v5.1 [Nov 6, 2015]
1. ACT! version 18 is now supported!
2. ACT! for Web version 17 is now supported!
3. QuickBooks 2016 is now supported!
4. Sage 50 US Edition (Peachtree) 2016 is now supported!
5. MS CRM v7.1 (2015 update 1) is now supported!
6. ConnectWise 2015.5 is now supported!
7. ConnectWise 2015.6 is now supported!
8. Autosave feature. Autosave will save the quote to the database about every 2 minutes as triggered by activity. Since AutoSave is automatic and inline while you are composing your quote, AutoSave quickly saves the quote to the database, but does not save changes to the CRM or to QuoteValet since those take much longer. When you do a full save you will be prompted to update your CRM and QuoteValet. Also when a quote is closed that was only AutoSaved, you will be prompted to do a full save. If the currently open quote has never been saved you will be prompted to save the quote, after which auto-saves will then continue automatically without further input. AutoSave can be enabled per user by checking the "Enable AutoSave" checkbox on the Misc tab of the Tools->My Preferences menu.
9. In June 2015 Google has discontinued the API QuoteWerks (and other apps) used to query Google contacts. Google contacts integration was re-written to use Google's new API.
10. Salesforce.com integration re-written to use newer SOAP API. Now salesforce.com custom fields listed in the DataLink mappings will show the actual field names with the "__c" postfix rather than field ids. When this update is installed, it will require that you re-setup any DataLink mappings that mapped data to or from a salesforce.com custom field to use their new "__c" name.
11. QuoteWerks now merges Microsoft Word Documents without automating Microsoft Word. As a result, Microsoft Word Merging no longer requires Microsoft Word to be installed or running on workstations. Additionally, instead of a merge taking 90 seconds when automating Word, the merge takes 5 seconds or less.
12. The printing system has been completely revised. Fundamentally the change is that now all output creates a PDF file that is then previewed, printed, emailed, etc. These changes are required to accommodate the upcoming QuoteWerks Web offering. Additionally, all the individual components are now created as individual PDF files and then merged together. This approach allows for control of the order in which the individual print elements are assembled which now can be manually adjusted on the Print window. These changes will affect the ability to display the "Page X of Y" page totals. The "Page X" will still work, but since the individual print elements are individually created as separate PDF files and then later merged together, at the time of the creation of each individual print element the "of Y" component is unknown and therefore cannot be supplied. As a solution to this QuoteWerks will automatically write into the bottom right corner of each page of all the assembled PDF files the "page x of y" notation onto each page of all the assembled PDF files.
13. On the Print window, the Layouts tab now has two subtabs "Primary" and "Additional". You can now select multiple print layouts and combine them together in whatever order you like resulting in a single output. Prior to this feature you could only select one layout that output all the line items. With this new functionality, for example, you can create an output that prints all the line items, and then another layout that just prints the summary of the sections based on item type. You can select a single layout on the "Primary" subtab, and you can select multiple layouts on the "Additional" subtab.
14. If a Word documents is selected from the File Links tab during the print selections process, that file is now merged and converted to PDF format and included in the Single PDF output file. Previously, when a word document was selected from the Links tab on the Print window and the option to email was selected, the word document would just be included in the email as an attachment.
15. Word documents can now be used as Spec Sheet documents.
16. Word documents can now be used as Literature documents.
17. Word documents can now be used as CoverPage documents.
18. PNG images can now be inserted into the Print Layouts.
19. On the Print window, on the "Primary" and "Additional" subtabs of the Layout tab, there is now a "Filter by" section that enables you to quickly filter the type of print layouts displayed in the list. The filters are All/Quote/Order/Sales Order/Purchase Order.
20. PNG and JPG files are compressed image files. When they are embedded into the layout's FPC file, they were stored in an uncompressed MUCH larger size. Now they are stored in the FPC file in their smaller compressed size.
