QuoteWerks is a specialized (CPQ) program for creating sales quotes and proposals. It works with the applications that you store your customer information, such as ACT!, GoldMine, Google Contacts, MS Dynamics CRM, and Outlook. QuoteWerks also has its own built-in contact database.
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.
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