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Release R26 Summary
| Type | Description | Date | Status |
|---|---|---|---|
| Fix | QuickBooks Online - When exporting a Purchase Order to QuickBooks Online, the PO date was being saved as the current date instead of the date entered in QuoteWerks. This is now resolved. | 6/12/2026 | Released |
| Fix | QuoteValet Activity Notifications were not honoring the Non-Triggering IP address rule when an expired quote was viewed by a customer, resulting in unwanted activity notifications. This has been resolved. | 6/11/2026 | Released |
| Fix | In the Layout Designer, the Extended Price Total macro was incorrectly including optional items that had not been selected in the quote summary total. This has been resolved so only selected items are totaled. | 6/11/2026 | Released |
| New | You can now use PNG images for product images on line items, in addition to the previously supported JPG and BMP formats. | 6/10/2026 | Released |
| Fix | HaloPSA - Product descriptions were being incorrectly overwritten by the SKU when pushing items to a HaloPSA quote. This has been resolved. | 6/10/2026 | Released |
| New | You can now view logged-in users in QuoteWerks Web and revoke their licenses, similar to the Show Logged In Users utility in the desktop application. | 6/10/2026 | Released |
| Fix | QuoteValet Dashboard notifications could not be dismissed in QuoteWerks Web. This is now resolved. | 6/10/2026 | Released |
| New | In QuoteWerks Web, you can now view Inventory on Hand for Autotask (and ConnectWise) products directly from the Product Lookup window by right-clicking a product search result. | 6/10/2026 | Released |
| Fix | When using Zoho as the CRM with the option to update the Zoho Deal name with the document name enabled, the Deal name was not updated when saving a quote after renaming the document. This has been resolved. | 6/9/2026 | Released |
| New | Ingram Micro integration now supports the v6 Quote API, allowing subscription/contract Start Dates, End Dates, and Serial Numbers to be imported per line item directly into QuoteWerks. These fields can be mapped on the Ingram Micro tab of Real-time Setup, eliminating the need to look the information up manually on the Ingram Micro website. | 6/5/2026 | Released |
| Misc | Updated the Autotask integration to support the Autotask 2026.3 release. | 6/5/2026 | Released |
| Misc | The supplier formerly listed as Supplies Network is now displayed under its current name, Distribution Management. | 6/4/2026 | Released |
| Fix | Pipedrive integration - when the option to update the Pipedrive Deal name with the document name was enabled, the Deal name was not updated on subsequent saves. This is now resolved. | 6/4/2026 | Released |
| Fix | Kaseya BMS - An error could occur that prevented a quote from being saved as an opportunity in Kaseya BMS for certain customers. This has been resolved. | 6/2/2026 | Released |
| Fix | In QuoteWerks Web, user permissions for Document Header CustomText fields on the Custom tab were not being respected, preventing users from editing fields they were allowed to modify. This has been resolved. | 6/1/2026 | Released |
| New | You can now set default text for the Statement of Work field in My Preferences, alongside the existing default options for Introduction, Closing, Purchasing, and Internal Notes. | 6/1/2026 | Released |
| New | In the QuoteValet Dashboard's Reporting area, you can now right-click an uploaded document to open it or view the customer-facing and sales rep-facing pages, matching the functionality available in QuoteWerks Desktop. | 6/1/2026 | Released |
| Fix | In QuoteWerks Web, the 'Default 'Export to' on Create PO window' setting was not being applied when creating a purchase order. The setting is now honored correctly. | 5/29/2026 | Released |
| Fix | HaloPSA - When creating or updating items in the HaloPSA item list, the SKU (Manufacturer Part Number) was not being written to HaloPSA despite the field mapping. This is now resolved. | 5/29/2026 | Released |
| Fix | When creating a new document from a document template in QuoteWerks Web, the Status set in the template was ignored and always defaulted to 'Open'. The template's Status is now honored. | 5/28/2026 | Released |
| Fix | QuoteWerks Web - Exporting a purchase order to QuickBooks Online could fail with a database connection error. This has been resolved. | 5/28/2026 | Released |
| Fix | Pax8 integration - product searches only returned a limited number of results instead of all available items. This is now resolved. | 5/28/2026 | Released |
| Fix | Resolved an issue where emailing a quote from QuoteWerks Web failed with an "Error retrieving Email initialization data" message, leaving the email window empty with no templates available. | 5/27/2026 | Released |
| New | The Open Document window in QuoteWerks Web now includes the shortcut filter buttons, allowing you to quickly filter your documents just like in the desktop version. | 5/27/2026 | Released |
| Fix | ConnectWise - When saving a quote, the Inside Sales Rep was not being populated from the Prepared By field in QuoteWerks Web even when the mapping option was enabled. This now works correctly. | 5/27/2026 | Released |
| Fix | ConnectWise - When creating a new opportunity in QuoteWerks Web, the Campaign drop-down listed inactive campaigns. It now shows only active campaigns. | 5/27/2026 | Released |
| Fix | ConnectWise - The Campaign drop-down list when creating a new ConnectWise Opportunity was not sorted alphabetically. It is now displayed in alphabetical order. | 5/27/2026 | Released |
| Fix | QuoteWerks Web - Entering a fractional quantity (such as 0.5, 1.5, or 2.5) in the Quantity field of the Add Item Assistant window caused an error. This has been resolved. | 5/27/2026 | Released |
| Fix | In QuoteWerks Web Turnkey, the Purchasing options were incorrectly set to default to "Product" instead of being left blank. This has been resolved. | 5/27/2026 | Released |
| Fix | When building a bundle directly in QuoteWerks Web, selecting a product source (such as a CRM or local product database) did not open the product lookup to add items. This has been resolved. | 5/27/2026 | Released |
| Fix | When opening a quote template in QuoteWerks Web, the document type was not clearly labeled, making it appear as a regular quote. The document type is now displayed so you can tell when you are working with a quote template. | 5/27/2026 | Released |
| New | A REST API is now available for QuoteWerks Web, allowing access to backend data for use with scripts and integrations. | 5/26/2026 | Released |
| Fix | Pipedrive - Writing to custom address fields via DataLink failed with a validation error and the address data did not update on Deals. This is now resolved. | 5/26/2026 | Released |
| Fix | When a product is updated in the product database, those changes are now reflected in bundles that contain that product. | 5/21/2026 | Released |
| Fix | In the line items grid, selecting the record selector column to rearrange lines did not allow the keyboard arrow keys to move between lines as they do in the desktop version. This has been resolved. | 5/21/2026 | Released |
| Fix | When using Zoho CRM as the contact manager, searching by account or contact name did not return all matching results. This has been resolved so searches now return the complete set of matching records. | 5/21/2026 | Released |
