QuoteWerks - Updates

Would your company benefit from over 171 new features?

Since January 1, 2024, there have been 9 QuoteWerks updates released containing over 171 new features!

Please remember that New Features = Greater Productivity which gives you more time to sell and complete the countless other tasks you need to do on a daily basis!


Version 26.0 Build 1 (released December 4, 2025)

	1. GoldMine v2025.4 now supported! [Build: 1.01]
	2. Act! Desktop v27 is now supported! [Build: 1.01]
	3. SugarCRM version 25.2 is now supported! [Build: 1.01]
	4. 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. [Build: 1.01]
	5. 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. [Build: 1.01]
	6. The Select sales tax rate feature improved to show advanced sales tax rules. [Build: 1.01]
	7. When hovering over the Shipping Amount, a tooltip will appear with the Total Sales Tax amount for the shipping amount. [Build: 1.01]
	8. When using the new USA Advanced Sales Tax option there is now Basic Sales tax reporting. [Build: 1.01]
	9. Added DataManager support for PRICING.SalestaxCategories, and PRICING.SalesTaxRules. [Build: 1.01]
	10. 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. [Build: 1.01]
	11. 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. [Build: 1.01]
	12. 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. [Build: 1.01]
	13. Support for Graph API for Microsoft 365 Oauth, so users will no longer need to enable Authenticated SMTP enabled for each mailbox. [Build: 1.01]
	14. For GreatAmerica users, the RateCard and Monthly Payment calculations have been updated to use the REST API. [Build: 1.01]
	15. 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" [Build: 1.01]
	16. 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. [Build: 1.01]
	17. 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. [Build: 1.01]
	18. 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. [Build: 1]

Version 25.0 Build 4 (released September 23, 2025)

	19. For Zoho CRM users, added support for Datalinking fields for when new products need to be created. This can be found under the DataLink window with the dropdown setting named 'CRMProduct_Create' [Build: 4.02]

Version 25.0 Build 3 (released September 10, 2025)

	20. 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. [Build: 3]
	21. Added support for Rich Text in Memo fields in QuoteWerks Web, and added compatibility for this in QuoteWerks Desktop. You can only view and edit Rich Text content in QuoteWerks Web. The Rich Text entered in QuoteWerks Web can only be included in the Print output if the new QuoteWerks Web Layout is used. QuoteWerks Desktop will display the Plain Text version of the Rich Text. In the Quote WorkBook the following fields now support Rich Text (like bolding, italics, strike through, underline, left/center/right/justify alignment, indentation, font type, font size, text color, background color, bullets, tables, and hyperlinks): IntroductionNotes, ClosingNotes, InternalNotes, PurchasingNotes, CoverPageMessage, StatementOfWork, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05. Of note, the memo field StatementOfWork was added in this build, and is only available for viewing and editing in QuoteWerks Web. The following fields on the DocumentItems tab now also support Rich Text: Description, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05. The RichText counterparts to these fields will have the postfix of "RichText", like CustomMemo01RichText. A plain text version of the rich text is also stored so that QuoteWerks Desktop will have the plain text since it does not support rich text. [Build: 3.02]
	22. QuoteWerks Web now has its own native Web Layout Designer! Similar to the Desktop Layout Designer, but improved in many ways, including supporting Water Marks, full edge to edge (bleed) printing, rich text, hyperlinks, keep together, grid snapping, the ability to copy elements between Layouts and more. In QuoteWerks Web, using a Web Layout instead of the Desktop Layout to generate your output is 10 times faster! [Build: 3.02]
	23. For Pax8 customers worldwide, you can now search for and add Pax8 subscriptions directly to your QuoteWerks quotes. With this new functionality, you can quickly find active Pax8 subscriptions and add the subscriptions to your QuoteWerks document, streamlining your quoting process and minimizing manual data entry. You can also configure options to map the Pax8 Description, Part Number, and GUID to specific fields in your QuoteWerks line items. The Pax8 part number can be configured to be built based on the relevant Billing Cycle and Commitment terms of the selected Pax8 item. Additionally, you can default the ItemType for items selected from Pax8. To use this feature, you must have an active Realtime and Product Content Subscription. Simply click on the Pax8 button located on the grid toolbar on the Document Items tab to begin searching for Pax8 subscriptions to add to your quote. [Build: 3.02]
	24. For HaloPSA users, the time taken when adding multiple line items has been been decreased by 60% [Build: 3.02]
	25. For HaloPSA users, added support for Datalinking fields for when new products need to be created. This can be found under the DataLink window with the dropdown setting named 'Product_Create' [Build: 3.02]
	26. For Zoho CRM users, the Zoho CRM Product Data Source now supports custom fields. If a custom field is named "VendorPartNumber" these custom fields will automatically be mapped when a new Product Data Source is setup. If you already have an existing Zoho CRM Product Data Source, you will need to edit it and manually map these fields. When these fields are mapped, you can also search on those fields on the product lookup window. [Build: 3.02]
	27. For Zoho CRM users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Deal, prompt to create a won Deal." [Build: 3.02]
	28. For SugarCRM users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Build: 3.02]
	29. For salesforce.com users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Build: 3.02]
	30. For MS CRM users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Build: 3.02]
	31. For Autotask users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Build: 3.02]
	32. For Autotask users, the setup window will now load much faster. [Build: 3.02]
	33. For Act! users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing Opportunity, prompt to create a won Opportunity." [Build: 3.02]
	34. Added new CustomMemo05 field to the Custom tab of the Quote Workbook. [Build: 3.02]
	35. The field EstimatedDeliveryDate was added to the FulfillmentItems items table in preparation to start storing this information that in certain circumstances TD Synnex realtime Order Status queries will return. [Build: 3.02]
	36. Goldmine 2025.3 is now supported! [Build: 3.04]

