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QuoteWerks Updates

Version 4.6 Build 03.06 Summary: 7 New, 11 Fixes, and 3 Miscellaneous features
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. Added new user preference on the Misc tab under the Tools->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. The Base Currency (from Windows Regional Settings) is now displayed under the Regional tab under the Tools->Options menu. [Service Release: 3.03]
	7. Under the File->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. Typically the name of a document's dtf file is the {DocNo}.dtf. If the DTF file name had been changed, issues would occur When running the Utilities->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)

Version 4.6 Build 2 Summary: 21 New, 14 Fixes, and 1 Miscellaneous features
New Features
	1. QuoteValet v1.1 now supported! See specific details further below.
	2. Shipping Tax Code. The tax code of the Shipping amount is now stored per each document rather than per a global installation setting of the "Shipping is taxable" checkbox on the Installation tab of the Tools->Options menu. You can specify the tax code for the shipping amount on the Shipping Amount window by clicking on the [...] button next to the Shipping amount on the Document Items tab. The default tax code for the shipping amount can be set on the Documents tab of the Tools->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. The shipping calculation method (Manual, Adding up, based on rate) is now being stored with the quote. and you can set the default method on the Defaults tab of the Tools->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. When using real-time module features and then logging in as another user through the File->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. When selecting the Tools->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.

Version 4.6 Build 1 (released December 15, 2010)

	1. QuickBooks 2011 is now supported!
	2. Outlook 2010 is now supported!
	3. Approvals. Have you ever had a sales rep email a quote to a customer that you wished you had reviewed before the customer received it? You now have that power within QuoteWerks! With the new Approval Requirements feature you can require that your sales reps obtain approval from you before a quote can be printed, emailed, or uploaded to QuoteValet. You can activate the Approval requirement per sales rep, and define under which conditions the approval is required and by who the approval needs to be obtained from. An Approval requirement can be triggered on a document or line item level. For example, if any single item's margin is less than 5%, then this quote requires an approval, or if the margin on the entire quote is less than 15%, then this quote requires an approval. When an approval is required, you can specify who is authorized to approve the quote. For example, if the quote amount is greater than 10,000 it requires the single approval from the sales reps manager. If the quote amount is greater than 50,000 then it requires a single approval from an escalated approver such as the CEO. If the quote amount is greater than 100,000 then it requires multiple approvals from escalated approvers such as the CEO and CFO. There are many different scenarios that can be accounted for. The Approval Requirements are setup Under the Utilities->User Maintenance menu. Select a user and click on the [Edit] button. From there, click on the Documents tab, and then click on the [Document Approval Settings] button. From there you can specify the approval requirements. When an approval is required, the user can request it by selecting the [Request Approval] button on the File\|Print window. When used with the optional QuoteValet subscription, the approval features are greatly extended.
	4. Peer Reviews. Ever wanted to share a quote with your colleagues to get some feedback? With the QuoteWerks Peer Review features, this just got easier. From the File\|Print window, click on the [Submit for Peer Review] button. This will send an email to your colleagues asking for feedback. When they receive the email, using the new "quotewerks protocol handler" feature, they can simply click on a hyperlink in the email and your quote will open up in their local installation of QuoteWerks.
	5. Microsoft Word merging. As an alternative to the built-in QuoteWerks report writer, you can now create Microsoft word based quotes and proposals from within QuoteWerks. Everyone knows how to use Microsoft Word. Word is more flexible than report designers and it is easy to design a Word based Quote layout since you already know how to use Word. QuoteWerks simply drops the data into your Word document wherever you want it. After merging, it is easy to make changes or tweaks to the Word document. Best of both worlds ? macro replacement and the ability to edit afterwards. To top it all off, QuoteWerks then automatically saves your data merged Word document as a PDF file and links it into the quote. The new Microsoft Word merging feature seamlessly integrates into the File\|Print window. On the Layouts tab, you simply choose a Word Document Template rather than the built-in report designer layout. Sit back and watch QuoteWerks update your Word Document. Microsoft Word Document merging is also integrated into Links tab of the Quote WorkBook as a right click menu for "Merge Word document". You can select multiple Word documents (.doc;.docx) at the same time to merge.
	6. Unified Print, Share, Publish Deliver window. The Print window has been re-designed to support the new Microsoft Word merging, QuoteValet, Save as PDF, Peer Review, and Approval features. On the surface it may look familiar, but underneath it behaves very differently. Now, on the Layout tab, you can choose . This is useful if you just want to print a cover page or some literature, etc without printing a quote layout. Another difference on this tab is that you can now choose a Word document template from this tab. The word documents stored in the \Layouts\Quotes folder will appear in this tab. From this window, you have always been able to choose a layout, a cover page, multiple literature files, multiple spec sheets, and multiple files from the links tab. You can still do this, but now the layout is seamlessly either the built-in layout or an external word document template. When you select an .rtf cover page in addition, QuoteWerks automatically behind the scenes merges the macros in the RTF file, converts the RTF file to a PDF file, and then merges that PDF file with the PDF file output from the Word merge. The same happens for all the files on the Literature, Spec Sheet, and Links tabs. On the Links tab there is even more functionality. If you selected a Word document on the Links tab, then QuoteWerks will merge that Word document, convert it to a PDF file and then merge it with the other PDF output into one final PDF output.
	7. The QuoteWerks built-in E-mail client now supports HTML E-mail. You can do text formatting? Fonts, Bold, Color, etc. You can embed URLs, email address, etc in the message body. You can include images (Linked or Embedded). QuoteWerks Macro fields can be merged into the email, including Merging Hyperlink URLs. Additionally, the E-mail window has been updated with a new interface including a resizable window. The new HTML email client works with both the built-in QuoteWerks SMTP email and the QuoteWerks automation of Outlook.
	8. QuoteValet integration. QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects. Rather than attaching a PDF file to the quote and emailing it to your customer, QuoteValet will create a personalized web page to present the quote on quotevalet.com. The advantage of using QuoteValet is that you will actually know when your customer has received the quote. You will know when they have viewed the quote and how often they review the quote. Your customer will be able to change quote options dynamically and ask you questions through the customized quote page (keeping all communication together). Most importantly, they will be able to electronically accept and sign the quote! QuoteValet setup in QuoteWerks is on the QuoteValet tab of the Tools\|Options menu. QuoteValet is accessed though the File\|Print window, and also through the QuoteValet toolbar button.
	9. Quote Preparer feature. Now you can specify which users can create/prepare quotes on your behalf. These preparers can be specified on the Documents tab under the Utilities\|User Maintenance menu.
	10. Added Misc Access right "CannotManuallyModifySalesRep". When this is set, the Sales Rep field cannot be changed by any user except users with Master rights.
	11. Added a new IsSelected variation of the Line Item Optional Attribute. With this, you can flag an item as being option, but as the SELECTED option. A SELECTED option will be included in the quote total. This is particularly useful with the QuoteValet integration, as you can present one or more options to your customer and you can pre-select the option that you recommend. In the site.ini file under the "System" section, there is also an INI key "OptionalSelectedItemText" which defaults to " (Optional - SELECTED)". This can be modified similar to the "OptionalItemText" INI key.
	12. The Line Item Optional Attribute is now supported for Group Header lines, effectively making the group as a whole (including all the line items in the group) optional. This is particularly useful with the QuoteValet integration.
	13. Line Items flagged as Optional can now also be flagged as mutually exclusive items. When the optional item is part of an Exclusive Group, the selection of one item will unselect the other options that are part of that exclusive option group. This is particularly useful with the QuoteValet integration.
	14. On the Links tab of the Quote WorkBook, there is now a right click menu for "Remove Link".
	15. You can now easily convert a Microsoft Word Document (.doc;.docx) into a PDF file from the Links tab of the Quote WorkBook. Simply right click on the Word document, and choose "Save as PDF". You can select multiple Word documents at the same time.
	16. On the print window, you can now choose any of the files from the tabs and e-mail them directly from this window.
	17. There is now a File\|Login as another User menu. Very useful for administrators that need to log in as different users for setup and testing.
	18. On the E-mail address selection window there is now a right click menu option for "Add to TO", "Add to CC", "Add to BCC". Double clicking chooses the currently selected email address and closes the e-mail selection window.
	19. On the E-mail address selection window you can select e-mail addresses from QuoteWerks users or QuoteWerks groups.
	20. On the Document Items tab of the Quote WorkBook, double-clicking on the line item record selector now displays the Line Attributes window.
	21. Added Misc Access right "CannotUseQuoteValetLicense". This will prevent a user from being able to upload documents to QuoteValet. It will also prevent them from using the Peer Review and Approval features of QuoteValet.
	22. Added CustomText21, CustomText22, CustomText23, and CustomText24 to the Custom tab of the Quote WorkBook.
	23. Added CustomText15, CustomText16, CustomText17, CustomText18, CustomText19, CustomText20 fields on the Document Items tab.
	24. When changes have been made to the quote, a Save icon appears in the status bar (lower right) indicating that it needs to be saved.
	25. When a document template is open, the indicator "TEMPLATE" will appear in the status bar (lower right).
	26. Under the Utilities\|Change Registration Information menu, there is now a new Licensee Website field. This is now used when integrating with QuoteValet. This website URL is displayed in the QuoteValet Company Letterhead banner. Also on the registration information window, the country is no longer required, and discrete City, State, and PostalCode fields have been added.
	27. On the Print window, under the Spec sheet tab, if specified spec sheet files are missing, these missing files will be detected and "Missing" (in red) will prefix the file name in the display. Also, there is now a tool tip for each spec sheet item so you can see the full path to where the spec sheet file is located.
	28. Emails are sent in larger packet chunks. For some slower SMTP servers this will yield, emails will be sent faster.
	29. Added new macros &APP_&LoggedInUserFullNameOrUserName, &DH_&SalesRepFullNameOrUserName, &APP_&LicenseeInlineAddress, &DH_&SalesRepInlineAddress, &APP_&LoggedInUserInlineAddress, &APP_&LoggedInUserPhoneWithExt, &DH_&SalesRepMobilePhone, &APP_LoggedInUserMobilePhone.
	30. Added new macro &SYS_NowA which formats the date/time, for example, as "October 9, 2010 2:34 pm". Also added macro &SYS_NowB which formats the date/time, for example, as "Saturday, Oct 9, 2010 2:34 pm".
	31. Added new QuoteWerks API method Application.BringToFocus
	32. Added new QuoteWerks API method Application.RestoreIfMinimized

Version 4.5 Build 10 (released August 11, 2010)

	33. ACT! 2011 is now supported!
	34. SugarCRM 6.0 is now supported!
	35. ConnectWise 2010.4 is now supported!
	36. When customizing quote columns under the View->Customize Columns menu, you can now double click on the column entry to rename the column.

Version 4.5 Build 9 (released July 29, 2010)

	37. ConnectWise 2010.3 is now supported!
	38. Real-time Pricing and Availability is now available for the distributor ScanSource ( www.scansource.com ).
	39. You can now synchronize master and remote installations that are not running the exact same build number as long as they are compatible builds.
	40. In the QuoteWerks installer, you can now browse for UNC paths and in network neighborhood. Also, you no longer have to double click on a folder to select it.
	41. For ConnectWise users, when creating product definitions in ConnectWise, there is now a mapping for the ConnectWise Product Class.
	42. When sending sales opportunity information over to ConnectWise, ACT!, ACT! For Web, Outlook, MSCRM, and SugarCRM, when grouped bundles are configured to be created in the CRM as a single roll-up line (as opposed to individual line items) now if 50% or more of the items that compose the grouped bundle are taxable than the single roll-up will be also created as taxable in the CRM.

Version 4.5 Build 7 (released June 23, 2010)

	43. GoldMine 9.0 is now supported!
	44. Maximizer 11.0 is now supported!
	45. Peachtree 2011 is now supported!
	46. New PDF assembly feature. There is now a [PDF] button on the Print window. This enables you to select the various print options on the Print window, like the layout file, Literature, Spec Sheets, File Links, etc, and then create a single PDF file containing only those selections. When creating the PDF file, the new Save File dialog is displayed giving you the option to automatically link this new PDF file to the Links tab of the Quote WorkBook. You can assemble combinations of literature and specs sheets into single PDF files. You could create a PDF file that just contained the basic line item details for an order that you can give to your technicians that will be fulfilling the order, rather than them having to look through an entire proposal. Especially when using the 'Generate Multiple Purchase Orders' feature, a PDF file of each purchase order can be created and automatically linked into the Links tab of the Quote WorkBook. After the PDF file has been created, the new Display Saved File dialog presents you with options such as [Open containing folder], [Copy name], and [View file]. [Copy name] is particularly useful for then pasting the file path and name into an email or other document. The [Open containing folder] is useful for quickly navigating to the folder that the file is saved in for purposes of seeing what other files are in that folder, or maybe so that you can then move the file or rename it. See a screenshot of this feature
	47. For ConnectWise users, you can now attach files to the Documents tab of the ConnectWise Opportunity through the Create/Update ConnectWise Opportunity window. You can either select a file using a file selection dialog, or choose a file that is already linked to the quote under the Links tab on the Quote WorkBook. This is really useful for attaching a PDF version of the quote to the ConnectWise Opportunity. Having a PDF version of the quote is an advantage because anyone can then view the quote - they do not have to have QuoteWerks installed on their machine to view the quote. You can attach multiple PDF files to the opportunity, so you can easily attach the customer proposal, and a no frills plain vanilla version for the service technicians to follow, and basically anything else you could want.
	48. For ConnectWise users, the TaxRate and Terms fields can now be automatically retrieved from the ConnectWise company and pulled into the quote using the DataLink feature. To activate this, need to setup them as DataLink fields. Under the Contacts->Setup Contact Manager, choose ConnectWise and then click on the [DataLink Setup] button. Click on the [New] button to create a new DataLink mapping. Choose "Company->TaxRate" as the Contact Manager field and "LocalTaxRate" as the QuoteWerks field. For the Terms field, click on the [New] button and choose "Company->Terms" as the Contact Manager field and "Terms" as the QuoteWerks field.
	49. For ConnectWise users, the ConnectWise Opportunity Location and Business Unit can now be set through the Create/Update Opportunity window in QuoteWerks.
	50. For ConnectWise users, ConnectWise user defined fields are now supported by our DataLink. The User Defined Fields from the Profile tab of the ConnectWise Company record and the User Defined Fields from the Other tab of the ConnectWise Contact record can now be pulled into the quote automatically when the contact is inserted into the quote.
	51. For ConnectWise users, if a quote is converted to an order and only this quote is linked to the ConnectWise Opportunity, the ConnectWise Opportunity will be closed as Won (in addition to the quote's forecast line being closed as Won).
	52. For ConnectWise users, when QuoteWerks creates a product definition in ConnectWise, the manufacturer field will now be set as long as the Manufacturer exists in the hard coded list of manufacturers in ConnectWise. If the manufacturer for the item does not exist in ConnectWise the manufacturer will be set to a blank value. If you would prefer to have the manufacturer set to "Other", you can set the ini key ManufacturerNotFoundSetToOther=-1 under the [ConnectWise] section of the site.ini file.
	53. Outlook 2010 now supported for suppression of Outlook Security Prompt of "A program is trying to automatically send e-mail on your behalf. Do you want to allow this?"
	54. On the QuoteWerks Edit Contact window, there is now a ContextRef field below the Contact field. This can be used to make a contextual note about this person that is always displayed right by the contact name (rather than buried in the Notes tab). You can use this to store all sorts of useful information like "he is our new property manager", "met him at EHExpo", "met him golfing with John", "met at 2009 superbowl party". You can also put things like "is a guy" or "is a girl" for help with unisex names. And of course you can use it to indicate how to pronounce someone's name, like for "Lewe" you could say "pronounced Loo".
	55. On the QuoteWerks Edit Contact window, on the Notes tab, the Notes tab is now divided into two sections - TopNotes and Notes. Typically as you add new notes to the Notes field, the older notes get pushed further and further down. Often, important information then becomes buried in the middle of lots of notes. The TopNotes will always stay on the top. This is especially useful for recording things like warnings, notices, and instructions that you always want to see. It can be things like user id's, account numbers, instructions on how to navigate through their phone system like prompt [5] then [7], then [2]. You can also store information like "Always get signature for delivery. Always use their FedEx# 1234-5678-9. Typically we speak with John or Brian when accepting orders. If the customer asks for pricing, only Mike knows the special pricing they negotiated."
	56. On the Views tab of the Tools\|My Preferences menu there is now a "Default Edit Contact tab" option. This will set which tab is displayed by default when viewing a QuoteWerks contact record.
	57. On the Notes tab of the QuoteWerks Edit Contact window, you can press CTRL-I to insert a note. This will switch to the Notes tab and insert the logged in user name, date, and time at the beginning of the notes field. It will insert, for example, "* (John Lewe) * May 10, 2010 at 9:45 am".
	58. The Built-in SMTP email encoding can now be modified. On the Misc sub tab of the Internet tab, under the Tools->My Preferences menu, there is now a "Use 8 bit encoding" option. There is also a "Encode E-mail using character set" setting. For example, to support the German Umlaut characters, you would check the "8 bit" option and type in the character set of "iso-8859-15".
	59. Grouped Configuration Items and Grouped Bundle Items now support a "Don't include in Group" option. This option gives you the capability to do two different things. First, through the Configurator, the last items you choose can be formula based line items that are added below the group as regular line items not actually in the group. The benefit here is that you can add for example a formula based line item that is 20% of the group header amount. Alternatively, at the end of the Configuration you can create one or more selection containers and populate it with items that will not be included in the group, but rather after the group. The real benefit here is that you can build a configuration that is grouped and then easily choose from a specific list of other products to add after the group. Without this you would have to go search the entire product database manually looking for other items to add. With this feature, you can just choose from the items previously setup in the selection container.
	60. In the Quick Lookup Bar, if you press enter in the part number field without specifying a part number, the Product Lookup window will be opened to the product database selected in the Quick Lookup Bar.
	61. Product/Service items that are setup with the Formula based pricing method now supports negative numbers, so you can calculate the pricing as "-20%" or "20%"
	62. Added Select All and De-Select All buttons to the Links tab of the File\|Print window.
	63. Added new "Remove all print selections" button on the File\|Print window. This de-selects all Cover Page, Literature, Spec Sheets, and File Links selections on this window.
	64. If a Report Layout .fpc file is copied into the Print Layout's LAYOUTS folder, you will be prompted to convert the Report Layout .fpc file to a Print Layout .fpc file. Different macros and fields are supported in Report Layouts vs Print Layouts which will need to be accounted for, but the benefit is that you can leverage any formatting that you have created in the Report Layout.
	65. Pressing the F12 key launches the Remote Assistance support page used to begin a remote control session. This is the same as the Help->QuoteWerks on the Web->Remote Assistance menu, just a lot less steps.

