407-248-1481

QuoteWerks Update Center

example: QuoteValet "payment option" -deposit

Version 25.0 Build 2.22 Summary

15 New, 41 Fixes, and 8 Miscellaneous features Released on 03/12/2025 View all features/fixes from all builds of version 25.0 Download (128.4 MB)
New Features - Build 2
	1. For HaloPSA users, when creating a new product, the supplier will now be created if it does not exist. [Service Release: 2.02]
	2. For HaloPSA users, when creating a new product, the manufacturer will now be created if it does not exist. [Service Release: 2.02]
	3. Now the discount price modifier supports values from -1000 to + 100, so effectively a D-34 adds 34% to the list price in order to arrive at the unit price. Previously was D-99 to D100. [Service Release: 2.02]
	4. For HaloPSA users, the HaloPSA Product Source now has a mappable TaxCode field. [Service Release: 2.07]
	5. For HaloPSA users, Canadian HaloPSA users can now set the default TaxCode (GST, PST, BOTH) if an Item is taxable. [Service Release: 2.07]
	6. For Autotask users, the contact lookup process now operates at a significantly faster pace. We've optimized the search functionality by leveraging advanced multithreading and a robust caching system, ensuring a smoother and more responsive user experience. [Service Release: 2.07]
	7. For Autotask users, a status message now appears while QuoteItems are being added, providing clear, real-time updates on the process. [Service Release: 2.07]
	8. For Maximizer desktop users, saving the quote with a linked document is faster. [Service Release: 2.07]
	9. For QuickBooks Desktop users, there is a new setup option for "Use 'Average Cost' instead of 'Purchase Cost' when retrieving Inventory Items". Selecting 'Average Cost' provides a smoothed representation of inventory value and COGS, especially useful when purchase prices fluctuate, while 'Purchase Cost' assumes costs are relatively constant. Selecting this option does not change how Cost is returned for other QuickBooks item types. [Service Release: 2.09]
	10. GoldMine 2025.2 is now supported! [Service Release: 2.13]
	11. The Utilities->"Rehost Backend to SQL..." was renamed to "Rehost Backend...", and can now rehost an existing MS SQL hosted backend to another MS SQL database, including the Aspire DB Hosted SQL Database. If QuoteWerks tables are already in the destination database it will allow you to delete all the tables and data and then replace it all with the data from the source. This new SQL to SQL rehosting is also much faster that the Access to SQL rehosting, rehosting a 5GB database in 15 minutes. You can also use this Rehost feature to "De-host", moving your hosting from our QuoteWerks Database hosting service to your on-premise or other MS SQL Server. [Service Release: 2.22]
	12. Added the following destination fields for DataLink mappings: SoldToAddress1, SoldToCity, SoldToState, SoldToPostalCode, SoldToCountry, SoldToPhone, SoldToPhoneExt, SoldToMobile, SoldToFaxExt, SoldToEmail, SoldToTitle. [Service Release: 2.22]
	13. When closing an unsaved quote you the prompt to save now includes the DocNo. [Service Release: 2.22]
	14. The POItems.SerialNumbers macro field is now available to use in a Report with Output to a Text file. [Service Release: 2.22]
	15. For TD SYNNEX online ordering users, the Ship To Email is now submitted in the Online Order. TD SYNNEX supports a max length of 30 characters. [Service Release: 2.22]
Misc Features - Build 2
	1. The folowing fields were removed from the database: DocumentItems.TaxRate, DocumentItems.SerialNumber, and DocumentItems.CMOppRecID. [Service Release: 2.02]
	2. On the Layout Designer window, there is now a link "Click to view documentation and videos on how to use the layout designer". [Service Release: 2.07]
	3. Due to Google discontinuing the API used for the QuoteWerks Google Contacts integration, the QuoteWerks Google Contacts integration is no longer offered. [Service Release: 2.09]
	4. The QuoteWerks integration to Ingram Micro Lease-IT! (then renamed Ingram Micro Flexible Payment Solutions IMFPS) first offered in 2017 used Great America leasing behind the scenes. Effective April 15, 2025, Ingram Micro no longer uses Great America so this integration is no longer available from QuoteWerks. [Service Release: 2.09]
	5. The Nsetup.exe installer no longer installs msxml.dll, msxmla.dll, or msxmlr.dll. [Service Release: 2.13]
	6. The HKEY_CURRENT_USER\Software\QuoteWerks\Version 4\Installations Windows Registry key is no longer updated by the nsetup.exe. It is updated every time the qw.exe is run by the logged in user. A distinction that an IT Administrator may be logged in and running the workstation nsetup.exe even though the IT Administrator may never run QuoteWerks and does not need their installation to be registered. These installations are used by the backend dll API object and also QWLaunch.exe. [Service Release: 2.13]