Version 25.0 Build 2 (released June 4, 2025)

	37. For HaloPSA users, when creating a new product, the supplier will now be created if it does not exist. [Build: 2.02]
	38. For HaloPSA users, when creating a new product, the manufacturer will now be created if it does not exist. [Build: 2.02]
	39. 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. [Build: 2.02]
	40. For HaloPSA users, the HaloPSA Product Source now has a mappable TaxCode field. [Build: 2.07]
	41. For HaloPSA users, Canadian HaloPSA users can now set the default TaxCode (GST, PST, BOTH) if an Item is taxable. [Build: 2.07]
	42. 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. [Build: 2.07]
	43. For Autotask users, a status message now appears while QuoteItems are being added, providing clear, real-time updates on the process. [Build: 2.07]
	44. For Maximizer desktop users, saving the quote with a linked document is faster. [Build: 2.07]
	45. 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. [Build: 2.09]
	46. GoldMine 2025.2 is now supported! [Build: 2.13]
	47. 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. [Build: 2.22]
	48. Added the following destination fields for DataLink mappings: SoldToAddress1, SoldToCity, SoldToState, SoldToPostalCode, SoldToCountry, SoldToPhone, SoldToPhoneExt, SoldToMobile, SoldToFaxExt, SoldToEmail, SoldToTitle. [Build: 2.22]
	49. When closing an unsaved quote you the prompt to save now includes the DocNo. [Build: 2.22]
	50. The POItems.SerialNumbers macro field is now available to use in a Report with Output to a Text file. [Build: 2.22]
	51. 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. [Build: 2.22]
	52. For SugarCRM users, SugarCRM 25.1 is now supported! [Build: 2.22]
	53. For Act! for Web users, Act! For Web 25.101 is now supported! [Build: 2.22]
	54. On the Optional Items tab of the Edit Product window, if you remove the last Optional Item, you will now be asked if you want to remove the Optional Item Header record. Also on this tab it will now display if the Optional Items list is shared with the same part number in other product databases. [Build: 2.22]
	55. On Products->Optional Items window when choosing to Clone the Parent item, you will now be prompted to choose which databases this cloned Optional Item List will apply to. [Build: 2.22]
	56. On Products->Required Items window when choosing to Clone the Parent item, you will now be prompted to choose which databases this cloned Required Item List will apply to. [Build: 2.22]
	57. For TD SYNNEX online ordering users, added new warehouse of "City of Industry,CA #6992". Also when an unknown warehouse is detected, more debugging information is displayed. [Build: 2.22]

Version 25.0 Build 1 (released March 4, 2025)