| Fix | The Users list under Setup would fail to load for some accounts. This has been resolved, and the Users maintenance screen is now only shown to users who have access to it. | 5/21/2026 | Released |
| Fix | Autotask - Searching Autotask Products by description returned an error instead of results. This has been resolved. | 5/20/2026 | Released |
| Fix | HubSpot - Searching for certain contacts resulted in a contact lookup error and no results. This is now resolved. | 5/20/2026 | Released |
| Fix | On the Document Items grid, selecting a vendor from the Vendor column dropdown was unresponsive. This has been resolved and vendors can now be selected as expected. | 5/20/2026 | Released |
| Misc | When using layouts with European accented characters, PDFs generated from older layout formats (FPC) may not display those characters correctly. Switching to a Web layout (FPW) and selecting a font with a broader character set (such as Arial) renders these characters properly. | 5/20/2026 | Released |
| Fix | When editing a product's description directly in the native product database in QuoteWerks Web, line breaks and word wrap formatting were not retained after saving. This has been resolved and the formatting is now preserved. | 5/19/2026 | Released |
| Fix | TD SYNNEX - Unable to place online orders due to an error indicating the End User Country is required, as the Country field was missing from the Shipping tab. This is now resolved. | 5/19/2026 | Released |
| New | QuoteWerks Web now supports Required Items, Optional Items, and Substitute Items from the product dropdown menu, bringing it in line with the QuoteWerks Desktop experience. | 5/19/2026 | Released |
| Fix | When using the QuoteWerks Contact Manager, users restricted from creating contact records could still create new companies and contacts from the Contact Lookup window. These access restrictions are now properly enforced. | 5/19/2026 | Released |
| Fix | In the File Manager, files with names containing ampersands or other special characters could not be previewed or deleted and would produce an error. This has been resolved. | 5/19/2026 | Released |
| Fix | When creating a new user, entering mismatched passwords correctly showed an error but then closed the Edit User Properties window, discarding all other settings that had been entered. This is now resolved. | 5/19/2026 | Released |
| New | You can now set default literature for quotes, orders, and invoices in QuoteWerks Web under Setup ? Options ? Print, so the selected literature is pre-selected for each document type. | 5/19/2026 | Released |
| Fix | When a non-master rights user tried to customize product columns for a native QuoteWerks database in QuoteWerks Web, a blank error message appeared. This now correctly displays a message indicating master rights are required. | 5/19/2026 | Released |
| Fix | Native product databases sometimes displayed only a single column (the manufacturer part number) instead of all configured columns. This issue has been resolved. | 5/19/2026 | Released |
| New | You can now select one or more line items on a document and add them to your product database directly, using a right-click option on the document grid. | 5/19/2026 | Released |
| New | You can now sort layouts by layout name or file name within the Deliver window in QuoteWerks Web. | 5/19/2026 | Released |
| Fix | QuickBooks Online - When creating new items from a Purchase Order, QuoteWerks Web would freeze with the "Creating Purchase Order" message stuck over the new item window, preventing further interaction. This is now resolved. | 5/19/2026 | Released |
| Fix | TD SYNNEX Europe setup incorrectly defaulted to the United Kingdom, which could cause an error when saving TD SYNNEX North America settings. The default is now blank, allowing settings to save correctly. | 5/18/2026 | Released |
| Fix | In the document deposit settings, the "Include Sales Tax" option was not being saved and would appear unchecked when reopening the settings. This has been resolved. | 5/18/2026 | Released |
| New | You can now set a default print layout in QuoteWerks Web, available under Setup > Options > Print > Print Defaults. | 5/14/2026 | Released |
| New | You can now set default cover page and print literature options for your documents directly in QuoteWerks Web, matching the capabilities available in the desktop application. | 5/14/2026 | Released |
| Fix | TD Synnex real-time pricing could display incorrect pricing for certain products in QuoteWerks Web, including showing details that did not match the linked product. This has been resolved. | 5/14/2026 | Released |
| Fix | In QuoteWerks Web, verifying a Sold To/Ship To address did not show a confirmation message after the address was verified. A success message is now displayed when an address is verified. | 5/13/2026 | Released |
| Fix | On a quote line item, entering a date in a custom date field and then tabbing past it would erase the value. This has been resolved. | 5/13/2026 | Released |
| Fix | On smaller display windows, the right-click and Edit menus could display incorrectly, with menu items being pushed down or cut off. This has been resolved. | 5/13/2026 | Released |
| Fix | Salesforce integration - recurring products could fail to save to a Salesforce opportunity, returning an error and excluding those items from the opportunity. This has been resolved. | 5/13/2026 | Released |
| Fix | Sales tax rates returned for some California addresses were incorrect following the state's recent tax rate changes. The tax rates are now updated and accurate. | 5/13/2026 | Released |
| Fix | Pipedrive integration - error "Error adding contact to document!" could occur when pulling in a contact if a custom field shared the same name as an existing system field. This conflict has been resolved. | 5/13/2026 | Released |
| Fix | When editing a product and basing its price on a foreign currency, the pricing did not update when entered or saved. This has been resolved. | 5/12/2026 | Released |
| Fix | In Purchasing, the 'Non-Confirmed POs' and 'Include Closed POs' filters on the Purchase Orders list had no effect on the displayed results. These filters now work correctly. | 5/12/2026 | Released |
| Fix | When saving a new document in QuoteWerks Web, clicking into the "Enter Project No. Manually" field now automatically selects the matching option, consistent with the Desktop behavior. | 5/12/2026 | Released |
| Fix | Purchase Orders - In QuoteWerks Web, recently closed purchase orders did not appear when the 'Include Closed POs' option was selected. This has been resolved. | 5/12/2026 | Released |
| Fix | In QuoteWerks Web, when converting a document whose number was missing a valid document type designator (Q, O, or I), the prompt asking you to correct the document number could be hidden behind the "Converting Document" message, making it impossible to interact with. This has been resolved. | 5/12/2026 | Released |
| New | When selecting a Manufacturer Part Number for a line item from a native product database, you can now type to jump directly to a matching part number in the drop-down. | 5/12/2026 | Released |
| New | When saving a document as a PDF from the delivery screen, you can now choose whether the PDF is read-only (secured) or unsecured. | 5/12/2026 | Released |