Version 4.5 Build 5 (released April 23, 2010)

	66. For ConnectWise users, there is now a new [Unlink] button on the Create/Update Opportunity window. This is useful when accidentally attaching a quote to the wrong opportunity in ConnectWise. With this feature all entries relating to the QuoteWerks Quote will be removed from the ConnectWise opportunity including: Forecast lines, products listed under the Products Tab, services listed under the Services Tab, the document attachment under the Documents Tab, and the Call activity under the Activities Tab. See a screenshot of this feature
	67. For ConnectWise users, when selecting a contact to use in the quote, if the contact has multiple sites associated with it, you will be able to choose the particular site you would want to use. Sites can be designated as Primary, Default Ship, Default Bill, and Default Mail. These designations are indicated in your selection list. Additionally, when selecting a Ship To contact for the quote, the Default Ship site will be the default selection. See a screenshot of this feature
	68. Multiple PDF files can now be merged into a single PDF file. When creating a quote that included PDF literature files and/or PDF spec sheet files, and then emailing the quote, all these PDF files would be attached individually. Now with the new 'Merge PDF files' option, all these PDF files will be automatically merged into a single PDF file with the main quote itself resulting in only one PDF file attachment when emailing quotes. This user based option can be set under the Misc tab of the Tools->My Preferences menu. See a screenshot of this feature
	69. On the Links tab you can now select Multiple PDF files that are linked and right click to choose the Merge PDF files menu. This will combine the selected PDF files into a single PDF file and will create a file link to the combined single PDF file on the Links tab. See a screenshot of this feature
	70. On the Print Preview window, when saving the preview as a PDF file, any PDF file attachments will be merged into the resulting PDF file as long as the user option of 'Merge PDF files' is set.
	71. The Recurring Revenue aspects of a product definition can now be imported through the Import Wizard with the macro fields &RecurringData.BillingCycle, &RecurringData.CycleBasis, and &RecurringData.FirstPaymentIncluded.
	72. When using the Price Comparison window to change the vendor for an item, if the item cost in the quote is calculated using a CostModifier like D40, you will now be asked if you want to keep the cost modifier or overwrite the cost with the fixed cost from the comparison window thereby clearing the cost modifier.

Version 4.5 Build 4 (released April 7, 2010)

	73. ConnectWise 2010 is now supported with new built-in ConnectWise link. This new integration is available in the Corporate Edition of QuoteWerks. The integration includes: a) ConnectWise can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update a Sales opportunity in ConnectWise. You can attach to existing ConnectWise opportunities or create new opportunities in ConnectWise. You can even attach multiple quotes to the same ConnectWise opportunity. QuoteWerks creates forecast lines in the ConnectWise opportunity breaking down the forecasted amount by Product, Service, Managed Service, and Other. This enables you to quickly glance at your opportunity to see your revenue breakdown. Recurring revenue forecasting options are also supported. Products and Services can be optionally be automatically created under the Products and Services tabs respectively in the ConnectWise opportunity. These products are also created and updated in the ConnectWise master product database. c) QuoteWerks will create/update an attachment to the quote under the Documents tab in the ConnectWise Opportunity. This can be used to open up 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 a call activity in ConnectWise used to follow up on the quote. This call will be linked to both the ConnectWise contact and the ConnectWise Opportunity. e) The QuoteWerks DataLink feature can be used with ConnectWise enabling you to retrieve information like Terms and shipping method from the ConnectWise contact into the quote. f) When printing, QuoteWerks can retrieve Contact data from ConnectWise and include it in the printed output. g) ConnectWise Contact data can be retrieved using the F2 Lookup macro of ~ConnectWise_Macro(). h) QuoteWerks can link to the ConnectWise product database as a Product Data Source. From within QuoteWerks you can search the ConnectWise product database, and add these products to your QuoteWerks quote. i) The integration communicates directly with the ConnectWise backend, so the ConnectWise "fat" client does not need to be running for the integration to work. This is particularly useful if you do not have ConnectWise or QuoteWerks running. In this case, if you want to create a quote, you only need to open QuoteWerks. See a screenshot of this feature
	74. Recurring Revenue support. Now, you can use the Line Item Attributes to specify if a line item is recurring revenue like a Weekly, Monthly, Quarterly, or Annual fee. You can set if you want the first month's fee to be due up front or not. You can easily run management reports to see how much Monthly revenue is forecasted based on these recurring revenue items. You can also filter these reports to see when various monthly contract periods are ending, so that you can contact your customers for renewals, etc. Often in a quote, you may have one line item with an Annual recurring revenue and another with a Monthly recurring revenue. Rather than having to individually specify the start and end date for both of these line items, you can just set the ContractStartDate and ContractEndDate on the Sale Info tab and that can be used for both line items. The RecurringBillingCycle, RecurringStartDate and RecurringEndDate columns will be available on the Document Items tab. You have access to all this recurring information in the print layout with the following DocumentItem fields: &LineAttributeIsRecurring, RecurringBillingCycle, RecurringFirstPaymentIncluded, &RecurringRevenueWeekly, &RecurringRevenueMonthly, &RecurringRevenueQuarterly, &RecurringRevenueAnnual. Additionally, there are document level DocumentHeader macros of &RecurringRevenueWeeklySubtotal, &RecurringRevenueMonthlySubtotal, &RecurringRevenueQuarterlySubtotal, and &RecurringRevenueAnnualSubtotal. See a screenshot of this feature
	75. QuoteWerks now supports product content subscriptions from Etilize. This subscription provides QuoteWerks users in the IT industry with consumer friendly product descriptions, product images, and marketing descriptions. Without Etilize, QuoteWerks users have to import product information and scour the web looking for product images to download and for product descriptions to include in their quotes and proposals. With Etilize, QuoteWerks searches the Etilize database "from the cloud", and returns product matches including customer friendly descriptions, product pictures, and in depth product summaries with marketing and feature descriptions, all of which are easily added into the quote. The pictures are automatically downloaded and saved into the QuoteWerks\Images folder. Combine the Etilize subscription with the Real-time Pricing & Availability for D&H, Ingram Micro, Tech Data, and SYNNEX, and the Etilize integration will also show you the current pricing and availability for each of these items from each of these distributors all at once. Please note, Etilize supports part numbers from D&H (USA & Canada), Ingram Micro (USA & Canada), Tech Data (USA only), and SYNNEX (USA only). See a screenshot of this feature
	76. The Online Ordering Module is no longer sold as a separate $399 annual subscription. The Online Ordering features are now included with the Real-Time Data Module. Additionally, while in demo mode, you can now interact with the Online Ordering screens. You will still need to request a trial key however to activate the ability to actually place an online order.
	77. Real-time Pricing and Availability is now available for the UK IT distributor Westcoast ( www.westcoast.co.uk ).
	78. Real-time Pricing and Availability is now available for the UK IT distributor Northamber ( www.northamber.com ).
	79. Added new CompanyAKA1, CompanyAKA2, and CompanyAKA3 fields to the built-in QuoteWerks contact database. This feature lets you specify up to 3 "Also Known As" (AKA) aliases for each company record. When searching for a contact by company name, if the search phrase finds a match in the Company, CompanyAKA1, CompanyAKA2, or CompanyAKA3 field, that record will be returned in the results. There are many fantastic ways to use this new feature which you will quickly find very useful. For example, a company like "Center for Computer Resources" when asked for their company name may reply with "CCR". If you search your database for CCR you will of course not find it, because the company’s full name is "Center for Computer Resources". Using the new company name aliasing feature, you can set CompanyAKA1="CCR". That way you will find their record if you type in either "Center for Computer Resources" or "CCR". Here is another way to use the Aliasing feature. You may use contact management software "GoldMine". The company that makes "GoldMine" is "FrontRange Solutions, Inc.". If you want to search your database to look for the phone number for GoldMine support, you will most likely remember the name "GoldMine" and not "FrontRange Solutions, Inc." In this case, you can set the CompanyAKA1="GoldMine". That way when you search for "GoldMine" it will pull up "FrontRange Solutions, Inc." Building on this, you could also store the name of your GoldMine reseller in CompanyAKA2, so that when you search for "GoldMine" QuoteWerks returns the contact information for both the company that makes GoldMine and the reseller that services your GoldMine installation. Another really great use for the Aliasing feature is to record company parent and child relationships. A company may have its own particular name like "Aspire Technologies, Inc.", but its parent company is "Lewe Enterprises". You may have "Aspire Technologies, Inc." listed in your database, but when they call you, they say their name is "Lewe Enterprises". In this case, you can set the Company="Aspire Technologies, Inc.", and CompanyAKA1="Lewe Enterprises". Another use would be simply to use the Alias as a nickname. Another use is when a company changes their name. You can put the old name in CompanyAKA1, and update the Company field with the new name. This way, you will find the record when you search for the old or current company name. This is particularly useful when someone who has been with the company for a long time may initially announce themselves as working for an old company name either accidentally or they assume that your records have not been updated.
	80. Added support for a Sales Rep picture and Electronic Signature picture on the Personal tab of the Tools->My Preferences menu. This is a great way for your customers to get to know the personal side of your sales reps. The Electronic Signature picture can be used to add a picture of your handwritten signature to the quote which is another nice personal touch. These pictures are available as the following fields in the layout designer: Application.LoggedInUserPicture, Application.LoggedInUserElectronicSignature, DocumentHeaders.&SalesRepPicture, and DocumentHeaders.&SalesRepElectronicSignature.
	81. On the Layout Designer window, there is now a [Save and Preview] button on the toolbar. With this, you can make a change to a layout and then click this button to perform the combined tasks of saving the layout, closing the layout, and previewing the layout. Additionally, after the preview window is closed, QuoteWerks re-opens the layout in the layout designer so that you can continue making changes!
	82. Added 4 more CustomText fields on the Custom tab of the Quote WorkBook. Added fields CustomText21, CustomText22, CustomText23, and CustomText24.
	83. Added Opportunity Name default on the Misc tab of the Tools\|Options menu. Macros are supported. With this, the default Opportunity names can be more descriptive and therefore more useful. Currently this is only used with ConnectWise opportunities.
	84. Keyboard shortcuts for date field entry in most date input text boxes such date fields on the quote workbook tabs, the Edit Product window, Open Document, QuoteWerks Edit contact window, and more. The keyboard shortcuts are as follows: "t"=today's date. "+"=increase the date by one day. "-"=decrease the date by one day. "d"=increase the date by one day. "m"=first day of the month(if field is empty), otherwise increases the date by one month. "h"=last day of the month(if field is empty), otherwise increases date to the end of the current month, and then each subsequent press increases the date to the last day of the next month. "y"=first day of the year(if field is empty), otherwise increases the date by one year. "r"=last day of the year(if field is empty), otherwise increases date to the end of the current year, and then each subsequent press increases the date to the last day of the next year.
	85. You can now specify an ItemType for Percent Charge and Percent Discount line items. Also, the ItemType can now be specified in the definition of Grouped Bundles and Grouped Configurations.
	86. In the Quick Loookup toolbar, if you type in a part number, and the product is not found, the part number field will no longer be cleared.
	87. Added Application->CurrencySymbol field, and DocumentHeaders.&AlternateCurrencySymbol field for the print layout designer.
	88. The Edit Product window caption now displays the Manufacturer Part Number for quick reference.
	89. The SYNNEX description field now supports descriptions longer than 100 chars. A longer description of up to 240 characters (if provided by SYNNEX) is now supported. To apply this change, the SYNNEX product data source will need to be removed and the re-added.
	90. The macro field &SYS_TodaysDateA has been added. It returns a string formatted like "March 19, 2010". The existing macro &SYS_TodaysDate returns a string formatted like "Mar-19-2010".
	91. Added new user level based ini setting of "OutlookBCMAssignedToOveride". This was done to accommodate a situation where the network user machine was only part of a workgroup - not a domain. This caused a problem with the Outlook "Assigned by" field not matching the operating system credentials.
	92. Reseller Branding is now supported. Resellers can request a QuoteWerks Reseller Branding String. When this Branding String is entered into a QuoteWerks installation a Help->Contact My Reseller menu will appear. When the user clicks on this menu, the reseller's contact information, and a personalized message will be displayed. Additionally, when users receive messages from within QuoteWerks and through the QuoteWerks Communicator system, instead of the message saying the generic "contact your local reseller to purchase", it will give specific details on the local reseller to contact including company name, contact name, phone number, email, etc.