	58. HaloPSA integration official release! The integration with HaloPSA includes the ability to search for clients, Users, create/update Opportunities, create/update Quotes and upload quote attachments to HaloPSA. Recurring Items are supported. DataLink is supported for Clients, Users, Opportunities, Quotes, LineItems, and incldues the ability to retrieve the aggregate Sales Tax Rate from HaloPSA. The HaloPSA Product Database is available as a Product Data Source. You can attach files to the HaloPSA Opportunity from the PDF Preview window, the Links tab, and the Print window. There is a button on the SoldTo/ShipTo tab to display the SoldToContact, ShipToContact, or BillToContact in HaloPSA, a link on the Links tab that you can click to view the HaloPSA Opportunity in HaloPSA, also there is a link on the tab to view the HaloPSA Quote in HaloPSA. Additionally, emails sent from QuoteWerks are logged in the HaloPSA Opportunity Progress tab. The Corporate Edition of QuoteWerks is required to integrate with HaloPSA. [Build: 1.01]
	59. For Ingram Micro users in the USA and Canada, the Online Ordering integration has been rewritten using JSON rather than XML. We've done this in part because Ingram is sunsetting the XML API at the end of 2024, and also because the new JSON API offers some much better functionality addressing long standing issues. This updated integration functionality includes (1) In the XML API for Ingram Micro, Order Types could not be combined (such as orders that required end user information and those that did not). They can now be combined ensuring an ordering process. (2) Requesting current Pricing and Availability (P&A) from the Online Order form is significantly faster. (3) When entering Pricing Override notes on a PO Item, the notes will be remembered if P&A is requested again. (4) The Online Order Form is now resizable. The XML API is no longer supported in QuoteWerks, so you will be required to obtain JSON oAuth credentials from Ingram Micro if you do not already have them (https://developer.ingrammicro.com) and enter them in QuoteWerks in order to continue placing Online Orders with Ingram Micro. [Build: 1.01]
	60. SugarCRM 14.2 is now supported! [Build: 1.01]
	61. Customers can now self service their payment details for their QuoteWerks subscriptions through QuoteWerks Desktop and through QuoteWerks Web. In QuoteWerks Desktop, on the License Manager window, there is now an [Edit Account Payment Details] button with a tooltip of "Manage your subscription payment details". You can use this to update or delete your credit card used for your monthly or annual subscriptions. Users with Master Rights will have access to this and also users who have been granted the Misc Access right of"CanModifyAccountPaymentMethods'. In QuoteWerks Web this Payment Center can be accessed through the upper right hamburger menu, Account->Payment Details. Additionally, when your recurring subscription payments are processed, when you receive the billing email about the declined card, there will be a link to follow to easily update your payment details. [Build: 1.01]
	62. For QuoteValet users that collect credit card payments, Clover has been added to the list of supported payment gateways. [Build: 1.01]
	63. On the SoldTo/ShipTo/BillTo tab there is now a new hamburger toolbar drop down menu button with the option to "Display in Google Maps" to display the address in Google Maps. [Build: 1.01]
	64. Paste Contact from Windows Clipboard! You can now copy a selection of text including Company Name, Contact Name, Address, Phone and Email into the Windows Clipboard and then Paste it into the Sold To/ Ship to/ Bill to fields using the new [Paste Contact from Clipboard] toolbar button. Different text formats are supported. Can be a single line address like "4901 Vineland Rd, Suite 205, Orlando, FL 32819 USA". Can also be something like: 4901 Vineland Rd, Suite 205, Orlando, FL 32819 USA Phone: 407-248-1481 Email: sales@quotewerks.com or multiple lines like Aspire Technologies, Inc John Lewe 4901 Vineland Rd Suite 205 Orlando, FL 32819 USA Phone: 407-248-1481 Email: sales@quotewerks.com Address, Phone, Email fields will always be replaced with what is in the clipboard. The Company and Contact fields in the quote will only be replaced with clipboard data if there are values for these two fields. The Title field will always be cleared. [Build: 1.01]
	65. For Autotask users, Opportunities can now be linked to a Project on the Create/Update Opportunity window. [Build: 1.02]
	66. For HaloPSA users, when a user is part of multiple sites, the Select Site Location window will now default to the site shown on the Lookup contact window. [Build: 1.02]
	67. For HaloPSA users, you can now map the QuoteWerks Item Type to the HaloPSA Product Group. This option can be found on the HaloPSA Setup under the Product Group Mapping section. [Build: 1.02]
	68. For HaloPSA users, you can now decide if you want to pass over individual group items for grouped bundles. The option is located on the HaloPSA Setup under the Opportunity section. [Build: 1.02]
	69. For HaloPSA users, the StateProvince can now be mapped to an Address Line. [Build: 1.02]
	70. On the Document Items grid, when typing or pasting data into the ManufacturerPartNumber or VendorPartNumber or InternalPartNumber fields, any preceding or trailing line feeds or spaces in the data will be removed. Helpful when you have selected and copied data from another source and accidentally selected a little above and below the text without noticing. [Build: 1.04]
	71. When using the Paste Special wizard, when pasting data into the ManufacturerPartNumber or VendorPartNumber or InternalPartNumber fields, any preceding or trailing line feeds or spaces in the data will be removed. Helpful when you have selected and copied data from another source and accidentally selected a little above and below the text without noticing. [Build: 1.04]
