*** QuoteWerks 4.5 Revision List ***

Below is a list of all the changes that have been made to what will be the next build release of QuoteWerks 4.5:
	
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QuoteWerks Version 4.5 Interim Build 3.01i (Work in Progress)


-WIP: New: Built-in ConnectWise link (requires Corporated Edition). One benefit is that it talks directly to the ConnectWise backend, so  the ConnectWise client does not need to be running to interact with it. Creates and updates ConnectWise sales opportunities. You can attach to existing ConnectWise opportunities or create new opporunities in ConnectWise.  QuoteWerks creates forecast lines in the ConnectWise opporunity breaking down the forecasted amount by Product, Service, Managed Service, and Other. This enables you to quickly glance at your opportunity to see your revenue breakdown. Recurring revenue forecasting options are also supported.  Products and Services can be optionally be automatically created under the Products and Services tabs respectively in the ConnectWise opportunity. These products are also created and updated in the ConnectWise master product database. Creates and updates document attachment record under the ConnectWise sales opportunity.

-WIPNew: Recurring Revenue support. Now, you can use the Line Item Attributes to specify if a line item is recurring revenue like a Weekly, Monthly, Quarterly, or Annual service fee. You can set if you want the first month's fee is due up front or not. You can easily run management reports to see how much Monthly revenue is forecasted based on these recurring revenue items. You can also filter these reports to see when various monthly contract periods are ending, so that you can contact your customers for renewals, etc. Often in a quote, you may have one line item with an Annual recurring revenue and another with a Monthly recurring revenue. Rather than having to indivdually specify the start and end date for both of these line items, you can just set the ContractStartDate and ContractEndDate on the Sale Info tab and that can be used for both line items.  You have access to all this recurring information in the print layout with the following DocumentItem fields: &LineAttributeIsRecurring, RecurringBillingCycle, RecurringFirstPaymentIncluded, &RecurringRevenueWeekly, &RecurringRevenueMonthly, &RecurringRevenueQuarterly, &RecurringRevenueAnnual. Additionally, there are document level DocumentHeader macros of &RecurringRevenueWeeklySubtotal, &RecurringRevenueMonthlySubtotal, &RecurringRevenueQuarterlySubtotal, and &RecurringRevenueAnnualSubtotal.

-WIPNew: Etilize support. QuoteWerks now supports product content subscriptions from Etilize. This subscription provides QuoteWerks users in the IT industry with consumer friendly product descriptions, product images, and marketing descriptions. Without Etilize, QuoteWerks users have to import product information and scour the web looking for product images to download and for product descriptions to include in their quotes and proposals. With Etilize, QuoteWerks searches the Etilize database "from the cloud", and returns product matches including , customer friendly descriptions, product pictures, In depth product summaries with marketing and feature descriptions, all of which are easily added into the quote. The pictures are automatically downloaded and saved into the local QuoteWerks folder. Combine the Etilize subscription with the Real-time Pricing & Availability for D&H, Ingram Micro, Tech Data, and SYNNEX, and the Etilize integration will also show you the current pricing and availability for each of these items from each of these distributors all at once.

-WIPNew: You can now specify an ItemType for Percent Charge and Percent Discount line items. Also, the ItemType can now be specified in the definition of Grouped Bundles and Grouped Configurations.

-WIPNew: The Online Ordering Module is now included as a feature in the Real-Time Data Module.

-WIPNew: Keyboard shortcuts for date field entry on new Line Item Attributes IsRecurring start date and end date, also all date fields on the quote workbook tabs, the Eidt product windows, Open Document, and the QuoteWerks Edit contact window... "t", "+" , "-" , "d" , "m", "h", "y", "r".


-WIPNew: Added new CompanyAKA1, CompanyAKA2, and CompanyAKA3 fields to the built-in QuoteWerks contact database. This feature lets you specify up to 3 "Also Known As" (AKA) aliases for each company record. Then, when searching for a contact by company name, if the search phrase finds a match in the Company, CompanyAKA1, CompanyAKA2, or CompanyAKA3 field, that record will be returned in the results. There are many fantastic ways to use this new feature which you will quickly find very useful.



Build 1.02i

-New: The SYNNEX description field now supports descriptions longer than 100 chars. A longer description of up to 240 characters (if provided by SYNNEX) is now supported. To apply this change, the SYNNEX product data source will need to be removed and the re-added.

-Misc: The width of the Quantity column of the selected items in the Configurator was increased.

-Misc: Reseller Branding is now supported with the introduction of a new Help->Contact My Reseller menu.