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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 R21 Summary
| Type | Description | Date | Status |
|---|---|---|---|
| Fix | ConnectWise DataLinks for OppHeader_CreateUpdate not being passed to ConnectWise Opp. if DataLinks are set to update the ConnectWise Opportunity, the DataLinks are not being respected during the save/create/update process in QuoteWerks Web. | 1/18/2024 | Released |
| Fix | ConnectWise Shipping/Billing Sites not being sent to Opportunity. | 1/18/2024 | Released |
| Fix | [Issue][QWW - Documents in a Read-Only status cannot be duplicated.] | 1/17/2024 | Released |
| Fix | [Issue][QWW - Optional parts are not added into the Workspace] When adding an item that has optional items, only the parent part is actually added to the workspace grid. The optional items are not added in. | 1/17/2024 | Released |
| Fix | [Feature Request][QWW - F2 Lookup window not remembering the Show Text Library checkbox setting] | 1/17/2024 | Released |
| Fix | [Issue][QWW - When pressing ESC in an F2 Lookup window with text library option error will generate] | 1/17/2024 | Released |
| Fix | [Issue][QWW - Unable to copy and paste line items from Read-Only documents] | 1/17/2024 | Released |
| Fix | [Issue][QWW - Customizing Labels on Document Items (totals area)] -- Most labels do work but on the document items tab at the bottom (deposit required) and totals and tax and shipping do not change. | 1/17/2024 | Released |
| Fix | [Issue][QWW - Pricing Profiles] -- Pricing Profiles auto-update pricing in QWW if profile is changed | 1/17/2024 | Released |
| Fix | [Issue][QWW - QWW server not clearing running instances entries.] RunningInstances tables generating endless runninginstance records. | 1/17/2024 | Released |
| Fix | [Issue][QWW - The Document Template Search window does not have all of the options as QWD.] In QWW, when you are looking at the Document Templates window, the window is missing the Open Document button, as well as all of the search fields. | 1/17/2024 | Released |
| Fix | [Issue][QWW - DocumentSearchLastDocNameOperator key] -- QuoteWerks Web is not remembering the last settings made in the 'Begins with /Equal To / Contains' search options. | 1/17/2024 | Released |
| Fix | [Issue][QWW - ConnectWise QuoteValet Links are all Internal] | 1/17/2024 | Released |
| Fix | [Issue][QWW - After saving the frame at the top isn't refreshed with the name of the document that was just saved.] | 1/17/2024 | Released |
| Fix | [Issue] [QWW - Autotask - The Create Account To-Do and Create one-off Account Notes do not default values in their Assigned To drop downs] | 1/17/2024 | Released |
| Fix | [Issue][QWW - Extended Sources issue] -- Realtime pricing extended sources such as CDW/Amazon/Dell do not return results | 1/17/2024 | Released |
| New | [Feature Request][QWW - Save as PDF option on the Deliver window] Can now generate a PDF and link it immediately to the document without delivering it to anyone. Available in the deliver/print screen. | 1/17/2024 | Released |
| Fix | [Issue][QWW - Scroll Bar Issue small in size] QWW now has a standardized scrollbar size. | 1/17/2024 | Released |
| New | [Feature Request][QWW - Links tab Merging Word and Editing] Can carry out merges now by right clicking on a word or RTF document in the Links tab. | 1/17/2024 | Released |
| Fix | [Issue][QWW - Open Document Link] Using QWD to Open Document in QWW results in extra blank/new document being opened, rather than only the requested document. | 1/17/2024 | Released |
| New | [Feature Request] [QWW - Adding in mouseover text to Etilize search errors] Etilize extended search errors now appear on tooltip text over the error. | 1/17/2024 | Released |
| Fix | [Issue] [QWW - The Price History function stopped working.] | 1/17/2024 | Released |
| Fix | [Issue][Priority:1][QWW - Product Content Real-time results] -- issue where credentials from a real-time vendor (Tech Data) have been removed, but QWW is still showing in results as an error. | 1/17/2024 | Released |
| Fix | [Issue][QWW - Convert to Lost Sale doesn't change Document Status if using QuoteWerks as CRM] If a user is not using an external CRM, selecting File > Convert to Lost Sale doesn't set the Document Status on the Sale Info tab to 'Lost.' | 1/17/2024 | Released |
| Fix | [Issue][QWW - When saving a revision the doc date reverts to MMDDYYYY, not respecting site settings] Regional date settings not being retained when creating document revisions. | 1/17/2024 | Released |
| Fix | [Issue] [QWW - Freezing on Generating PDF] When generating a PDF for a Purchase Order Layout and select Create PO for each Vendor, print/preview will freeze. | 1/17/2024 | Released |
| New | Bundles management - Bundles can now be created, edited, and effectively managed inside of QWW. | 1/17/2024 | Released |
| Fix | QBO - Manual Payment Exporting to QuickBooks Online NOT working anymore. | 1/16/2024 | Released |
| Fix | ZohoCRM - Unable to update a deal after initial save it won't update existing deal and is blank in the update window. Also happens when converting. Initial save is good after that no more. | 1/10/2024 | Released |
| Fix | ZohoCRM Manage User Access. When manage user access to authenticate the user to work with zohocrm and when clicking on the button to start the process the progress bar never disappears. Just hangs loading but nothing ever happens. | 12/15/2023 | Released |
| Fix | [Issue][QWW - when uploading files to the Links tab, if the file has previously been uploaded, error occurs saying the file already exists] | 12/15/2023 | Released |
| New | [Feature Request][QWW - Link Multiple QV Documents from email window] Can now include links to other Documents' QV forms in a single email using the QV Link button in the Email Editor. | 12/15/2023 | Released |