	72. When importing products using the Product Import Wizard, when importing data into the ManufacturerPartNumber or VendorPartNumber fields or InternalPartNumber, any preceding or trailing line feeds or spaces in the data will be removed. Helpful when your source data for some reason has errant spaces in it. [Build: 1.04]
	73. On the Edit Product window, for the ManufacturerPartNumber and VendorPartNumber and InternalPartNumber fields, any preceding or trailing line feeds or spaces will be removed. [Build: 1.04]
	74. For QuickBooks Online users, when exporting to QuickBooks online, QuoteWerks will now detect preceding and/or trailing spaces in the Part Number being sent to QuickBooks. QuoteWerks will notify you of this and remove these errant characters. The best solution is to rectify this 'Bad' data within QuoteWerks prior to export, otherwise you will continue to receive this message and may run into other issues. [Build: 1.04]
	75. For ConnectWise PSA users, when creating a Sales Opportunity in ConnectWise when winning an Opportunity, there is now an option to write a field from QuoteWerks into the Sales Order Notes field in ConnectWise. This setting is configured in the QuoteWerks ConnectWise PSA Integration Setup. Opportunity Notes, already had the ability to map via the QuoteWerks DataLink. [Build: 1.04]
	76. For HaloPSA users, the agent list on the quote window is now sorted alphabetically. [Build: 1.06]
	77. For HaloPSA users, Unassigned is now the default for the opportunity. [Build: 1.06]
	78. For HaloPSA users, when creating quote items, the manufacturer is now mapped. [Build: 1.06]
	79. For HaloPSA users, when creating quote items, taxable is now mapped. [Build: 1.06]
	80. For HubSpot CRM users, you can now find contacts that are associated with multiple companies. This setting can be enabled in the HubSpot Setup under 'Search Associated Companies when doing Contact Lookup'. [Build: 1.08]
	81. On the Vendor Price Comparison window, when hovering over the Price cell, the tooltip will now show the vendor part # being used and also will show Additional Vendor Part #s. This is useful since the distributors can have more than one part number for a Manufacturer Part number, for example, they sometimes have a Latin America variant part number. Also, since there can be multiple part numbers, the part number used for the pricing lookup could be different than the one used in the comparison window, now they both use the same vendor part number. [Build: 1.11]
	82. For Act! for Web users, there is now an option "When creating CRM records, set the Owner to" on the Act! for Web Setup window that let's you choose "QuoteWerks Logged In User (mapped to Act! for Web UserName)" or "QuoteWerks Sales Rep (mapped to Act! for Web UserName)". Make sure to setup the QuoteWerks UserName mapping by using the "Act! for Web UserName Mappings" button. This feature is really useful when you have one person that prepares quotes for a sales rep, so the preparer is logged into QuoteWerks and Act! for Web, but you want to create opportunities and schedule calls for the Sales Rep, not the Preparer. [Build: 1.13]
	83. For Act! for Web users, you can now set the Record Manager on the Opportunity window. This will default to the user based off the new user mapping feature. [Build: 1.13]
	84. For Act! for Web users, you can now set the Scheduled For on the Activity window. This will default to the user based off the new user mapping feature. [Build: 1.13]
	85. Autotask 2025 is now supported! [Build: 1.18]
	86. When looking up a contact in the built-in QuoteWerks Contact Database, there is now an [Edit Contact] button that will let you directly edit the contact details without having to first edit the company and then edit the contact from that window. There is also an "Edit Contact..." right click menu. The [Edit Company] and [New Company] buttons now specify "Company". [Build: 1.18]
	87. When looking up a contact in the built-in QuoteWerks Contact Database, there is now a "Clone Contact..." right click menu. [Build: 1.18]
	88. For ConnectWise PSA users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing sales opportunity, prompt to create a won opportunity." [Build: 1.20]
	89. For HaloPSA users, the Opportunity can be linked to a Client or User. [Build: 1.22]
	90. For HaloPSA users, the vendor is now mapped when creating new items. [Build: 1.22]
	91. For HaloPSA users, you can now map the SKU to a variety of QuoteWerks fields. [Build: 1.22]
	92. For HaloPSA users, Quote attachments can now be saved on the Opportunity or Quote. [Build: 1.22]
	93. For HaloPSA users, the jobtitle DataLink was added for Users. [Build: 1.22]
	94. For HaloPSA users, a Quote Sales Order can be created when an Opportunity is won. [Build: 1.22]
	95. For HaloPSA users, the SoldTo Purchase Order number will now be shown on the Quote window when creating a new Quote. [Build: 1.22]
	96. For HaloPSA users, Description and CustomMemo fields were added as options for the HaloPSA Item# Mapping. [Build: 1.22]
	97. For Autotask users, speed improvements were made for the Contact DataLinking and Contact Lookups. [Build: 1.23]
	98. There is now a button next to the Part Number field in the Edit Grouped Bundle window. When you click it, it will replace the part Number field with the next numerical sequence. It will start with 1. In the Settings Manager, you can set SystemSettings\System\GroupedBundleNextPartNumberSequence key with a value like 1001 to change what the next sequence number will be. Always set this number to one less than the number you want to start with. [Build: 1.26]
	99. On Misc tab of Tools->Options menu, added new Bundle Type default for Simple or Grouped. [Build: 1.26]
	100. On the Edit Product window, the CustomMemo fields on the Custom Memo tab now have vertical scrollbars. [Build: 1.26]
	101. For Vendor RFQ users, there is now a [Vendor RFQ Email Template Setup] button on the new "Vendor RFQ" tab under Tools->Options. With this you can customize the email templates that Vendor RFQ uses when sending emails. [Build: 1.29]
	102. Added Customer Tax code default on the Documents.General tab under the Tools->Options menu. [Build: 1.29]
	103. ConnectWise 2025.1 is now supported! [Build: 1.18]