| Fix | In the new user interface, customizing columns (rearranging or renaming) on a document did not immediately refresh the document items grid. The grid now updates automatically to reflect your changes. | 5/12/2026 | Released |
| New | QuoteWerks Web now supports type-to-filter in line item dropdown fields, including the Vendor field. As you type in a cell with a dropdown, the available options filter automatically to help you quickly find the entry you need. | 5/11/2026 | Released |
| Fix | Resolved an issue in QuoteWerks Web where selecting a picture (JPG) for a line item would not associate the image with that line. | 5/8/2026 | Released |
| Fix | In QuoteWerks Web, formula line items did not always recalculate when the line items they are based on were changed. They now update automatically as expected. | 5/8/2026 | Released |
| Fix | In the QuoteWerks Web Layout Designer, the custom color option in the color picker for text fields did not work. This has been resolved. | 5/8/2026 | Released |
| Fix | In QuoteWerks Web, clicking the Set Line Properties icon for a group header line opened the wrong window instead of the Group Header Properties window. This now opens the correct window, matching the QuoteWerks Desktop behavior. | 5/7/2026 | Released |
| Fix | In QuoteWerks Web, renamed product database field labels were not being applied on the Product Lookup window, even though they displayed correctly in the desktop version. Renamed fields are now respected and shown correctly. | 5/7/2026 | Released |
| Fix | In the Email Template Manager, editing a hyperlink and enabling "Open in new Window" could add an extra "HTTP" prefix to the URL that couldn't be removed, causing broken links in sent emails. This has been resolved. | 5/7/2026 | Released |
| Fix | Delivering documents with attached Literature in QuoteWerks Web resulted in an error and failed to print. This has been resolved. | 5/7/2026 | Released |
| Fix | In Purchasing, closed purchase orders did not appear on the Purchase Orders tab even when the "Include Closed POs" option was selected. Closed (and non-confirmed) purchase orders now display correctly. | 5/6/2026 | Released |
| Fix | QuoteWerks Web was missing the "Include Sales Tax" option for summary and formula lines that is available in the desktop application. This option is now available and works correctly. | 5/6/2026 | Released |
| Fix | Bundle internal notes were not displaying in the Notes column when viewing bundles. This has been resolved. | 5/6/2026 | Released |
| Fix | QuoteWerks Web - The "Prompt for Bundle Quantity" preference (Setup > Preferences > Misc) was not respected, so adding a bundle to a quote always prompted for bundle quantity even when the option was unchecked. This is now resolved. | 5/6/2026 | Released |
| Fix | When working with multiple open documents, entering text into a custom memo field (via the Zoom view) on the Custom tab could incorrectly apply the value to a different open document. This has been resolved. | 5/6/2026 | Released |
| Fix | In the document items grid, the Vendor column dropdown was cut off and could not be scrolled when many vendors were listed, making some vendors unselectable. This is now resolved. | 5/6/2026 | Released |
| Fix | Real-Time Tax Rate Lookup - when using an unverified address that returns multiple tax rates, selecting a rate would not apply it to the document. This is now resolved. | 5/5/2026 | Released |
| Fix | Zoho - When saving a brand new deal to Zoho, the system incorrectly prompted to close the deal as won. This is now resolved. | 5/5/2026 | Released |
| Fix | In the product editor's Custom tab, the custom field labels (CustomText, CustomNumber, CustomDate, and CustomMemo) could not be renamed. This now works as expected. | 5/5/2026 | Released |
| Fix | In QuoteWerks Web, a document that was currently open could be deleted from the Open Documents window while remaining open in the workspace. QuoteWerks Web now prevents deleting an open document and displays a message advising that the document must be closed first. | 5/5/2026 | Released |
| Fix | Open window - adding the "Converted From" column to the document list could result in an error. This is now resolved. | 5/5/2026 | Released |
| Fix | Generating a PDF (Print/Preview) for documents with a large number of line items took several minutes to complete. This has been resolved and large documents now generate much faster. | 5/5/2026 | Released |
| Fix | Price Modifier - Manually entered discount modifiers (for example, D25) on a line item could disappear after pressing Tab. This is now resolved. | 5/5/2026 | Released |
| Fix | On macOS, it was not possible to multi-select line items in a quote. This has been resolved, and lines can now be selected as expected. | 5/4/2026 | Released |
| Fix | On the web, entering a value in the Price Modifier field could sometimes be cleared after tabbing out and clicking elsewhere on the quote. This has been resolved. | 5/4/2026 | Released |
| Fix | Salesforce - Searching for contacts could fail with an "Error Searching Contacts" message. This has been resolved. | 5/4/2026 | Released |
| Fix | When importing from a PDF using Paste Special, the saved template did not always pull in the correct results consistently. This has been resolved. | 5/4/2026 | Released |
| Fix | Salesforce - With the option to update the Salesforce Opportunity name with the document name enabled, the Opportunity name was not updated on subsequent saves. This is now resolved. | 5/4/2026 | Released |
| Fix | Values entered in company-level custom text, number, and date fields were not displayed in the contact search results, even though the data could still be searched. These values now appear correctly. | 5/4/2026 | Released |
| Fix | When sending an email from the Company page using QuoteWerks as your Contact Database, the Template dropdown was empty even when email templates existed. Email templates now display and can be selected as expected. | 5/1/2026 | Released |
| Fix | HaloPSA - Line breaks and spacing in the Details field were not preserved when syncing a quote to HaloPSA, causing text to appear jumbled together in the opportunity's progress notes. This is now resolved. | 4/30/2026 | Released |
| Fix | When deleting a quote only from QuoteValet, the confirmation message incorrectly warned that the quote would be removed from both the database and the QuoteValet server. The message now correctly reflects that only the QuoteValet copy is removed. | 4/30/2026 | Released |
| Fix | Resolved an issue where clicking Setup and then Options in QuoteWerks Web could display a blank error window instead of loading the options page. | 4/30/2026 | Released |
| Fix | User menu and access right restrictions set in QuoteWerks Desktop were not being enforced in QuoteWerks Web, allowing restricted users to access menus and perform actions they should have been blocked from. This is now resolved. | 4/29/2026 | Released |
| Fix | In the document items grid, tabbing or clicking into the Description field did not place the cursor for immediate typing. This is now resolved. | 4/29/2026 | Released |
| Fix | When saving a purchase order PDF from the print/preview screen in the deliver window, the saved document name displayed an unresolved vendor name placeholder instead of the actual vendor name. This is now resolved. | 4/29/2026 | Released |
