This feed lists all of the new QuoteWerks releases for new Versions and Builds. http://www.quotewerks.com/updates/UpdateAgent.asp?show=All Wed, 21 Dec 2011 11:31:03 -0500 Wed, 9 Nov 2011 09:11:49 -0500 FeedForAll v2.0 (2.0.3.1) http://www.feedforall.com
Version 4.7 Build 01.02 Summary

29 New, 21 Fixes, and 7 Miscellaneous features Download (117 MB)
New Features
	1. On QuoteValet Dashboard Payments tab, added new checkbox "Include previously downloaded transactions". [Service Release: 1.02]
	2. QuickBooks 2012 USA/Canada/UK now supported! [Service Release: 1.01]
	3. SugarCRM 6.3 is now supported! [Service Release: 1.01]
	4. On the SoldTo/ShipTo tab, the "Display contact in Contact Manager" button now works with GoldMine! [Service Release: 1.01]
	5. If you attempt to upload a quote to QuoteValet for customer review, and you selected a sales order layout, you will now receive a warning that your upload may contain cost information. [Service Release: 1.01]
	6. Etilize 2.0 UI redesign and enhancements. Now includes accessories, spec sheets, website links, and support for multiple part numbers for the same item. The Etilize panel is now available on both the Product Lookup window and the Quote WorkBook, making it easy to update existing items on existing quotes with updated Etilize information. Etilize information is no longer just displayed when searching Etilize on the Product Lookup window, the Etilize panel now displays when searching individual product databases including Autotask and ConnectWise products. When searching for Etilize Products from the Product Lookup, you can narrow down the results by Category, Sub-Category, Manufacturer, and you can also limit the results to only items carried by distributors that you have setup real-time pricing for. Pricing is now available from CDW, Newegg, Dell, and Amazon. Etilize product content is now supported for UK Customers. To top it all off the Etilize integration now boasts a 7x speed increase!
	7. USA tax rate lookup by zip code is now included in our real-time module. Tax Rate information includes a breakdown of State, County, and City tax rates. This is a huge time-saver. No more going to the state's website to look them up manually.
	8. Quotes can now require a deposit amount. This is particularly useful in conjunction with accepting a QuoteValet quote and then providing credit card payment for the deposit amount. The deposit amount can be a percent of the total, a fixed amount, based on a line item amount (like a subtotal), or of the sum of all line items matching up to 3 criteria.
	9. QuoteValet 1.3. QuoteValet now accepts payments (deposits, progress payments, final payments, etc.) through over 80 payment gateways including Authorize.net, QuickBooks merchant services, PayPal, and Google checkout. Additionally, for QuickBooks users, payments received by QuoteValet can be imported as a Customer Payments in QuickBooks and automatically applied to the customer that made the payment.
	10. QuoteValet 1.3. QuoteValet customer input integration. Customers can now enter information into fields on the QuoteValet page like CustomText fields from the DocumentHeader or DocumentItems. The customer can directly enter information into these fields or choose from lists. The customer input is then synched back into the quote in QuoteWerks.
	11. Purchasing menu (formerly the Online Orders menu) you have access to all the Order items in QuoteWerks and can easily create QuickBooks Purchase Orders that contain items from multiple orders. Items that do not exist in QuickBooks will be created, and the QuickBooks Purchase Order number will be written back into the line items from the orders. Additionally if using the Online Ordering feature of the real-time module, after the items are ordered you will be asked if you want to create a Purchase Order in QuickBooks for the items you just ordered electronically.
	12. For QuickBooks users, when QuoteWerks creates item definitions in QuickBooks, you can now map fields from the QuoteWerks Document Items to the QuickBooks Item Definition custom fields. This is supported in QuickBooks 2007 and higher.
	13. When exporting Invoices/Estimates/SalesOrders/PurchaseOrders to QuickBooks, you can now map fields from the QuoteWerks Document Header to QuickBooks Invoice/Estimate/SalesOrder/PurchaseOrder level Custom fields. This is supported in QuickBooks 2007 and higher.
	14. When exporting Invoices/Estimates/SalesOrders/PurchaseOrders to QuickBooks, you can now map columns/fields from the Document Items tab to the Custom field columns of the line items on the QuickBooks Invoice/Estimate/SalesOrder/PurchaseOrder. This is supported in QuickBooks 2007 and higher.
	15. For QuickBooks users, QuickBooks custom item fields are now displayed in the QuickBooks product data source and can be mapped to Document Item columns.
	16. When QuoteWerks is creating a new QuickBooks item, there is now an option to specify the Preferred Vendor for this new QuickBooks item.
	17. For QuickBooks users, when creating Inventory and Non-Inventory items, the manufacturer part number from QuoteWerks populates the ManufacturerPartNumber in the QuickBooks Item definition for QuickBooks (SDK 7.0), QuickBooks USA 2008 and higher, QuickBooks AU/UK 2009 and higher.
	18. For QuickBooks users, custom fields for the QuickBooks customer are now all displayed in the results when searching for a QuickBooks contact. Also the QuickBooks customer custom fields can be retrieved into the quote using the DataLink feature.
	19. Added new line type of Summary Line. A Summary Line is similar to a subtotal in that it displays a totaled amount that is not included in the quote calculations. They can be positioned anywhere on the quote and will SUM up all line items matching up to 3 criteria. Very useful for summarizing the different categories of items on the quote like total hardware, total software, total service, etc.
