20/12/2018
QuoteWerks 5.4 Build 1.22 just released. The full list of what's new is here. Ignore this if you're not a QuoteWerks User!
1. Microsoft SQL Server 2019 is now supported! [Service Release: 1.08]
2. ACT! version 21 is now supported! [Service Release: 1.08]
3. Maximizer CRM 2019 is now supported! [Service Release: 1.08]
4. SugarCRM 8.2 is now supported! [Service Release: 1.08]
5. Integration to ShareWerks web-based collaboration and communication system! With ShareWerks you can collaborate on this quote with your team, keeping all the communication in a single place rather than spread out over unstructured emails or chats. All the files and conversations relating to this quote will all be in one place where you can easily access them. At any time you can invite additional people into the discussion and immediately they will have access to all the previous messages and file uploads making it easy to get those people up to speed on the quote. Just use the [Discuss with ShareWerks] button on the Notes tab of the Quote WorkBook. [Service Release: 1.08]
6. You can now manually override the automatically calculated Grouped Bundle Price. This is useful when, for example, your grouped bundle total is $5,043.23 and you would like to present it to the customer as a "cleaner looking" $5,000.00". Just type in the manual amount into the Grouped Bundle's Unit Price column and QuoteWerks will distribute the $43.23 difference across all the line items in the bundle in a proportional way. During this process any PriceModifiers for the bundle items will be cleared. [Service Release: 1.08]
7. There is now a Find feature that lets you search the line items in the currently open quote. There are several ways to use this. First you can select the Edit->Find menu (or press CTRL-F) which launches the find window and sets the Find Column to which will search all the columns. While on that window you can choose to just search a single column. Alternatively, you can CTRL click on the column heading to search that specific column. You can search for things like, search for lines with a profit margin less than 10, search for lines with an empty cell, search for dates greater than specified date. When the search is run, it will find and highlight the first match, then you can successively press the [Find Next] button to highlight the next match. As matches are found, this is also a great opportunity to press the highlight button to set a highlight color for the row the match is on. [Service Release: 1.08]
8. You can now sort Line Items on the Document Items grid. Just select the rows that you would like to sort and then click the column heading you want to sort the rows by. You can hold down the SHIFT key to do a reverse sort. Since quotes can have different line item types that are purposely meant to stay together, the sort will only sort the selection if it contains Product/Service, Comment, Heading, or Summary lines. You can select a contiguous range or lines, or can single select multiple lines. [Service Release: 1.08]
9. For QuoteValet users, with the recent introduction of QuoteValet payments that can apply surcharges or discounts based on the payment method, we've added refinements to make it easier to understand the total amount of payments made vs the Surcharges/Discounts, and the balance remaining. These additional breakdowns are on the payments area of the QuoteValet tab, the Payments tab of the QuoteValet Dashboard, the main QuoteValet page (once a quote has been accepted), and also on the QuoteValet Payment page. [Service Release: 1.08]
10. For Autotask users, bi-directional data linking is now supported for Autotask opportunity fields. Field information can be copied from QuoteWerks into the Autotask opportunity and then fields can also be copied from the Autotask Opportunity into QuoteWerks. [Service Release: 1.08]
11. For MS CRM users, bi-directional Data Linking is now supported for MS CRM opportunity fields. Field information can be copied from QuoteWerks into the MS CRM opportunity and then fields can also be copied from the MS CRM opportunity into QuoteWerks. [Service Release: 1.08]
12. For MS CRM users, retrieving the existing opportunities on the opportunity window is significantly faster. [Service Release: 1.08]
13. For MS CRM users, the opportunity name can now be changed on the create new opportunity window. [Service Release: 1.08]
14. For MS CRM users, the opportunity name now supports the Default Opportunity name Generation macro from the Misc tab of Tools->Options. [Service Release: 1.08]
15. For MS CRM users, if a follow-up call was created, the link is now displayed under the links tab. [Service Release: 1.08]
16. For MS CRM users, more than 250 users can now be loaded on the opportunity window. [Service Release: 1.08]
17. For MS CRM users, the DataLink now retrieves a list of all the Contacts, Accounts, and Opportunities fields available from MS CRM. [Service Release: 1.08]
18. For QuoteValet users, there is now a [Dismiss All] button on the Inbox tab of the QuoteValet Dashboard. [Service Release: 1.08]
19. For QuoteValet users there is now a [View QuoteValet Users] button on the Logged In Users window that will show you the users that QuoteValet licenses are currently allocated to. [Service Release: 1.08]
20. The Etilize subscription no longer requires that you enter an S License Key each year as the annual subscription expires. QuoteWerks will check with the Aspire Licensing Server to obtain Etilize subscription information. [Service Release: 1.08]
21. Under Utilities->License Manager menu there is a new [Redeem Code] button that can be used to replace or add License Keys into QuoteWerks with a single Redemption Code. Especially useful and time saving for Edition Upgrades, License Relinquishments, and Fresh Installations. [Service Release: 1.08]