| Fix | Changes to the display name of payment options in Setup were not being saved. This issue has been resolved. | 4/29/2026 | Released |
| Fix | When enabling QuickBooks Online as a product data source in QuoteWerks Web, QuickBooks did not appear in the Product Lookup window or under Product Data Sources. This has been resolved and QuickBooks Online now appears correctly as a product data source. | 4/29/2026 | Released |
| Fix | Resolved an issue where editing a group header line's price modifier and quickly clicking into another field could cause an error and potential loss of document data. | 4/29/2026 | Released |
| Fix | Salesforce - Creating a new opportunity failed with a blank window for users whose regional date format differed from the master installation's date format. This has been resolved. | 4/29/2026 | Released |
| Fix | Under Setup > Options > Payments, the Display Text field for Map Payment Type Display Text incorrectly appeared as a dropdown and could not be edited. This has been resolved and the field can now be edited as expected. | 4/29/2026 | Released |
| Fix | In QuoteWerks Web, the Quick Lookup product search no longer reverts to 'Multiple Database Search' when creating a new document. The previously selected database is now remembered. | 4/29/2026 | Released |
| Fix | In the QuoteWerks Web Configurator, adding more than one navigation branch based on part number caused the branches to overlap, making them appear as a single branch and preventing proper deletion. This issue is now resolved. | 4/29/2026 | Released |
| Fix | When sending an email after uploading a quote to QuoteValet, clicking into the Subject line after clicking in the email body would jump the cursor back to the body, preventing edits to the subject. This is now resolved. | 4/29/2026 | Released |
| Fix | QuoteWerks Web - Currency formatting did not match the regional settings configured in QuoteWerks Desktop, causing misplaced or missing decimals and commas. This is now resolved. | 4/29/2026 | Released |
| Fix | When editing a product in QuoteWerks Web and setting the price method to "Based on Customer/Product Profile," the pricing profile section at the bottom of the Pricing tab appeared blank. This has been resolved. | 4/29/2026 | Released |
| New | Amazon Business online ordering is now available in QuoteWerks Web, allowing you to place orders with Amazon Business directly from within QuoteWerks. | 4/28/2026 | Released |
| New | QuoteWerks Web now supports Dell online ordering (punchout), allowing you to order products directly from Dell. | 4/28/2026 | Released |
| New | You can now set a default pre-populated value for the CustomMemo05 field under Setup > Options > Documents > Custom Memo. | 4/28/2026 | Released |
| Misc | When Rich Text is enabled, you can now edit text directly within the Description field without the full rich text editor window automatically opening. | 4/28/2026 | Released |
| New | When importing quotes from Ingram Micro, the MSRP (List price) is now displayed and pulled into the document. | 4/28/2026 | Released |
| Fix | When exporting to QuickBooks, the "Creating QuickBooks Online PO" status message no longer blocks the item creation window, so you can see and adjust the item defaults without having to move the message out of the way. | 4/28/2026 | Released |
| New | Added a keyboard shortcut for inserting Section Headers, making it faster to add them while building quotes. | 4/27/2026 | Released |
| Fix | Submitting an order through the QuoteValet shopping cart could fail with an "Oops! A general error has occurred" message. This has been resolved and orders now submit successfully. | 4/27/2026 | Released |
| Fix | Resolved an issue where users with a Corporate edition license could intermittently receive an incorrect message stating that the HaloPSA integration is only available in the Corporate edition while working with the Halo integration. | 4/24/2026 | Released |
| Fix | When using QuickBooks Online as your CRM in QuoteWerks Web, pulling a contact into the Sold To/Ship To tab did not populate the contact ID, leaving it marked as not linked to the CRM. This has been resolved. | 4/24/2026 | Released |
| Fix | QuoteValet Activity Notifications - typed-in CC or BCC email addresses were not saved unless you pressed Enter; they would disappear or prevent the notification from saving when clicking away or clicking Save. This is now resolved. | 4/23/2026 | Released |
| Fix | Datalinks that retrieve a field containing a currency code (such as GBP) into the Alternate Currency field were not working. This has been resolved. | 4/22/2026 | Released |
| Fix | For Pipedrive users, contact lookup searches could return incorrect or mismatched address information when a name search matched both an organization and a contact. This is now resolved. | 4/22/2026 | Released |
| New | You can now search HaloPSA product lookups by SKU when the Mfg. Part # is mapped to SKU in the product data source setup. | 4/21/2026 | Released |
| Fix | In Purchase Orders, selecting the "Include Closed POs" option did not return any results. This has been resolved and closed purchase orders now display as expected. | 4/21/2026 | Released |
| Fix | When using QuickBooks Online as your CRM in QuoteWerks Web, pulling a contact into the SoldTo/ShipTo tab did not link the contact (it stayed "not linked to CRM") and the configured datalinks did not apply. The contact now links correctly and datalinks apply as expected. | 4/21/2026 | Released |
| New | You can now rename the available product custom fields directly in QuoteWerks Web, bringing it in line with the field-naming capability already available in the Desktop application. | 4/21/2026 | Released |
| Fix | Reports using the "Equal to" filter operator could fail to generate results in QuoteWerks Web, returning an error even when matching records existed. This has been resolved. | 4/20/2026 | Released |
| Fix | In QuoteWerks Web, the default Deposit Required setting under Setup > Options was tied to the active document and could not be set or saved as a true default. This setting now displays and saves correctly as the default. | 4/20/2026 | Released |
| Fix | Reports that use an "Equal To" filter operator now return results correctly in QuoteWerks Web. Previously, these reports failed to display data even though the matching records existed. | 4/20/2026 | Released |
| Fix | When running a report that prompts for a filter value in QuoteWerks Web, the screen would become grayed out and unresponsive. This has been resolved. | 4/20/2026 | Released |
| Fix | Autotask Services - When mapping the Manufacturer Part Number to a QuoteWerks field during a product lookup, the Service Name was returned instead of the Manufacturer Part Number. This is now resolved. | 4/20/2026 | Released |
| Fix | When right-clicking line items in QuoteWerks Web, several edit options were missing compared to the Desktop version. All line item types now have their full edit options available. | 4/16/2026 | Released |
| Fix | When using QuoteWerks Web with certain regional/locale settings (such as German), the General Information would not display when saving a quote to Salesforce. This has been resolved. | 4/16/2026 | Released |