	20. Formulas for Product/Service type line items can now include SUMMING where all line items matching up to 3 criteria are summed.
	21. Added new Line Attribute "Hide Quantity". For items that always have a quantity of 1 like maintenance fees, setting this attribute will hide that quantity from displaying on the printed quote or on the QuoteValet quote.
	22. Added new "Remove Non-Selected Optional Items" option on the Convert to Order window.
	23. The ShippingCost and ShippingAmount fields are now available in the DataLink feature.
	24. For ConnectWise users, when using ConnectWise as a Product Data Source, the product's Manufacturer, Vendor, and VendorSKU of the product is now available.
	25. UnitPrice are cleared for particular line item types or when attributes like "HidePrice" are set. These new fields enable you to gain access to their underlying values.
	26. &SalesRepMobilePhone is now available in the layout designer and on cover pages.
	27. Added new macro fields &DH_&SoldToInLineAddress, &DH_&ShipToInLineAddress, &DH_&BillToInLineAddress.
	28. Formula details for line items are now displayed in the status bar.
	29. Add Heading menu.
Misc Features
	1. In the QuoteWerks Node Installer when choosing to install optional components, if the component is unchecked, it will not uninstall the component. To uninstall these components, use the Windows Add/Remove Programs. When re-running the node install, this will save time by giving you the opportunity to not re-run all the installers for these components if you know they do not need to be updated. [Service Release: 1.02]
	2. QuoteValet integration now auto-reconnects and caches ip address lookups for performance increase. [Service Release: 1.02]
	3. ConnectWise Integration installer now says version "4.x" [Service Release: 1.02]
	4. QuickBooks selection [Service Release: 1.01]
	5. For MS CRM users, removed hard coded USD $ symbol from the Revenue and Actual Revenue labels on the Sales Opportunity window. [Service Release: 1.01]
	6. Add Comment now behave differently. If a line item is selected when either of these menu items are selected, the blank line or comment line will be added below the selected line. If no line is selected, they will be added to the end of the quote.
	7. When non-modal windows are display such as the Open Document, Product Lookup, Email Templates, QuoteValet Dashboard windows, if you minimize the main QuoteWerks windows, these other windows will be cleared from the desktop and re-appear when you restore the main QuoteWerks window.
Fixes
	1. Error when attempting to add a new payment gateway. [Service Release: 1.02]
	2. Error 438 when clicking on Finish tab when attempting to Rehost to SQL. [Service Release: 1.01]
	3. While using Etilize integration, Northamber would not appear in the list of available vendors. [Service Release: 1.01]
	4. When placing an online order with D&H, if the checkbox "After order submitted, don't update Order with real-time ordered price." was not checked, the UnitPrice of the items in the order would be set to 0. [Service Release: 1.01]
	5. Purchasing menu unless you had a real-time module license. [Service Release: 1.01]
	6. In some search operator lists the "Contains" operator said "ContainsVB6". [Service Release: 1.01]
	7. For QuickBooks, the "I do not charge tax in QuickBooks." setting was being ignored. [Service Release: 1.01]
	8. When the Open Document window is resized, the sales rep search field would get covered by the results grid. [Service Release: 1.01]
	9. On the QuoteValet tab, selecting Acceptance notes and pressing CTRL-C was not copying the selected text. [Service Release: 1.01]
	10. In the Summing line features, if a field to search was customized with a custom label that contained multiple parenthesis characters, would receive an error. [Service Release: 1.01]
	11. For Tech Data real-time users, when some part numbers where not found, would receive a cryptic error message rather than a message simply stating the part number was not found.
	12. When the selected tab was changed behind the scenes, the position of the tab would be changed rather than just bringing it to focus.
	13. If a Quote was duplicated, and then immediately attempted to be uploaded to QuoteValet without saving it first, would receive errors.
	14. For ConnectWise users, would receive runtime error 9 when attempting to create/update an opportunity, and some pick lists were empty.
	15. For ConnectWise users, percent charge and percent discount type line items were not being included as part of the opportunity.
	16. On Windows 7, when sending an HTML email after first printing a quote would hang.
	17. When selecting the FROM email address on the Select Email Address window by double clicking, would receive an error.
	18. When converting line items to a group "on-the-fly" in the quote sheet, or when pasting a line item that was optional with the IsSelected attribute set that was not part of a mutually exclusive group, all the optional items not part of exclusive groups would have their IsSelected attribute removed.
	19. For QuoteValet users, if a document was uploaded to QuoteValet, and then an approval was rescinded by unlocking the document, the approval was not getting rescinded on QuoteValet.
	20. Would receive missing operator error when clicking on the Project No drop down list on the Open Document window if the user did not have rights to view all users documents.
	21. HTML emails with embedded images would not view correctly on iPhone and iPad products.

]]> http://www.quotewerks.com/updates/UpdateAgent.asp?VersionBuild=4.7.01&Version=4.7&Build=1 49A19D8B-F5E9-41D5-A285-104B452BCD38 Wed, 9 Nov 2011 09:11:49 -0500 Version 4.6 Build 06.04 Summary

12 New, 10 Fixes, and 4 Miscellaneous features Download (117 MB)
New Features
	1. Options menu, then QuoteValet tab, then the [Setup] button. On the Templates tab you can customize the templates. QuoteValet templates contain advanced HTML and CSS coding. Modifying these requires the person modifying them to have advanced web design skills. Once these templates are customized, you will be responsible for maintaining them from that point forward. This includes updates and fixes, as updates nor fixes can be automatically applied to customized unique open source HTML code. That being said, simple cosmetic changes like changing colors, pictures, and static text should not require any changes when updates are applied. Also, you can always easily revert the template HTML back to a standardized default at any time.