Version 4.5 Build 1 (released December 16, 2009)

	1. Updated QuoteWerks Interface! Color Schemes/Skins are now supported in QuoteWerks under the Appearance tab of the Tools->My Preferences user. Color schemes control the appearance of menus, buttons, text boxes and more. QuoteWerks can now look like Windows Vista, Office 2007, or even like a Mac application. You have to see it to believe it! It is really amazing. Each user can choose their own color scheme enabling them to express their personal preferences.
	2. Drag Drop support! You can now drag and drop line items in the quote, instead of having to cut and insert paste line items. You can drag single line items or multiple line items.
	3. There is now a Links tab in the Quote WorkBook. Here you can link external files to the quote document. If, for example, you have created a Visio diagram or cad drawing file that is related to this quote, you can simply select these files to add them to this Links tab. You can even drag the files into the Links tab from Windows explorer. It's that easy. With all the external files related to this quote document displayed on the Links tab, finding and opening them to edit or print is so much easier now because you can just open the QuoteWerks quote, and on the Links tab, all of these files are organized for you. No more trying to remember where they are stored or going searching for them. There is now a Links tab in the Quote WorkBook. Here you can link external files to the quote document. If, for example, you have created a Visio diagram or cad drawing file that is related to this quote, you can simply select these files to add them to this Links tab. You can even drag the files into the Links tab from Windows explorer. It's that easy. With all the external files related to this quote document displayed on the Links tab, finding and opening them to edit or print is so much easier now because you can just open the QuoteWerks quote, and on the Links tab, all of these files are organized for you. No more trying to remember where they are stored or going searching for them. Once you've added a file to the Links tab, you can edit the description of the file so that it is displayed as "Network Architecture Design", rather than as the file name "f:\data\VisioFiles\NetworkDesignForABCCompany.vsd". You can also add website links to the Links tab. You can simply drag the website address from your web browser into the Links tab. You can use this to link a package tracking url into the Links tab. Using the description feature you can name the link "UPS tracking for the flat screen TV". Double-clicking on the link launches the web page. You can add as many links as you like. You could also add links to website pages that contain information about the products you are selling whether it be for your internal reference or for your customer's reference.
	4. There is now a "Create new linked file using template" feature on the Links tab, from within the quote, you can easily create a copy of any file and QuoteWerks will automatically give it a file name unique to this quote and will add it to the Links tab. So for example if you have a document template file called "JobCostAndTimeTracking.xls", simply clicking on the "New file link from template" button on the Links tab, QuoteWerks will make a copy of this file and name it, for example, "AAAQ1001_JobCostAndTimeTracking.xls". You are not limited to only one Excel file template either. You can setup as many as you want. You can have ones for different job types. You can create templates for any file type, even a text file like "OpenItemsTODOList.txt".
	5. Improved Proposal support. Using the "Create new linked file using template" feature on the Links tab, you can also create a proposal template and save it in an RTF format. You can design it to look like your proposals. You can create complete proposal type documents containing different font types, sizes, bold, underlining, colors, bulleted lists, tables, etc. These proposal documents are unique to each quote and have their own unique file name (as described in the "File Name Generation Options" feature). These documents can contain QuoteWerks macro fields so that data from the quote is merged into these proposals resulting in the combined output of your manual customization along with the automation of data merging from the quote. Before QuoteWerks version 4.5, there was no way to merge quote data into an RTF document specific to a particular quote.
	6. On the Print window there is a new Links tab. Here you can choose which files to include in the printed output. If you have any RTF files (like your proposals) linked, just put a checkmark next to it and it will be merged into the printed output. If you are emailing the printed output, you can choose which of the linked resources you would like to include as attachments in the email. So if you want to include that Visio drawing in the email to your customer, just put a checkmark next to it.
	7. ACT! for Web (version 2010) is now supported!. This new integration is available in the Corporate Edition of QuoteWerks. In our experience the ACT! for Web integration is over 50% faster* than the standard ACT! integration. The integration includes: a) ACT! for Web can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update an attachment to the quote under the Documents tab in ACT! for Web. c) QuoteWerks will create/update a follow up call in ACT! for Web. d) QuoteWerks will create/update a Sales Opportunity in ACT! for Web. e) The QuoteWerks DataLink feature can be used with ACT! for Web enabling you to retrieve information like Terms and shipping method from the ACT! for Web Contact into the quote. f) When printing, QuoteWerks can retrieve Contact data from ACT! for Web and include it in the printed output. g) ACT! for Web Contact data can be retrieved using the F2 Lookup macro of ~ACTForWeb_Macro(). h) There is a "Display contact in contact manager" button on the SoldTo / ShipTo tab that will open the ACT! for Web Contact in ACT! for Web for the SoldTo, ShipTo, or BillTo linked contact. i) On the select Email Address window, you can see all the ACT! for Web email addreses associated with the contact record linked to the Sold To, Bill To, and Ship To fields. j) On the select Email Address window, there is now an option to "Search ACT! for Web" for an email address. You can search your entire ACT! for Web database for an email address, searching by Company, Contact, Last Name, or Phone. *We attribute this to the fact that ACT! is not installed on the same workstation PC that QuoteWerks is installed on. All of the ACT! processing and database searching occurs on a remote server, so ACT! is not using up any of the CPU time or memory on the workstation PC leaving more resources for QuoteWerks and other applications.
	8. SugarCRM 5.5 is now supported!
	9. You can now set the order in which various print elements print. For example, the default is for the Cover Page to print, and then the Print Layout, and then the Spec Sheets, and then the Literature. Now, you can choose the order in which each of these types of print elements are printed. This can be set under the Print tab of the Tools\|Options menu.
	10. On the Misc tab of the Tools\|Options menu, there are new File Generation options. Here you can control the names of files created during various operations. For example the Document Attachment file is the file that is created when you email a quote. This file may be saved in .pdf or .rtf format depending upon your settings. Before, this file name was simply the document number like AAAQ1001.pdf. Now you can completely control the name of the file to make it more meanful to you and your customer. You can do this using macros like "Document_&DH_DocNo_&DH_DocName" which would result in a file name like "Document_AAAQ1001ChicagoLocationManagedServices.pdf".
	11. There is a new File Generation option for the PO Document Attachment file. When previewing the purchase order, you can save the purchase order preview as a file, or send it as an email. When you do, the file name generated will be based on the macros you define. For example you can set this to "PO_&DH_DocNo_&POVendorName" and the file name will look like "PO_AAAQ1001A_Tech Data.pdf"
	12. There is a new File Generation option for the Report Document Attachment file. When previewing a Management Report, you can save the Management Report preview as a file, or send it as an email. When you do, the file name generated will be based on the macros you define. For example you can set this to "&APP_ReportName &SYS_TodaysDate" and the file name will look like "Quarterly Sales Dec-11-2009.pdf"
	13. There is a new File Generation option for the creation of a "new linked file using template". On the Links tab of the Quote WorkBook, when choosing "New file link from template", this new file will be saved with a generated file name based on the macros you define. For example you can set this to "&DH_DocNo_%filebasename%&SYS_TodaysDate" and the file name will look like "AAAQ1001_Managed Services Implementation_Dec-11-2009.rtf"
	14. Search Online Merchants. Added support for a new Product Data Source - DataFeedFile.com. DataFeedFile.com gathers product data from thousands of Online Stores (merchants) and creates a comprehensive and searchable database, making it possible to easily compare prices between online stores. DataFeedFile.com is a free service. Using the QuoteWerks Real-time module you can search DataFeedFile.com and have access to all this information from within QuoteWerks. In the search results you can right click on the items and choose 'View Item URL' to display the selected item on the merchants website (like amazon.com or buy.com), where you can see more details about that product on that merchant's website.
	15. There is now an Item URL field on the Advanced tab of the Edit Product window for native product databases. With this you can specify a website page to associate with this product. When searching for the product, you can right click on it and choose 'View Item URL' to have QuoteWerks open this URL in your default web browser.
	16. On the Documents tab of the Tools->Options menu, the customized label names for Terms, FOC, ShipVia, Custom PO, Alternate Currency, Customer Profile, and Doc Due Date are now displayed.
	17. There are now "Watch Tutorial Video" links on the Products->Setup Product Data Sources wizard for Ingram Micro, Tech Data, and SYNNEX.

Version 4.0 Build 51 (released October 28, 2009)

1. QuickBooks 2010 (USA and Canadian versions) are now supported!

2. For MS CRM 4.0 users, the MS CRM integration now supports Multi-Tenancy installations, Internet Facing Deployments (IFD), and Active Directory Impersonation.

3. For MS CRM 4.0 users, there is now an option to create quotes in MS CRM that are associated with the MS CRM opportunity. These Quotes are populated with line item detail from the QuoteWerks quote.

4. For MS CRM 4.0 users, you can now link to existing MS CRM Opportunities rather than having to use a new MS CRM opportunity created by QuoteWerks.

5. For MS CRM 4.0 users, on the Create/update MS CRM Sales Opportunity window, there is now a button that will open the MS CRM Opportunity in MS CRM.

6. For MS CRM 4.0 users, on the Create/update Follow up call window, there is now a button that will open the MS CRM follow up call in MS CRM.

7. For MS CRM 4.0 users, there is now a button on the SoldTo / ShipTo tab that will open the MS CRM Contact in MS CRM for the SoldTo, ShipTo, or BillTo linked contact.

8. For MS CRM 4.0 users, Emails sent from within QuoteWerks (using the built-in QuoteWerks SMTP email or by automating Outlook) are now logged as sent emails in MS CRM history.

9. For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now a "'Sold To' E-mail Addresses from MS CRM" email list. This will be a list of all email addresses associated with the MS CRM account or contact record that is linked to the Sold To fields in QuoteWerks. If linked to a MS CRM account record, all the email addresses associated with the account and all the email addresses associated with the contacts under this account will be displayed.

10. For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now a "'Ship To' E-mail Addresses from MS CRM" email list. This will be a list of all email addresses associated with the MS CRM account or contact record that is linked to the Ship To fields in QuoteWerks. If linked to a MS CRM account record, all the email addresses associated with the account and all the email addresses associated with the contacts under this account will be displayed.

11. For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now a "'Bill To' E-mail Addresses from MS CRM" email list. This will be a list of all email addresses associated with the MS CRM account or contact record that is linked to the Bill To fields in QuoteWerks. If linked to a MS CRM account record, all the email addresses associated with the account and all the email addresses associated with the contacts under this account will be displayed.

12. For MS CRM 4.0 users, on the newly redesigned Select Email Address window, there is now an option to "Search MS CRM" for an email address. You can search your entire MS CRM database for an email address, searching by Account, Name, or Phone.

13. Re-designed Select Email Address window enables you to specify the TO, CC, and BCC email addresses all at once from the same screen without having to go back to the Send Email window and choose a different recipient type. Also, this window is now resizable.

14. New and improved Maximizer 10.0 and 10.5 integration! The improved integration includes: a) Maximizer can now be searched to find Companies, Individuals, or Contacts to pull into the quote. Previously you could only retrieve the currently displayed Maximizer contact. b) QuoteWerks now creates/updates linked documents in Maximizer as embedded documents allowing for them to be synchronized using Maximizer's synchronization. c) The QuoteWerks DataLink feature now retrieves the information from the Maximizer record that the quote is linked to, rather than just the current record. This can be used with Maximizer enabling you to retrieve information like Terms and shipping method from the Maximizer Company, Individual, or Contact (whichever is linked to the quote) into the quote. d) When printing, QuoteWerks can retrieve Contact data from the Maximizer contact that is linked to the quote and include it in the printed output. Previously only data from the current Maximizer record could be used. e) Maximizer Contact data can be retrieved using the F2 Lookup macro of ~Max_Macro() to pull data from the Maximizer contact that is linked to the quote. Previously only data from the current Maximizer record could be used. With these changes, Maximizer versions earlier than 7.0 are no longer supported.

15. For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Sold To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Sold To fields in QuoteWerks.

16. For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Ship To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Ship To fields in QuoteWerks.

17. For GoldMine users, on the newly redesigned Select Email Address window, there is now a "'Bill To' E-mail Addresses from GoldMine" email list. This will be a list of all email addresses associated with the GoldMine contact record that is linked to the Bill To fields in QuoteWerks.

18. For GoldMine users, on the newly redesigned Select Email Address window, you can now easily choose email addresses from the GoldMine contact record linked to the Sold To, Ship to, and Bill to contacts respectively.

19. In the layout designer when setting background colors, you can now save custom colors in the layout so they will be available to apply to other fields during your editing session, and then next time you edit the layout.

20. Using the "Microsoft Text Driver (*.txt; *.csv)" ODBC text driver, you can now link to comma delimited text files as Product Data Sources. This is very useful when you receive product and pricing information from your vendors in a comma delimited text file format. With this new functionality, you can simply link to that text file instead of having to import the data into a database.

21. On the Online Ordering window, the last selected Online Vendor is now memorized (per user), so the next time you open this window, it will be remembered.

22. On the Layout Designer window, there is now a [Close] button on the toolbar right next to the [Save & Close] button. This button is generally closer to your mouse than the window's close "X" button in the upper right corner. While this change may seem trivial, if you've ever done a lot of layout designing, you'll put a lot less miles on your mouse with this new button.

Version 4.0 Build 50 (released September 22, 2009)

23. Real-time Pricing and Availability is now available for IT distributor Dexxxon Digital Storage ( www.digitalstorage.com ).

24. New and improved PDF generator no longer requires that a printer driver be installed. Requiring a printer driver be installed involved great complexity and many issues arised relating to security (users have to have OS level permissions to install/remove printers) and low level Operating System (OS) functionality such as functionality on 32-bit vs 64-bit Operating Systems, and even would have issues relating to how many processing cores a machine's CPU had. While PDF Generating Printer Drivers are the most prominent means of creating PDF files (because it is easy for the programmer, but problematic for the end user), we have chosen to rise above all this and create a solution that does not require a printer driver thereby leaving all these problems in the past.

25. When choosing the option to embed fonts in the PDF file, the size of the PDF file is now smaller due to the fact that only the font characters that are used in the document are actually embedded in the PDF file. This also makes the document even more tamper-resistant since the only font characters that are embedded in the file are the characters that were used in the file.

26. On the Misc tab of the Tools|My Preferences menu, there is now a new "Color and underline hyperlink URLs when creating PDF file" option. The PDF generator automatically detects hyperlink link strings so that when viewed in Adobe Acrobat you can click on those links to display the link in your web browser. Until now, those links did not look any different than the rest of the text. Now, with this new option, you can choose to have these automatic hyperlinks display as blue underlined links.

27. When PDF files are created, you now have the option to flag them as Read-Only. You can set this option under the Misc tab of the Tools|My Preferences menu. Additionally, when setting the PDF file as Read-Only, you also have the option to prevent the recipient from copying text out of the PDF file. When receiving quotes/estimates, many customers/leads often copy out part numbers and descriptions, and then paste this copied information into a web search engine in an effort to search for better pricing. Without the ability to copy and paste so easily, the recipient would have to spend a lot of time having to re-type all this information which would be a deterrent against them price shopping.

28. When printing a document from the preview window, if the document being printed included PDF formatted Spec Sheets, or PDF formatted Literature Files, a Print PDF file window will now appear that enables you to simply choose which PDF files you want to print, and then it will print them using Adobe Acrobat to the printer that you just printed to from the Preview window.

29. Added Misc Access Rights CannotModifyFieldValue:DH_&SoldToFields, CannotModifyFieldValue:DH_&ShipToFields, and CannotModifyFieldValue:DH_&BillToFields. These completely revoke the user's ability to modify any of the SoldTo/ShipTo/BillTo fields located on the Sold to/Ship to tab of the WorkBook. The user cannot type directly into the fields, nor can they use the Retrieve current contact, Search for Contact, Clear fields, or Copy from buttons to affect the data in the fields. Note, the SoldToPriceProfile field is not included in CannotModifyFieldValue:DH_&SoldToFields. There is a separate CannotModifyFieldValue:DH_SoldToPriceProfile right for this field.

30. Added Misc Access Rights CannotManuallyModifyFieldValue:DH_&SoldToFields, CannotManuallyModifyFieldValue:DH_&ShipToFields, and CannotManuallyModifyFieldValue: DH_&BillToFields. These revoke the user's ability to manually type into any of the SoldTo/ShipTo/BillTo fields on the Sold to/Ship to tab of the WorkBook. They can still retrieve contacts from a CRM using the Retrieve current contact or Search for Contact buttons, as well clear the fields using Clear fields button. They will also still be able to copy the fields from either the Ship to or Bill to sections using the Copy from button. Note, the SoldToPriceProfile field is not included in CannotManuallyModifyFieldValue:DH_&SoldToFields. There is a separate CannotManuallyModifyFieldValue:DH_SoldToPriceProfile right for this field.

31. Added Misc Access Rights CannotManuallyModifyCRMRetrievedFieldValue:DH_&SoldToFields, CannotManuallyModifyCRMRetrievedFieldValue:DH_&ShipToFields, and CannotManuallyModifyCRMRetrievedFieldValue:DH_&BillToFields. These rights behave just like the CannotManuallyModifyFieldValue:DH_&SoldToFields rights, but they only apply once a CRM contact has been retrieved (versus manually typed in) into the quote. Note, the SoldToPriceProfile field is not included in CannotManuallyModifyCRMRetrievedFieldValue:DH_&SoldToFields. There is a separate CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToPriceProfile right for this field.

32. Added Misc Access Rights CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToXX, CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToXX, and CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToXX. These revoke the user's ability to modify a specific SoldTo/ShipTo/BillTo field on the Sold to/Ship to tab, where XX is the field name, when the contact was retrieved from a CRM. If the contact was not retrieved from the contact manager, the user still has the ability to manually type into the field and they still have the ability to clear the field using the Clear fields button, but if the data is retrieved from a contact manager, the returned data will not be modifiable. The complete list of Access Rights are: CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToCompany CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToContact CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToTitle CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToAddress1 CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToAddress2 CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToAddress3 CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToCity CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToState CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToPostalCode CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToCountry CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToPhone CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToPhoneExt CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToFax CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToFaxExt CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToEmail CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToCompany CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToContact CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToTitle CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToAddress1 CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToAddress2 CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToAddress3 CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToCity CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToState CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToPostalCode CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToCountry CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToPhone CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToPhoneExt CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToFax CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToFaxExt CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToEmail CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToCompany CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToContact CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToTitle CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToAddress1 CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToAddress2 CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToAddress3 CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToCity CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToState CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToPostalCode CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToCountry CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToPhone CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToPhoneExt CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToFax CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToFaxExt CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToEmail

33. While in the list of layouts on the Layouts tab of the Print window, the DEL key is now supported.

34. On the Notification Log window there is now a "Copy all to Clipboard" button. The Notification Log contains a list of all messages posted to the QuoteWerks status bar and is viewed by double-clicking on the status bar.

Version 4.0 Build 49 (released August 27, 2009)

35. ACT! 2010 is now supported!

36. For ACT! 2005 and higher users, under the Contacts|Setup Contact Manager menu, there are now options to write line item level product detail into ACT! opportunities.