Version 24.0 Build 4 (released November 12, 2024)

	104. HaloPSA integration Early Release Preview! Because of how eagerly awaited this integration has been, we decided to release an early preview of the integration early instead of waiting for QuoteWerks v25. The integration with HaloPSA includes the ability to search for clients, Users, create/update Opportunities, create/update Quotes and upload quote attachments to HaloPSA. DataLink is supported for Clients, Users, Opportunities, Quotes, LineItems, and incldues the ability to retrieve the aggregate Sales Tax Rate from HaloPSA. The HaloPSA Product Database is available as a Product Data Source. You can attach files to the HaloPSA Opportunity from the PDF Preview window, the Links tab, and the Print window. There is a button on the SoldTo/ShipTo tab to display the SoldToContact, ShipToContact, or BillToContact in HaloPSA, a link on the Links tab that you can click to view the HaloPSA Opportunity in HaloPSA, also there is a link on the tab to view the HaloPSA Quote in HaloPSA. Additionally, emails sent from QuoteWerks are logged in the HaloPSA Opportunity Progress tab. The Corporate Edition of QuoteWerks is required to integrate with HaloPSA. [Build: 4.10]
	105. GoldMine 2024.3 is now supported! [Build: 4.10]
	106. For QuoteValet users, the QuoteValet Setup window in QuoteWerks Desktop is now web-based and shared with QuoteWerks Web. This provides for a modern web interface with improvements, especially for setting up the QuoteValet Notifications. [Build: 4.10]
	107. For QuoteValet users, it is now possible to enable and configure DKIM for automated emails sent out from the QuoteValet notification service. Enabling this option will help to ensure proper email delivery when QuoteValet notifications are configured to originate from your company's domain name. [Build: 4.10]
	108. For Zoho CRM users, you can now create Deals for an Account that does not have any contacts. [Build: 4.10]
	109. For SQL users, especially Aspire Hosted DB customers, after making changes to users, or groups, or User Preferences on the User Maintenance window, or after changes to the QuoteValet Setup window, the speed of the synchronizing process with QuoteValet is massively improved. [Build: 4.10]
	110. For SQL users, especially Aspire Hosted DB customers, massive speed increase when clicking on the OK button on the User Preferences window, either from Tools->My Preferences or from the User Maintenance window. [Build: 4.10]
	111. For SQL users, especially Aspire Hosted DB customers, massive speed increase when clicking on the OK button on the Tools->Options window. Also when clicking OK on the Real-time Setup window. [Build: 4.10]
	112. For Hubspot CRM users, the files api was updated to version 3. [Build: 4.10]
	113. For Hubspot CRM users, data integrity changes were made for the upcoming Hubspot changes taking place January 6, 2025. [Build: 4.10]
	114. For QuoteWerks built-in Contact Database users, added the Address1 column on the Contacts tab of the Edit Company window. [Build: 4.10]
	115. For DataLink users, when creating a new DataLink Mapping, after selecting the action, the current CRM will now be automatically selected by default. [Build: 4.10]
	116. GoldMine 2024.4 is now supported! [Build: 4.12]
	117. For HaloPSA users, you can now select the ticket type on the Opportunity window. [Build: 4.16]
	118. For HaloPSA users, you can now select a default ticket type on the HaloPSA Settings window. [Build: 4.16]
	119. For HaloPSA users, selecting a ticket type will now only show the statuses available for that ticket type. [Build: 4.16]

Version 24.0 Build 3 (released August 22, 2024)