| New | You can now copy and paste line items from one document to another in QuoteWerks Web, matching the capability available in the desktop application. | 4/16/2026 | Released |
| New | QuoteValet quotes sent from QuoteWerks Web now send additional email notifications, such as quote expiration reminders, matching the notifications available in the desktop version. | 4/15/2026 | Released |
| New | You can now create subfolders within the Product Lookup window in QuoteWerks Web. | 4/15/2026 | Released |
| Fix | On Mac (using Chrome or Safari), it was not possible to rename field labels. This has been resolved. | 4/15/2026 | Released |
| New | Real-time pricing and availability support for ScanSource Canada is now available. | 4/15/2026 | Released |
| Fix | When using the ConnectWise integration to select a contact with multiple addresses, the address selection window did not pre-select the default primary address. The default primary address is now automatically selected. | 4/15/2026 | Released |
| New | The My Summary dashboard in QuoteWerks Web now displays notifications for new opportunities from Autotask and ConnectWise, allowing you to view and link to existing opportunities just like in the desktop application. | 4/15/2026 | Released |
| New | Paste Special in QuoteWerks Web now lets you upload a file and map its data directly, in addition to copy-and-paste, so you can import data without manually copying from another program. | 4/14/2026 | Released |
| New | When searching Etilize content in QuoteWerks Web, you can now use the "In Stock Recently" option to find products that have recently been in stock. | 4/14/2026 | Released |
| New | Maximizer CRM integration is now available in QuoteWerks Web, allowing you to connect and work with your Maximizer CRM data. | 4/14/2026 | Released |
| New | You can now search Amazon directly from the Product Lookup window in QuoteWerks Web, mirroring the Amazon product database search available in QuoteWerks Desktop. Amazon can be enabled as a product database under Setup > Options > RealTime > Amazon. | 4/14/2026 | Released |
| New | Act! for Web version 27.0 is now supported. | 4/14/2026 | Released |
| Fix | QuickBooks Online - When creating multiple new inventory items during a purchase order export, clicking "OK for All" now correctly applies your selected income account, item type, and expense account to all items instead of prompting you to re-enter them for each item. | 4/14/2026 | Released |
| Fix | On the Document Approval Settings form in QuoteWerks Web, some settings were mislabeled and did not match the layout shown in QuoteWerks Desktop. The form now displays the correct settings consistent with Desktop. | 4/14/2026 | Released |
| New | You can now use the keyboard arrow keys to move between line items in QuoteWerks Web, matching the behavior available in QuoteWerks Desktop. | 4/13/2026 | Released |
| New | User 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. | 4/13/2026 | Released |
| New | User 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); | 4/13/2026 | Released |
| New | User 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. | 4/13/2026 | Released |
| Fix | QuoteValet - An error occurred when clicking "Recall the Quote" on the QuoteValet tab. This has been resolved. | 4/10/2026 | Released |
| Fix | Resolved an issue in Purchase Orders where receiving items could hang indefinitely after entering an internal comment on a line item. | 4/10/2026 | Released |
| Fix | When creating a new product in a local product database, the Vendor field incorrectly defaulted to the first vendor listed under your Product Data Sources instead of being left blank. This is now resolved. | 4/10/2026 | Released |
| Fix | When searching products with Amazon enabled under Extended Product Sources, some valid Amazon results were missing or the wrong product was returned. Amazon search now correctly identifies and returns matching products. | 4/10/2026 | Released |
| Fix | When using the new Web Layout Designer layouts, optional and optional-selected line items were missing the "(Optional)" and "(Optional - SELECTED)" text at the end of their descriptions. These labels now appear correctly, matching the behavior of standard layouts. | 4/10/2026 | Released |
| Fix | After editing and saving a template in QuoteWerks Web, the template could no longer be reopened and returned an "Error retrieving document! Document was not found in the database" message. This has been resolved. | 4/9/2026 | Released |
| Fix | QuoteWerks Web was not properly releasing Real-Time licenses, which could prevent other users from accessing available seats. This has been resolved. | 4/9/2026 | Released |
| Fix | HubSpot - When the option to update the HubSpot deal name with the document name was turned off, the deal name was still being changed on save. This is now resolved. | 4/9/2026 | Released |
| Fix | Pipedrive - Error when saving a quote to a Deal using the single summary line item option. This is now resolved. | 4/9/2026 | Released |
| Fix | HaloPSA - searching for products or clicking Show All in the product data source returned an error. This has been resolved. | 4/9/2026 | Released |
| Fix | When clicking Purchasing in the left panel, users with eligible licensing were incorrectly shown a message stating the Professional or Corporate Edition was required, and the Purchasing feature failed to load. This is now resolved. | 4/8/2026 | Released |
| Fix | HaloPSA - The SKU field mapping was ignored when writing products to an opportunity, always using the Manufacturer Part # instead of the field selected in setup. This is now resolved. | 4/8/2026 | Released |
| Fix | QuoteValet Dashboard - The Payments tab did not display payments. This is now resolved. | 4/7/2026 | Released |
| Fix | QuickBooks Online integration - exporting a document that created a new inventory item could fail with an "Invalid Account Type Selected" error. This has been resolved. | 4/7/2026 | Released |
| Fix | Configurator - Items selected from the product lookup were not being added to the items list. This is now resolved. | 4/7/2026 | Released |
| Fix | On the My Summary dashboard, the 'Create Quote for Opportunity' option in the Notifications section was unresponsive, and ConnectWise opportunities were missing their company names. These have been resolved, and you can now create quotes directly from CRM opportunity notifications. | 4/7/2026 | Released |
| Fix | Custom field labels renamed in QuoteWerks Desktop were not being reflected in QuoteWerks Web search and lookup windows, which still displayed the original field names (such as CustomText05). Renamed labels are now respected. | 4/7/2026 | Released |
| Fix | Custom field labels set for product fields in QuoteWerks Desktop were not being applied in the Product Lookup in QuoteWerks Web. Custom labels are now respected. | 4/6/2026 | Released |
| Fix | In the Document Approval Settings, the Document Level option was incorrectly labeled "any single item's margin" instead of "document margin." The label now displays correctly. | 4/6/2026 | Released |
| Fix | When searching Etilize products, spec sheets could be viewed but there was no way to add them to the quote or include them in the PDF output. This has been resolved. | 4/3/2026 | Released |