	2. ACT! 2012 is now supported!
	3. ConnectWise 2011.3 is now supported!
	4. ACT! for Web 2011 and ACT! for Web 2012 is now supported!
	5. Real-time Pricing and Availability is now available for the Supplies Network ( www.suppliesnetwork.com ).
	6. There is now a QuoteValet tab in the Quote WorkBook. This now contains all the QuoteValet document details that used to be located on the "This Document" tab of the QuoteValet dashboard.
	7. For QuoteValet users, When an Approval is removed from the Quote within QuoteWerks, the Approval is now also removed from QuoteValet.
	8. Approve Quote menu, QuoteValet is now updated with the Approval.
	9. The QuoteValet Dashboard window accessed from the QuoteWerks Toolbar can now be left open enabling you to fully interact with QuoteWerks at the same time. From the QuoteValet Dashboard, you can view activity and open quotes without having to close the dashboard to interact with the quotes.
	10. Microsoft Word merging now supports CustomText01-CustomText14 Sections. This is similar to the ItemType Sections already supported in the Word Merging Feature. This enables you to separate out products using different classifications on your Microsoft Word based Quote or Proposal. For instance, if you use CustomText01 to hold the values of either Onsite or Remote assistance, you could have all Onsite assistance labor items on page 5 of a Word document by encasing it in "<>" and ending it with "<>". The Description field for each line could be printed in between these tags with "<". You could do the same for Remote by replacing Onsite in the macros.
	11. Added DataLink support for DocumentHeader fields CustomText21, CustomText22,CustomText23, and CustomText24.
	12. Setup Product Data Sources menu, a new "FolderListPaths" column has been added. It reads the folder ids in the FolderList field and writes out the full folder paths in this column for each folder the item is linked to.
Misc Features
	1. For GoldMine users, added new ini key "GoldMineMaxSearchResultSecondaryRecords" under the "Contact Managers" section in the site.ini file. This enables you to increase the default limit of displaying only the first 50 GoldMine secondary contacts.
	2. When setting up a new Remote PC and synchronizing for the first time, you need to choose the Overwrite option for the first sync otherwise you will end up with duplicate Email template records. While this is still required, less records willl be duplicated.
	3. When opening a quote and a QuoteValet customer quote acceptance is detected, it will no longer use a QuoteValet license.
	4. Added site.ini setting of [System] SkipIsWebConnectedCheck=-1
Fixes
	1. If a document was initially locked when you opened it, unchecking the locked checkbox would not unlock the document. [Service Release: 6.04]
	2. When QuoteWerks was already running and you double-clicked on a DTF file located in a location containing spaces in the folder name, the file would not open. [Service Release: 6.04]
	3. When quote approved through QuoteValet website, when it is opened in QuoteWerks and an approval is detected, approval is applied and the quote is locked if all approval requirements have been met.
	4. In the re-design of the Shipping Amount calculation screen the Based on Weight option was inadvertently changed to a percent calculation.
	5. The macro &APP_&LoggedInUserPhoneWithExtA" would incorrectly display the phone number as the extension.
	6. Issue with Approval Requirements not working correctly introduced in 4.6 Build 6.0
	7. For ConnectWise users, when creating line item detail, if not existing products where found, an error would incorrectly be displayed about a error 0 problem with the manufacturer part number.
	8. In the QuickBooks and Peachtree batch export window, the totals amount was incorrectly always expressed in USD, rather than the approval local currency.
	9. On the Open Document window, when the search results grid is shown, the salesperson field is covered.
	10. When using an ItemType specific Word Merge with Grouped Items, the Extended Fields would not reflect the quantity multiplier of the Group Header Line. This would also affect the Totals.&DI_ExtendedPrice macro.

]]> http://www.quotewerks.com/updates/UpdateAgent.asp?VersionBuild=4.6.06&Version=4.6&Build=6 3ACEC425-F34E-4F06-9319-F049F4EC0236 Thu, 6 Oct 2011 09:54:59 -0400
Version 4.6 Build 05.09 Summary

35 New, 39 Fixes, and 9 Miscellaneous features Download (114 MB) See a video showcasing the new features.
New Features
	1. On the Print window, there is now a [QuoteValet Express Mode] button. When clicked, the quote will be saved quickly (without prompting for CRM integration), it will be uploaded to QuoteValet, and it will be previewed in your web browser. This is meant to be used after the initial upload of the quote to QuoteValet. This helps speed up the process of uploading, making changes, and then re-uploading. [Service Release: 5.09]
	2. On the Upload to QuoteValet window, pressing the ESCAPE key will close the form. [Service Release: 5.09]
	3. On the Upload to QuoteValet window, after emailing the customer notification email the window will be closed. [Service Release: 5.09]
	4. Added a new "Auto Preview after upload checkbox on the Upload to QuoteValet window. When checked, this will preview the QuoteValet quote in your web browser, performing two actions with a single click. This setting is remembered per user. [Service Release: 5.09]
	5. For ConnectWise users, it is now possible to create a Call activity without specifying a time. [Service Release: 5.09]
	6. SugarCRM 6.2 is now supported!
	7. Support for MS CRM 5.0 (Active Directory only). Internet Facing Deployment (IFD) is not supported. Microsoft Dynamics CRM Online is not supported.