22. For ConnectWise Manage users, the DataLink can now copy information from QuoteWerks into ConnectWise Manage opportunity fields when QuoteWerks creates or updates a ConnectWise Manage opportunity. This can be done on the opportunity level with the EventAction of "CRMOppHeader_CreateUpdate". Information can also be copied at the line item level when QuoteWerks is creating/updating ConnectWise Manage opportunity product items using the EventAction of "CRMOppItem_CreateUpdate". The DataLink is bi-directional so after the Opportunity is created/updated in ConnectWise Manage you can setup a DataLink mapping to copy information from the ConnectWise Manage opportunity back into the QuoteWerks quote for fields at the opportunity level. This functionality also is available when creating a new QuoteWerks quote from a ConnectWise Opportunity via the QuoteWerks Opportunity Dashboard or via the Quote button on the ConnectWise Manage Opportunity. As an example, At the Opportunity Item level, this new functionality enables you to control what QuoteWerks Line item field is mapped to the ConnectWise Manage Description and Customer Description fields. While At the Opportunity Header Level, this new functionality enables you to populate the ConnectWise Manage Opportunity Notes field from a QuoteWerks field and also exposes the Opportunity Custom Fields to be mapped as well. [Service Release: 1.08]
23. For QuickBooks Online users, when searching for a QuickBooks Online Item from the QuoteWerks Product Lookup by Manufacturer Part Number, results will be returned by both the QuickBooks Item MFG Part number and the Item Name. [Service Release: 1.08]
24. Added the Manufacturer field to the POItems table which can now also be used when emailing POs from the Purchasing window. [Service Release: 1.08]
25. For QuoteValet users, support for the "Stripe" Payment Gateway has been added. [Service Release: 1.08]
26. For QuoteValet users, the ability to view license allocation errors has been added to the QuoteValet Insight Usage Monitor. [Service Release: 1.08]
27. For QuoteValet users, template support now includes [DH_&PreparedByFullName] and [DH_&SalesRepFullNameOrUserName]. [Service Release: 1.08]
28. For QuoteValet users, the ability to receive email notifications indicating the total number of times a customer has viewed the quote is now available. Contact Technical Support to activate this feature. [Service Release: 1.08]
29. On the Quote Workbook, the drop-down menu for Sales Rep and Prepared by will now seek the first matching name when pressing the first letter of the name on the keyboard. This enables you with a key press to select a name in the list. This is helpful when there are many names in QuoteWerks. [Service Release: 1.08]
30. Added option "When adding or inserting a Comment Line, place cursor in Description column" under the Misc.General tab of the Tools->My preferences menu. You can uncheck this if you want the cursor to be placed in the Description Column of the Quote Workbook when inserting or adding a Comment Line to the document. [Service Release: 1.08]
31. When using Microsoft Word documents with QuoteWerks, you can select DOCM files in addition to DOC and DOCX. [Service Release: 1.08]
32. For ConnectWise Manage Users, when clicking on the Quote Button in the ConnectWise Manage Opportunity to create a new Quote in QuoteWerks, the ShipTo and Bill To Contact Address Information from the Opportunity will be brought over to the new QuoteWerks Document. This functionality requires a contact for each to be specified. [Service Release: 1.08]
33. For ConnectWise Manage Users, on the My Summary tab of the QuoteValet Dashboard, when clicking on the "Create Quote for ConnectWise Opportunity", the ShipTo and Bill To Contact Address Information from the Opportunity will be brought over to the new QuoteWerks Document. This functionality requires a contact for each to be specified. [Service Release: 1.08]
34. For ConnectWise Manage users, the ConnectWise Opportunity will now have a link to open the QuoteWerks document in QuoteWerks Web. [Service Release: 1.08]
35. For ConnectWise Manage users, when setting up the DataLink for Retrieving SoldTo, ShipTo, or BillTo contacts, the Custom Field Names will now be returned for both the Company and Contact to map. Previous to this change, you would need to manually type in the custom field name in the datalink setup. [Service Release: 1.08]
36. For the DataLink Setup, Added InternalNotes, IntroductNotes, ClosingNotes, and Purchasing Notes as fields that can be mapped when mapping to a "QuoteWerks Field as a Destination." [Service Release: 1.08]
37. Added new "Remove Optional Attribute for Selected Items when converting." option on the Installation tab under the Tools->Options menu. This is used to remove the "Optional - SELECTED" attribute for items that the customer did select in the quote when converting the quote to an order. [Service Release: 1.08]
38. On the Payments tab of the QuoteValet Dashboard, dbl-clicking on a payment now opens the document the payment is for. [Service Release: 1.08]
39. Added new user settings to control when overriding the automatically calculated Alternate Unit Price. UserSettings\UserConfig\AlternateCurrencyPriceOverrideDisablePrompt=-1 UserSettings\UserConfig\AlternateCurrencyPriceOverrideDisableColoring=-1 UserSettings\UserConfig\AlternateCurrencyDefaultSelectedTotals=-1 [Service Release: 1.08]
40. License Key addition, removal, and creation is now logged in the event.log [Service Release: 1.08]
41. ConnectWise 2018.6 is now supported! [Service Release: 1.08]
42. For ShareWerks users, when first starting a discussion, you can now choose which users to invite to the topic. [Service Release: 1.11]
43. ACT! for Web version 21 is now supported! [Service Release: 1.17]
44. For SugarCRM users, bi-directional data linking is now supported for the SugarCRM Opportunity Header. Field information can be copied from QuoteWerks into the SugarCRM opportunity and then fields can also be copied from the SugarCRM Opportunity into QuoteWerks. [Service Release: 1.17]
45. For Sage 50 Accounting US Edition (Peachtree) users, the looking up and creation of items in Peachtree is up to 45 times faster! [Service Release: 1.17]
46. For Sage 50 Accounting US Edition (Peachtree) users, the Unit Price is now displayed on the Create Peachtree item window. [Service Release: 1.17]
47. The Notification Log window can now stay on the screen while working in the quote. Useful when Refreshing Item prices and looking through the Notification log for any issues to correct. Also the width of the Notification log was increased to display more information. The log also now shows up to the last 500 notifications. [Service Release: 1.17]
48. ConnectWise 2019.1 is now supported! [Service Release: 1.17]