37. There is now a QuoteWerks ACT! Integration Medic utility. It is located in the "C:\Program Files\Common Files\QuoteWerks" folder and is accessible directly, or through the QuoteWerks Medic Utility under the Utilities|QuoteWerks ACT! Medic Utility menu. This is very useful in debugging complicated ACT! integration issues, including detecting and repairing ACT! framework registration issues due to failed ACT! updates, and blocked (by anti-virus or firewall) tcp ports which interfere with .NET component communication.

38. Real-time Pricing and Availability is now available for Canadian IT distributor Supercom ( www.supercom.ca ).

39. Real-time Pricing and Availability is now available for IT distributor Printer Essentials ( www.printeressentials.com ).

40. On the Documents tab of the Tools|Options menu, you can set the default literature to use when creating a new Quote, new Order, and/or new Invoice. On this "Select Default Literature..." window, you can also specify if this default literature will be applied by default when converting, for example, a Quote to an Order using the "Apply this literature to documents that are converted to an Order/Invoice" checkbox. When specify which literature documents to use as a default, you can specify individual literature documents, or you can specify to select all the literature contained within a particular literature folder. When adding new literature later, any files added into the specified literature folder will automatically be included in the default literature, whereas if you choose specific literature documents, the newly added literature would need to be specifically added to the default literature selections.

41. On the Literature tab of the Print window, there is now a [Apply default literature for Quote/Order/Invoice] button. This can be used to apply the default literature selections by adding them to the existing literature selections. If you wish you replace the existing literature selections, click on the [Deselect All] button before applying the default literature.

42. When converting, for example, a Quote to an Order, on the Convert Document window, there is now an option to "Apply default literature for new Order/Invoice" which will add the default Order/Invoice literature to the existing selections currently associated with the Quote.

43. Added Misc Access Right CannotMaintainLiterature which prevents user from inserting a file, renaming or creating a new folder on the Literature tab of the File|Print window.

44. Added Misc Access Right CannotModifyLiteratureSelections. When this right is set, the user cannot change literature selections on the Literature tab of the File|Print window, specifically they cannot manually select literature, or use the [Select All] or De-Select All] buttons, or use the [Apply Default literature] button. Additionally, they cannot change the selection for "Apply default literature for new Order/Invoice" on the Convert Document window.

45. For Canadian users, added support for a document level GST Tax rate. This is important now that the Canadian government has started changing the GST tax rate. Before installing this update we recommend that you do a Utilities|Merge Remote Documents, then install the update, then using the medic utility, you will need to run a SQL command to update all documents prior to the date that you changed the GST Tax Rate in QuoteWerks with the older GST Tax Rate. For MS Access backend database the SQL command would look similar to: "UPDATE DocumentHeaders SET GSTTaxRate=0.05 WHERE LastModified < #01/01/2008#", and for a MSSQL backend the SQL command would like similiar to "UPDATE DocumentHeaders SET GSTTaxRate=0.05 WHERE LastModified < '01/01/2008'". After you run the SQL update query, run the Utilities|Rebuild CM Transport files to update all the DTF files with the new field and data.

46. For Canadian users, the GSTTaxRate field is now available as a DataLink field.

47. Innovative Context-Sensitive Tutorial Video links are now displayed on various QuoteWerks windows as a hyperlink labeled "Watch Tutorial Video". These links make it easy to play the appropriate tutorial video based on the window you currently have open, without having to manually go to the website, determine if a video on this topic exists, and then manually play it. The Context-Sensitive Tutorial Video links obtain their content from the Tutorial Videos page on the QuoteWerks website ( http://www.quotewerks.com/tutorial.asp ). The "Watch Tutorial Video" hyperlink is now available on the Tools|Export To QuickBooks window, the QuickBooks Interactive Link Setup window, Tools|Export To Peachtree window, the Peachtree Interactive Link Setup window, the Realtime tab of the Tools|Options menu, the Products|Setup Products Data Sources menu, the Products|Import Wizard menu, and then Utilities|Sync menu.

48. There is now a new format option "Bottom Align" for Report Footers in a print layouts and report layouts. This is used to force the section down to the bottom of the page (after the last detail section) even if the detail ends in the middle of the page.

49. On the Installation tab of the Tools|Options menu, added the options "Allocate inventory for Orders" and "Allocate inventory for Invoices". This are used to set the default values for their counterparts on the Convert Document window.

50. Added Misc Access Right CannotModifyInventoryAllocation which prevents the user from changing the "Allocate inventory for Orders/Invoices" checkbox on the Convert Document window. Restricting the user with this right, and setting the default for this option effectively sets this value, and then prevents the user from changing it.

51. Added support for default values for "GST Tax Exempt" and "No PST on Shipping" on the Regional tab of the Tools|Options menu.

52. Added Select All and Deselect All buttons on the Literature tab of the Print window.

53. On the File | Insert Document window, the last selected ascending/descending order is now memorized (per user) for each column, so the next time you search by that field, your sort order will be remembered.

54. On the QuoteWerks Contact Lookup window, the last selected ascending/descending order is now memorized (per user) for each column, so the next time you search by that field, your sort order will be remembered.

55. Added "Disassociate copied item(s) with this folder" menu item to the Product Lookup Window's folder menu. With this you can remove the association of one or more products with the folder simultaneously.

56. Added Help|QuoteWerks on the Web|Remote Assistance menu. This will open your web browser and take you directly to a support page where you can enter the remote assistance meeting id (provided to you by QuoteWerks technical support) to initiate a remote assistance session.

57. Added support for DocumentHeaders.&AlternateCurrencyIdentifier macro field in report layouts.

58. When importing into the KeywordList field while importing into a product database, required leading and trailing spaces are automatically added to the data value being imported.

59. The total count of Real-time Module Licenses is now displayed in the License Manager window.

60. For Emails sent using the Built-in SMTP email, the pdf or rtf file for the quote/order/invoice that is attached in the email will now be saved in the QuoteWerks\History\Email folder. Previously this only happened if you used GoldMine as your CRM or if you sent emails through Outlook from within QuoteWerks. The file name will have a postfix added to it to ensure unique file names. Only the quote document file itself is saved here. Copies of literature or spec sheet documents will not be saved here.

61. If a document is already open and you try to open it again from the Most Recently Used (MRU) on the File menu, you will hear a beep, and it will now be brought to focus. Previously you would receive a message asking you to find it in the Window list.

62. On the Literature and Spec Sheets tab of the File | Print window there is now a selection count display.

Version 4.0 Build 47 (released June 9, 2009)

63. Added support for SugarCRM (versions 5.1 and 5.2) open source web based contact management software ( www.sugarcrm.com ). The integration includes: a) SugarCRM can be searched to find Contacts or Accounts to pull into the quote. b) QuoteWerks will create/update a linked document (as a SugarCRM note attachment). c) QuoteWerks will create/update a follow up call (as a SugarCRM Call). d) QuoteWerks will create/update a Sales Opportunity (as a SugarCRM Opportunity). e) The QuoteWerks DataLink feature can be used with SugarCRM enabling you to retrieve information like Terms and shipping method from the SugarCRM Contact or Account into the quote. f) When printing, QuoteWerks can retrieve Contact or Account data from SugarCRM and include it in the printed output. g) SugarCRM Contact and Account data can be retrieved using the F2 Lookup macro of ~SugarCRM_Macro().

64. Online Ordering module can place online orders with D & H (USA and Canada) from within QuoteWerks (requires Real-time and Online Ordering modules). Order items from a single order, or combine items from multiple QuoteWerks orders into a single D & H order. This will save you the time and hassle of calling your D & H sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and D & H sales order number will automatically be stored with your QuoteWerks order for reference. When placing D & H online orders electronically through QuoteWerks, there is an option that will let you place the order on hold. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service!

65. Added Real-time Pricing & Availability support for D&H Canada.

66. Real-time Pricing and Availability is now available for IT distributor BlueStar ( www.bluestarinc.com ).

67. GoldMine 8.5 (Premium Edition) is now supported!

68. Peachtree 2010 is now supported!

69. Added support for linking to Microsoft Access 2007 databases as a Product Data Source.

70. Added Misc Access right CannotModifyLiterature, this is useful in preventing users from modifying these files from the Literature tab on the Print window.

71. Added Misc Access right CannotModifySpecSheets, this is useful in preventing users from modifying these files from the Spec Sheets tab on the Print window, and also on the Advanced tab of the Edit Product window.

72. Added Misc Access right CannotModifyFieldValue:DH_DocStatus.

73. Formula based line items can now references prices in group header line items.

74. Added Edit | Append Paste menu.

75. Added support for setting the Document default values for CustomText13 - 20 through the SITE.INI file. Under the [Defaults] section of the SITE.INI file, you can set ini keys (for example) of CustomText13=my default.

76. On the Lookup Contact window the [Select for Sold To], [Select for Ship To], and [Select for Bill To] buttons now display their customized labels instead of their hard coded names (if they have been customized).

77. On the Defaults tab of the QuickBooks Setup window, increased the size of the account dropdowns enabling you to fully see larger account names, and also added tooltip support for extremely long account names.

78. For QuickBooks users, on the Create QuickBooks Item the size of the account dropdowns has been increased, enabling you to fully see larger account names, and also added tooltip support for extremely long account names.

79. Updated the View Log file window to add support for shortcut keys CTRL-F for find and F3 for find next. Also the text to find will default to the text that is currently selected.

80. If an error occurs while submitting an online order a .log file containing the error details will be created with the same base file name as the online order xml response file.

81. With the improved implementation of the &SYS_InstallPath macro you do not have to setup Path Translations between the Master and Remote installations as long as the external files being synchronized are located under the \QuoteWerks installation folder of both the Master installation and the Remote Installation and both have the same relative path under the \QuoteWerks folder.

82. In SITE.INI file under the [Contact Managers] section added support for the following INI keys (With their default values specified) "SalesLogixOppStatusOpenValue=Open", "SalesLogixOppStatusClosedLostValue=Closed - Lost", "SalesLogixOppStatusClosedWonValue=Closed - Won". This is particularly useful for German or Non-English versions of SalesLogix.

83. For API users, added new DocFunctions.DocumentSaveAsNextRevision(byval bDeletePreviousRevision As Boolean) method.

84. For API users, when an unknown field is requested through the the DocFunctions.GetDocumentHeaderValue method, a message box will no longer be displayed (which would stop the API application). Instead an error code "$$$Error:002" will be returned.

85. On the File | Insert Document window, the last selected operator is now memorized (per user), so the next time you open this window, it will be remembered.

86. On the QuoteWerks Contact Lookup window, the last selected operator is now memorized (per user), so the next time you open this window, it will be remembered.

87. For API users, added support for the macros "&ReadOnlyMode", "&ViewOnlyMode", "&NeverBeenSaved" available through the DocFunctions.GetDocumentHeaderValue method.

88. On the System tab of the Help|About menu, there is a new value of "Terminal Services Detected".

89. On the System tab of the Help|About menu, there is a new value of "UAC Enabled".

Version 4.0 Build 46 (released March 27, 2009)

90. Real-time Pricing and Availability is now available for IT distributor Accutech (www.accutechdata.com).

91. Real-time Pricing and Availability is now available for IT distributor Arbitech (www.arbitech.com).

92. Real-time Pricing and Availability is now available for IT distributor Bell Micro (www.bellmicro.com).

93. Real-time Pricing and Availability is now available for IT distributor Digitek (www.digitek.com).

94. The Price Comparison window is now resizable, and also remembers the last location and size (per user).

95. Added Misc Access right "CannotModifyDocStatusWhenConvertingDocument".Useful for preventing a user from changing the DocStatus to a value other than the default value specified in the setup.

Version 4.0 Build 45 (released March 17, 2009)

96. Added support for Outlook 2007 Business Contact Manager (BCM). The integration includes: a) The currently open Outlook BCM Contact or Account can be pulled into the quote. b) The Business Contacts and Accounts can be searched to find Contacts or Accounts to pull into the quote. c) When searching for contacts, subfolders within the specified Outlook BCM Accounts or Contacts folder are included in the search. d) QuoteWerks will create/update linked documents (as Outlook journal entries) in Outlook BCM. e) QuoteWerks will create/update a follow up call (as an Outlook appointment) in Outlook BCM. f) QuoteWerks will create/update Sales Opportunities (as an Outlook BCM opportunity) in Outlook BCM. g) The QuoteWerks DataLink feature can be used with Outlook BCM enabling you to retrieve information like Terms and shipping method from the Outlook BCM contact into the quote. h) When printing, QuoteWerks can retrieve data from Outlook BCM and include it in the printed output.

97. Online Ordering module can place online orders with Ingram Micro (USA and Canada) from within QuoteWerks (requires Real-time and Online Ordering modules). Order items from a single order, or combine items from multiple QuoteWerks orders into a single Ingram Micro order. This will save you the time and hassle of calling your Ingram Micro sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and Ingram Micro sales order number will automatically be stored with your QuoteWerks order for reference. When placing Ingram Micro online orders electronically through QuoteWerks, there is an option that will let you place the order on hold. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service! Supports government and educational pricing.

98. Online Ordering module can place online orders with SYNNEX (USA and Canada) from within QuoteWerks (requires Real-time and Online Ordering modules). Order items from a single order, or combine items from multiple QuoteWerks orders into a single SYNNEX order. This will save you the time and hassle of calling your SYNNEX sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and SYNNEX sales order number will automatically be stored with your QuoteWerks order for reference. When placing SYNNEX online orders electronically through QuoteWerks, there is an option that will let you place the order on hold. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service! Supports vendor promotion, government, and educational pricing.

99. When no documents are open, the File|New and File|Open menus now have shortcut keys CTRL-N and CTRL-O respectively.

100. The Bundles window (Products|Bundles menu), Configurations window (Products|Configurator menu), Required Items window (Products|Required Items menu), Optional Items window (Products|Optional Items menu), and Substitute Items window (Products|Substitute Items menu) are now all resizable.

101. Added macro fields &DH_&SoldToFirstName, &DH_&SoldToLastName, &DH_&ShipToFirstName, &DH_&ShipToLastName, &DH_&BillToFirstName, and &DH_&BillToLastName.

102. When creating Sales Opportunities in MS CRM, QuoteWerks now supports custom CRM Opportunity Rating Codes in addition to the standard codes of "Hot", "Warm", and "Cold".

Version 4.0 Build 44 (released February 10, 2009)

103. Advanced Outlook integration! The new advanced integration includes: a) When searching for contacts, subfolders within the specified Outlook contact folder will now be included in the searching. b) QuoteWerks will create/update linked documents (as Outlook journal entries) in Outlook. c) QuoteWerks will create/update a follow up call (as an Outlook appointment) in Outlook. d) The QuoteWerks DataLink feature can be used with Outlook enabling you to retrieve information like Terms and shipping method from the Outlook contact into the quote. e) When printing, QuoteWerks can retrieve data from Outlook and include it in the printed output.

104. Product pictures are now displayed in the Configurator.

105. On the Add Item Assistant, if a picture is available for the product, it will be displayed. You can also double-click on it to open the picture using the default application associated with the picture file type.

106. On the Picture tab of the Edit Product window, there are now buttons to view the picture as [Auto Size] or [Original Size]. The Auto Size option resizes the image while respecting the aspect ratio

107. On the Real-time Product Content window, the pictures are now resized to the size of the display area while maintaining the aspect ratio.

108. On Real-time Product Content window, if available, a "View product on Manufacturer Website" hyperlink is now displayed.

109. On the Add Item Assistant, for products with a pricing method of Volume Pricing or Customer Based Price Levels, you can now view the complete list of all the pricing levels.

110. On the Add Item Assistant, for products with a pricing method of Customer Based Price Levels, the pricing is now displayed instead of "TBD".

111. If Product Data Sources are located under the QuoteWerks installation folder, the QuoteWerks installation path will be replaced with a macro instead of the hard coded path when this path is saved in the database. This will make it easier to move the QuoteWerks installation folder without the links breaking due to invalid paths.

112. When inserting a file path and name into a custom Menu Item command, and the QuoteWerks installation path is contained within the file path, you will be asked if you want to use the &SYS_InstallPath macro. This will make it easier to move the QuoteWerks installation folder without the links breaking due to invalid paths.