	8. Peachtree 2012 is now supported!
	9. Autotask is now supported with the new built-in Autotask link. This new integration is available in the Corporate Edition of QuoteWerks. The integration includes: a) Autotask can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update a Sales opportunity in Autotask. You can attach to existing Autotask opportunities or create new opportunities in Autotask. c) QuoteWerks will create/update an attachment to the quote under the Attachments tab in the Autotask Opportunity. This can be used to open the quote that the opportunity refers to. If this is a remote install or satellite office, opening that document link will import that quote into that QuoteWerks installation. d) QuoteWerks will create/update the Autotask Quote associated with the Opportunity. Line Items in QuoteWerks are automatically attached to the Autotask Quote. Products that do not already exist in Autotask are created in the Autotask master product database. Recurring revenue forecasting options are also supported. e) QuoteWerks can link to the Autotask Products and Services databases as Product Data Sources. From within QuoteWerks you can search the Autotask databases and add these products and services to your QuoteWerks quote. f) There is a "Display contact in contact manager" button on the SoldTo / ShipTo tab that will open the Autotask Contact in Autotask for the SoldTo, ShipTo, or BillTo linked contact. g) There is a "Display Opportunity in contact manager" button on the QuoteWerks Create/Update Autotask Opportunity window that will open the Autotask Opportunity in Autotask. h) There is a "Display Quote in contact manager" button on the QuoteWerks Create/Update Autotask Quote window that will open the Autotask Quote in Autotask.
	10. ConnectWise 2011.2 is now supported! Starting with this build of QuoteWerks (Build 5), QuoteWerks will only support ConnectWise 2011.2 or higher. The entire ConnectWise Integration has been re-written from the ground up to take advantage of many new public APIs available in 2011.2. As a result, the integration is overall much faster and now almost completely uses their public APIs.
	11. For ConnectWise users, the Primary SalesRep can now be specified When Creating/Updating an opportunity.
	12. For ConnectWise users, support has been added for product class types of "Service" and "Agreement". The forecast creation logic for these product class types now mirrors ConnectWise.
	13. For ConnectWise users, on the Create/Update Opportunity Window, Sales Stages are now sorted by the underlying Sequence Number instead of by their Description.
	14. For ConnectWise users, the Location and Business Unit for a new opportunity default to the default Location and Business Unit set for the selected company in ConnectWise.
	15. For ConnectWise users, the shipping amount specified on the Shipping Amount window accessible from the Document Items tab can now be sent over to the ConnectWise opportunity as a forecast summary line, or an individual product (including cost).
	16. The synchronization of documents like quotes/orders/invoices will now propagate document deletions out between the master installation, remote site installation, and remote pc installations. Once this update is installed, all deletions be recorded and then propagated when the sync process is run. It will not retroactively apply deletes that happened before build 5 was installed. Deletions on the master will propagate out to the remote laptop installation, and also any quotes deleted from the remote installation will be deleted from the master installation. Security rights determine if a user can delete quotes. Before a quote is deleted, a backup is made of it in the \QuoteWerks\DTF folder like jbnlQ1001.b01 just in case it needs to be recovered.
	17. For Corporate Edition users rehosted to SQL, Email Templates (introduced in this build) can now be rolled out to remote installations or bi-directionally synchronized (including deletions).
	18. My Preferences, Email tab, and then Defaults subttab. With the introduction of the Email Templates feature set, this setting is no longer relevant. The Email format can still be changed on the Send Email window from HTML to Plain text, thereby stripping out any HTML formatting.
	19. Email snippets. Email Snippets are a great way to centrally organize and maintain information that is used in multiple email templates. If you have two email templates that both need to include the same information, you could of course type that same information into both email templates, and then when you need to make a change, you will need to remember to change it in both the email templates. If you entered that information into a Snippet, and then used a macro in the two email templates to refer to that Snippet, then you could just make changes to the information in the snippet and the changes will automatically appear in the two email templates. There are Public and user E-Mail Snippets. Just like with E-Mail templates, Public Snippets would be snippets of information that most users would want to use, typically with company standardized information in them. So, rather than each user create their own Snippet with the same information, the administrator could just create a Public Snippet that all the users could use. The real benefit here is that changes can be made in one Snippet, all the templates that the snippet is used in will be updated. To use a Public Snippet in an email template or an email signature, simply include the macro PublicSnippet:{snippet name} and replace the entire {snippet name} portion with the name of the Snippet. The macro name to include a Snippet owned by the logged in user is MySnippet:{snippet name}.
	20. Information from external files can be included in E-Mail Templates, E-Mail Snippets, and E-Mail Signatures. Simply include the macro File:{file name and path} and replace the entire {file name and path} portion with something like f:\goldmine\jcl.html. You can use this to insert html or plain text.
	21. The following new macros are only available in email templates RecipientName, RecipientFirstName, RecipientLastName, RecipientEmail.
	22. There are some advanced macros that can be used in the HTML Email Templates, Snippets, and Signatures. They are SystemTemplateBody:{Name}, SystemTemplateSubject:{Name}, PublicTemplateBody:{Name}, PublicTemplateSubject:{Name}, MyTemplateBody:{Name}, MyTemplateSubject:{Name}. These can be used to do some neat things, like create a template that includes all the information from another template and then just adds some more information above or below the other templates information. For example, there might be a public template that contains information thanking the customer for placing an order, and you can then create your own template that adds your own summary of the information above it. The subject version of the macro is used to obtain the subject of the email template. You can use this in the subject line of another template.