21. The Preview window now has [Find] and [Find Next] buttons.
22. The Preview window now has [Zoom in] and [Zoom out] buttons.
v4.9 [Oct 16, 2013]
1. For ConnectWise users, there is now a ConnectWise Integration Mode of "Primary CRM" and "Not Primary CRM". This lets ConnectWise users use QuoteWerks with a CRM like MSCRM to do all their prospecting and quoting. Then, when the quote becomes an order, at that time, using QuoteWerks, they can create the customer in ConnectWise and have QuoteWerks create the sales opportunity, products, and service tickets, etc in ConnectWise. Since QuoteWerks integrates with all 12 of the leading CRM packages, you could use any of these CRMs with QuoteWerks and then once the quote becomes an order, this functionality would allow you to export to ConnectWise. To use ConnectWise in this mode, you will need to choose ConnectWise on the Contacts->Setup Contact Manager menu, and go into the ConnectWise setup and on the Settings tab, choose the "Not Primary CRM" mode. While in the ConnectWise setup screen, make all the setup changes and click on [Ok]. After doing this, back on the Contacts->Setup Contact Manager window you will need to re-select the CRM that you want to use as the Primary CRM and click on [OK]. Once this setup is complete, a Tools->Export To ConnectWise menu will appear and that menu is used to perform the export.
2. For ConnectWise users, added support for the ConnectWise [Quote] button on the ConnectWise Sales Opportunity. When clicking on this button, it will create a new quote based on the ConnectWise Sales Opportunity if there is no quote for this opportunity, and if there is already a quote for the ConnectWise Opportunity it will simply open the existing Quote in QuoteWerks. To setup in ConnectWise, on the left menu bar, Choose "Setup", then "Setup Tables". For the Category, choose "Opportunities", then for the "Table" choose "Quote Link". On this screen you can create a Quote Link that is different for each Business unit. Use the following URL string in the Quote Link: quotewerks://quotebutton?Source=ConnectWise&SoldToCMOpportunityRecID={opportunityid}. Also set the option to "Open in new window", and do not click on the [Test] button.
3. For ConnectWise users, you can now map QuoteWerks fields other than the ManufacturerPartNumber to the ConnectWise Product's ProductID field. The InternalPartNumber, ItemType, and CustomText01-20 are now supported. This mapping is done in the ConnectWise setup, choose the Opportunities tab, then choose the Products sub tab.
4. On the Purchasing window, in the Purchase Order line item detail, on the Purchase Orders and Ordered Items tabs, there is now an "Add" hyperlink in the Serial Number section that enables you to manually add serial numbers. Also, a "Copy" hyperlink was added in the Serial Number section to copy all the serial numbers to the clipboard.
5. For Tech Data users, you can import Orders into the QuoteWerks purchasing window that have been placed directly through the Tech Data website or the TD Mobility apps. Once imported, QuoteWerks will track the order status, the tracking numbers, the serial numbers and more enabling you to be able to have access to all your purchases from a single screen. You will know what has shipped, what has not shipped from a single screen. The [Import PO from Tech Data website order] toolbar button is located on the Purchase order tab.
6. For Tech Data users, the Import SAP Quote feature now remembers the last quote number you retrieved so that you can retrieve it again while still on the phone with the Tech Data sales rep without having to re-type it.
7. For Peachtree users, you can now export Purchase Orders to Peachtree from the Purchasing window. You can create the Purchase Order in Peachtree straight from the Purchasing window, or if you place online orders in QuoteWerks with the Tech Data, Ingram Micro, SYNNEX, or D&H, after the online order is placed, you will be asked if you want to export the online order to a Peachtree Purchase Order.
8. Added support for CustomText15, CustomText16, CustomText17, CustomText17, CustomText18, CustomText19, and CustomText20 columns on the Document Items tab of the Quote WorkBook.
9. When adding file links to the Links tab of the Quote WorkBook, you can now select more than one file to link at the same time.
10. On the Purchase Orders tab of the Purchasing window, there is now a right click menu "Delete" which can be used to delete a Purchase Order. Typically the only reason to use this is if the order was cancelled. Users with MasterRights will have access to this menu and also users with the access right "NonMasterRightsUser_CanDeletePurchaseOrders".