113. Added new File|Save & Close menu and toolbar button to report designer.

114. Added shortcut keys of CTRL-S (to select File|Save) and CTRL-W (to select File|Close) on Report Designer window.

115. Added shortcut keys CTRL-W (to select File|Close) on Quote Workbook.

116. When printing, QuoteWerks can retrieve data from salesforce.com and include it in the printed output.

Version 4.0 Build 43 (released November 10, 2008)

117. QuickBooks 2009 USA is now supported!

118. QuickBooks 2009 Canada is now supported!

119. Added support for Real-time Product Content through OpenICEcat. OpenICEcat is a worldwide open catalogue developed in co-operation with over 150 sponsoring manufacturers for the purposes of providing real-time product content such as detailed product descriptions, pictures, and spec sheets. There is no charge for the OpenICEcat service. The QuoteWerks Real-time module is required to access this information. You can right click on a product and choose the Real-time Content menu to display real-time detailed product descriptions, pictures, and spec sheets for the product. For products in native product databases, you have the option to update the product with this real-time content, and by doing so, the pictures and/or spec sheet files will be downloaded and saved into your QuoteWerks installation for future use. On the Document items tab, you can select the Tools|Real-time Product Content menu to update the descriptions of any selected items already in the quote with Real-time Content.

120. When attempting to open a document that is already in use by another user, you will now have the option to open the document in Read-Only mode. In a situation where a colleague has the document open, has locked their workstation, and is out of the office, other users can still open it (subject to normal rights restrictions) so they can view it. When a customer calls in and asks for information about their quote, other users need to be able to see it instead of being locked out from it. A document opened in Real-Only mode will have “(Read-Only)" displayed in the title bar of the document.

121. Added Misc Access right "CannotModifyFieldValue:DH_InternalNotes" and "CannotModifyFieldValue:DH_PurchasingNotes". Useful for restricting a user from modifying those fields on the Notes tab of the WorkBook. These fields could then be updated with information about the quote that other users can see, but not change.

122. Added Misc Access rights "CannotModifyFieldValue:DI_Description" and "CannotModifyFieldValue:DI_ManufacturerPartNumber". When these rights are set, the user cannot modify these fields on the Document Items tab. This is useful in restricting a user from modifying these values to be anything other than what is defined in the product database. Preventing a user from modifying the Manufacturer Part Number is especially useful in that if it is changed, it no longer matches the entry in the database and/or accounting software. When these rights are set, these columns on the DocumentItems tab will have a grey (disabled) background, and when the user clicks in the cell, the status bar will display "You do not have rights to modify this field. This field is read-only".

123. The list of Misc Access Rights has been re-ordered in order of categorical groupings and can now be sorted alphabetically.

124. Added the default option "Don't update Order with real-time ordered price." to the General tab of the Tech Data Online Ordering Options window. Also added the corresponding option "After order submitted, don't update Order with real-time ordered price." to the Tech Data online ordering window, so that this can be changed per order. This option is useful when you receive special discount pricing from Tech Data that Tech Data does not make available through real-time pricing & availability or ordering. When this option is set, the special pricing in the QuoteWerks order that you have manually entered will not be overwritten with the generic pricing that is returned by real-time pricing & availability in the order.

125. Added Misc Access right "CannotCreateContactRecord". This can be used to prevent a user from creating or cloning contacts in the QuoteWerks contact database.

126. Added Misc Access right "CannotUseRealtimeLicense". Useful for preventing users from using real-time features and thereby reserving a Real-time module license.

127. Added "Use comma (not space) to delineate part number from quantity in Quick Lookup Bar." option to the Misc tab of the Tools|My Preferences menu. This is useful when your part numbers contain spaces.

128. When searching for contacts under the Contacts|Lookup menu, the ability to sort columns in the results grid by clicking on the column header is now also supported for ACT!, MS CRM, Outlook, Peachtree, QuickBooks, SalesLogix, and salesforce.com users.

129. Added a View/Modify button for the Spec Sheet field on the Advanced tab of the Edit Product window.

130. Added View/Modify and Refresh buttons for the Picture File field on the Picture tab of the Edit Product window.

131. For API users, added new Database backend object. With this developers can read from and write to any QuoteWerks database, except the product databases. This is useful for performing database related activities like importing and exporting records, running queries to find particular data, etc. For security purposes a Developer Access Key system was implemented so that the QuoteWerks administrator will have control over what applications will have this access to the QuoteWerks databases. This security is administered under the Security tab of the Tools|Options menu.

132. For API users, added new DocFunctions.DocumentSave method. This method can be used to save a new document, or save changes to an existing document. It does not however perform any CRM related integrations.

133. For API users, added the Installation.UniqueID property. This is the counterpart to the Application.GetMacro method. The Application.GetMacro("&SYS_InstallUniqueID") will return a unique ID that indentifies this QuoteWerks installation. Then, with this, the developer loop through all the installations (using the backend dll object) to find the installation with the matching unique id.

134. For API users, added new Application.DoAction method. This .DoAction method enables developers to initiate menu selections. Currently supported are "CallMenuFileSave", and "CallMenuToolsOptions".

135. Added macro &SYS_InstallUniqueID.

136. Updated QuoteWerks on October 16th, 2008 to support another new real-time URL that Ingram Micro has implemented for USA and Canada.

137. Retrieving product data from salesforce.com product data source is now faster when only linking to one salesforce.com Price Book.

138. For API users, in the FindAndCopyProductsIntoMLIBuffer method, the "Begins with" operator is now suported for QuickBooks, Peachtree, and salesforce.com Data sources.

139. When cloning a product using the Product Lookup window right click menu, there is now a Clone Product window where you can choose to optionally clone this item's Required, Optional, and Substitute items.

140. The Project No field was added to the Sale Info tab of the Quote WorkBook.

141. On Documents tab of Tools|Options menu you can now set a default value for the Cust PO# (SoldToPONumber).

142. Increased the vertical size of the Bundles and Configurations windows by 30%.

143. When first running QuoteWerks, when the country is selected in the setup wizard, the default language for the Real-time Product Content will be set based on the Country selection.

144. On the Product Lookup window right click menu, the Show Item Requirements, Show Item Options, and Show Substitutions menu items will now be disabled if there are no items for each type respectively.

145. Added Misc Access rights CannotModifyFieldValue:DI_VendorPartNumber, CannotModifyFieldValue:DI_CustomText01, CannotModifyFieldValue:DI_CustomText02, CannotModifyFieldValue:DI_CustomText03, CannotModifyFieldValue:DI_CustomText04, CannotModifyFieldValue:DI_CustomText05, CannotModifyFieldValue:DI_CustomText06, CannotModifyFieldValue:DI_CustomText07, CannotModifyFieldValue:DI_CustomText08, CannotModifyFieldValue:DI_CustomText09, CannotModifyFieldValue:DI_CustomText10, CannotModifyFieldValue:DI_CustomText11, CannotModifyFieldValue:DI_CustomText12, CannotModifyFieldValue:DI_CustomText13, and CannotModifyFieldValue:DI_CustomText14.

146. When running management reports, you can now insert the fields Application->ReportFileName, Application->ReportName, and Application->ReportDescription into layouts used in reports. This is useful when a report layout is used with multiple reports. For example you might have several reports like Today's Quotes, This Week's Quotes, and Last Month's Quotes. The layout format for all of them will most likely be the same. If you wanted the layout to print the text "Last Month's Quotes" you would have to manually insert a label with that text and would have to create a different layout for each report just to have that unique label. By inserting the new Application->ReportName field into the same layout shared by these reports, whichever report is printed will display the respective report name like "Last Month's Quotes".

147. Added new &APP_CompanyMessage1 and &APP_CompanyMessage2 macros. The values for these macros can be set on the Company tab of the Tools|Options menu. These are useful for storing, for example, a daily special and/or the monthly special. What is so powerful about this feature is that these macros can be inserted into cover pages, print layouts, email signatures, etc. When you change the Company Message value, it automatically changes everywhere it is used, so you do not have to manually update your cover pages, print layouts, and email signatures with the daily special - EVERYDAY! Alternatively, you could store something like "Serving the Chicago land area for over 15 years." and when you’ve reached year 16, you will just need to make the change in one place.

148. Macros are now supported in Document Names for templates. For example, if you save a document as a template and give the template a name like "Standard System - &DH_SoldToCompany &SYS_TodaysDate", then when you use the template by selecting this template from the File|New menu, and then save the resulting document, those macro values will be replaced with the actual values.

149. Added support to increase the maximum number of open documents allowed at the same time. The default maximum number is 5. Editing the SITE.INI file and adding the INI key MaxNumOpenDocs under the [System] section you can set this maximum number to a value between 1 and 10. We recommend that you use this setting with caution as the use of this setting may cause you to run into memory issues depending upon your machine and usage (size of each document). If you run into issues, we recommend you reduce the MaxNumOpenDocs .

150. On the Utilities|User Maintenance window, pressing the DEL key will now initiate the delete for Users or Groups.

Version 4.0 Build 39 (released August 25, 2008)

151. Custom Menus can now be created under all of the root menus of the Quote Workbook. So custom menus can be created under the File/Edit/View, etc root menus. These custom menu items can be used to launch external programs, open documents, or open a website URL. Macro field can be included in the command line used to launch these external programs effectively enabling you to pass information about the current line item such as &DI_ManufacturerPartNumber to the external application when the custom menu item is clicked on. You can also specify whether or not to start the application in normal window or maximized window size and can choose to run this command only once, or once per each line item that is currently selected. This new Menu Customization functionality is available under the Tools|Customize Menus menu. It can also be accessed from the User Preferences window and also by right clicking on a User in the User Maintenance window and selecting Customize Menus. Both users and administrators can create menu items and then specifically choose which users are allowed to have access to that menu item. This enables users to create their own menu items and to share those menu items with other users. Once a menu item has been created and made available to a user, the User can choose to include this menu item in their menus and choose the location of this menu item within the assigned root menu. Misc Access right of "CannotCreateMenuItems" is available to prevent specific users from being able to create menu items. The Misc Access right "CannotModifyMenus" can be assigned to specific users to prevent them from being able to customize their menus at all.

152. Custom Menus can now be created for the Product Lookup Context Menu. This enables you to right click on a product in the Product Lookup window and launch an external application or open a website based on this item. Macro fields &PL_VendorPartNumber, &PL_ManufacturerPartNumber, &PL_UnitCost, &PL_&SelectedPDS, &PL_RecID, &PL_CustomText01, &PL_CustomText02, &PL_CustomText03, &PL_CustomText04, &PL_CustomText05, &PL_CustomText06, &PL_CustomText07, &PL_CustomText08, &PL_CustomText09, &PL_CustomText10, &PL_CustomText11, &PL_CustomText12, &PL_CustomText13, and &PL_CustomText14 are specifically supported for this context menu. This enables an external application to be launched with the selected part number being passed to the application as a command line parameter so that the 3rd party app could perform an action based on that part number. You can also use this functionality to view product details on a website by passing the product part number as a macro in the url. Menu items created for this Product Lookup Context Menu will be displayed when any product data source product is right clicked on (subject to view rights assigned when the Menu Item is defined). Menu Items can also be created that are specific to individual product data sources. So for example a custom Menu Item will only be displayed when you right click on a product. For example, if you right click on a product in the Tech Data Product Data Source it could run a command like "http://www.techdata.com/tools/ProductDetail/ ProductDetail.aspx?P=&PL_VendorPartNumber". This would open the Tech Data website and display the Specifications and Details for the product that you have selected in QuoteWerks. Another example would be the web URL of "http://www.google.com/products?q=&PL_Manufacturer PartNumber&price1=&price2=&PL_UnitCost&lnk=prsugg". This would perform a froogle search that will search the web to see if the selected item can be purchased for a cost lower than what you have in the database!

153. ACT! 2009 is now supported!

154. SalesLogix 7.5 is now supported!

155. Ingram Micro France Real-time Pricing & Availability is now supported!

156. Tech Data UK (Computer 2000) Real-time Pricing & Availability is now supported!

157. In the QuickBooks link (USA version only), there is now a new option "Use tax item from QuickBooks customer (if exists), otherwise use Default tax item." on the Sales Tax tab of the QuickBooks link setup. When this is selected, and exporting estimate or invoice to QuickBooks for a customer that already exists in QuickBooks, the default tax item name associated with the customer definition in QuickBooks will be used.

158. The User Maintenance window now has a right click menus for the existing buttons, and also add new menu items "Customize Menus..." and "Customize Document Items columns..." enabling the administrator to more quickly access those settings for the selected user.

159. Added "This server requires an encrypted connection (SSL)" option to the Sending sub tab of the Internet tab under the Tools|My Preferences menu. With this option, you can use the QuoteWerks built-in SMTP email to send emails using SMTP email servers (such as Google's GMAIL and AT&T mail) that require an encrypted connection.

160. The Paste Special Wizard now accepts data copied from HTML tables. This is useful when copying information from tables listed on web pages or Dell HTML quotes.

161. Added macros &SYS_InstallPath, &SYS_ExecPath, &SYS_DataPath, &SYS_AppVersion, &SYS_AppBuildNumber, &SYS_AppEdition, and &SYS_BackendDBType.

162. When cloning a Product Data Source, the PDS Access Rights are now cloned.

163. When searching the QuoteWerks contact database by phone, if you search using the Begins with operator and enter the area code '215' for example, the value '(215' will also be searched for automatically.

164. The DocumentItems.&Line1Manufacturer field is now available in the print layout designer.

165. In the Sync Wizard, when selecting to start a new session, the location of the master install last selected when starting a new session will be set as the default.

166. When the API method FindAndCopyProductsIntoMLIBuffer was called and external product data sources like QuickBooks, Peachtree where not running, a message box would be displayed to that effect. This would interrupt the program execution of the external API application. Now, no message boxes are displayed if there is a problem with QuickBooks or Peachtree not running; essentially normal usage. However, if there is a configuration or setup issue, message boxes may still be displayed. In the case where QuickBooks or Peachtree is not running the error of -40 will be returned.

167. The API method FindAndCopyProductsIntoMLIBuffer will now return error -11 if the Operator being passed is not supported by the product data source. For example, QuickBooks, Peachtree, and salesforce.com product data sources only support the "Equal to" operator.

168. When F2 Lookup display for memo field type columns on the Document Items tab is displayed, the values can now be multi-line. Also when zooming on the Description, CustomMemo01, or CustomMemo02 Document Item cell, if use lookup from the Zoom window, these values can now also be multi-line.

169. You can now search by Account Number in the QuoteWerks contact database search window. The Account Number column is also displayed in the results grid. If QuoteWerks was installed prior to this build, you will need to delete the [ContactSearchWindowGridSettings] section from the user ini file (by selecting the [Edit User INI] button from the Installation tab of the Tools|Options menu) for the new Account Number column to appear.

170. You can now drag files, web pages, and text into the Edit Menu Item Command field.

171. Added macro field &PL_Manufacturer.

172. A new and improved format was adopted for the sample layouts that ship with QuoteWerks. A Canadian layout was added, and color coding was applied to distinguish quotes/orders/sales orders/invoices/purchase orders.

173. DataLink is now supported for salesforce.com!

174. For salesforce.com users, when saving the quote and choosing to create a salesforce.com opportunity, you can now choose to attach to an existing salesforce.com opportunity.

175. Added [Export Contacts] button to the Contacts|Setup Contact Manager menu for the QuoteWerks contact database. You can now export all the contacts in the contact database to a tab-delimited text file.

176. Added an [Export to Clipboard] button for the QuoteWerks contact database. Now, you can export any results of searches to the clipboard.

177. When right-clicking on the Export menu from the Products | Setup Product Data Sources menu, you can now specify the file name and location for the export file.

178. Added "CannotExportProducts" Misc Access right. This can be used to prevent a user from exporting products out of a QuoteWerks product database to a text file. An example is when the right-click Export menu is selected from the Products | Setup Product Data Sources menu.

179. Added "CannotExportContacts" Misc Access right. This can be used to prevent a user from exporting contacts out of the QuoteWerks contact database to a text file which is accessed through the [Export Contacts] button under the Contacts|Setup Contact Managers menu. This is a useful security feature that would prevent a user from exporting your entire customer list.

180. Added Select All and De-Select All buttons to the QuickBooks and Peachtree Batch Export window.

181. Added Select All and De-Select All buttons to the Apply to selected user(s) only" option on the Apply to tab of the Publish Menu Items for Display window and Customize Document Columns window and Customize Product Database Columns window.

182. Added Select All and De-Select All buttons to the Customize Document Columns window and Select PDF Files to Print window.

183. An Grand Total Amount column was added to the Associated Documents tab of the View|Associated Documents menu.

184. Added macro fields &DI_&CurrentCellName, &DI_&CurrentCellText, &DI_&CurrentCellSelectedText, and &DI_&CurrentCellSelectedOrAllText. An example of their use would be to create a custom menu item called "Open in browser" in the Edit menu, set the Action to "Open a Web URL", and in the Command use the macro &DI_&CurrentCellSelectedOrAllText. Then when you right click on any cell in the Document Items tab and choose that menu item, the selected text in the cell will be passed to your default web browser to be opened. If no text is selected, then the entire contents of the cell will be passed to the web browser.