	23. Added macros &APP_&LOGGEDINUSERFULLADDRESSA, &APP_&LOGGEDINUSERPHONEWITHEXTA, &APP_&LOGGEDINUSERFAXA, &DH_&SALESREPFULLADDRESSA, &DH_&SALESREPPHONEWITHEXTA, &DH_&SALESREPFAXA, &APP_LoggedInUserMobilePhone, &DH_&SalesRepMobilePhone, &DH_&QuoteValetCustomerFacingURL, &DH_&QuoteValetPeerReviewURL, &DH_&QuoteValetApprovalURL, &DH_&URLToOpenDocument.
	24. You can now have more than one email signature. In fact, you have a Standard, Short, Alternate1, Alternate2, and Alternate3 email signature. There are so many uses for this. During each season of the year, you might have a slightly different e-mail signature (like Happy Halloween, Merry Christmas, Happy New Year, etc) and now you can keep them all instead of replacing it each time. Sometimes you want to include your signature complete with your full address, phone number, title, etc. Other times you will just want to include your Short signature, like just your name, title, and phone number. The short signature is particularly good for QuoteValet "Your Quote is Ready" emails to your customers. The Email signature macros for use in the email templates are SignatureStandard, SignatureShort, SignatureAlternate1, SignatureAlternate2, SignatureAlternate3. Rather than typing in your email signature into each email template you setup, you can use email signature macros in them, making it easy to change your email signature in one place.
	25. My Preferences menu, just change your Active Signature to Alternate1 and you will not have to modify any of the templates. You can also switch between signatures that might have a monthly special offer included in it.
	26. Added several Misc Access rights for the new E-Mail Templating features which are CannotCreatePublicEmailTemplates, CannotModifyPublicEmailTemplates, CannotDeletePublicEmailTemplates, CannotViewOthersEmailTemplates, CannotCreatePublicEmailSnippets, CannotModifyPublicEmailSnippets, CannotDeletePublicEmailSnippets, and CannotViewOthersEmailSnippets.
	27. You can now right click on a File Link on the Links tab of the Quote WorkBook and email the selected file.
	28. Options.
	29. Options menu, there are now the options "Use For Peer Reviews" and "Use for Approval Requests" options for QuoteValet. With these settings, when QuoteValet is enabled, you can now choose to not use QuoteValet for these functions, if you prefer to just use the email method for these functions.
	30. Print window, or save a PDF file from the Preview window.
	31. Insert Heading), there is now an F2Lookup (press F2) to store a list of commonly used headings to select from.
	32. On the Send E-Mail window, ALT-S will now send the email.
	33. Print window, the email is now sent from the logged in user versus from the sales rep specified in the quote.
	34. When cloning a user, the email templates and email signatures for the user are also cloned.
	35. Added new macro field &APP_LoggedInUserMobilePhone.
Misc Features
	1. When the Print Window is displayed, it the layout last used with the document is missing you are now notified in the status bar. [Service Release: 5.09]
	2. For ConnectWise users, there was an issue where a cryptic error exception would be displayed when attempting to create/update a call activity if the activity type of 'call' had been renamed or deleted from ConnectWise. Now a friendly error message is shown describing how to resolve the issue. [Service Release: 5.09]
	3. Removed the &DI_&FirstLineDescription macro from the subject of default system email templates. [Service Release: 5.01]
	4. When saving a document as a template, the DocDate, DocDueDate, and ExpirationDate fields are now cleared. [Service Release: 5.01]
	5. For GoldMine users, the list of GoldMine users returned from GoldMine was no longer returned in alphabetical order, so a sort is now applied by QuoteWerks. [Service Release: 5.01]
	6. For ConnectWise users, the Location List and Business Unit List is now ordered alphabetically. [Service Release: 5.01]
	7. Added the field DocumentHeaders.SoldToCMCounterpartRecID text (50) Used to store the id for the quote counterpart in the CRM system.
	8. My Preferences menu was renamed to "E-Mail".
	9. When running any of the node installation msi installers on a terminal server, the msi installer option to install for all users is now being set.
Fixes
	1. For ConnectWise users, when updating an opportunity with individual line items, if a line item had a quantity of 0 the line item would be sent over with a quantity of 1. Now, line items with a quantity of 0 are not sent over. [Service Release: 5.09]
	2. For ConnectWise users, error would occur if the ConnectWise Integration was configured to both (send over product data as a rollup) AND (send shipping over a product). Now, under this configuration the shipping goes over under the rollup and a warning is presented at the time of setup indicating this behavior. [Service Release: 5.09]
	3. For ConnectWise users, error would occur while creating/updating an opportunity in ConnectWise if the link was configured to create individual line item data and one of the line items contained an apostrophe in the manufacturer part number. [Service Release: 5.09]
	4. For ConnectWise users when attempting to link to an existing opportunity, closed opportunities were being displayed in the list. [Service Release: 5.09]
	5. When a new document was created from a template and an expiration date was specified in the template, it was getting overwritten in the new document. Now it is only calculated if no expiration date is saved into the template. [Service Release: 5.09]
	6. If the save button was clicked while editing an email template, while in the advanced direct HTML editing mode, the template would not be saved. [Service Release: 5.09]
	7. When setting up Approval Settings, if no Approvers were specified there was no warning. [Service Release: 5.09]
	8. If the apostrophe character was in the data fields merged into an email template it would be displayed as "'" [Service Release: 5.09]
	9. Properties menu. [Service Release: 5.09]
	10. Convert to Order menu that has been uploaded to QuoteValet for customer acceptance, afterwards when closing the order, you would be asked if you wanted to upload the changes to QuoteValet. [Service Release: 5.09]
	11. Issue with synchronization between time zones where one observed DST and the other did not. [Service Release: 5.02]
	12. For Outlook 2010 public folder users, the public folder macro was not being merged for the public calendar or public journal folders. [Service Release: 5.01]
	13. When upgrading from QuoteWerks 3.0 would receive error "the field name SoldToCMCounterpartRecID was not found..." [Service Release: 5.01]