| New | [Feature Request][QWW - Saforce.com setup] | 12/12/2023 | Released |
| Fix | MS CRM - Saving from an order fresh errors. When creating a new Order (not from quote) and saving to MS CRM, you get an error 3/4 of the time. (also the box to create the linked document is unchecked by default) | 12/11/2023 | Released |
| Fix | Trying to add in a new F2 Lookup entry for the notes field and is not able to add getting error message when adding. | 12/7/2023 | Released |
| Fix | When creating a new opportunity for Autotask the Create Date is one day behind and the Stage is defaulting to first on the list and not the setting defined. | 12/7/2023 | Released |
| Fix | SugarCRm - Sugar release 13.2 | 12/1/2023 | Released |
| New | [Feature Request][QWW - Paste Special Full Functionality] Full implementation of the Paste Special wizard. | 11/30/2023 | Released |
| New | [Feature Request][QWW - Sales Order Form Email To] Sales Order Form Email To now defaults as blank and should give user a warning when emailing a Sales Order, which includes cost info. | 11/30/2023 | Released |
| Fix | [Issue] [QWW - List pricing not accurate for certain sources when pulling products from Etilize] | 11/30/2023 | Released |
| New | [Feature Request][Enabling the New Required and Optional Items tabs] These tabs are now able to be managed for Products. | 11/30/2023 | Released |
| New | Zoho CRM Setup | 11/29/2023 | Released |
| New | [Feature Request][Connectwise CRM Setup] | 11/29/2023 | Released |
| New | [Feature Request][Copy QuoteValet URL After Upload] "Copy Url" button and Url display available on the QuoteValet post-upload window. | 11/1/2023 | Released |
| New | [Feature Request][Apply Multi-Line Change] Ability to apply a bulk change to multiple lines for any column. | 11/1/2023 | Released |
| New | [Feature Request][Clone Items in Native Product Database] Clone Items now available for managing products inside of native product databases. | 11/1/2023 | Released |
| Fix | [Issue][CTRL+B Adds Multiple Blank Lines Between Documents] | 11/1/2023 | Released |
| Fix | [Issue][Supplies Network real-time does not return data.] | 11/1/2023 | Released |
| New | [Feature Request][QWW - Right-Click/Edit>Add Formula Line] 'Add Formula Line' now available from right click context menu in the document workspace. | 11/1/2023 | Released |
| Fix | [Issue][CustomMemo fields in the Custom tab are not showing the Text Library options when using the Zoom window.] Custom Memo fields not using the Text Library and zoom functionality correctly. | 11/1/2023 | Released |
| Fix | [Issue][F2 values not being carried from QuoteWerks Desktop and vice versa for the Header level CustomMemo01-04 fields.] Text library for memo fields not in sync between Web and Desktop. | 11/1/2023 | Released |
| New | [Feature Requests][QWW - Intuitive Searching] On the open document screen, auto-checking 'enable' for additional search option lines when a field is selected. | 11/1/2023 | Released |
| Fix | [Issue][New from Template not following name convention] "New from Template" generating incorrect initial document names. | 11/1/2023 | Released |
| Fix | [Issue][Hidden 0's In Organizational Lines Export To Clipboard] Export to clipboard feature erroneously picking up extraneous 0's for some line types in some columns. | 11/1/2023 | Released |
| New | [Feature Request][Retain search criteria on Open window] Open document window now preserves user selections. | 11/1/2023 | Released |
| Fix | [Issue][My Preferences > Incorrect text for selecting image] Erroneous text for image selection on My Preferences screen. | 11/1/2023 | Released |
| New | [Feature Request][QuickLookup] Quick Lookup for products from the Document workspace. | 11/1/2023 | Released |
| New | [Feature Request][Document Item Sorting] Enabled sorting of document items by clicking on column headers. Shift click sorts descending. | 11/1/2023 | Released |
| Fix | [Issue][Layout issue] Page numbers missing. | 11/1/2023 | Released |
| Fix | [Issue] [QuoteValet] After uploading document to QV the resulting PDF is not added to the Links tab like QW Desktop does. | 11/1/2023 | Released |
| Fix | [Issue][Column Visibility for Section Headers and Comments] Certain columns not displaying text correctly for Section Header and Comment line types. | 11/1/2023 | Released |
| Fix | [Issue][Incorrect Expiry Dates] Expiration dates displaying as one day early. | 11/1/2023 | Released |
| Fix | [Issue][Unable to set access rights for product data source] Per-product data source access permissions cannot be set. | 11/1/2023 | Released |
| New | [Feature Request][Multiple Database Search] First implementation of Multiple Database Search in QuoteWerks Web | 11/1/2023 | Released |
| Fix | [Issue][Ability to start a new document from template] New Document button not generating based on user specified default template. | 11/1/2023 | Released |
| Fix | [Issue][Additional PDF Attachment Not Attaching] Literature and other unmerged items not attaching correctly to emails. | 11/1/2023 | Released |
| Fix | [Issue][Email copying and pasting issue] Send Email form mishandling copy and paste of rich text | 11/1/2023 | Released |
| Fix | [Issue][New Project Number] New Project Numbers not respecting user input. | 11/1/2023 | Released |
| Fix | Unspecified error when trying to create a group. Accidentally tried to group line items that were already grouped, but in the process it generated a blank error window. | 10/31/2023 | Released |
| Fix | Blank error when trying to request payment for QV accepted quote. | 10/31/2023 | Released |
| New | HubSpot CRM Setup. | 10/31/2023 | Released |
| New | [Feature Request][Autotask CRM Setup] | 10/31/2023 | Released |
| New | SugarCRM versions 9.1, 9.2 and 9.3 are now supported. | 3/26/2020 | Released |
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