QuoteWerks Desktop Update Center

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Version 26. Build 1.01 Summary

18 New, 7 Fixes, and 0 Miscellaneous features Released on 12/04/2025 View all features/fixes from all builds of version 26. Download (140.8 MB)
New Features - Build 1
	1. Pipedrive CRM integration! The integration with Pipedrive includes the ability to search for people and organizations, create/update Deals, and upload quote attachments to Pipedrive. DataLink is supported for the contacts, deals, and creating new products. You can attach files to the Pipedrive Deal from the PDF Preview window, the Links tab, and the Print window. There is a button on the SoldTo/ShipTo tab to display the contact in Pipedrive, and also a link on the links tab that you can click to view the Pipedrive Deal in Pipedrive. You can create a new Pipedrive Organization and Person record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. Pipedrive products can be searched through the Product Lookup window in QuoteWerks. You can add this new Product Data Source from the Products->Setup Product Data Sources menu. Additionally, emails sent from QuoteWerks are logged in Pipedrive history. The Professional or Corporate Edition of QuoteWerks is required to integrate with Pipedrive.
	2. GoldMine v2025.4 now supported! [Service Release: 1.01]
	3. Act! Desktop v27 is now supported! [Service Release: 1.01]
	4. SugarCRM version 25.2 is now supported! [Service Release: 1.01]
	5. USA Advanced Sales Tax capabilities! Supports line item level taxes, with multiple jurisdictions per line item (State, County, City, etc), honoring Single Article limits, max tax caps, and more. Line item level taxes meaning that some line items can have different tax rates and rules than other line items. AK, AR, AZ, FL, ID, TN are the 6 states in the USA that have single article limits of tax. While much of this is automated, certain calculations require manual creation of some tax rules. On the Document Items tab, there is a"Item Tax Summary" column will show you the individual taxes calculated for each jurisdiction for each line item similar to this "TotalTax=$2,245.00 on $37,000.00: [MotorVehicle] FL (@ 6% TaxTable)=$2,220.00,ORANGE (Single Article $0 to $5,000 @ 0.5% TaxTable)=$25.00". There is a Tax button on the Document Items grid toolbar that will show all the details of the sales tax calculations. The choice of which Sales Tax calculation system to use is set under the Regional tab of the Tools->Options menu. The detailed setup for the USA Advanced Sales Tax system is setup through the Utilities->Sales Tax Manager menu. The QuoteWerks QuickBooks Desktop integration was updated to support the USA Advanced Tax System similar to other advanced sales tax systems by calculating the advanced sales tax and entering a line item in the QuickBooks invoice to display it. This new Tax System requires the realtime module and current UMP. [Service Release: 1.01]
	6. A [Lookup Tax Rate] button was added on the SoldTo/ShipTo tab by the ShipToTaxCode field in addition to the one that is on the Sale Info tab. [Service Release: 1.01]
	7. The Select sales tax rate feature improved to show advanced sales tax rules. [Service Release: 1.01]
	8. When hovering over the Shipping Amount, a tooltip will appear with the Total Sales Tax amount for the shipping amount. [Service Release: 1.01]
	9. When using the new USA Advanced Sales Tax option there is now Basic Sales tax reporting. [Service Release: 1.01]
	10. Added DataManager support for PRICING.SalestaxCategories, and PRICING.SalesTaxRules. [Service Release: 1.01]
	11. There is now a new TaxSystem option of "USA/UK API Generic Integration (Y/N)". When this is selected, QuoteWerks will no longer perform sales tax calculations, instead relying on an API integration to calculate the sales tax amount due per line item, and for the total quote. The API integreation will be responsible for populating the following fields: DocumentHeaders.LocalTax, DocumentHeaders.GSTTax, DocumentHeaders.TotalTax, DocumentHeaders.AlternateLocalTax, DocumentHeaders.AlternateGSTTax, DocumentHeaders.AlternateTotalTax, DocumentItems.PSTTax, DocumentItems.GSTTax, DocumentItems.SalesTax, DocumentItems.AlternateSalesTax. The developer can also make use of the fields: DocumentItems.ItemTaxSummary, DocumentItems.ItemTaxData. The distinction of "USA/UK" in the new tax system of "USA/UK API Generic Integration (Y/N)" is really only related to the line item tax codes bring Y/N in the USA/UK vs the Canadian tax line item tax codes being B/G/P/N. Of note, the fields DocumentItems.PSTTax and DocumentItems.GSTTax were added in the v25 build 2.00 release. [Service Release: 1.01]
	12. There is now a new TaxSystem option of "Canada API Generic Integration (B/P/G/N)". The distinction of "Canada" is really only related to the line item tax codes being B/G/P/N vs the USA line item tax codes being Y/N. [Service Release: 1.01]
	13. The Microsoft 365 Oauth has been updated to use the Microsoft Authentication Library (MSAL). This change resolves authentication issues for organizations where older Office365 flows are blocked or deprecated, especially those enforcing stricter Azure AD security policies. [Service Release: 1.01]
	14. Support for Graph API for Microsoft 365 Oauth, so users will no longer need to enable Authenticated SMTP enabled for each mailbox. [Service Release: 1.01]
	15. For GreatAmerica users, the RateCard and Monthly Payment calculations have been updated to use the REST API. [Service Release: 1.01]
	16. You can now require that a document have 3 approvers, previously only 2 were supported. Here is the new complete list of approval types: "One Standard approval", "One Escalated approval", "Two Standard approvals", "Two Escalated approvals", "Three Standard approvals", "Three Escalated approvals" [Service Release: 1.01]
	17. Under Utilities->Exchange Rate maintenance, you can now specify a ConvertToRateMultiplier and ConvertFromRateMultiplier. This is useful to add your own padding to account for the fact that exchange rates do usually vary from day to day, this gives you a "fudge" factor. [Service Release: 1.01]
	18. On the Purchase Orders tab of the Purchasing window, when an item has more than 8 serial numbers, clicking the "+ x more..." hyperlink will now have a window where you can perform all the actions on each serial number. [Service Release: 1.01]
Fixes - Build 1
	1. For SugarCRM users, charge and discount line items were not being added to SugarCRM opportunities. [Service Release: 1.01]
	2. For SugarCRM users, the related to field on the Call activity was not being populated. [Service Release: 1.01]
	3. For Pipedrive users, users on the Professional edition of QuoteWerks were receiving an error message about the Pipedrive integration not being available. [Service Release: 1.01]
	4. For HubSpot CRM users, certain QuoteWerks fields were not reflecting updated Quote values during the DataLink 'CRMOppHeader_CreateUpdate' process when converting a Quote to an Order. [Service Release: 1.01]
	5. For Hubspot CRM users, some existing products were not being found when doing a Name product search causing errors when attempting to add products to a Deal. [Service Release: 1.01]
	6. For Zoho CRM users, when a quote contains a header, the quote item data linking is off by a row. [Service Release: 1.01]
	7. When manually entering a tracking number for Ingram Micro, would receive error "The shipping carrier 'United Parcel Service Inc' is not recognized, so cannot generate tracking url!" [Service Release: 1.01]

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