	14. Error 53 when running a word merge on a DOCX file type.
	15. For Windows 7 users, when printing and choosing to print more than 1 copy, only 1 copy was being printed.
	16. When previewing a quote generated from a Microsoft Word merge, a file like "Word Quote_2011-04-22_4-21.46pm" would be created in the \QuoteWerks\Resources folder.
	17. Insert Document menu, the pictures for any line items containing pictures would not appear in the print output until the quote had been saved and re-opened.
	18. For some Etilize part numbers pictures would not be retrieved, and an error message would be displayed about the Etilize part number not matching.
	19. For Etilize users, sometimes Etilize returns more than one part number for an item for each distributor. Sometimes one of the part numbers is discontinued and the other is valid. For Tech Data we now use the last part number in the list, for all other distributors, we use the first part number in the list.
	20. Would receive error 13 type mismatch when saving a quote if the DataLink was used to retrieve a value from a CRM application into a date field and the value retrieved from the CRM application was not a valid date.
	21. Sync menu again without exiting QuoteWerks, the wizard would start at the last step. You also did not get to see the error summary page.
	22. Approve Quote menu would be disabled, so the second escalated approver would not be able to approve it.
	23. For QuoteValet users, if a quote was opened from an external link like a document link in a CRM package or from a DTF file, when the quote was opened, it was not getting updated with QuoteValet Activity.
	24. When editing an HTML signature and using the macro drop down list to insert a macro, macros that started with "&DH_&" like "DH_&FirstName" were being inserted as "&DH_".
	25. The last position and size of the Send email window was not being remembered.
	26. The Word merge macros were case sensitive, but should not be, so if they were not typed in exactly with the same upper and lower case letters, the macro would not be found.
	27. For ConnectWise users, an issue where DTF attachments would be duplicated on the Documents Tab of a ConnectWise Opportunity has been resolved.
	28. For ConnectWise users, an issue where forecast lines would be duplicated in ConnectWise upon Convert to Order, Invoice, etc. has been resolved.
	29. For ConnectWise users, an issue where Call Activities were intermittently not being updated has been resolved.
	30. For ConnectWise users, if an item marked as recurring in QuoteWerks was set to 'Include First Payment in Document Totals' the value of the associated Forecast created in ConnectWise was incorrectly inflated by the amount of that first payment.
	31. For ConnectWise users, in rare situations, the Create/Update Opportunity window would either not be displayed, or would be displayed twice.
	32. If macros are used in the DocName, invalid characters are now stripped from the macro data.
	33. For ConnectWise users, if including the first months payment in a recurring revenue item, an extra period was being calculated when it was sent over to ConnectWise.
	34. If QuoteValet tenant account credentials were removed, effectively disabling the QuoteValet integration, when printing would receive an error message about the QuoteValet credentials being invalid.
	35. QuoteWerks manufacturer field is 40 characters long. In cases where Etilize returned a manufacturer name longer than 40 characters, it will be truncated and no error message will be displayed.
	36. If a user with administrator rights Approved a document, and that user was not specifically named as an approver for that sales reps documents, or if that user was only in a group and that group was specified as the approver, the quote would be approved, but the sales rep would be informed that it was not approved.
	37. For ACT!, ACT! for Web, Outlook BCM, and MS CRM users, when line item detail was being written into the sales opportunity, if the quote included a group that was optional, the individual items were incorrectly being included in the sales opportunity line item detail.
	38. When creating a new quote from a template and then creating another new quote from the same template during the same session of QuoteWerks would receive error about the document already being in use.
	39. If using the following fields in a print layout would receive an error about them not be found in ReturnArrayValue(). ApprovedMethod1, ApprovedMethod2, ApprovedOn1, ApprovedOn2, ApprovedBy1, ApprovedBy2, ApprovalRequestedMethod, and ApprovalRequestedOn.