	7. Added more logging in the synchronization log. Now logging number of records in the source installation and the number actually copied to the remote, and if an open database connection was established. Also clarified error messaging about the SecurityAuthentication record being missing. [Service Release: 2.13]
	8. The DH_&URLToOpenDocument macro would include a command to swithc to tab 3 of the Quote WorkBook. This was removed so now the Document Items tab will be displayed. [Service Release: 2.22]
Fixes - Build 2
	1. For Goldmine users, when the option "When printing purchase orders, retrieve vendor information from GoldMine" was set, and from the Print window choosing a Purchase Order layout and choosing the option to "Create PO for each vendor", and choosing to Email the document, the email address from the GoldMine record was not populating in the Send Email window. [Service Release: 2.02]
	2. For users of both QuoteWerks Desktop and QuoteWerks Web, in certain scenarios, the file synchronization was not working and would cause QuoteWerks Desktop to terminate unexpectedly. [Service Release: 2.02]
	3. For HaloPSA users, resolved an issue where, upon re-saving a quote linked to an existing HaloPSA Opportunity, the Opportunity name was incorrectly overwritten with the QuoteWerks Document name, even when the "Update HaloPSA Opportunity Name with Document Name" option was disabled. With this fix, re-saving an existing HaloPSA Opportunity will now preserve the originally designated Opportunity name. [Service Release: 2.07]
	4. For HaloPSA users, resolved an issue where the DataLinking of a Tax Code field would not show the correct value. [Service Release: 2.07]
	5. For MS CRM users, resolved an issue where, upon re-saving a quote linked to an existing MS CRM Opportunity, the Opportunity name was incorrectly overwritten with the QuoteWerks Document name, even when the "Update MS CRM Opportunity Name with Document Name" option was disabled. With this fix, re-saving an existing MS CRM Opportunity in will now preserve the originally designated Opportunity name. [Service Release: 2.07]
	6. For MS CRM users, resolved an issue where, upon saving a second (or subsequent) time to an existing MS CRM Opportunity, an intermittent error referencing mismatched HTML tags would appear. [Service Release: 2.07]
	7. For salesforce.com users, resolved an issue where, upon re-saving a quote linked to an existing salesforce.com Opportunity, the Opportunity name was incorrectly overwritten with the QuoteWerks Document name, even when the "Update salesforce.com Opportunity Name with Document Name" option was disabled. With this fix, re-saving an existing salesforce.com Opportunity will now preserve the originally designated Opportunity name. [Service Release: 2.07]
	8. For Hubspot CRM users, resolved an issue where, upon re-saving a quote linked to an existing Hubspot CRM Deal, the Deal name was incorrectly overwritten with the QuoteWerks Document name, even when the "Update Hubspot CRM Deal Name with Document Name" option was disabled. With this fix, re-saving an existing Hubspot CRM Deal will now preserve the originally designated Deal name. [Service Release: 2.07]
	9. For Zoho CRM users, resolved an issue where, upon re-saving a quote linked to an existing Zoho CRM Deal, the Deal name was incorrectly overwritten with the QuoteWerks Document name, even when the "Update Zoho CRM Deal Name with Document Name" option was disabled. With this fix, re-saving an existing Zoho CRM Deal will now preserve the originally designated Deal name. [Service Release: 2.07]
	10. For SugarCRM users, resolved an issue where, upon re-saving a quote linked to an existing SugarCRM Opportunity, the Opportunity name was incorrectly overwritten with the QuoteWerks Document name, even when the "Update SugarCRM Opportunity Name with Document Name" option was disabled. With this fix, re-saving an existing SugarCRM Opportunity will now preserve the originally designated Opportunity name. [Service Release: 2.07]
	11. Using Data Manager to Export Contacts to Empty DataSet File with Basic Columns would error referencing AccountRep field. [Service Release: 2.07]
	12. When clicking on the [View QuoteValet Users] button under the Utilities > Show Logged In Users menu, the list of users currently using QuoteValet would be truncated. [Service Release: 2.07]
	13. For Autotask users, when a remote user downloaded a DTF file, the Autotask Opportunity RecID, Quote RecID, and Call RecID would be missing. Also in certain scenarios saving the quote while writing to the CRM is faster. [Service Release: 2.07]
	14. For ConnectWise Manage users, when a remote user downloaded a DTF file, the ConnectWise Manage Opportunity RecID, and Call RecID would be missing. Also in certain scenarios saving the quote while writing to the CRM is faster. [Service Release: 2.07]
	15. For Halo PSA users, when a remote user downloaded a DTF file, the Halo PSA Opportunity RecID, and Quote RecID would be missing. Also in certain scenarios saving the quote while writing to the CRM is faster. [Service Release: 2.07]