Version 4.0 Build 37 (released June 11, 2008)

185. Peachtree 2009 is now supported!

186. The F2 Lookup window is now resizable! It also remembers the last location and size (per user).

187. Configurations can now be cloned.

188. When adding a Configuration to the quote, you can now choose to either add or insert it.

189. When adding a Bundle to the quote, you can now choose to either add or insert it.

190. When a User is cloned, the Individual Product Data Source security settings are now cloned.

191. The AfterNewDocument API event is now fired after duplicating a document. An iSource value of 3 is passed to indicate that it is a new document as a result of the duplication feature.

Version 4.0 Build 36 (released June 2, 2008)

192. QuickBooks 2008 Canada is now supported!

193. QuickBooks 2008 Canada (multi-currency version) is now supported! Starting with 2008, there are two versions of QuickBooks Canada. The primary version uses the new unified QuickBooks SDK and does not support multi-currency. This is the version that is widely available. There is also a multi-currency version which is now only sold direct to consumers over the phone.

194. QuickBooks 2008 UK is now supported!

195. Ingram Micro Belgium Real-time Pricing & Availability is now supported!

196. Updated QuoteWerks to support the new real-time URL that Ingram Micro has implemented.

197. Added an [Export to Clipboard] button on the File|Open menu. Now, you can export any results of searches to the clipboard.

198. In the View|Customize columns window, you can now drag items up or down to change their order instead of having to repeatedly use the [Move Up] or [Move Down] buttons.

199. In the Customize Product columns window, you can now drag items up or down to change their order instead of having to repeatedly use the [Move Up] or [Move Down] buttons.

200. In Tools|Export to Clipboard and Tools|Export to Excel double-clicking in the Columns Available list now adds the column to the Selected Columns list. Also you can now drag items up or down to change their order instead of having to repeatedly use the [Move Up] or [Move Down] buttons.

201. In Tools|Export to Clipboard and Tools|Export to Excel the Columns that are selected (including their order) are now saved (per user) so that the next time you do the export, your last selections are automatically applied.

202. Added new print layout DocumentItems macro field DocumentItems->&LineItemCount. This can be used to display the total number of line items in the quote in any location of the print layout such as a header or footer section.

203. Added support for "&DH_DocName", and all the &APP and &SYS macros in the QuickBooks Export Memo field.

204. On the Defaults subtab of the Internet tab under the Tools|My Preferences menu, the default cc and bcc email address now support macro fields.

205. Added macro fields %CommonFiles% and %MyDocuments% that can now be used in the menuopts.add file. This enables you to create custom menus under the Tools menu that performs actions such as opening a document or running an external program. With these new macros, you do not have to hard code the path to these folders, so if they are different on different machines, these locations will automatically be correctly identified. For example you can start an external program and have it open a document in your My Documents folder with a command like "%program files%\CustomApp\apiapp.exe %MyDocuments%\readme.txt".

206. Added command line option "/dontstartaddons" command line option. This option is useful when you are automating QuoteWerks to for example run a product import through the command line, and a 3rd party addon is loading and stopping the process because it is asking for you to supply login credentials. This command line option requires the /exit command line option, so when the process has finished, QuoteWerks will shutdown. Requiring QuoteWerks to shutdown after it has performed the automated action, when the /dontstartaddons command is used, will prevent the situation where QuoteWerks is running and the QuoteWerks user is logged in and using QuoteWerks, but their addon is not running.

207. The Product Import Wizard can now auto-detect the "|" (pipe character) as a field delimiter.

208. You can now export the list of users to the Windows Clipboard from the Utilities|User Maintenance menu.

209. On the Create GoldMine forecasted sale window, Create GoldMine call window, and Create GoldMine Completed sale window, the GoldMine activity codes are now displayed in a drop down combo (so you do not have to manually re-create this list in a QuoteWerks F2 Lookup list)

210. On the Create GoldMine Completed sale window, the GoldMine Result codes are now displayed in a drop down combo (so you do not have to manually re-create this list in a QuoteWerks F2 Lookup list)

211. Added SoldToCompany column to the Online Orders window. Useful as a reference when deciding which items to place on the Tech Data order.

212. On the Online Orders window you can now re-arrange the columns. The re-arrangements are not saved.

213. When selecting the picture file for a product on the Edit Product window, if sub folders have been created under the QuoteWerks\Images folder and an image file from one of those subfolders is selected, only the relative path will be stored like "subfolder\speaker.jpg". This is particularly useful when product databases are used in different installations that have different paths.

214. When selecting the Spec Sheet file for a product on the Edit Product window, if sub folders have been created under the QuoteWerks\SPECS folder and a spec sheet file from one of those subfolders is selected, only the relative path will be stored like "subfolder\specs.rtf". This is particularly useful when product databases are used in different installations that have different paths.

215. After selecting a file for the Product Import wizard, the next time during that QuoteWerks session you select an import file, it will default to the last folder that an import file was selected from.

216. After selecting a file for the Paste Special, the next time during that QuoteWerks session you select a file for the Paste Special, the default folder will be the last folder you selected the last file from.

Version 4.0 Build 35 (released April 9, 2008)

217. MS Dynamics CRM 4.0 is now supported!

218. For MS CRM users that have changed their statuscode or opportunityratingcode values to anything other than the default there are now INI settings in the site.ini that can be set to accommodate these non-default codes. Under the [Contact Managers] section of the site.ini file the following keys can be set: MSCRMOppStatusCodeOpen, MSCRMOppStatusCodeWon, MSCRMOppStatusCodeCanceled, MSCRMOppStatusCodeOutSold, MSCRMOppRatingCodeHot, MSCRMOppRatingCodeWarm, and MSCRMOppRatingCodeCold.

219. The QuoteWerks contact lookup search window has been redesigned. You can now perform searches by company name, last name, phone number, or e-mail address. You can run "Equal to", "Not Equal to", "Begins with", "Ends with", "Contains", and "Does not Contain" searches. The matching results will automatically populate as you type. Columns can be re-ordered, resized, and sorted (by clicking on column header). Clicking the column header again will reverse sort the column. Column orders, sizes, and last sort column are remembered per each user.

220. Added fields AccountRep, LeadSource1, LeadSource2, CustomText01, CustomText02, CustomText03, CustomText04, CustomText05, CustomText06, CustomText07, CustomText08, CustomText09, CustomNumber01, CustomNumber02, CustomDate01, CustomDate02 fields to the QuoteWerks contact database. Also added DataLink support for all these fields.

221. All the labels on the QuoteWerks Edit Contact window can now be customized. Any label customizations here will also be reflected as column headings when viewing these columns in the QuoteWerks contact lookup window.

222. F2Lookup support has been added for the fields AccountRep, LeadSource1, LeadSource2, Terms, and TaxRate.

223. All the QuoteWerks contact database fields are available as columns on the QuoteWerks Contact Lookup window. You can re-arrange and resize these columns. The settings will be remembered for each user.

224. On the Sold To/Ship To tab, added "Copy" buttons to the Sold To, Ship To, and Bill To fields. These are very useful if you have manually typed the customer information into any one of the Sold To, Ship To, or Bill To fields and want to copy that information into any other area.

225. In a multiple monitor environment, status windows are now displayed on the same monitor as the main QuoteWerks window instead of always displaying on the primary monitor.

226. On the Price Comparison window (Tools|Compare Prices between Vendors menu), after retrieving real-time information, the quantity in stock is now displayed next to the price for both your preferred warehouse availability and the total availability.

227. Added [Select All] and [Deselect All] buttons to the Price Comparison window (Tools|Compare Prices between Vendors menu).

228. Re-designed the File|Insert Document window to add the ability to search by DocName, DocNo, and SoldToCompany. You can run "Equal to", "Not Equal to", "Begins with", "Ends with", "Contains", and "Does not Contain" searches. SalesRep and DocDate columns will be displayed in addition to the search fields. Columns can be re-ordered, resized, and sorted (by clicking on column header). Clicking the column header again will reverse sort the column. Column orders, sizes, and last sort column are remembered per each user.

Version 4.0 Build 33 (released March 3, 2008)

229. New Online Ordering module (requires real-time module) can place online orders with Tech Data (USA) from within QuoteWerks. Order items from a single order, or combine items from multiple QuoteWerks orders into a single Tech Data order. This will save you the time and hassle of calling your Tech Data sales rep and reading each part number, quantity, and price to him/her. Another benefit is that the order date and Tech Data sales order number will automatically be stored with your QuoteWerks order for reference. When placing Tech Data online orders electronically through QuoteWerks, there is an option that will let you flag the order for manual review and release by a sales rep. This will afford you an opportunity to review the order with your distributor rep and negotiate pricing without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. You can also place a note in the order to ask the sales rep to call you to confirm pricing. No more calling your distributor sales rep only to reach voice mail (understandable - sales reps can't be on the phone with more than one customer at a time) and then have to remember try again later in the day to place the order - or wait for a call back! This is truly the best of both worlds - automation with sales rep service! Supports government and educational pricing, Tech Data MyOrderTracker, and assists Tech Data MyOpportunityTracker by optionally supplying end user details with the order.

230. QuickBooks 2008 (USA only) is now supported!

231. Microsoft SQL Server 2008 is now supported!

232. GoldMine 7.5 is now supported!

233. Maximizer 10 is now supported!

234. SalesLogix 7.2 is now supported!

235. Ingram Micro United Kingdom real-time Pricing & Availability is now supported!

236. When closing certain windows like the main QuoteWerks window, the Product Lookup window, the Open Document window, the View Log window, Configuration Setup, and Edit Item window the position and size of the window is saved for the next time that you open that window. In situations where a user runs QuoteWerks from more than one machine like if QuoteWerks is run from a network workstation (that has dual monitors) and then also is run through terminal services (which does not have dual monitors), when QuoteWerks is run through Terminal Services, if one of those windows was last open on the second monitor, the window would display outside of your viewable area (so you could not see it). Now all window memorized position data is stored per user per machine name which supports differing monitor configurations.

237. Added CustomNumber03, CustomNumber04, and CustomNumber05 fields to the Edit Product window. These fields also display in the Product Lookup and Document Items grids.

238. Added CustomText11, CustomText12, CustomText13, and CustomText14 fields to the Edit Product window. These fields also display in the Product Lookup and Document Items grids.

239. On the Personal tab of the Tools|My Preferences menu, added fields Address1, Address2, Address3, City, State, PostalCode, Country, PhoneExt and FaxExt. This is useful for Terminal Server or Citrix type of environments where sales reps from various geographical locations connect to the server and all need to display their own address information on print layouts rather than the central company address information. These fields are available in the layout designer under the 'Application' table as LoggedInUserAddress1, LoggedInUserAddress2, LoggedInUserAddress3, LoggedInUserCity, LoggedInUserState, LoggedInUserPostalCode, LoggedInUserCountry, &LoggedInUserAddress, &LoggedInUserFullAddress, LoggedInUserPhoneExt and LoggedInUserFaxExt. Additionally, these same fields are available as cover page/literature document macros as &APP_LoggedInUserAddress1, &APP_LoggedInUserAddress2, &APP_LoggedInUserAddress3, &APP_LoggedInUserCity, &APP_LoggedInUserState, &APP_LoggedInUserPostalCode, &APP_LoggedInUserCountry, &APP_&LoggedInUserAddress, &APP_&LoggedInUserFullAddress, &APP_LoggedInUserPhoneExt, and &APP_LoggedInUserFaxExt.

240. In conjunction with the new LoggedInUserXXXX fields, added the fields &SalesRepAddress1, &SalesRepAddress2, &SalesRepAddress3, &SalesRepUserCity, &SalesRepUserState, &SalesRepUserPostalCode, &SalesRepUserCountry, &SalesRepAddress, &SalesRepFullAddress, &SalesRepUserPhoneExt and &SalesRepUserFaxExt in the layout designer under the 'DocumentHeaders' table. Additionally, these same fields are available as cover page/literature document macros as &DH_&SalesRepAddress1, &DH_&SalesRepAddress2, &DH_&SalesRepAddress3, &DH_&SalesRepCity, &DH_&SalesRepState, &DH_&SalesRepPostalCode, &DH_&SalesRepCountry, &DH_&SalesRepAddress, &DH_&SalesRepFullAddress, &DH_&SalesRepPhoneExt, and &DH_&SalesRepFaxExt.

241. Added macro field &DH_&SalesRepFullName.

242. Added Misc Access right "CannotManuallyModifyFixedPriceInAddItemAssistant". When an item is selected from the product database and the item pricing method is set to "Fixed" and this right is set, the user will not be able to change the Unit Price in the Add Item Assistant. -New: Added Misc Access right

243. "CannotManuallyModifyPriceModifierInAddItemAssistant". When an item is selected from the product database and the item pricing method is set to a price modifier based method and this right is set, the user will not be able to change the Price Modifier in the Add Item Assistant.

244. Added support for CustomMemo01 and CustomMemo02 fields when linking to an external product data source.

245. When running the Configurator, full description field value will now be displayed in a tool-tip.

246. When inserting fields into the layout designer, the last field that you just inserted will now be selected by default which will help when selecting several fields in a row by defaulting the selection to a selection close to the next field that you may be inserting.

247. For QuickBooks users, there is now an option to specify 'Ready for Export' criteria. With this new feature, only documents that match your criteria will be displayed in the Non-Exported documents tab on the QuickBooks batch export window. The DocType can now be specified in addition to the DocStatus being 'Equal to' or 'Not Equal to' one or more values. This is useful to set, for example, DocStatus 'Not Equal to' "Lost,Void,Exported" so that any documents that have been Lost, Voided, or Exported will not be displayed. The drop-down list will display all DocStatus F2 Lookup values and all unique values from the database.

248. For QuoteWerks built-in contact database users, on the Lookup QuoteWerks contact window accessed by the Contacts|Lookup menu added a [Clone] button to clone existing contacts.

249. On the File|Save and File|Save As windows you can now manually modify the Project No or choose to have the next available Project No assigned.

250. On the Advanced section of the File|Open window, there is now a drop down list for the Project Number field that displays a list of all project numbers referenced in any documents that the currently logged in user has access to.

251. Added Misc Access right. You may want to restrict a user from being able to delete a contact record in the QuoteWerks contact database. Use the Misc Access right "CannotDeleteContactRecord".

252. Added Misc access right "CannotManuallyModifyProjectNo"

253. Added cover page/literature document macros &DH_&TotalCost and &DH_&TotalList.

254. Added cover page/literature document macros &DH_&FirstName, &DH_&LastName, &DH_LastModified_Date, &DH_LastModified_Time.

255. Added macro "&SYS_45DaysAgoForSQL".

256. The QuoteWerks webconnector now supports a new method of "opendocument", and you can pass either the DocNo or DocName to initiate the opening of a document. This enables you to open a QuoteWerks document from a hyperlink on a webpage.

257. For QuickBooks users, on the Product Lookup window, you can now enter a % symbol before the value in the manufacturer part number field (QuickBooks Item Name) to return any products that end with the value you are searching for. If you also check the "Begins with" checkbox, it will return any products that contain the value you are searching for. You can also just use the % symbol before and/or after to value to accommodate all combinations ("%door", "door%", "%door%") without having to check the "Begins with" checkbox.

258. For Peachtree users, on the Product Lookup window, you can now enter a % symbol before the value in the manufacturer part number field (Peachtree Item ID) to return any products that end with the value you are searching for. If you also check the "Begins with" checkbox, it will return any products that contain the value you are searching for. You can also just use the % symbol before and/or after to value to accommodate all combinations ("%door", "door%","%door%") without having to check the "Begins with" checkbox.

259. For salesforce.com users, on the Product Lookup window, you can now enter a % symbol before the value in the manufacturer part number field (salesforce.com Product Code) to return any products that end with the value you are searching for. If you also check the "Begins with" checkbox, it will return any products that contain the value you are searching for. You can also just use the % symbol before and/or after to value to accommodate all combinations ("%door", "door%","%door%") without having to check the "Begins with" checkbox.

260. On the Product Lookup window, when a salesforce.com Product Data Source is selected and the grid has focus, pressing the F5 key will force QuoteWerks to re-retrieve the list of products from salesforce.com (rather than use the cached values normally used for increased performance).

261. Added new Utilities|API Info menu to the Medic Utility. This will verify that the qw4.dll is registered and functioning, and will display the location, version and date/time of the file.

262. On the QuickBooks and Peachtree batch export window, pressing the F5 key will refresh the list of documents displayed.

263. For Peachtree users, when exporting an Invoice to Peachtree, if the DocDueDate field on the QuoteWerks Sale Info tab was empty, a Due Date will be calculated using the Terms value with the reference date being the Document Date or Date Exported depending upon the setup option you have selected in the Peachtree link setup.

264. On the Compare Assistant window, when searching for a part number, any part numbers that begin with the entered value will be displayed rather than only exact matches.

265. For Peachtree users, "Cost of Sales" type accounts are now listed in the Default GL Purchase Account drop down on the Items subtab of the Mappings tab under the Tools|Options menu.

