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Release R26 Summary

TypeDescriptionDateStatus
NewUser Scripting – REST API Interaction – Added new scripting API functions to help facilitate calling the QuoteWerks REST API directly from scripts. AI enhancements have also been included to assist in generating and working with these API calls.4/13/2026Released
NewUser Scripting – User & Group Functions – Added new scripting API functions for user context and group validation. You can now retrieve the currently logged-in username and determine whether a user belongs to a specific group. sys_getCurrentUsername(); sys_isUserInGroup(username, groupname);4/13/2026Released
NewUser Scripting - Custom Buttons – Add custom buttons that execute user-defined scripts. These buttons can be placed in various locations throughout the user interface, enabling quick access to automated actions.4/13/2026Released
NewNew UI - We’re rolling out a refreshed user interface! Click the “Try New UI” button at the top of the screen to explore it. Be sure to share your feedback—we’re actively reviewing it to help shape the final design.4/2/2026Released
FixEtilize searches should show results more reliably, specially for extended sources. Additionally, best price should now be highlighted3/20/2026Released
NewMicrosoft 365 Graph API Support You can now send emails via MS 365 Graph API. This will require re-authenticating with Microsoft OAuth, found under My Preferences -> Email.3/16/2026Released
NewWebhooks - You can now create and manage webhooks directly within QuoteWerks Web. This feature allows you to create and maintain webhook endpoints and subscriptions for supported QuoteValet events, enabling real-time notifications to external systems when key QuoteValet actions occur. Support for QuoteWerks events is planned for a future release.2/26/2026Released
NewAdd Filter Editor to Management Reports2/12/2026Released
FixAutotask as Secondary CRM. Unable to Create New Autotask Contact.2/11/2026Released
NewAbility to setup datalinks for QuickBooks in contact manager.1/22/2026Released
NewDashboards (My Summary, Opportunities, QuoteValet)1/20/2026Released
FixIcons hidden in Desktop are not hidden in QuoteWerks Web.1/19/2026Released
Fix-Fix: For SugarCRM users, charge and discount line items were not being added to SugarCRM opportunities. -Fix: For SugarCRM users, the related to field on the Call activity was not being populated.12/10/2025Released
FixPipedrive - Professional Edition unable to use integration.12/2/2025Released
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