	16. For salesforce.com users, when a remote user downloaded a DTF file, the salesforce.com Opportunity RecID, and Call RecID would be missing. Also in certain scenarios saving the quote while writing to the CRM is faster. [Service Release: 2.07]
	17. For SugarCRM users, when a remote user downloaded a DTF file, the SugarCRM Opportunity RecID, and Call RecID would be missing. Also in certain scenarios saving the quote while writing to the CRM is faster. [Service Release: 2.07]
	18. For MSCRM users, when a remote user downloaded a DTF file, the MSCRM Opportunity RecID, and Call RecID would be missing. Also in certain scenarios saving the quote while writing to the CRM is faster. [Service Release: 2.07]
	19. For Kaseya BMS users, when a remote user downloaded a DTF file, the Kaseya BMS Opportunity RecID, and Call RecID would be missing. Also in certain scenarios saving the quote while writing to the CRM is faster. [Service Release: 2.07]
	20. For Act! for Web users, when a remote user downloaded a DTF file, the Act! for Web Opportunity RecID, Call RecID, Meeting RecID, and TODO RecID would be missing. Also in certain scenarios saving the quote while writing to the CRM is faster. [Service Release: 2.07]
	21. For Act! Desktop users, when a remote user downloaded a DTF file, the Act! Opportunity RecID, Call RecID, Meeting RecID, and TODO RecID would be missing. Also in certain scenarios saving the quote while writing to the CRM is faster. [Service Release: 2.07]
	22. For Zoho CRM users, when a remote user downloaded a DTF file, the Zoho CRM Opportunity RecID, Quote RecID, and Call RecID would be missing. Also in certain scenarios saving the quote while writing to the CRM is faster. [Service Release: 2.07]
	23. For HubSpot CRM users, when a remote user downloaded a DTF file, the HubSpot CRM Opportunity RecID would be missing. Also in certain scenarios saving the quote while writing to the CRM is faster. [Service Release: 2.07]
	24. On the Edit Contact window of the built-in QuoteWerks Contact Database, double clicking in the Account Rep field did not bring up the F2Lookup. [Service Release: 2.07]
	25. For HaloPSA users, enhanced HTML handling to ensure client contacts display correctly, preventing errors like "Unable to find Account with id". [Service Release: 2.09]
	26. For HaloPSA users, reduced the number of agents returned in API calls to avoid request cutoffs. [Service Release: 2.09]
	27. For HaloPSA users, resolved an integration error that prevented new items from being created. [Service Release: 2.09]
	28. For GoldMine users, when completing an existing forecasted sale as Won or Lost, the original creation date/time/user was not being carried forward into the Completed Sale history record. [Service Release: 2.13]
	29. On the Layout Designer window, the status bar at the bottom of the window was not visible. [Service Release: 2.13]
	30. When trying to "Publish Menu Item" for a user other than the logged in user would receive error "Error in SetUserTextVar, Array user 'User1' does not match user 'User2' requested!" [Service Release: 2.13]
	31. On Startup, sometimes a Tab key press would be entered into the keyboard. [Service Release: 2.22]
	32. When a line item had a Quantity greater than 32,768 would receive runtime error 13 when using the Tools->Compare Prices between Vendors menu. [Service Release: 2.22]
	33. The Link used to open up a product's webpage on the Ingram Micro website was updated to use the new website url. [Service Release: 2.22]
	34. When using the F2 Lookup feature from a window like the Send EMail window, or the Edit Product window and the currently open document was Locked/Read Only, would receive erroneous error message like "'F2Lookup' cannot be performed. The document is locked." [Service Release: 2.22]
	35. For Hubspot CRM users, the CRMOppHeader_CreateUpdate Datalink now works with user lookup custom fields. [Service Release: 2.22]
	36. For MS CRM users, the description field was not being populated when converting an Opportunity. [Service Release: 2.22]
	37. When the Product Sourcing Panel is open on the Document Items tab of the Quote WorkBook, selecting a row and right clicking and choosing Copy would result in erroneous error message of "Nothing to Copy". [Service Release: 2.22]
	38. For Zoho CRM users, new parts created in Zoho now correctly map the QuoteWerks Unit Price to the Zoho Unit Price field instead of defaulting to Unit Cost. [Service Release: 2.22]
	39. For HaloPSA users, the Opportunity Status dropdown now retrieves and displays all statuses from HaloPSA. [Service Release: 2.22]
	40. For Hubspot CRM users, the CRMOppHeader_CreateUpdate Datalink now correctly writes all mapped deal properties back into their respective QuoteWerks fields. [Service Release: 2.22]
	41. For TD SYNNEX, Ingram Micro, and D&H the Preferred Warehouse setting in Setup was not being saved correctly. [Service Release: 2.22]

407-248-1481 (9am-5pm ET M-F)

Please Wait...

QuoteWerks Update Center

Reasons to Choose

Company

Quick Links