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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 R9 Summary
| Type | Description | Date | Status |
|---|---|---|---|
| Fix | DataLinks for Salesforce are case sensitive - In QuoteWerks Desktop, if a DataLink is set up for Salesforce, if the casing does not match the casing on the field dropdown, QuoteWerks Web will return an error value in the field that it's attempting to populate. This only happens with Salesforce, if the casing is fixed, the fields pull properly. | 10/30/2020 | Released |
| Fix | With ConnectWise as CRM, if quote is saved 'offline', when Convert to Order happens, error is generated] - In QuoteWerks Web, if a quote is saved in 'I'm Offline' or if the checkbox to create the opportunity in ConnectWise isn't checked, when File > Convert to Order happens, QuoteWerks Web attempts to create the opportunity and generates an error (likely due to the opportunity closing before the products are updated). | 10/22/2020 | Released |
| Fix | Cover Page Message not saving to database, not formatting correctly. | 10/21/2020 | Released |
| New | Add the Ingram Micro Quote Importer. | 10/14/2020 | Released |
| New | Add ability to upload/link additional documents as it does in desktop. | 10/14/2020 | Released |
| New | Add Dell Quote Importer. | 10/8/2020 | Released |
| New | Add Kaseya BMS integration. | 9/17/2020 | Released |
| Fix | File > Rename produces error if Autotask is selected CRM] - In QuoteWerks Web, if the CRM selected is Autotask, when File > Rename is selected, an error occurs. | 9/15/2020 | Released |
| Fix | QBO export window hard-coded to look at 'Not Equal' for Status - In QWD, the value is hardcoded for 'DocStatus Not Equal To', however, the window filter will reflect the settings selected in QWD, however, if using 'Equal to' instead of 'Not Equal', no status can be selected but Open without error. | 9/15/2020 | Released |
| Fix | When uploading a quote to QuoteValet from Desktop, it attaches the Sales Rep page, Internal Customer Facing page, and Customer Facing page links to the selected CRM. In QuoteWerks Web, it does not do all three, only the Sales Rep page link. | 9/14/2020 | Released |
| Fix | Open Window Grid - When you are showing the Document Headers - CustomDate01-02 fields in the Open window Today Date displays instead of the value specified in the field. | 9/14/2020 | Released |
| New | Add the ability Retrieve the Acceptance Package from the QuoteValet Tab. | 9/14/2020 | Released |
| Fix | Dynamic folders issue parsing names - In QWW, in a product database, if the dynamic folders are expanded (ItemType, Category, Manufacturer), the first entry ends in ',CATEGORY=,' and then the name of the last element in the list. | 9/14/2020 | Released |
| Fix | Salesforce.com - Apostrophe in Item Name Error. Salesforce.com allows for apostrophe's in the item name, however when creating an item from QuoteWerks, an apostrophe in whatever field is mapped to go to item name will cause an error on opportunity creation. | 9/14/2020 | Released |
| Fix | Autotask tax rate DataLink doesn't work unless it's the first DataLink in the listing. | 9/14/2020 | Released |
| New | ConnectWise Offline -- Customer would like the Online/Offline drop down to remember your last selection. Desktop does this so that if they save offline it remembers they are offline. | 9/11/2020 | Released |
| New | Add Salesforce follow up calls. | 8/21/2020 | Released |
| New | In QuoteWerks Desktop when you search for something in the product lookup the system will remember your last used source. So if you used Etilize and search and add then come back later even after logging out and back in then go to Products it will have Etilize auto selected. In QuoteWerks Web when you click on the Products button on the left it will always default to Product Database with the first in the list selected. Not the last one you used. Customer would like more parity with desktop in remembering Etilize so doesn't have to make the extra click to get there. | 8/19/2020 | Released |
| Fix | The login for QuoteValet Insight (embedded in QuoteWerks Web) would no longer redirect to QuoteValet Insight after a successful login. This was caused by an HTTP cookie policy change in Chrome. | 8/17/2020 | Released |
| New | Added View > Associated Documents | 8/14/2020 | Released |
| New | Added support for SugarCRM 10.1 | 8/14/2020 | Released |
| Fix | File > Duplicate creates a document with the same name] - In QuoteWerks Web, if a document is File > Duplicated, it will default to the same document name. If this is used, an error will pop up, stating that the document name is the same and needs to be changed. If the document name is changed to a different value, the document duplication is successful, but the new document still retains the original document name. | 8/14/2020 | Released |
| New | Added File> Convert to lost Sale | 8/14/2020 | Released |
| New | Add Zoho as a product source. | 8/14/2020 | Released |
| Fix | Not able to use Mouse copy paste -- When trying to copy text and paste into QWW from text document in Windows using right-click and copy and right-click and then paste to lets say the description field will yield nothing. You can however use <ctrl><v> and that will work fine. | 8/12/2020 | Released |
| Fix | When opening an existing document with an existing AutoTask or Salesforce opp when saving again will lose the connection with existing AT/SF opp. | 7/29/2020 | Released |
