Description:
This feed will keep you updated with major features added to QuoteWerks.
Every time we make a set of changes to QuoteWerks, we release this set of changes as a new build, and increase it's build #. By increasing the build number each time we make changes
Contents:
Version 4.0 Build 35: MS Dynamics CRM 4.0 is now supported!
QuoteWerks Corporate Edition can now integrate with MS Dynamics CRM 4.0 in a single tenancy environment.
Version 4.0 Build 33: Ingram Micro United Kingdom real-time Pricing & Availability is now supported!
QuoteWerks Professional and Corporate Edition can access product and pricing information from IT Industry distributors D&H, Ingram Micro, SYNNEX, and Tech Data.
Specialized integration was written for these distributors based on customer demand and because they provide product and pricing data in an industry standard database format or a text file format. Ingram Micro and Tech Data provide their data in a database format. D&H and SYNNEX provide their data in a text file format.
Version 4.0 Build 33: SalesLogix 7.2 is now supported!
QuoteWerks integrates with SalesLogix 5.0, 5.2, 6.0, 6.1, 6.2, 7.0, and 7.2.
Version 4.0 Build 33: Maximizer 10 is now supported!
QuoteWerks integrates with Maximizer / Maximizer Enterprise versions 97, 5.0, 2000, 6.0, 7.0, 8.0, 9.0, and 10.0.
Version 4.0 Build 33: GoldMine 7.5 is now supported!
QuoteWerks integrates with GoldMine versions:
Version 4.0 *
Versions 5.0, 5.5, 5.7, FrontOffice 2000 *
Versions 6.0, 6.5, 6.6, 6.7 *
Version 7.0, 7.5 Standard / Corporate Edition **
Version 8.0 Premium Edition **
* QuoteWerks works with both the DBASE/Firebird and MS SQL editions of GoldMine. Through the various years, GoldMine has changed the name of their SQL edition. In these versions, their SQL edition was named the "Corporate Edition" and their DBASE edition sometimes named "Standard Edition" is sometimes named "Business Contact Manager" (BCM for short) in these years.
** As of April 30th, 2007, GoldMine is offered in 3 Editions: Corporate Edition aka 'CE' (version 7), Premium Edition aka 'PE' (version 8), and Enterprise Edition (aka 'EE'). Standard Edition is no longer sold (but QuoteWerks still integrates with it). QuoteWerks does not integrate with GoldMine Enterprise Edition as it is a completely different product line than Standard, Corporate, and Premium Editions. GoldMine Premium Edition was first released as version 8.
Version 4.0 Build 33: Microsoft SQL Server 2008 is now supported!
The Corporate Edition of QuoteWerks includes all the features of the Standard and Professional Editions and adds support for hosting the data on a Microsoft® SQL 7.0, 2000, 2005, or 2008 backend database. The Corporate Edition includes the ability to integrate with MS CRM contact management software in addition to the other contact management software. Additionally, the Corporate Edition includes the "Rollout" functionality that rolls out product and other non-quote related information to remote installations such as laptops. Corporate Edition pricing does not include Microsoft SQL Server licensing.
This Edition supports either a Microsoft Access or Microsoft SQL Server backend database.
Version 4.0 Build 33: QuickBooks 2008 (USA only) is now supported!
QuoteWerks works with:
USA Versions of QuickBooks:
QuickBooks Pro/Premier/Enterprise 2002, 2003, 2004, 2005, 2006, 2007, 2008. What if I have an older version of QuickBooks? The Basic editions of QuickBooks do not allow external applications to integrate with them, so QuoteWerks cannot integrate with them.
Canadian Versions of QuickBooks:
QuickBooks Pro/Premier/Enterprise 2003, 2004, 2005, 2006, and 2007. What if I have an older version of QuickBooks? The Basic editions of QuickBooks do not allow external applications to integrate with them, so QuoteWerks cannot integrate with them.
UK Versions of QuickBooks:
QuickBooks Pro/Accountant 2005 and 2006. What if I have an older version of QuickBooks? The Basic editions of QuickBooks do not allow external applications to integrate with them, so QuoteWerks cannot integrate with them.
Version 4.0 Build 33: Tech Data Online Ordering Module for QuoteWerks
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 through QuoteWerks, there is an option that will let you flag the order for manual review and release by a sales rep, so you will still get your chance to "haggle" prices with your sales rep without the time consuming process of reading to your sales rep all the part numbers, quantities, ship to location, etc. The order can be placed electronically. If you prefer, through QuoteWerks you could place a note in the order to ask the Tech Data sales rep to call you to confirm pricing. No more calling your Tech Data sales rep only to reach voice mail (understandable - they have lots of customers) and have to try to call 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.
Version 4.0 Build 31: 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.
Version 4.0 Build 31: Improved Paste Special Wizard
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.
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