfix of "RichText", like CustomMemo01RichText. A plain text version of the rich text is also stored so that QuoteWerks Desktop will have the plain text since it does not support rich text. [Service Release: 3.02]
	3. QuoteWerks Web now has its own native Web Layout Designer! Similar to the Desktop Layout Designer, but improved in many ways, including supporting Water Marks, full edge to edge (bleed) printing, rich text, hyperlinks, keep together, grid snapping, the ability to copy elements between Layouts and more. In QuoteWerks Web, using a Web Layout instead of the Desktop Layout to generate your output is 10 times faster! [Service Release: 3.02]
	4. Pipedrive 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, deal, 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. [Service Release: 3.02]
	5. For Pax8 customers worldwide, you can now search for and add Pax8 subscriptions directly to your QuoteWerks quotes. With this new functionality, you can quickly find active Pax8 subscriptions and add the subscriptions to your QuoteWerks document, streamlining your quoting process and minimizing manual data entry. You can also configure options to map the Pax8 Description, Part Number, and GUID to specific fields in your QuoteWerks line items. The Pax8 part number can be configured to be built based on the relevant Billing Cycle and Commitment terms of the selected Pax8 item. Additionally, you can default the ItemType for items selected from Pax8. To use this feature, you must have an active Realtime and Product Content Subscription. Simply click on the Pax8 button located on the grid toolbar on the Document Items tab to begin searching for Pax8 subscriptions to add to your quote. [Service Release: 3.02]
	6. For HaloPSA users, the time taken when adding multiple line items has been been decreased by 60% [Service Release: 3.02]
	7. For HaloPSA users, added support for Datalinking fields for when new products need to be created. This can be found under the DataLink window with the dropdown setting named 'Product_Create' [Service Release: 3.02]
	8. For Zoho CRM users, the Zoho CRM Product Data Source now supports custom fields. If a custom field is named "VendorPartNumber" these custom fields will automatically be mapped when a new Product Data Source is setup. If you already have an existing Zoho CRM Product Data Source, you will need to edit it and manually map these fields. When these fields are mapped, you can also search on those fields on the product lookup window. [Service Release: 3.02]
	9. For Zoho CRM users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Deal, prompt to create a won Deal." [Service Release: 3.02]
	10. For SugarCRM users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Service Release: 3.02]
	11. For salesforce.com users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Service Release: 3.02]
	12. For MS CRM users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Service Release: 3.02]
	13. For Autotask users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Service Release: 3.02]
	14. For Autotask users, the setup window will now load much faster. [Service Release: 3.02]
	15. For Act! users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Service Release: 3.02]
	16. Added new CustomMemo05 field to the Custom tab of the Quote Workbook. [Service Release: 3.02]
	17. The field EstimatedDeliveryDate was added to the FulfillmentItems items table in preparation to start storing this information that in certain circumstances TD Synnex realtime Order Status queries will return. [Service Release: 3.02]
	18. Goldmine 2025.3 is now supported! [Service Release: 3.04]
Misc Features - Build 3
	1. Due to Google discontinuing the API used for the QuoteWerks Google Contacts integration, the QuoteWerks Google Contacts integration is no longer offered.
	2. The QuoteWerks integration to Ingram Micro Lease-IT! (then renamed Ingram Micro Flexible Payment Solutions IMFPS) first offered in 2017 used Great America leasing behind the scenes. Effective April 15, 2025, Ingram Micro no longer uses Great America so this integration is no longer available from QuoteWerks.
	3. The TipOfTheDay.txt file has been moved into the [System] section of the SystemsSettings table with the KeyValue of "TipOfTheDay". [Service Release: 3.02]
	4. The Lease Rate Card files located in the \QuoteWerks\LeaseRateCards folder have been moved into the [Lease Rate Cards] section of the SystemsSettings table with the KeyValue equal to what their base file names were. [Service Release: 3.02]
	5. For Zoho CRM users, contact searching was upgraded to v8 of the Zoho API. [Service Release: 3.02]
	6. Changed behavior of multi-select on the Print window when using Administration Mode. Now, instead of using CTRL and SHIFT to multi-select, instead just check more than one checkbox. [Service Release: 3.02]
	7. For Zoho CRM users, the Deal tab on the setup window will now be disabled an OAuth connection is not configured. [Service Release: 3.02]
	8. For SugarCRM users, SOAP v4.1 has been implemented. [Service Release: 3.02]
	9. For HubSpot CRM users, the Deal tab on the setup window will now be disabled an OAuth connection is not configured. [Service Release: 3.02]
	10. For QuickBooks Online users, the minor version used when communicating with the QuickBooks Online Accounting API has been increased. This was done to prevent any possible disruption in service resulting from changes to the QuickBooks Online API by Intuit. [Service Release: 3.02]
	11. Activated beta testing support for GoldMine v2025.3 [Service Release: 3.02]
Fixes - Build 3
	1. For HaloPSA users, enhanced HTML handling to ensure client contacts display correctly, preventing errors like "Unable to find Account with id".