	120. QuoteValet Multiple Signature Support. In addition to the Primary Signature collected as part of Quote Acceptance, you can now require additional customer signatures. You can also configure one or more counter-signers composed of QuoteWerks users, groups, and/or third-party emails. The signature collection process can be configured for Sequential or Simultaneous capture, and all communication and signature capture is handled automatically. These options are set on the Upload to QuoteValet window. For existing customers that have directly customized the QuoteValet HTML or CSS template, the multiple signature features will not work until those customized templates have been updated with the multiple signature elements. [Build: 3.01]
	121. Multiple Contacts. You can now have more than one contact per company in the built-in QuoteWerks Contact Database. You can create and search for use these additional contacts in the quote. There are 4 primary search fields Company, Phone, Contact, Email. With Begins With, Contains, etc operators. You can filter on multiple things at the same time. The Phone search searches all the phone number fields across companies and contacts. There is also two "Other field" options to choose whatever other fields you might commonly search and the selections are remembered. If the labels for these fields were customized, the customized label will be shown. You can re-order the columns and set the column widths on the search results grid which will be remembered per user. The Data Manager, Management Reports, and DataLink features were updated to support the new two table system of CRMCompanies and CRMContacts. [Build: 3.01]
	122. The QuoteWerks built-in Contact Database contacts now have a Role, Reference, and Notes fields which are very useful for saving details about these contacts and their Role that are visible in the search results. [Build: 3.01]
	123. The Contact Import wizard was updated to support the new multiple contacts per company along with other improvements. When using the Contact Import Wizard you will only be able to import the first contact (primary contact) for a company. If you have data of companies that have more than one contact that you want to import, you can use the Data Manager to import this. [Build: 3.01]
	124. On the Contact Lookup window for the built-in QuoteWerks Contact Database, there is now a right click menu option of "Move...". You can use this to move a contact from one Company to another Company. If the Contact that you are moving is the only contact for the company, you be prompted to Delete the company record since a Company record cannot exist without at least one contact. If this is the case and you have the Misc Access right of "CannotDeleteContactRecord" you will not be able to proceed. Similarly, if you have the Misc Acccess right of "CannotModifyContactRecord", you will not be able to move the Contact. [Build: 3.01]
	125. The Contact import Wizard has been redesigned to use a two list mapping approach instead of the combobox drop downs for each field approach. Field Auto-Map, and field search features found in the Product Import Wizard were added. When selecting a QuoteWerks field for mapping, if that field label has been customized the customized label value will appear in a status area below the list. Also there is an option now to specify which line of data to start the import at. This is useful in excluding the first row of data typically that contains the column names and not data to be imported, yet useful to have in the file when doing the mapping of columns. Additionally more field delimiters than just comma and tab are now supported. [Build: 3.01]
	126. When using the Contact Import Wizard and choosing the option to "Delete all existing Companies/Contacts", there is a now a more pronounced dialog requiring you to type in the case sensitive word of "Delete" to proceed with the deletion of all Company/Contact records. [Build: 3.01]
	127. The Create new CRM contact feature for the built-in QuoteWerks Contact Database was updated. When creating the new company and contact record, it will copy the SoldToPrice Profile and Terms fields from the current quote into the newly created company record in QuoteWerks contact database. [Build: 3.01]
	128. Act! for Web version 26 is now supported! [Build: 3.01]
	129. Act! Desktop version 26 is now supported! [Build: 3.01]
	130. For HubSpot CRM users, there is a new option on the setup window of "[] When converting to order/invoice, and there is no existing deal, prompt to create a won deal." [Build: 3.01]
	131. For HubSpot CRM users, the HubSpot CRM Setup window now has a 'UserName Mappings' button for users to map QuoteWerks UserNames to HubSpot CRM UserNames. [Build: 3.01]
	132. For HubSpot CRM users, when retrieving the HubSpot CRM Deal ownername field using the DataLink and populating QuoteWerks PreparedBy or SalesRep field, the 'HubSpot CRM UserName Mappings' will map the HubSpot CRM UserName to the QuoteWerks user name. [Build: 3.01]
	133. For HubSpot CRM users, you can choose the default owner for a Deal in the HubSpot CRM Setup Window. The Owner can either be the logged in user or the Sales Rep. The Sales Rep name must match the HubSpot CRM user name to be selected. [Build: 3.01]
	134. UPS shipping integration was updated to support the new required REST integration method which will now require a Client ID and Client Secret. Effective August 5th, 2024 UPS will no longer support the old integration method. You can obtain these new credentials from UPS by going to https://developer.ups.com and creating a new "application". [Build: 3.01]
	135. FedEx shipping integration was updated to support the new required REST integration method which will now require an Account Number, API Key, and Secret key. Effective May 15th, 2024 FedEx no longer supports the old integration method. You can obtain these new credentials from FedEx by going to https://developer.fedex.com/ and creating a new API Project. [Build: 3.01]
	136. When importing vendors and choosing the option to "Delete all existing vendors", there is a now a more pronounced dialog requiring you to type in the case sensitive word of "Delete" to proceed with the deletion of all vendor records. [Build: 3.01]
	137. In the Vendor Import Wizard you can now specify which This is useful in excluding the first row of data typically that contains the column names and not data to be imported, yet useful to have in the file when doing the mapping of columns. of the data to start the import at. This is useful in excluding the first row of data typically that contains the column names and not data to be imported, yet useful to have in the file when doing the mapping of columns. [Build: 3.01]
	138. In the Product Import Wizard when selecting a QuoteWerks field for mapping, if that field label has been customized, the customized label value will appear in a status area below the list. [Build: 3.01]
	139. In the Product Import Wizard on the Basic Mappings Step, field label customizations will be displayed on this wizard step. [Build: 3.01]
	140. Added SoldToFax as a destination field in QuoteWerks in the DataLink mapping. [Build: 3.01]
	141. Added new macro "&APP_&OurLocationInlineAddress". [Build: 3.01]
	142. SugarCRM version 14.1 now supported! [Build: 3.02]
	143. Added new Misc Access Right "CannotUseQuoteWerksWebLicense" [Build: 3.02]
	144. For QuoteWerks built-in Contact Database users, improved the "Move Contact" feature to make it easier to use and handle different addresses better. To use this feature, now you can hold down the CTRL key and select multiple Contacts that you want to move to another company. The last Contact you select will be the company the other Contact selections are moved to. Important, only CTRL selecting will work, SHIFT selecting will cannot be used. Also, the "Company ID" column was added to help make it easier to understand which contacts are connected to which companies to help you with the Move Contact feature. Since individual Contacts can have different addresses than the main company record, additional logic was added to move the address with the Contact only if it was needed. [Build: 3.04]
	145. For QuoteWerks built-in Contact Database users, on the Contact Lookup window results grid, the results of the search are sorted to group all the resulting contacts that are from the same company together. Additionally, the first row for that Company is bolded to give you a visual indicator showing which contacts are from the same company since you can have company records with the same company name in the database. [Build: 3.04]
	146. For QuoteWerks built-in Contact Database users, added [Delete Company] button to the Edit Company window, and removed the Delete button from the Contact Lookup window. [Build: 3.04]
	147. For QuoteWerks built-in Contact Database users, on the Contact Lookup window, added right click menus of "New Company..." and "Edit Company...". [Build: 3.04]
	148. For QuoteWerks built-in Contact Database users, you can now Clone a contact. On the Edit Company window, on the list of Contacts added the right click menu "Clone..." and added a button [Clone]. [Build: 3.04]

Version 24.0 Build 2 (released May 2, 2024)