266. Add "Our Company Location" settings on the Company tab under the Tools|Options menu (company tab was added for this feature). Here you can specify the physical location of your company which can then be used in print layouts, cover pages. The cover pages macros for this information are: &APP_OurLocationCompany, &APP_OurLocationContact, &APP_OurLocationAddress1, &APP_OurLocationAddress2, &APP_OurLocationAddress3, &APP_OurLocationCity, &APP_OurLocationState, APP_OurLocationPostalCode, &APP_OurLocationCountry, &APP_OurLocationPhoneNumber, &APP_OurLocationPhoneExt, &APP_OurLocationFaxNumber, &APP_OurLocationFaxExt, &APP_OurLocationEmail, &APP_&OurLocationAddress, &APP_&OurLocationFullAddress. The similiarly named fields are also available in the print layout designer through the Insert|Data Field menu, under the "Application" table.

267. On the Documents tab of the Tools|Options menu, the default Doc Due Date can now be cleared (set to blank). When this is done, the default Doc Due Date will be blank.

268. In Customize Product Columns window, double-clicking on a field will now Add or Remove the item from the list depending upon which list the field is in.

269. In the Product Lookup window, the product database resizing pane can now be resized 20% wider.

270. Added new 'DLL' object to the QuoteWerks API Backend qw4.dll. Through this QuoteWerksBackend.DLL interface you can retrieve the properties: VersionMajor, VersionMinor, VersionRevision, File. These are useful in determining which version of the backend object is currently installed. This feature was added in revision 10 of version 4.0.

271. For API users, QuoteWerksBackend.Installations collection now includes all the installations that are available through the local machine. The collection lists the installations in the priority assigned through the QuoteWerks Launcher app. The collection only lists installations that are currently valid and accessible which is useful in situations where QuoteWerks is installed on the network and on the local laptop. Typically in that environment, the QuoteWerks Launcher would be used to set the Network installation as the first installation to try and use and if it is not available, then use the laptop installation. When the laptop is disconnected from the network, the Laptop installation will be the first installation listed in the collection. For existing code, this change mostly changes which installation is located in the (1) position of the installations collection. Before build 33 it was the last installation installed. After build 33 it is whichever installation has been set as the top priority.

272. Added new Peachtree option "Use company name instead of contact name for Ship To Name" on the Customers subtab of the Mappings tab on the Peachtree Interactive Link Setup. When this option is selected, the company name instead of the contact name will be used when creating the ship to record in the Peachtree customer record and also in the Peachtree Invoice, Sales Order, and/or Purchase Orders.

Version 4.0 Build 31 (released September 13, 2007)

273. Tremendously improved Peachtree link. This new Peachtree link uses the interactive Peachtree API instead of the older manual export and import methods which brings many new features and benefits. You can now export batches of invoices/sales orders and/or purchase orders to Peachtree. If a customer does not exist in Peachtree, QuoteWerks can now create customers in Peachtree for you. Customer information is also updated automatically. If an Inventory Item does not exist in Peachtree, QuoteWerks can now create items in Peachtree for you. Item prices in Peachtree are also updated automatically. Grouped bundles can now be exported as a single line item in Peachtree. When purchase orders are created in Peachtree, there is now an option to lookup the vendor full name in Peachtree to obtain the Vendor ID for the Peachtree Vendor. Using this option, you no longer need to maintain a manual translation between vendor names and Peachtree Vendor ID's. You can now choose which vendors you want to create purchase orders for instead of just all of them. The Peachtree link now has Purchase Order creation options of Never, Always, and Prompt. The invoice and SO due date is now based on the DocDueDate field on the Sale Info tab instead of just 30 days from the document date. The PO Good Through date passed to Peachtree is now 30 days from the export date. There are now 5 sales rep id mapping options and the manual mapping now displays the Peachtree Sales Rep ID and Peachtree Sales Rep full name on the mapping window making it much easier to setup. When exporting, if a manual sales rep id mapping is not found, you will be prompted to select the appropriate rep. Purchase Orders can now be exported separately from the corresponding Invoice/Sales Order. There is now an option for 'Part Numbers are required for all items exported to Peachtree'. QuoteWerks can link directly to the Peachtree product list (without the need to import the data) giving you access to real-time availability, part numbers, description, and pricing. Peachtree can now be used as a source of customer/contact information just like the integration to the contact management software! DataLink support has been added for Peachtree including ability to pull from ShipVia, BillToTaxCode, and Custom fields into the quote. Works with Peachtree 2006, 2007, and 2008.

274. Improved Paste Special Wizard now supports the ability to copy data from outside of QuoteWerks and paste it into QuoteWerks as line items in the quote. Static information such as descriptions, prices, etc can be pasted in and/or a part number can be used to retrieve all the product details from a product database. This feature can be useful for integrating with external software outputs like the Cisco and HP configurators. The Cisco configurator outputs a ManufacturerPartNumber, Description, and Quantity. QuoteWerks can now import this data as line items and automatically retrieve the price for these items from a QuoteWerks product database. The HP configurator outputs a ManufacturerPartNumber only. QuoteWerks can now import this data as line items and automatically retrieve the Description, and Price for these items from a QuoteWerks product database. All settings can be saved to templates and with the One-Step option, a paste special can be run with a single click. Pre-defined sources like the "Tech Data Shopping Cart File" and "Tech Data Search Result File" already contain all the paste special template details like field mappings, file names, etc enabling you to get up and running fast.

275. Added Misc Access right. You may want to restrict a user from being able to delete a Paste Special Template. Use the Misc Access right "CannotDeletePasteSpecialTemplate".

276. Added Misc Access right. A user may have the rights to save the changes to an existing Paste Special Template, but you may not want them to be able to create a new Paste Special Template. Use the Misc Access right "CannotCreatePasteSpecialTemplate" which would prohibit them from saving to a new .qii Paste Special Template file.

277. Added Misc Access right. You want a user to be able to load an existing Paste Special Template, make changes and run the changes, BUT NOT save the changes into that template. Use the Misc Access right "CannotSavePasteSpecialTemplateChanges".

278. There is now an toolbar button for the Peachtree link.

279. There is now a User Full Name setting on the Personal tab of the Tools|My Preferences menu. While we recommend that you setup QuoteWerks User Login names to be the reps name like "John Lewe", in the event you setup the QuoteWerks User Login name to be more like "JLEWE", this Full Name setting enables you to set it to a full name like "John C. Lewe IV" and then display this Full Name on print layouts, reports, and cover pages.

280. Added 4 more CustomText fields on the Custom tab of the Quote WorkBook. Added fields CustomText17, CustomText18, CustomText19, and CustomText20.

281. The manual Sales Rep ID mapping setup in the interactive QuickBooks link now displays the QuickBooks Sales Rep Initials and QuickBooks Sales Rep full name on the mapping window making it much easier to setup.

282. In the QuickBooks link, when prompted to have QuoteWerks create an item in QuickBooks for you, you can now modify the description for the new QuickBooks item definition to be different than the description of the item in the current document.

283. Added [Save] button on Finish step of Import Wizard and Sync Wizard so that the settings can be saved without having to run the import or sync process.

284. Added new option "When choosing Optional item(s), default to keeping them Optional." under the Misc tab of the Tools|My Preferences menu. This sets the default for the "Display as optional item(s) on document" checkbox on the Add Item Assistant window and the "When adding to quote, flag as Optional item." checkbox on the Optional Items window.

285. The QuoteWerks WebConnector now supports the additional parameters of &QuoteWerksUserName= and &QuoteWerksUserPassword=. If these new parameters are added to the URL string passed to the WebConnector, and QuoteWerks is not already running, the QuoteWerks WebConnector login window will be bypassed using the supplied credentials. Note, you can use the DECRYPT: feature of the QuoteWerks login password so that the actual password does not have to be included in the URL as plain text that anyone can see.

286. Added new salesforce.com option "Enable 'SandBox' mode testing environment". This option enables QuoteWerks to to take advantage of the salesforce.com Sandbox which enables you to create a fully replicated, scalable on-demand customer replica environment for customization, integration, testing, development and training purposes.

287. When using alternate currencies, in the "Totals for All items" frame, a button will appear that when pressed will display the totals in the alternate currency instead of the base currency.

288. When saving a document as a template, if the DocDate is cleared, when the template is used, the DocDate will be set to today's date.

289. When saving a document as a template, if the DocDueDate is cleared, when the template is used, the DocDueDate will be set to today's date (or using the DocDueDate default feature it can be set to x days from today).

290. On the Documents tab of the Tools|Options menu there is now a Doc Due Date days setting. You can use this to default the due date for the document to a specified number of days in the future.

291. If the CannotDeleteDocuments Misc Access right is set, it will now prevent the user from using the "Delete previous revision" option when saving as next revision.

292. When adding a formula based item to the quote from the Edit|Add Formula line menu, there is now a drop down that contains a list of all the unique part numbers in the quote so that you no longer have to manually type in the part number.

293. ACT! 2008 is now supported (The ability to set associated groups for an opportunity is disabled due to an issue in ACT! See KB article #6484 for details).

294. Added macro field &DH_&SalesRepFullName.

Version 4.0 Build 29 (released May 18, 2007)

295. GoldMine Premium Edition (version 8.0) is now supported. GoldMine Premium Edition is a new offering from GoldMine and was first released as version 8.0.

296. Added option "Enable individual Product Data Source level security." on Security tab of Tools|Options menu. When this is enabled, View Products/Create Products/Modify Products/Delete Products rights can be individually granted for each Product Data Source per User or per Group.

297. Real-time Pricing and Availability is now available for IT distributor Ingram Micro (for both USA and Canadian customers).

298. Real-time Pricing and Availability is now available for IT distributor D & H.

299. The Price Comparison window now displays the Real-time availability (including ETA dates when applicable) as a tooltip when hovering over a real-time vendor's price cell.

300. On the Price comparison window, there is now a [Get Real-time data] button that retrieves Real-time Pricing and Availability from all the vendors at once for all the selected items.

301. On the Price comparison window, there is now a [Source item(s) from best cost vendor] button that determines the best cost vendor and changes the vendor to the best cost vendor for all the selected items.

302. On the Price comparison window, there is now a [Source item(s) from best cost vendor with Stock] button that determines the best cost vendor and changes the vendor to the best cost vendor with actual stock of the item for all the selected items.

303. On the Price comparison window, there is now a [Source item(s) from best cost vendor with Stock in Preferred Warehouse] button that determines the best cost vendor and changes the vendor to the best cost vendor that has actual stock of the item located in your preferred warehouse (usually your local warehouse) for all the selected items. The preferred warehouse for each P&A distributor can be specified on the Real-time tab of the Tools|Options menu.

304. The [Export to Clipboard] button on the Price Comparison window will now export all the items if none are selected, otherwise it will export all selected items. Previously, it always exported all the items.

305. Added [Save All] button to the Price Comparison window that will save changes to all selected line items or all line items if none are specifically selected.

306. The [Add to document] button on the Price Comparison window will now add any selected items rather than just the current row.

307. On Price Comparison window the Availability from native QuoteWerks product databases is now displayed and can be used in conjunction with new "In stock" best cost options.

308. Added Region selection for Tech Data to support different warehouses based on region.

309. Added new Quick Start Guide to the QuoteWerks Help file!

310. Added Misc Access right "CannotCreateProductDataSource".

311. Added Misc Access right "CannotDeleteProductDataSource".

Version 4.0 Build 27 (released March 30, 2007)

312. Added date ranges "This Week" and "Last Week" to the QuickBooks Batch export window.

313. On Email Address selection window, double-clicking on an e-mail address now selects it.

Version 4.0 Build 25 (released March 20, 2007)

314. Added macro field &POVendorMobile. This macro field can be inserted on a purchase order layout to display the vendor's mobile number on the PO.

Version 4.0 Build 24 (released March 13, 2007)

315. Outlook 2007 is now supported.

316. The feature that suppresses the Outlook security warning message now works with Outlook 2007.

317. When setting the value of a report filter item, there is now a drop-down list that will display a list of all the unique data values that are contained in this field in the database making it easy to choose the value that you want to filter on.

318. When setting the value of a report filter item for the SalesRep field, you can now choose from a list that will display a list of all User Groups. This will make it easy to set one filter item that filters on a group of Sales Reps like for example.

319. The PDF files that QuoteWerks generates automatically detects web site URL strings and flags them as hyperlinks that you can click on when viewing the PDF document. Previously only hyperlinks at beginning of sentences would be detected. Now, this feature has been improved to automatically hyperlink web site URL strings embeded anywhere inside a sentence.

320. Added new product import option "Remove leading & trailing spaces from all field data". This is useful when importing data that comes from a system that considers the unused characters in a field as spaces (such as an Ingram Micro text file).

321. On the File|Open window, the search results are now limited based on the document rights that have been assigned to the logged in user. Also when performing a product price history search, the results will also be limited by the document rights.

322. Added Misc Access right "CannotReportOnDataUserCannotView". If this right is set for a user, then any document reports the user runs will be limited to documents that the user has the right to view.

323. When on the Product Lookup Window the ToolTip displayed while hovering over a product now displays 20 seconds instead of 3 seconds.

324. When a License Key was not yet registered and the user did not have the rights to access the Utlities|License Manager menu, the user would have to wait until the day that the 30 day grace period expired before they had a chance to register the License Key. Now, each day they receive the registration reminder, they will have the option to register the License Key.

325. The QuoteWerks Help system has been converted to browser based HTML help. This format is supported on all versions of Windows and offers greater flexibility and functionality.

326. The PDF Generator is now installed during the node setup rather than upon first use by a user running QuoteWerks. This will make it easier to make sure the PDF Generator installs correctly in an environment where regular users do not have Administrator rights or rights to install printers.

327. When importing products and using the "Auto Create Folders" option the speed has been improved to take up to 50% less time by optimizing the creation of folders.

328. All grids now have the tooltip hovering feature and Multi-line data can now be viewed in tooltip hover for all grids.

329. When adding new records that are displayed on a grid, the newly added record is now selected instead of the first record in the grid.

330. When editing records that are displayed on a grid, and the edit triggers a re-positioning for the grid (for sorting purposes) the edited record will be re-selected after the re-positioning instead of the first record in the grid being selected.

331. When deleting a record that is displayed on a grid, the record below the deleted record will now be selected after the delete process instead of the first record in the grid.

332. The DEL key can now be used to delete a record in any grid.

333. When editing a required item, optional item, bundle item, or configuration item and changing the Source Database for the item, the description display is now updated immediately on that screen using the description from the selected database.

334. Added new command line parameter "/shutdown". This is used when you want to force QuoteWerks stop running. This is particularly useful if you need to make sure that QuoteWerks is not running before you run some other process like a file backup or behind the scenes manipulation of QuoteWerks data. This command line can be used like "qw4.exe /shutdown". If QuoteWerks is not running, then it will start briefly and then shutdown. If it is running, then it will be shutdown. It is important to note that this command line parameter is designed to make sure QuoteWerks stops running. As such, if there are any open documents in the running instance of QuoteWerks, they will not be saved.

335. If the /c: or /t: command line parameters are detected and there is no currently open document, QuoteWerks will create a new default document.

336. When closing the Product Lookup window, any open connections to Excel Product Data Sources will be closed enabling you to edit these Excel spreadsheets without having to exit QuoteWerks.

337. When right clicking on a row in the Product Lookup Window grid, the row will now become the selected row.

338. When right clicking on a row in the Document Items grid, the row will now become the selected row.

Version 4.0 Build 23 (released November 3, 2006)

339. SalesLogix 7.0 is now supported!

340. QuickBooks 2007 USA and Canadian editions are now supported!

341. QuoteWerks can now create Sales Orders in the Asia Pacific editions of QuickBooks.

342. QuoteWerks can now import the SYNNEX .zip product data file. You no longer have to create an import template, do field mappings and import into QuoteWerks. All of this is now handled automatically. Requires QuoteWerks Professional or Corporate Edition.

343. QuoteWerks can now download the SYNNEX .zip product data file from the SYNNEX FTP server and then import the data into QuoteWerks automatically without creating and import template, field mappings and import. All of this is now handled automatically. Requires QuoteWerks Real-time module and Professional or Corporate Edition of QuoteWerks.

344. QuoteWerks can now retrieve Real-Time Pricing and Availability from SYNNEX (USA or Canadian). Requires QuoteWerks Real-time module and Professional or Corporate Edition of QuoteWerks.

345. When using the Copy and Append Paste menu items on the Product Lookup window, all the fields (including Category, Availability, SerialNumber, SpecSheet, Picture file, keyword list, etc) on the tabs of the Edit Product window are now supported.