	2. For HaloPSA users, reduced the number of agents returned in API calls to avoid request cutoffs.
	3. For HaloPSA users, resolved an integration error that prevented new items from being created.
	4. If a user had the Misc Access Right of "CannotUseQuoteWerksWebLicense" the QuoteWErks Web main toolbar button was still being displayed. [Service Release: 3.02]
	5. For HubSpot CRM users, user dropdowns on the QuoteWerks Setup Deal mappings window may display blank entries or fail to load the full user list. [Service Release: 3.02]
	6. For Hubspot users, the scope files.ui_hidden.read was forcing users to have Super Admin accounts and has been removed from the OAuth connection. [Service Release: 3.02]
	7. Using the "USA/UK Single Aggregate rate (Y/N)" tax system, the Alternate Sales Tax Line Item and Total Amount was not calculating correctly. [Service Release: 3.02]
	8. For Zoho CRM users, contact searches may fail with an "INVALID_QUERY" error due to Zoho field permission issues. [Service Release: 3.02]
	9. For Zoho CRM users, when doing a search with a space, the intended search results were not appearing in the Contact Lookup window. [Service Release: 3.02]
	10. For Zoho CRM users, the "View Deal in Zoho CRM" link was incorrect for certain configurations. [Service Release: 3.02]
	11. For Zoho CRM users, the Tax field was able to be datalinked on the CRMQuoteHeader_CreateUpdate. This field can not be updated with only a value. [Service Release: 3.02]
	12. For Zoho CRM users, when doing a contact lookup search, a CRITERIA_LIMIT_EXCEEDED error could appear. [Service Release: 3.02]
	13. The follow fields were not available in the layout Designer: Contact->CustomText01, Contact->CustomText02, Contact->CustomText03,Contact->CustomText04,Contact->CustomText05,Contact->CustomText06,Contact->CustomText07,Contact->CustomText08,Contact->CustomText09,Contact->CustomNumber01,Contact->CustomNumber02,Contact->CustomDate01,Contact->CustomDate02. [Service Release: 3.02]
	14. For Act! for Web users, searching for contacts using an apostrophe (') returns no results. [Service Release: 3.02]
	15. On the Literature tab of the Print window, when in Administration Mode, as you check the checkboxes next to the Literature Item to set Access Rights, the Literature no longer gets added to the Selections list. [Service Release: 3.02]
	16. On the License Manager window, the Tenant Account Number and Password Credentials are now validated before you are allowed to save changes to them. [Service Release: 3.02]
	17. On the Documents.General tab under the Tools->Options menu, when setting an Expires time that had no minutes, the time zone offset was not being applied. [Service Release: 3.02]
	18. For HaloPSA users, when attempting to add line items to a quote, users were getting a SearchDataConverter error message. [Service Release: 3.02]
	19. For HaloPSA users, multiple discount line items were not able to be added to a quote. [Service Release: 3.02]
	20. For Dell Premier Punchout Users, when retrieving items from the Dell Premier site, Dell, for some customers, was populating the Part Number field with 'Dell' rather than the actual part number. In these cases, QuoteWerks will now use the Supplier ID in place of the part number, as this is usually the correct part number. [Service Release: 3.02]
	21. Fixed an issue where using Single Field Spellcheck before Whole Document Spellcheck caused the Whole Document Spellcheck window to appear collapsed. [Service Release: 3.02]
	22. For HubSpot CRM users, if a user has not authenticated yet with HubSpot CRM and you go into Contacts->Setup Contact Manager and select 'HubSpot' then click on 'Setup' nothing happens and the screen will flash. [Service Release: 3.02]
	23. When adding an item to a bundle, the new item did not appear in the bundle items on the Bundles window until you click the bundle again. [Service Release: 3.02]
	24. For Pax8 users, Fixed an intermittent "Unterminated string" error related to the skuId format. [Service Release: 3.03]
	25. Text columns on the Document ITems tab where not being validated and text fields like tax code and price modifiers were not performing their calculations. Issue introduced in v25 build 3.02. [Service Release: 3.04]
	26. For Zoho CRM users, the Name search on the Contact Lookup window was not returning any results. [Service Release: 3.04]

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