| Fix | Pax8 integration - field mapping values were not being saved or displayed in QuoteWerks Web. This is now resolved. | 4/2/2026 | Released |
| New | New 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. | 4/2/2026 | Released |
| Fix | Pipedrive - User Mappings screen displayed no QuoteWerks Users or Pipedrive users to select. This is now resolved. | 4/1/2026 | Released |
| Fix | In QuoteWerks Web, making a revision to an approved quote did not reset the approval status or unlock the document as it does on the Desktop. This has been resolved so revisions now correctly rescind the approval and unlock the document. | 3/30/2026 | Released |
| New | You can now upload company logo and QuoteValet letterhead images in additional formats, including PNG, GIF, and WebP, with support for larger files up to 1MB. The original file type is preserved, so logos with transparency display correctly. | 3/27/2026 | Released |
| Fix | Scripting Manager - In QuoteWerks Web, the user-prompt function reported an error when the Cancel button was clicked instead of properly returning a cancelled result. This is now resolved, and additional prompt options and documentation improvements have been added. | 3/26/2026 | Released |
| Fix | Dashboards in QuoteWerks Web could take an excessively long time to load. This has been resolved and dashboards now load quickly. | 3/26/2026 | Released |
| Fix | QuoteWerks Web - When the browser was zoomed in (such as 125% or higher) or used on low-resolution displays, some settings and list windows extended beyond the visible page with no scroll bar available, making the lower portion inaccessible. Scroll bars now appear correctly so all content can be reached. | 3/26/2026 | Released |
| Fix | Autotask - When saving a quote with a percentage discount line and creating or updating the Autotask opportunity, the discount was added to the opportunity's revenue totals instead of subtracted. This is now resolved. | 3/25/2026 | Released |
| Fix | In the Classic UI, the Tools menu options "Refresh with Latest" and "Refresh with Best" were not working. This has been resolved. | 3/25/2026 | Released |
| Fix | QuoteValet Dashboard - Quotes failed to open from the dashboard, showing a blank error and not displaying the document. This is now resolved. | 3/25/2026 | Released |
| Fix | When saving to HubSpot from QuoteWerks Web, contacts with a large number of associated HubSpot deals would not return any existing opportunities for linking, only offering the option to create a new deal. This has been resolved, and the Opportunity window now loads significantly faster. | 3/25/2026 | Released |
| New | ConnectWise 2026.1 is now supported. | 3/24/2026 | Released |
| Fix | Zoho - When creating a new Zoho Deal along with a new Zoho quote, the link to the Zoho quote was not added to the Links tab. This is now resolved. | 3/23/2026 | Released |
| Fix | QuoteValet - An error occurred when recalling a quote. This issue has been resolved. | 3/23/2026 | Released |
| Fix | Etilize searches should show results more reliably, specially for extended sources. Additionally, best price should now be highlighted | 3/20/2026 | Released |
| Fix | HubSpot - When saving a quote and linking it to an existing HubSpot Deal that had no Type specified, the save would fail with an error. This has been resolved. | 3/19/2026 | Released |
| Fix | HaloPSA - Saving a quote with the option to create or update a sales opportunity returned an error and failed to save. This is now resolved. | 3/19/2026 | Released |
| Fix | QuickBooks Online - New item defaults set in QuickBooks Setup were not being respected when creating new items during export from QuoteWerks Web. This is now resolved. | 3/17/2026 | Released |
| New | Microsoft 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. | 3/16/2026 | Released |
| Fix | QuoteWerks Web - When using Tools > Export Items, the Qty, Description, and Vendor fields were blank in the exported file. This has been resolved. | 3/13/2026 | Released |
| Fix | Etilize Extended Sources incorrectly displayed an "Availability" field for Amazon, even though Amazon only provides pricing data. This has been corrected so availability is no longer shown for Amazon. | 3/12/2026 | Released |
| Fix | When editing a product within a selected product folder in QuoteWerks Web, saving the changes incorrectly displayed all products from the top level instead of staying within the selected folder. This has been resolved. | 3/12/2026 | Released |
| Fix | Amazon Extended Pricing returned 0.00 pricing and showed no stock for items that were actually available and priced on Amazon. Pricing and stock values now return correctly. | 3/12/2026 | Released |
| Fix | HubSpot - Unable to use the HubSpot integration. Testing the connection returned an error, preventing contact searches and other HubSpot features. This is now resolved. | 3/12/2026 | Released |
| New | Microsoft Office 365 OAuth integration now uses the Microsoft Authentication Library (MSAL) for both interactive and silent sign-in, passing login details so they can be recognized by your organization's conditional access policies. | 3/11/2026 | Released |
| New | You can now send emails through Microsoft 365 using OAuth without needing to enable Authenticated SMTP for each mailbox. QuoteWerks Web now supports the Microsoft Graph API for Microsoft 365 email authentication. | 3/11/2026 | Released |
| Fix | When copying the customer-facing QuoteValet URL, the link incorrectly included an internal parameter. The customer-facing URL is now correct. | 3/11/2026 | Released |
| Fix | In Web Setup, under Options > Payment, most changes were not being saved (for example, updating the purchase option display macro would revert when clicking OK). This has been resolved. | 3/10/2026 | Released |
| Fix | Pipedrive - Contact email address was missing when selecting a Sold To record from an Organization Name search. This has been resolved. | 3/10/2026 | Released |
| Fix | Amazon product searches were returning no results. This has been resolved, and Amazon searches now return results with manufacturer part numbers populated. | 3/10/2026 | Released |
| Fix | The 'Export Items To Microsoft Excel' menu item did not appear under the Tools menu on the quote worksheet even when it was enabled in User Maintenance. This option is now available, and related issues with column sorting and empty fields in the export have been corrected. | 3/10/2026 | Released |
| New | For users who require document approval, the document preview no longer allows saving or printing the document as a PDF, preventing the approval process from being bypassed. | 3/10/2026 | Released |
| Fix | Pipedrive - Unable to add user mappings because the Pipedrive user dropdown appeared empty. This has been resolved. | 3/10/2026 | Released |
| Fix | Microsoft Dynamics CRM integration could fail with a login/assembly error, preventing connection to MS CRM. This has been resolved. | 3/10/2026 | Released |
| Fix | In the Layout Designer, choosing 'No' on the unsaved changes prompt when closing a layout still closed the layout and discarded changes. This is now resolved. | 3/9/2026 | Released |
| New | When using QuoteWerks as your contact manager, you can now move contacts from one company to another directly within QuoteWerks Web. | 3/9/2026 | Released |