	149. The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for address locations that have not yet been assigned a Zip+4 code by the USPS yet. This can happen with new construction resulting in new addresses that have not been assigned a Zip+4 code yet by the United States Postal System. A list of Tax Jurisdictions for the base Postal Code for you to choose from will now be displayed when using the Prompt for Sales Tax option. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu. [Build: 2.04]
	150. The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for USA address locations that cannot be verified by the USPS. A list of Tax Jurisdictions for the base Postal Code will now be displayed when using the Prompt for Sales Tax option for the user to manually intervene. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu. [Build: 2.04]
	151. The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for address locations that cannot be verified by the USPS, like many addresses in Puerto Rico (a USA territory). Puerto Rico addresses use various non-standardized formats that the USPS API does not recognize. A list of Tax Jurisdictions for the base Postal Code will now be displayed when using the Prompt for Sales Tax option for the user to manually intervene. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu. [Build: 2.04]
	152. On Sales Tax Rate lookup window you can now it will default to the SoldTo/ShipTo/BillTo Address setup in options, but you can now choose the SoldTo/ShipTo, or BillTo address to do a validation and sales tax rate lookup based on any of those addresses. Useful if, for example, you are shipping your product to a shipping address that is a staging area (like your office location), but ultimately the final shipping address, and what the tax rate should be based on will be your Customer's address which is currently located in the SoldTo address fields. [Build: 2.04]
	153. When the USA Address verification is used the USPS returns the address standardized and formatted as all upper case letters. We now Proper Case the results. [Build: 2.04]
	154. For Ingram Micro Realtime users, added support for the Ingram Micro JSON API for Real-time P&A calls. The JSON API is self-service to create credentials via the following URL: https://developer.ingrammicro.com. This support has been added for Ingram Micro Customers in the United States, Canada, the United Kingdom, Australia, and New Zealand. Also added an option for Sandbox Mode. [Build: 2.04]
	155. For ConnectWise PSA Users, there is now a setup option that enables the QuoteWerks Admin to require fields when creating/Updating a ConnectWise PSA Opportunity. The fields that can be made mandatory are Opportunity Type, Description, Source, and Campaign. The ConnectWise Opportunity will not be able to be created/updated until the specified fields have data entered. The Required Fields can be specified on the Connectwise Setup->Opportunities Tab->Required Fields Sub Tab. [Build: 2.04]
	156. For QuickBooks Online Users, added a new setup option for "If the ShipTo Customer Does Not Exist" of 'Do not create - write in only' If this option is selected, then the Ship To Customer will be a "write in" on the document, which does not require that it exist as a customer record. This option adds to the existing options of 'Create' and 'Prompt to create'. [Build: 2.04]
	157. When editing a product definition, if you change an existing product's Manufacturer Part Number to another Manufacturer Part Number, it will now be checked to see if that newly entered/changed Manufacturer Part Number already exists in another product definition. [Build: 2.04]
	158. The DocumentItems Manufacturer field length was increased from 30 to 40 characters. [Build: 2.04]
	159. The User Properties window now has CreatedOn and LastModifiedOn fields. [Build: 2.04]
	160. When searching for contacts, if there is an error, it is no logged in the err.log file. Also the tooltip will be set on the status label enabling you to see more of a longer message. [Build: 2.04]
	161. SugarCRM 14.0 is now supported! [Build: 2.07]
	162. GoldMine 2024.2 is now supported! [Build: 2.07]

Version 24.0 Build 1 (released February 2, 2024)