]]> http://www.quotewerks.com/updates/UpdateAgent.asp?VersionBuild=4.6.05&Version=4.6&Build=5 8F7DE5FF-B4B0-4BB6-9241-49C96C37793F Fri, 24 Jun 2011 16:30:53 -0400
Version 4.6 Build 03.06 Summary

7 New, 11 Fixes, and 3 Miscellaneous features Download (114 MB)
New Features
	1. Added support for Outlook 2010 changes to Exchange Public Folders. [Service Release: 3.06]
	2. You can now send an email from the Edit Contact window. [Service Release: 3.06]
	3. My Preferences menu called "Warn if document is UNSAVED when printing/emailing." [Service Release: 3.06]
	4. After uploading a quote to QuoteValet, the Print window now closes based on the Tools|My Preferences setting of "Auto-close Print window after previewing or printing". [Service Release: 3.03]
	5. When deleting a document from QuoteValet, if the delete fails (maybe because the document is from a different or old account), you now have the option to remove the QuoteValet links from the QuoteWerks document. [Service Release: 3.03]
	6. Options menu. [Service Release: 3.03]
	7. New menu, the last tab you selected - Either Blank or Template will be remembered.
Misc Features
	1. Added Debug Command for displaying Etilize query result details. [Service Release: 3.06]
	2. When updating to Build 3.03 from a build earlier than Build 2, if Canadian taxes are enabled, the country is now auto selected for you rather than requiring the user to select it. [Service Release: 3.03]
	3. When updating to Build 3.03 from a build earlier than Build 2, rather than auto setting the new base currency setting from the regional windows settings, you are now prompted to confirm the base currency that you quote in. [Service Release: 3.03]
Fixes
	1. If using cost modifiers or price modifiers that contained a decimal it would cause issues when uploading to QuoteValet. [Service Release: 3.06]
	2. For Etilize users, sometimes Etilize returns more than one part number for an item for each distributor. Sometimes one of the part numbers is discontinued and the other is valid. We now use the first part number in the list. [Service Release: 3.06]
	3. On the MS CRM Create/Update Opportunity window when a Message Bar message was displayed, the lower portion of the window would be cutoff. [Service Release: 3.06]
	4. PDF files generated by QuoteWerks were being saved in a PDF/A archive format. This was causing issues when attempting to view the PDF file in some viewers. [Service Release: 3.06]
	5. On the QuoteValet Setup window, the "Quote Recall" type template was being listed as an "Unknown" template. [Service Release: 3.03]
	6. Merge Remote Documents. The DocNo is now retrieved from inside the DTF file contents rather than rely on the DTF file name. [Service Release: 3.03]
	7. When uploading a quote to QuoteValet, if the upload of the PDF file failed, the QuoteValet document would not be associated with the quote.
	8. For users with the SQL backend, if using the Open Export module to export xml or QuoteValet to re-upload an existing quote would receive "invalid use of null" error.
	9. For users with the SQL backend, during the build update would receive error "'NoPSTOnShipping' is not a constraint.
	10. In the QuoteValet Dashboard, quotes with no expiration date would be displayed as "[exp December 30, 1899]"
	11. Cleaned up empty dates in database ( ConvertedOn, ApprovedOn1, ApprovedOn2, ApprovalRequestedOn, PeerReviewRequestedOn)

]]> http://www.quotewerks.com/updates/UpdateAgent.asp?VersionBuild=4.6.03&Version=4.6&Build=3 64CE9820-F6EC-4CA3-BF56-9CBC822F2CB7 Mon, 27 Jun 2011 10:35:06 -0400
Version 4.6 Build 2 Summary

21 New, 14 Fixes, and 1 Miscellaneous features NOTE: Build 2 was replaced by Version 4.6 Build 03
New Features
	1. QuoteValet v1.1 now supported! See specific details further below.
	2. Options menu.
	3. For Canadian users, the "Do not charge PST on Shipping" checkbox on the Sale Info tab of the Quote WorkBook has now been replaced with the new Shipping Tax Code.
	4. Options menu.
	5. The TaxSystem (USA or Canada) is now stored with each quote also. The UK and Australian tax system is very similar to the USA system, so in QuoteWerks they use the USA tax system.
	6. There is now a [Merge Macros and Preview] button on the toolbar when editing your html email signature. Often your email signature will contain macro fields. With this new feature you can easily see an in-editor preview of what the macro fields will be merged to so you can see what the final output would look like.
	7. The HTML email editor [View HTML Source] button on the editor toolbar now displays the HTML code behind your email with syntax highlighting.
	8. On the Sale Info tab you can specify an expiration date for the quote. This is particularly useful for QuoteValet users. If your customer views the quote on QuoteValet after it has expired, they will see a message stating that the quote has expired and there will be a link for them to click to request an updated quote from you. Your customer will still be able to view the quote, but will not be able to accept a quote that has expired.
	9. New support with Subtotals and % Charge/Discount lines. Now, if a % Discount or % Charge line item is the only line item between two Subtotals, the second subtotal will now be calculated as the first subtotal - the % Discount. Typically SubTotals simply sum up the line item prices since the previous subtotal.
	10. Added new cover page macros &DH_AlternateGrandTotal, &DH_AlternateSubTotal, &DH_AlternateTotalTax, &DH_AlternateLocalTax, &DH_&AlternateCurrencyIdentifier, &DH_&AlternateCurrencySymbol
	11. If a quote has already been uploaded to QuoteValet for customer review, if you attempt to upload the quote for peer review, you will now be warned that the peer review copy will overwrite the customer review copy. I normal cases, peer reviews are performed before releasing the quote to the customer.
	12. For QuoteValet users, you can now choose which QuoteValet Customer Facing Template you want to use for each quote. Sometimes you might want to upload a quote to QuoteValet that just has the PDF of the quote and then acceptance section - with no line item details. Other times depending upon the quote you may just want to upload the quote to QuoteValet that just shows the line items on the quote and no PDF file. And sometimes you may want to include both the line items and the PDF file attachment. Now you can do this.