| Fix | QuickBooks Payments could not be set up as a credit card or ACH/eCheck payment option in QuoteValet — the connection appeared to succeed but the settings would not save. This is now resolved. | 3/9/2026 | Released |
| Fix | In Product Pricing, when using the Customer/Product Price Profile Matrix, selecting the option to give an item its own product price profile showed a blank list of customer profiles and the Set Price Modifier buttons did not work. This has been resolved. | 3/6/2026 | Released |
| Fix | Office 365 email - after authenticating and testing email successfully, clicking Test again from Preferences (or after logging out and back in) returned a 334 error. The Preferences test now works correctly. | 3/6/2026 | Released |
| New | In QuoteWerks Web, users with Document Approval settings enabled can now preview a document from the Deliver window without circumventing the approval process, matching the behavior available in QuoteWerks Desktop. | 3/5/2026 | Released |
| Fix | When saving changes to an existing document template in QuoteWerks Web, the document number incremented instead of staying the same, causing broken references in the Recent list. This has been resolved. | 3/3/2026 | Released |
| Fix | In Management Reports, selecting a report type other than 'Documents Report' (such as Contacts Report) did not update the Output tab with the appropriate fields and could produce an empty error when saving. This has been resolved. | 3/3/2026 | Released |
| Fix | Paste Special could fail to correctly parse spreadsheet content copied into a quote on Mac browsers. This has been resolved. | 3/3/2026 | Released |
| Fix | Files and folders with an ampersand (&) in their name could not be managed in File Manager—such files could not be deleted and folders containing them appeared empty. This is now resolved. | 2/27/2026 | Released |
| Fix | In Setup > Options > Document Items, the ellipsis buttons for the Price Modifier and Cost Modifier did not work. This has been resolved. | 2/27/2026 | Released |
| Fix | In QuoteWerks Web, files uploaded to a quote's Links tab could be wiped out when using the 'Sync Up to QWW' option in QuoteWerks Desktop without first syncing down. This is now resolved. | 2/27/2026 | Released |
| Fix | When creating or editing a bundle, newly selected items were not being added to the bundle. This has been resolved. | 2/27/2026 | Released |
| Fix | When printing or delivering a document with many forms selected, the window could expand beyond the screen, hiding the buttons with no scroll bar to access them. This has been resolved. | 2/27/2026 | Released |
| New | QuoteWerks Web now supports exporting an open document to a Document Transport File (DTF) via File - Export to Document Transport File, matching the capability available in the desktop application. | 2/27/2026 | Released |
| Fix | Pipedrive - Person lookup could return incorrect address data and inconsistent email information for matching contacts. This has been resolved. | 2/27/2026 | Released |
| New | Webhooks - 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. | 2/26/2026 | Released |
| Fix | Pipedrive - Saving a quote and associating it to an existing Pipedrive deal resulted in an error. This is now resolved. | 2/25/2026 | Released |
| Fix | When converting a Quote to an Order in QuoteWerks Web, the original Quote document did not record the converted-to details (who and when) on its Notes tab. This information is now properly recorded, matching QuoteWerks Desktop. | 2/25/2026 | Released |
| Fix | Resolved an issue in QuoteWerks Web where generating or previewing a PDF from certain layouts could hang and fail with a "PDF Generation Failed" error. PDFs, including those with large text areas, now generate reliably and faster. | 2/24/2026 | Released |
| Fix | Product Content/Etilize - The 'Default Item Type for Unmapped Categories' setting was not being saved. This has been resolved. | 2/23/2026 | Released |
| New | QuoteWerks Web now supports integration with Autotask 2026.1. | 2/20/2026 | Released |
| Fix | When using QuoteWerks as the Contact Manager, attempting to delete a contact caused the screen to hang. This has been resolved. | 2/19/2026 | Released |
| New | You can now delete product import templates directly in QuoteWerks Web using a delete button. | 2/17/2026 | Released |
| New | You can now search by Category when using Multiple Database Search in the Product Lookup window, in addition to searching individual databases. | 2/16/2026 | Released |
| New | Add Filter Editor to Management Reports | 2/12/2026 | Released |
| Fix | Autotask as Secondary CRM. Unable to Create New Autotask Contact. | 2/11/2026 | Released |
| Fix | When using Advanced Sales Tax mode, the sales tax was not displaying on QuoteValet after uploading a quote (showing as $0.00). This has been resolved. | 1/28/2026 | Released |
| Fix | Some documents incorrectly displayed a $0 total when opened. This has been resolved. | 1/26/2026 | Released |
| New | QuoteWerks Web now supports D&H online ordering, allowing you to submit orders and verify pricing and availability directly within Web. | 1/23/2026 | Released |
| Fix | For regions using European number formatting (comma as the decimal separator), the sales tax rate was being interpreted incorrectly when creating a new document, causing rates such as 16% to be applied as an inflated value. This is now resolved. | 1/23/2026 | Released |
| Fix | After updating QuoteWerks to version 26 Build 2.00, users were unable to log in to QuoteWerks Web and received an unsupported version error. This has been resolved. | 1/22/2026 | Released |
| New | Ability to setup datalinks for QuickBooks in contact manager. | 1/22/2026 | Released |
| Fix | TD SYNNEX Quote Importer - importing a quote by quote number returned a blank error and failed to load the quote. This has been resolved. | 1/22/2026 | Released |
| Fix | ACT! for Web - Searching for a contact could return no results or an "Index was outside the bounds of the array" error. This is now resolved. | 1/21/2026 | Released |
| New | Dashboards (My Summary, Opportunities, QuoteValet) | 1/20/2026 | Released |
| Fix | In QuoteWerks Web, product images attached at the database level did not appear when previewing a quote using a layout created in the QuoteWerks Web Layout Designer. This has been resolved. | 1/20/2026 | Released |
| Fix | Icons hidden in Desktop are not hidden in QuoteWerks Web. | 1/19/2026 | Released |
| Fix | In the Layout Designer, the sales rep picture did not appear when previewing a quote or generating the PDF. This has been resolved. | 1/19/2026 | Released |
| Misc | When migrating your SQL database location using the Rehost Backend feature, QuoteWerks now displays a warning reminding you to also update your QuoteWerks Web SQL settings under Tools > Options, helping prevent a split back-end and missing data. | 1/16/2026 | Released |
| New | You can now create folders for native QuoteWerks product data sources in QuoteWerks Web, matching the functionality available in the desktop application. | 1/15/2026 | Released |
| Fix | When printing or previewing a document using a standard layout in QuoteWerks Web, the "(Optional)" and "(Optional - SELECTED)" text was not being added to the end of optional line item descriptions as it is in the Desktop product. This has been resolved. | 1/8/2026 | Released |