| New | [Feature Request][QuoteWerks Web - Configurator Change QTY] -- Customer would like to have the right-click change QTY option available in QuoteWerks Web as it is in QuoteWerks desktop. This is when you are running the configurator and have added items to the right pane, then you right-click and you get an option to change the QTY. | 7/29/2020 | Released |
| Fix | Add Item Assistant QTY] -- Customer is entering in QTY larger than 10 and when adding to a document it comes through as 0. It works fine for 1-10 but anything higher it makes 0. | 7/28/2020 | Released |
| New | Etilize Search Behavior -- In QuoteWerks Desktop when you search for something using Etilize it will auto-highlight the first result and if auto-retrieve pricing is enabled it will search and pull in the real-time price. In QuoteWerks Web it will show the result but you have to click on the actual result in order to search for pricing and then you can add it to the quote. Makes for more clicks. Customer would like this behavior changed. | 7/28/2020 | Released |
| Fix | Etilize Canada -- When searching for certain parts and pulled into the quote the qtymultiplier fields will in some cases be set to 0. This will cause the prices to all be 0. | 7/28/2020 | Released |
| Fix | In the Open Document Window, DocDate and Last Modified are displaying incorrect values] - In the Open Document Window in QuoteWerks Web, the 'Last Modified' field is displaying UTC+0 time, regardless of the location of the installation (this value does not match the value on the 'Notes' tab of the quote, which displays the modified UTC value). The DocDate field is displaying what looks to be the day before the document was created, which does not reflect the value on the Sale Info tab of the document. | 7/21/2020 | Released |
| Fix | Mobile field is missing from SoldTo/ShipTo/BillTo fields] - In QWW, the mobile field seems to have gone missing on the contact fields. | 7/21/2020 | Released |
| Fix | 'New' button allows users to create a new blank document even if access rights explicitly deny it] - In QuoteWerks Desktop (and QWW), if a user has the 'CannotCreateNewQuoteDocuments' (or Order or Invoice), the correct values are removed from File > New and the dropdown on the New button - however, if the user clicks the 'New' button on the button ribbon, QuoteWerks will create a new document of the default type. Additionally, a user can open an existing document, and using File > Duplicate, create a new document of the forbidden types. | 7/21/2020 | Released |
| Fix | Etilize product lookup website links not working. | 7/21/2020 | Released |
| Fix | Document creation rights aren't respected in QWW] - In QWW, if a user is set up with the Access rights for 'CannotCreateNewQuoteDocuments', 'CannotCreateNewOrderDocuments', and 'CannotCreateNewInvoiceDocuments', the user can still successfully create each of these documents using the New button dropdown. | 7/15/2020 | Released |
| Fix | Salesforce.com products can not be pulled into QWW] - The Product List is retrieved but when attempting to Add a product from this source no details are retrieved in the Add Item Assistant which prevents items from being able to be added to the Quote/Workbook. | 7/15/2020 | Released |
| Fix | Etillize Panel] -- Several issues going on in Etilize. Most stemming from Favorites and Workspace. If you are on your favorites and you click on an item and then try select/add nothing happens. Also the Quick Add button does not function on any of the items in favorites. Now in Workspace the same behavior can be found. The Select/Add doesn't work nor does the Quick Add. | 7/13/2020 | Released |
| Fix | ConnectWise Recurring Item Date Default] -- When using the ConnectWise integration and using Monthly Recurring items the start date of the recurring item must be after the close date of the opportunity or an error will occur. In QuoteWerks Desktop this is accounted for automatically. Thus if you create a quote with a monthly recurring item and leave the dates blank the system will autofill the start date as the day after the close date and thus it will then not error. In QuoteWerks Web this is not accounted for and an error is produced. If you do choose right dates for the line then it does work as expected. | 7/13/2020 | Released |
| Fix | Users are reporting that product folders are not being properly recognized in QuoteWerks Web, whereas they populate without issue in desktop. It seems to stem from an import being done that accounts for folder names, but begins those entires with a forward slash (desktop interprets this properly while QWW does not). Additionally, if folders are initially present in QuoteWerks Web and a folder is modified/deleted in dekstop, the issue arises as well. | 7/13/2020 | Released |
| Fix | When saving document, error 91 is thrown] - In QWW, if you add line items from etilize to a previously existing quote, the error is thrown. | 7/13/2020 | Released |
| Fix | QuickBooks Online export window not displaying documents | 7/10/2020 | Released |
| Fix | CRM options user selections on the Document Save window are not being persisted. | 7/9/2020 | Released |
| Fix | If a payment is made by Proxy on the QuoteValet tab, regardless of the payment type that is selected, the 'Method' (visible in the QuoteValet Payments window on the QuoteValet tab of the document) is listed as an asterisk, which prevents the exporting of the payment to QuickBooks in both Web and Desktop, as that is not a valid payment type option for mapping. | 7/7/2020 | Released |
| Fix | If a payment by proxy was started in the QuoteValet tab, but the process is cancelled, a payment by proxy is still applied in the amount selected. | 7/7/2020 | Released |