	163. Act! For Web 25.100 is now supported! [Build: 1.01]
	164. Goldmine 2023.4 is now supported! [Build: 1.01]
	165. SugarCRM version 13.2 is now supported! [Build: 1.01]
	166. Sage 50 Accounting 2024 (Peachtree) is now supported! [Build: 1.01]
	167. QuickBooks Desktop USA version 2024 is now supported! [Build: 1.01]
	168. USA Address verification is now supported. On the SoldTo/ShipTo tab of the Quote WorkBook there is now a button to verify and standardize the address using the US Postal Service database. On the Sales Tax tab of the Real-time Setup window there is the option "Show/Display USA address verification icon" to hide this feature if not wanted. The option is useful if you live in a country besides the USA like Canada. You may still ship and do business with customers in the USA, you can use this option to benefit from USA address verification even though your company is not located in the USA. On the Misc.General(more) tab of the Users Preferences window there is a "Address Verification Mode" option with the choices of "Manual" and "Auto Verify USA Address on Address selection". When an address is verified, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature. [Build: 1.01]
	169. The USA Sales Tax Rate Lookup in the Real-Time module has been improved. Now the the feature will verify the address against the USPS database, and refine the Postal Code to be a Zip+4 postal code (taking into account the street number and name). With this pinpointed Zip+4 Postal Code the Sales Tax Rates for that specific Zip+4 location will be retrieved. On the Sales Tax tab of the Real-time Setup window there is the option "Base Sales Tax on the Address From" to choose which address controls the sales tax rate. The standard is for the Ship To address to determine the tax rate locality. On the Misc.General(more) tab of the Users Preferences window there is a "Sales Tax Lookup Mode" option with the choices of "Manual", "Auto Verify USA Address and Retrieve Sales tax info on Address selection", and "Display Realtime USA Sales Tax Lookup window on Address selection". You can also click on the "Lookup tax rate" button next to the Tax Rate field on the Sale Info tab of the Quote Workbook, this will display a window that will let you choose to use the address verification and see the details of the Tax Information for the Zip+4 Postal Code. When a realtime Sales Tax is applied to the document, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature. [Build: 1.01] See a screenshot of this feature
	170. Whole document spell check. Pressing the F7 key while in a text box will display the traditional spell check dialog. Choosing the Tools->Spelling menu (or CTRL-F7) will run the Whole Document Spell Check wizard. A wizard will be displayed that presents each field one by one indicating misspelled words with a red squiggly line underneath it. When done correcting the spelling, you can click the [Next] button to move to the next field. There is also a [Previous] button to go back if needed, or [Close] to stop. If you choose to [Ignore All], that word will be ignored in all the remaining fields checked. If a field is empty or there are no spelling errors, or the user does not have rights to modify the field, it will be skipped. The Whole Document Spellcheck can include fields on the Quote WorkBook tabs, and also line item columns for each line item. You can customize the list of fields that are included under the Spelling tab of the Tools->My Preferences menu. [Build: 1.01]
	171. You can now spell check individual cells on the Document Items tab grid by pressing F7 while in the cell. [Build: 1.01]
	172. QuoteWerks Web now supports SSO login. QuoteWerks Desktop user setup was updated to reflect this. [Build: 1.01]
	173. The Product Content Subscription now has PartLocator support for Arbitech in the USA. We've negotiated an arrangement with Arbitech to host their product data so as to provide our mutual customers with the best experience possible. [Build: 1.01]
	174. The Product Content Subscription now has PartLocator support for Accutech Data in the USA. We've negotiated an arrangement with Accutech Data to host their product data so as to provide our mutual customers with the best experience possible. [Build: 1.01]
	175. On the Product Lookup window, the Etilize keyword search box now has a drop-down list of your most 20 recent searches. [Build: 1.01]
	176. For the Deposit Amount, there is now an option to include the Sales Tax in the deposit amount when selecting the "TOTALING: Add up multiple matching line items in the document" or "Percent of a line item in the document" options. Defaults for this can be specified on the Documents tab of the Tools->Options menu. [Build: 1.01]
	177. For the Deposit Amount, there is now an option to "Include Shipping Amount (including Sales Tax) in Deposit Required". [Build: 1.01]
	178. The Summary line "TOTALING: Add up multiple matching line items in the document" option now has the option to "Include Sales Tax" [Build: 1.01]
	179. On the Custom Tab of Quote WorkBook, the fields CustomMemo01, CustomMemo02, CustomMemo03, and CustomMemo04 now have vertical scrollbars. [Build: 1.01]
	180. On the QuoteValet Upload window, next to the [Reminder Options] button is an indicator that displays how many reminders are set. [Build: 1.01] See a screenshot of this feature
	181. The QuoteValet Auto-Reminders window now has [Select All] and [De-Select All] buttons [Build: 1.01] See a screenshot of this feature
	182. Under the Tools->Options menu on the Print tab added options of "Include Percent Charge lines on Sales Orders" and "Include Percent Discount lines on Sales Orders" and "Include Group Header lines on Sales Orders". [Build: 1.01]
	183. For ConnectWise PSA users, QuoteWerks now supports up to 6 ConnectWise PSA Tax levels when using the DataLink to retrieve the tax rate from ConnectWise PSA. Previously, QuoteWerks only supported the first 5 levels. Note: The ConnectWise PSA API as of October 2023 only supports 6 Tax Levels. The ConnectWise UI allows administrators to create more than 6, however. [Build: 1.01]
	184. You can now select multiple bundles at the same time to delete. [Build: 1.02]
	185. For SugarCRM users, significant speed improvements were made across all API calls. [Build: 1.03]
	186. You can now specify company wide Spell Check words to Ignore. In the Settings Manager, you can set SystemSettings\System\SpellCheckCompanyCustomDictionaryData key with a list of words to ignore, with each word being on its own line, so separated by CRLF. [Build: 1.03]
	187. For Autotask users, the shipping description will now map over for shipping items on an Autotask quote. The shipping description can also be manually set. This new feature is located on Autotask Setup window -> Opportunities->Quote Products->Shipping section. [Build: 1.06]
	188. For Hubspot CRM users, if two words are entered when doing a Name search on the Lookup window, a match with the first word for the first name and the second word for the last name will be used. [Build: 1.06]
	189. For Zoho CRM users, product lookup can now show up to 10,000 records. [Build: 1.06]
	190. Act! For Web 25.2 is now supported! [Build: 1.08]
	191. Autotask 2024 is now supported! [Build: 1.08]
	192. SugarCRM 13.3 is now supported! [Build: 1.08]
	193. Goldmine version 2024.1 is now supported! [Build: 1.09]
	194. ConnectWise 2024.1 is now supported! [Build: 1.08]
	195. ConnectWise 2024.2 is now supported! [Build: 1.09]