| Fix | QuickBooks Online - Exporting a document as an invoice could stall and never complete. This is now resolved. | 1/7/2026 | Released |
| Fix | Resolved an issue where the 'Enable Rich Text' option in Setup would not save, preventing customers from turning on rich text. | 1/7/2026 | Released |
| Fix | Resolved an issue in QuoteWerks Web where updating a user's password from the Users settings did not work and the user name was not displayed. | 1/6/2026 | Released |
| New | QuoteWerks Web now supports sending email through the Microsoft Graph API for Microsoft 365 accounts, providing a modern authentication method as Microsoft disables Basic/SMTP authentication by default. | 12/29/2025 | Released |
| Fix | ConnectWise integration - an error occurred when pulling the tax rate for companies that have multiple addresses. This is now resolved. | 12/19/2025 | Released |
| Fix | SugarCRM users with USA Advanced Sales Tax enabled received an error when converting a document, such as a quote to an order. This has been resolved. | 12/12/2025 | Released |
| Fix | SugarCRM - When saving to a SugarCRM opportunity, the 'Assigned to' dropdown started empty instead of showing a default value as it does in QuoteWerks Desktop. This is now resolved. | 12/11/2025 | Released |
| 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. | 12/10/2025 | Released |
| Fix | When using QuoteWerks as the native contact manager, searching for contacts on a quote returned no results. This has been resolved and contact searches now work correctly. | 12/10/2025 | Released |
| Fix | Pipedrive - Professional Edition unable to use integration. | 12/2/2025 | Released |
| Fix | QuoteWerks Web - When a quote included a large number of selected literature, spec sheets, or documents, the controls on the Deliver window could be pushed off screen, preventing access to Print, Preview, and Upload to QuoteValet. This is now resolved. | 11/7/2025 | Released |
| New | Document Approvals now support requiring a third approver, allowing internal documents to be routed through up to three approvers before they are finalized. | 11/5/2025 | Released |
| Fix | SugarCRM - PDF documents were not being attached to the contact or account when saving a quote and creating an opportunity. This is now resolved. | 11/3/2025 | Released |
| Fix | On QuoteValet, the CustomMemo04 field incorrectly displayed the value from CustomMemo05. This has been resolved so each Custom Memo field now shows its own correct value. | 11/3/2025 | Released |
| Fix | Resolved an issue in QuoteWerks Web where adding a product data source based on a CRM integration (such as HubSpot) incorrectly behaved as if a QuoteWerks database type was selected. | 11/3/2025 | Released |
| Fix | SugarCRM - Opportunities were not being created correctly when saving from QuoteWerks Web, resulting in an "Opportunity not found" error and broken opportunity links. This has been resolved. | 11/3/2025 | Released |
| Fix | The inactivity logout timer was not always signing users out after the configured period when a browser tab was closed without logging out. This has been resolved. | 10/21/2025 | Released |
| Fix | In QuoteWerks Web, users without Master Rights had limited email template functionality - the Owner dropdown did not list individual users, and selecting an email template on the outgoing email dialog did not update the email body or subject. This has been resolved. | 10/20/2025 | Released |
| Fix | When saving a quote to Salesforce that contained a recurring line item with "Include 1st Month Payment" unchecked, the Salesforce Opportunity total incorrectly included the first month's payment, causing it to differ from the quote total. This has been resolved. | 10/20/2025 | Released |
| Fix | Tax Rate - The saved F2 Lookup options for the Tax Rate field were not displayed when opening the lookup. The existing options now appear correctly. | 10/10/2025 | Released |
| Fix | ConnectWise as Secondary CRM - selecting an existing ConnectWise contact on the Save dialog resulted in an error. This is now resolved. | 10/7/2025 | Released |
| Fix | When adding an item from Etilize through the Product Lookup, the Add Item Assistant was missing the Price Modifier/Price fields, leaving no way to override pricing. This has been resolved. | 10/6/2025 | Released |
| New | For Zoho CRM users, you can now use DataLink to map and populate fields when new products are created, including custom fields configured in Zoho CRM. | 10/1/2025 | Released |
| Fix | AI scripting events tied to the AfterContactSelection event were not running as expected. This has been resolved and these event scripts now execute correctly. | 10/1/2025 | Released |
| Fix | Quotes containing hundreds of line items were taking an excessively long time to open in QuoteWerks Web. These large documents now load much faster. | 9/24/2025 | Released |
| Fix | The OK button on the QuoteWerks Initial Setup screen was partly cut off and not fully rendered. This has been resolved. | 9/15/2025 | Released |
| Fix | Changes made to notes fields on a document in QuoteWerks Web were not appearing on the document layout. This has been resolved. | 9/12/2025 | Released |
| Fix | Pipedrive - Saving a quote to a new Pipedrive deal would fail with an error and the deal would not be created. This has been resolved. | 9/12/2025 | Released |
| Fix | Pipedrive - When saving a deal, the deal Owner field appeared blank and produced an error even though a user mapping was configured. The mapped owner is now correctly applied. | 9/12/2025 | Released |
| Fix | HubSpot CRM - When setting up the HubSpot contact manager before authenticating, clicking Setup did nothing or returned a blank error. This is now resolved. | 9/12/2025 | Released |
| New | Added support for GoldMine 2025.3.0, allowing the integration to work with the latest GoldMine version. | 9/10/2025 | Released |
| Fix | Pipedrive - When creating a new document in QuoteWerks Web and manually entering the company and contact, the New button remained inaccessible. This has been resolved. | 9/9/2025 | Released |
| Fix | Zoho CRM - Contact searches could fail with an "INVALID_QUERY" error, preventing contacts from being pulled in. This is now resolved. | 9/8/2025 | Released |
| Fix | QuoteValet Setup would hang at the loading screen when accessed in QuoteWerks Web, particularly for newly created turnkey accounts. This has been resolved. | 9/4/2025 | Released |
| Fix | Purchasing - When opening the Purchasing module for an order, line items available to order were not displayed even though a total was shown at the bottom. Items now display correctly. | 9/3/2025 | Released |
| Fix | New cost modifiers created in Setup were not appearing in the Cost Modifier list. This has been resolved. | 8/20/2025 | Released |
| Fix | The Setup > Users > Profiles page appeared blank with no content. This has been resolved and the page now displays correctly. | 8/19/2025 | Released |
| Fix | Resolved an issue where saving a document could hang or fail to save, which could lead to lost work after editing. | 8/14/2025 | Released |
| Fix | When using Zoho as your CRM, searching for a parent account by its name in QuoteWerks Web returned no results. This has been resolved. | 8/14/2025 | Released |
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