	13. For QuoteValet users, the QuoteValet dashboard can do a lot more reporting. You can filter by date range and by user. You can also filter your dashboard data to see focused, actionable information such as quotes expiring in next week, any QuoteValet activity today, any quotes not viewed yet, all the quotes viewed by customers last week, all quotes accepted this month, etc.
	14. For QuoteValet users, Sales tax and shipping is now displayed in the QuoteValet quote. As options are selected and unselected, the shipping and sales tax for these changes are calculated in real-time on QuoteValet. The quotes tax system (USA or Canada) is automatically detected and taxes are calculated accordingly.
	15. For QuoteValet users, you can now recall a quote. When a quote is recalled, your customer will not be able to view the quote. Instead, they will be redirected to a template that says, for example, "Sorry, this document has been recalled on 12/15/2010 at 9:45am by John Lewe." Optionally you can set a reason for the recall that your customer will see. Often you will leave it blank, but typically you would enter something like "Sorry, I forgot to include monthly maintenance, I'll have an updated quote to you today by 4:00pm". Of course, if you can quickly address whatever you forgot to do in the quote you can just re-upload the quote to QuoteValet. The recall feature is mostly used when you know that you cannot quickly make the change that is needed. Additionally since QuoteValet enables you to publish your quote to the cloud (for a specific customer), it is important to know that you can rescind that publishing while at the same time letting the customer know that you purposely have recalled the quote rather than it just disappearing.
	16. For QuoteValet users, in the QuoteValet Dashboard you can now delete a quote from QuoteValet. Typically you will not need to or want to do this except for when you have been creating test quotes and uploading them to QuoteValet. Once a quote has been accepted by a customer through QuoteValet you are not able to delete that quote and the electronic signature acceptance documentation unless you have master rights in QuoteWerks.
	17. For QuoteValet users, QuoteValet quotes can be "Accepted by Proxy". While the most ideal situation is for you to upload your quote to QuoteValet and then have the customer click on "I Accept" through the QuoteValet page, sometimes the customer simply calls in to ask some clarifying questions or to accept the quote and provide their payment information at the same time. For just this situation, QuoteValet now has an "Accept by Proxy" feature. It works seamlessly within QuoteWerks. When you convert a quote to an order, the QuoteValet counterpart is flagged as Accepted. This is particularly important for reporting.
	18. For QuoteValet users, there is a now a new quote acceptance page, so after your customer accepts the quote they will be redirected to a simpler smaller page that just contains their acceptance confirmation.
	19. For QuoteValet users, When quotes are "Converted as Lost", the QuoteValet quote that you uploaded to QuoteValet will now also be converted as lost. This is particularly important for reporting.
	20. For QuoteValet users, you can now upload quotes to QuoteValet that contain optional items within optional groups. Combined with QuoteValet's ability to let the customer pick and choose various options this really takes the groups and options functionality to a much more effective level.
	21. The DataLink now supports the fields ContractStartDate and ContractEndDate.
Misc Features
	1. For QuickBooks users, when orders are exported to QuickBooks that contain a rare but particular combination of subtotal/Percent Discount/Product, or subtotal/Percent Charge/Product a warning will now be displayed that this combination is not supported.
Fixes
	1. When retrieving Etilize pictures in some cases firewall software interferes with the downloading of the picture causing QuoteWerks to terminate unexpectedly.
	2. Login as another User menu would receive error "User found in LoggedInRTUsers array after not being found" when the real-time features were used during that session of QuoteWerks.
	3. When creating a new Order from the beginning, rather than converting a quote to an order, the approval requirement was still in effect, but the administrator was not able to Approve the Order.
	4. If your CRM was not GoldMine, MS CRM or ACT for Web, you would not be able to select an email address from the new 'QuoteWerks Users" option on the Select E-mail Recipients window.
	5. The spell checker was not working while composing a plain text email.
	6. In the HTML client, the Plain text message and HTML source text box now only have vertical scrollbars.
	7. When upgrading from QuoteWerks 3.0 directly to 4.6 build 1 would receive errors: "The field name City was not found in ReMapAndGetFieldData. Also the fields "ExclusiveOptionGroup", "STATE", and "POSTALCODE".
	8. For Word Merging, if the word document contained macros to place specific item types in different tables and the first item type was blank, the line items containing this blank Item Type would not be printed and the macros would remain unmerged.
	9. For Word Merging, issues if the word document contained autoshapes or multiple section breaks.
	10. Intermittent issues with function and control keys in the html email signature and email body text box. F2, F7, DEL, CTRL-C, CTRL-A, CTRL-V key presses would not be detected.
	11. When opening an ORDER type document that was uploaded to QuoteValet, the status message of "QuoteValet - Checking for updates..." would be displayed and would not go away.
	12. When previewing a management report, you would not be able to print or email the previewed report if approval was required for the currently open quote.
	13. Options menu would receive message "The QuoteWerks Database Time Zone setting GMT-05:00 was not found in the Windows Time Zone list! Please re-select.". This would happen in a network environment when workstations running different versions of Windows (Windows 7 vs all other versions) were accessing the same QuoteWerks installation.
	14. When doing a Merge Remote Documents, if the error "The document number specified in the dtf file is already in use!" was encountered several hundred times, would receive error 67 too many files.

]]> http://www.quotewerks.com/updates/UpdateAgent.asp?VersionBuild=4.6.02&Version=4.6&Build=2 E1E1BCEF-A616-4FB4-B303-AB55BA3CBABD Mon, 27 Jun 2011 10:42:59 -0400