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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 R17 Summary
| Type | Description | Date | Status |
|---|---|---|---|
| Fix | Resolved issues with some features hidden due to UI rework. | 4/17/2023 | Released |
| New | New features for windowed UI - Cascade Documents and Show Desktop. | 4/14/2023 | Released |
| Fix | Resolved issue with new windowed UI where the z-index order was not as expected with more than two documents open. | 4/14/2023 | Released |
| New | New UI for the Workspace. Documents can now be resized and positioned arbitrarily. Other windowing features such as minimize, maximize and restore are also supported. | 4/13/2023 | Released |
| Fix | Email Templates not showing. Customer is on the email window and when clicking on the drop down on the top right the list is empty no longer showing email templates they have customized for themselves. | 4/11/2023 | Released |
| Fix | Generating PDF (Deliver - Email/SaveAsPDF/UploadtoQuoteValet) Customer has quote with 165 lines and when it is trying to create/generate the PDF error: Processing Layout form; Error processing layout please try again with OK clicking on it then goes back to print window. | 4/11/2023 | Released |
| New | Provu has been added as a Real-time Vendor. | 3/24/2023 | Released |
| Fix | QuickBooks Online - Export Payments. Customer is using web to export to QBO and also wanting to export payments. When going to the export to QuickBooks and clicking on payments it generates a generic error no message and doesn't load. | 3/21/2023 | Released |
| Fix | Google Contacts - Email address is not being read/pulled in from Google Contacts. | 3/21/2023 | Released |
| Fix | Autotask - Service Bundles not going to quote as service bundle, they are creating new services. | 3/20/2023 | Released |
| Fix | Configurator not adding Quantities.-When you attempt to add multiple configs of the same config it will only add 1. -All parts in Configs will bring in 0 quantities - In the Config window in desktop the quantity field is referenced as Qty. In QWW it is referenced as Pieces. | 3/20/2023 | Released |
| New | Add Picture Panel - ability to add pictures on the fly to quote line items. | 3/14/2023 | Released |
| Fix | Zoho FREE edition - When creating a new deal some fields will not populate. | 3/7/2023 | Released |
| Fix | MSCRM - Re-create A Deleted Quote. With MSCRM, if you delete a linked quote and try to save again you get an error. | 2/27/2023 | Released |
| Fix | When manually assigning a document number QWW will use the next available number instead and ignore the setting change.. | 2/27/2023 | Released |
| Fix | Documents with Summary Lines based on removed Section Headers throw an error, will not open. | 2/27/2023 | Released |
| Fix | After logging into QWW from an iOS device will not show the normal post login details and is an empty post login screen. | 2/24/2023 | Released |
| Fix | MSCRM, If an Opp is created in MS CRM, QW will generate an error when attempting to link a new Quote to the existing opp. | 2/24/2023 | Released |
| Fix | DataLinks to MSCRM fail if the target has a MultiOptionSelect field that has a value populated in it. In MSCRM, if a target form (either Contact or Account, depending on where we're pulling the information into the SoldTo/ShipTo tab - we have example fields on Contact and Account in MSCRM - 'Multipass' on the Contact, 'Multipass Account' on the Account level) If this field type exists in the Account or Contact, and that field has a value populated, when we attempt to datalink to another field on the Account or Contact, we will receive an error in QuoteWerks. | 2/24/2023 | Released |
| Fix | Sugar release 12.3 | 2/24/2023 | Released |
| Fix | Line item right-click copy. Customer is using QWW and has been accustomed to selecting lets say the manufacturer part number and then right-clicking and choosing copy. Then can paste into lets say the vendor part number. This doesn't function in QWW any longer. | 2/24/2023 | Released |
| Fix | In local product database, if an item has a non-zero decimal value and comma is used as a decimal indicator, multiplying value by 100. | 2/24/2023 | Released |
| Fix | Comma as decimal - values not displaying correctly in Document Items but totals are correct. | 2/24/2023 | Released |
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