| Fix | Upload To QuoteValet Issue. Customer is having an issue uploading some documents to QuoteValet from QWW... Does not seem to be saving PDF and thus "An error occured uploading to QuoteValet". | 7/6/2020 | Released |
| Fix | Configurator - If any step has 1 item in it, you are unable to advance to that step] - In QWW, if a step in the configurator has 1 item, you cannot advance to that step. If the first step has only 1 item, an error occurs reading 'Error loading configuration'. It appears that it may load the step, but not display it, as if you have a 0 required on that step, you can progress beyond it, but you are unable to make a selection on that step. | 7/2/2020 | Released |
| Fix | Unable to create Follow-up or One-off Activities to ConnectWise. | 7/2/2020 | Released |
| Fix | PDF not attaching to Zoho CRM | 7/2/2020 | Released |
| Fix | Customer is customizing the open window grid and has added the field: AlternateCurrency. When done it will cause an error to happen. | 7/2/2020 | Released |
| Fix | QuickBooks Payments are now missing from the Export to QuickBooks window > Payments tab] - in R7 the payments from QuoteValet that were to be exported to QuickBooks were showing up, however, they are missing in /R8/. | 7/2/2020 | Released |
| Fix | In QuoteWerks Web the add item assistant is displaying incorrectly as the unit cost is showing up in the unit list field. However, once you do add the item into the quote it does actually go into the correct field. This does not happen in desktop. | 7/2/2020 | Released |
| Fix | In QuoteWerks Desktop, when you upload to QuoteValet and then in the upload window click to email the customer to view quote on QuoteValet, a PDF copy of the quote is attached to the selected CRM. In QWW, it does not appear to do this. The work around is to just click the "Save PDF to CRM", as that feature does indeed work. Tested on R7 with Autotask, ConnectWise, and Salesforce | 7/2/2020 | Released |
| Fix | Salesforce.com, Have QWW follow the files vs attachments rules] In QWDesktop, set the SFDC setup to use Files instead of Notes & Attachments. QWDesktop saves will send DTFs and PDFs to the Files area Create a new Quote in QWWeb and save creating a new opportunity, email or uplaod to QuoteValet and Email QWWeb saves the DTF to Notes&Attachments and ignores the setting | 7/1/2020 | Released |
| Fix | In the Sale Info tab, the Doc Date, Due Date, Contract Start Date, Contract End Date, and Expires fields cause errors if you manually enter in a date. | 6/25/2020 | Released |
| Fix | Configure QuoteWerks to keep the same DocNo between Quotes and Orders, then proceed to override the DocNo manually during a save to not include the DocType letter (Q vs O vs I, etc.), converting said document to an Order in QuoteWerks Web results in an error message: | 6/25/2020 | Released |
| Fix | Auto-save feature does not respect the user-specific preference if auto-save is disabled | 6/25/2020 | Released |
| Fix | In the ConnectWise integration we are creating Sales Orders for products, service tickets for service types, and agreements for agreement types. When you have one of each on the quote and then save it will send to the opportunity correctly. However, when you win the opportunity it does give appropriate pop-ups for each type Agreement, and ticket and you get indiction of the SO being created. However, when looking on the Links tab of the document there is no link to the ticket. It does show all other links just not the ticket. | 6/25/2020 | Released |
| Fix | Using the first of next month for the start date of the forecast and ending on the last day of next month. Setting the Opportunity close date to this month March gives error falsely and changes date. | 6/25/2020 | Released |
| Fix | Prevent naming quotes with a " | 6/25/2020 | Released |
| Fix | Pulling the Contact into the Sold To Tab if using the All option (To Populate Sold Ship and Bill to at once) QWW only prompts you once for the address to use. QW Desktop prompts you to verfy the address for all thre options. | 6/25/2020 | Released |
| Fix | When pulling a contact from ConnectWise, the Title field is not being pulled | 6/25/2020 | Released |
| New | A button to refresh/update costs for items already on a quote. | 6/25/2020 | Released |
| Fix | With Salesforce as contact manager, Convert to Order doesn't allow change of 'Stage' | 6/25/2020 | Released |
| Fix | ConnectWise - Defaults for Empty Part Numbers not writing. | 6/25/2020 | Released |
| Fix | The 'Recurring Start Date' and 'Recurring End Date' fields are formatted with Zulu format | 6/25/2020 | Released |
| Fix | New button dropdown - any document type selected creates a Quote | 6/25/2020 | Released |
| Fix | When setting recurring attributes to a line item the radio button for "Use contract dates from document" does not stick. | 6/25/2020 | Released |
| Fix | Product lookup (and Open Document window) - clicking on a price field to sort does an alpha sort rather than a numerical value sort | 6/25/2020 | Released |
| Fix | When adding a product from etilize without a picture available, receiving error | 6/25/2020 | Released |
| Fix | When adding a comment line to QWW the Description field does not show the value of the text. | 6/18/2020 | Released |
| Fix | Issue preventing automatic logout of expired user sessions. | 3/26/2020 | Released |
| Fix | Errors presented on first load after login and in some cases when creating a new document (error references fields CustomMemo03, CustomMemo04 and others) | 1/21/2020 | Released |
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