346. There is now a command line option /a:3 that can be used to automate download the SYNNEX product file from the FTP server and import, or just import a manually downloaded SYNNEX product file. "/a:3,1" will download the file from the FTP server and import it. "/a:3,2,f:\data\110486.zip" will import a manually downloaded SYNNEX file.

347. When using salesforce.com offline and saving quotes, there is now a new "I'm Offline" option that enables you to save the quote and not attempt to integrate with salesforce.com online. This is very useful for laptops using salesforce.com that do not have access to the internet while out in the field. With this option, it is now easy to still save quotes even though salesforce.com is not available. Please note, any quotes saved while offline will need to be re-opened, linked to a salesforce.com contact and saved in order to update salesforce.com online.

348. Support for compounded discount modifier in Discount Cost Modifiers and Discount Price Modifiers. This supports a Discount Modifier like "D50\20" which applies a 50% discount and then a 20% discount on top of that 50% discount.

349. Support for compounded "Markup from Cost" modifier in Price Modifiers. This supports a Markup from Cost Modifier like "M50\20" which applies a 50% markup from cost and then a 20% markup on top of that 50% markup.

350. On the New Document window (File | New menu) there is now a [Delete] button that can be used to delete document templates from that window.

351. You can now import products while other users are logged into QuoteWerks. If you are using the Standard or Professional Edition, the compacting of the database would be skipped and will need to be run manually at a time when no other users are in QuoteWerks.

352. When selecting a document template to use, on the New Document window (File | New menu), there is now a "Refresh item prices" checkbox. As the template is used to generate the new document, the item prices will be updated with the current pricing.

353. There is now an unattended.log file that contains log entries generated during command line initiated processes.

354. The /p: password command line option now supports an encrypted password. Often, to use command line options, you need to specify your username and password in the command line. Anyone that has access to the scheduler or shortcut you are using to run QuoteWerks with the command line options will be able to clearly see your password. To use an encrypted password the syntax is /p:"DECRYPT:A7DGKE8Y". The encrypted equivalent of your password is displayed on the Edit User window where you enter your password.

355. There is now a "/notify:" command line option that can be used to send an e-mail notification upon the successful or unsuccessful completion of a command line process. This command line option has two arguments. First is the QuoteWerks user that you want to notify, and second is the NotifyCondition that lets you specify if you want to receive notification upon successful completion only, unsuccessful completion only, or either successful or unsuccessful completion. This command line option is available for the following command line processes: /a:1 ("Merge Remote Documents"), /a:2 ("Tech Data re-index"), /a:3,1 ("SYNNEX FTP and import"), /a:3,2 ("SYNNEX import file"), /import: ("Import products into native product database"), /sync: ("Synchronize using profile"), /report: ("Report"). An example command line would be: /notify:"John Lewe",1. Also, the macro &APP_LoggedInUserName can now be used in the user name parameter like /notify:"&APP_LoggedInUserName",1. Also, if no user name parameter is specified, then currently logged in user will be used.

356. Added new "Auto-create product folders" option in the Product Import Wizard. When this option is checked, the folder name data mapped to the &FolderName field in the Advanced Mappings step of the import wizard will be used to automatically create the folders in the product database.

357. When importing products and specifying the folder name to import the product into you can now specify that the product be associated with more than one folder by separating each folder name with a comma.

358. The Product and Contact Import Wizards now support the ability to concatenate (merge) multiple columns from the text file into a single field. For example, if a product description is spread between two different columns ,like and , you can now set the mapping to " ". Notice the space between the two fields. This will result in a space inserted between the two fields. You can also set a mapping to "The color of the product is and the size is " and the field data will be merged into the text. This example illustrates using two fields, but there is no limit to the number of fields you can include in the mapping.

359. Add Access Right "CannotModifyCoverPages" used to prevent a user from modifying a cover page document on the Cover Page tab of the Print window.

360. When merging remote documents and choosing to download the dtf files from MS CRM or salesforce.com, if you choose to merge only the documents since the last merge, QuoteWerks will now only download the files from MS CRM or salesforce.com that have changed since the last merge. This improves performance tremendously.

361. On the Internet tab of the Tools|My Preferences menu there are now options to set the default CC and BCC addresses used when creating a new e-mail.

362. When linking to an Excel spreadsheet external product data source, there is now a View/Modify button that can be used to view or modify the spreadsheet while linking to it.

363. When importing a product text file and viewing the first 20 lines of the text file, there is now a button that can be used to view or modify the text file.

364. Added DocType column to the Product Price History window. Useful in determining if the product was actually sold versus quoted.

365. When trying to use a feature that a user does not have the Access Right to the message that is displayed now displays the name of the Access Right.

366. When editing a required item (or an optional item), there is a tool tip for the read-only description that displays a larger portion of the description than the description field on this window.

367. Optional items can now be located in product database other than the item that the options are for. Also you can now specify the order in which each the options is displayed, the quantity of each optional item, and line attributes of the optional item like "Hide Price" and "Print Picture".

368. Subtotal, Running SubTotal, % Discount, and % Charge line items now display the sales tax on the line item. Please note, line item detail level of sales tax calculations are for approximation purposes only. This is due to rounding factors. The completely accurate sales tax is calculated and displayed in the quote totals.

369. Added API event BeforeEmailRecipientSelection. This can be used to create a custom written interface for selecting email addresses from the QuoteWerks Send Email window.

370. Added Misc Access right "CannotSeeCostOnAddItemAssistant". This can be used to prevent the user from viewing cost information while on the Add Item Assistant.

Version 4.0 Build 22 (released September 5, 2006)

371. ACT! 2007 is now supported!

372. The Utilities|Merge Remote Documents menu now has an option to merge only the documents that have been updated/added since the last merge instead of all the documents in the /DTF folder. This yields large performance increases.

373. Added third parameter to the /action: command line option that starts the Merge Remote Documents process. This third parameter controls whether or not the Merge Remote Documents process merges all files or only the files that have been updated/added since the last merge.

374. You can now use the CTRL-TAB key combination to cycle between open quotes.

375. Added the option "Start with blank document." on the Misc tab of the Tools|My Preferences menu.

376. You can now cancel the Rebuild CM Transport files process.

377. The fields "RevisionMasterDocNo" and "Superceeded" are now available in the QuoteWerks API functions DocFunctions.GetDocumentHeaderValue() and DocFunctions.SetDocumentHeaderValue().

Version 4.0 Build 21 (released August 9, 2006)

378. Changing the Synchronization Log Detail Level on the Synchronization tab of the Tools|Options menu no longer requires that you restart QuoteWerks for the change to take effect.

379. When creating a new link to the Tech Data or Ingram Micro product databases, the default order of the columns now is ordered to display the commonly used columns like description, price, etc at the left side of the Product Lookup Window.

380. The QuoteWerks DocNo field is now also exported into the Peachtree Invoice and Sales Order export files when using the Peachtree accounting link.

Version 4.0 Build 20 (released August 1, 2006)

381. QuoteWerks creates/updates SalesLogix 6.2 opportunities (Corporate Edition only).

382. Follow up calls can now be scheduled by QuoteWerks in SalesLogix 6.2 (Corporate Edition only).

383. DataLink feature is now supported with SalesLogix 6.2 (Corporate Edition only). ACCOUNT, CONTACT and custom ACCOUNT or custom CONTACT table data can now be retrieved.

384. SalesLogix 6.2 field data can now be printed in print layouts and used in formulas in print layouts (Corporate Edition only).

385. SalesLogix 6.2 field data can now be retrieved using the F2 Lookup macro of ~SLX_Macro() (Corporate Edition only).

386. QuoteWerks now supports the UK edition of QuickBooks 2005 and 2006.

387. Support for Microsoft SQL Server 2005 backend.

388. QuoteWerks now supports Peachtree 2006.

389. With the Corporate Edition (when rehosted to SQL), Product Data Sources on a Remote Install can now be synchronized instead of just replaced. Also, if the Product Data Sources reference an external Excel file, external Access file, the Tech Data or Ingram Micro offline price files the files will be copied over to the remote replacing the copy of the files on the remote if older. You can now also select individual product databases to synchronize or overwrite. Also, when products or entire product data sources are deleted from the master install, they will be deleted from the remote install too.

390. Remote PC installations can now be synchronized with both Master installations AND Remote Site installations.

391. The maximum number of line item supported in a quote has been increased to 1500 for Corporate Edition users that have rehosted to SQL. For Standard and Professional Edition users and Corporate Edition users that have not rehosted to SQL, the maximum number of line items is 600. Please note that while the number of supported line items has increased, more line items equates to more data that will be saved thereby increasing the amount of time it takes to open and save these larger documents. Additionally, opening and saving 1500 line item quotes may require additional RAM on the PC. Saving a 1500 line item quote with 350 characters of description in each line item takes around 30 seconds to save on a Pentium 4 (1.6 MHz) machine running Windows 2000 with 1.2 GB RAM saving to a Microsoft SQL Server 7 database.

392. Synchronization settings can now be saved as Synchronization Profiles for use in the future.

393. The Synchronization process can now be initiated using the /sync: command line option.

394. Each time the synchronization process is run, a new log file is now generated.

395. On the Synchronization tab of the Tools|Options menu there is now an option to set the "Synchronization Log Detail Level".

396. The Medic Utility now has a Utilities|Purge Sync Transactions menu used to purge sync transactions.

397. Misc Access right. You may want to restrict a user so that if the user selects to run the One-Step sync they can only run a pre-specified One-Step synchronization profile. In other words, the user is not able to select a different one step sync profile than the default one the adminstrator has specified. To set this restriction, Use the security right "CannotSetOneStepSyncProfile".

398. Misc Access right. You may want to restrict the user from making any changes to synchronization settings before running them. Using the security right "CannotModifySyncSession" will disable the Advanced Sync options of "Start new session" or "start session using profile". When this security option is set, the only option for the user in the synchronization wizard is to run the One-Step sync. If you have hidden the Utilities|Sync menu from this user, then this user would have no access to run a synchronization.

399. Misc Access right. You want a user to be able to load an existing sync profile, make changes and run the changes, BUT NOT save the changes into the profile. Use the security right "CannotSaveSyncProfileChanges".

400. Misc Access right. The user may have access to modifying a sync session, and possibly the rights to save the changes to the existing sync profile, but you do not want them to be able to create a new sync profile file. Use the security right "CannotCreateSyncProfile" which would prohibit them from saving to a new .qsp Sync Profile file.

401. Misc Access right. You may want to restrict a user from being able to delete a sync profile. Use the security right "CannotDeleteSyncProfile".

402. Misc Access right. You may want to restrict a user from changing the sync path translations specified on the Synchronization tab of the Tools|Options menu. Typically only the administrator would need to setup these translations. Use the security right "CannotModifySyncPathTranslations".

403. ACT! 2005/2006 field data can now be used in print layout formulas.

404. MS CRM field data can now be used in print layout formulas.

405. The Open Export module now has additional options for exporting including the ability to export to a single file, an option to specify a record type value for each line item type (header or item) in the text file, an option to specify tab or comma delimiters, an option to include the field names, and an option to not export Comment Lines. Also, the text file output is now adhering to delimited text formats with support for delimiters inside of data and carriage return / line feeds inside of data.

406. For Outlook users, added option "Address type(s) to use" on the Contacts|Setup Contact Manager window. Outlook stores both business and home addresses. When searching the Outlook database for contacts to use, QuoteWerks can return the Business address, Home address, or both. Some users only use the business addresses in which case their search results are cluttered with double the results (business and home) with most of the home address data being empty. This option lets you tailor the results to your needs.

407. Added Misc Access right "CannotManuallyModifyUnitCostInDocument" which prohibits the user from modifying the Unit Cost cell on the Document Items tab.

408. When installing an update, the installation program now has an option to control if the default templates are installed. The Default templates include: Print Layouts, Reports, Cover Pages, Spec Sheets, Literature, and Sample Product Images.

409. When installing a fresh install of QuoteWerks, the installation program now has an option to control if the default product database includes sample data. Also for a fresh installation, the installation program now has an option to control if the default templates are installed. The Default templates include: Print Layouts, Reports, Cover Pages, Spec Sheets, Literature, and Sample Product Images.

410. On the View|Customize columns window there are now [Select All] and [Deselect All] buttons.

411. Improved the performance of the Rebuild CM Transport files feature.

412. The Product Import Wizard now interprets numeric values encapsulated in parenthesis like (567.97) as negative numbers.

413. Sometimes contact address data is imported into Outlook in a non-Outlook format. This non-Outlook format can now also be pulled into QuoteWerks.

414. For security reasons, the QuoteWerks Web Connector will now only process requests received from the local machine (with IP of 127.0.0.1)

415. When composing an e-mail in QuoteWerks and attaching files, you can now select multiple attachments to add at the same time.

416. For CoverPage/Literature/SpecSheet pages, the macros &DH_GrandTotal, &DH_SubTotal, &DH_TotalTax, &DH_LocalTax, &DH_GSTTax, &DH_ShippingAmount, &DH_CommissionAmount, &DH_ProfitAmount are now formatted as $1,234.00. Note, the currency symbol, thousands separator and decimal point will be appropriately set for the region.

417. On Internet tab of Tools|My Preferences menu added new option "Review e-mail in Outlook before sending" when sending e-mails using Outlook, now the e-mail will be displayed in Outlook giving you more control over when it will actually be sent.

418. The PO Number field on the Sale Info tab has been increased to 30 characters.

419. The QuoteWerks SoldToPONumber field is now availabe for use in the DataLink.

420. The Amount column on the Open Documents window now displays the quote amounts formatted with currency symbol and thousands separators.

421. On the Product Lookup window, when a QuickBooks Product Data Source is selected and the grid has focus, pressing the F5 key will force QuoteWerks to re-retrieve the list of products from QuickBooks.

422. When copying a product from the Product Lookup Window and then right clicking and choosing the "Append Paste" menu, foreign pricing information will now be copied and then included in the "pasted" product.

423. The Product Import Wizard can now import data directly into the PricingLevelXX, CostingLevelXX and the AlternateCurrency fields. In the QuoteWerks database, these fields contain more than one piece of data formatted in a specific way. Macro fields like &PricingLevel01.Amount exist so that users can easily import data into one of the data placeholders in these fields. If you export a QuoteWerks product database and need to re-import it, with this new feature, you can now map the actual database field of PricingLevel01 to the PricingLevel01 field in the import file which will import all pieces of data into the database field.

424. On the Products|Setup Product Data Sources menu, you can select a QuoteWerks native Product Data Source, right click and choose the Export menu to export all the items in the data source into a tab delimited text file. Now, text or memo type field data that contain carriage returns, line feeds, or tabs will now be encapsulated in double-quote symbols following text file format standards.

425. On the Advanced step of the Products Import Wizard, there is now a button that can auto map all the fields using the field name displayed in the sample data. To use this feature, the first row of the import file must contain the field names for the columns of data.

426. When linking to external product data sources, you can now map the QuoteWerks PriceModifier field to an external field. Please note, the data in the field needs to conform to the data format of the PriceModifier field (like P20, M20, etc).

427. When linking to external product data sources, on the mapping step, there is now a button that can auto map all the fields based on matching field names.

Version 4.0 Build 17 (released January 3, 2006)

428. Added support for MS CRM v3.0.

429. Product Volume pricing now supports fractional starting quantities including the initial starting quantity begin less than 1. Also the difference between quantity ranges used to be hard coded with a value of 1. Now the quantity difference between ranges can be less than 1.

430. For salesforce.com users added columns "BillingState", "Type", and "Site" to the contact lookup results to assist in locating contact records when there are many contact records with similar company names.

431. For API users, added the 3rdPartyLinkSettings key under the [Contact Managers] section of the site.ini. When the user has selected "None" under the Contacts|Setup Contact Manager window as the contact manager to integrate with you can use this key to for example explain how to setup the link between QuoteWerks and the 3rd party app, or what settings can be set in the 3rd party app that control how it integrates with QuoteWerks.

432. On the Misc tab of the Tools|My Preferences menu added the option "Confirm when exiting QuoteWerks". When this option is checked, you will be prompted to select if you are sure that you want to exit QuoteWerks when closing QuoteWerks using the X button in the upper right of the main window.

433. The Web Connector now supports the passing of the DocNo field to QuoteWerks.

434. Added new "Spelling" tab under the Tools|My Preferences menu. This tab has 3 new options: "Ignore words in UPPERCASE", "Ignore words with numbers", and "Ignore Internet and file addresses"

435. The default email subject of "QuoteName <#QUOTENUMBER>" can now be customized on the Internet tab of the Tools|My Preferences menu. Using QuoteWerks macros, you can setup almost any default email subject that includes current data from the quote that you are emailing.

436. For QuickBooks users, when exporting to QuickBooks and QuickBooks 5 address line maximum is reached, QuoteWerks will now attempt to merge the address1 and address2 lines together in an effort to stay under the QuickBooks 5 line maximum.