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Version: 5.2    Build: 8.18    Release Date: 08/21/2017     Type: New     View All Features in Build
SugarCRM 7.9 is now supported!
Version: 5.2    Build: 2.26    Release Date: 02/10/2017     Type: New     View All Features in Build
SugarCRM 7.8 is now supported!
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: New     View All Features in Build
SugarCRM 7.7 is now supported!
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: New     View All Features in Build
For SugarCRM users on the Create Opportunity window you can now specify the AssignedTo user.
Version: 5.1    Build: 6.03    Release Date: 05/25/2016     Type: New     View All Features in Build
For SugarCRM users on the Create/Update Follow Up Call window you can now specify the AssignedTo user.
Version: 5.1    Build: 2.02    Release Date: 11/06/2015     Type: New     View All Features in Build
SugarCRM 7.6 is now supported!
Version: 5.1    Build: 2.02    Release Date: 11/06/2015     Type: Fix     View All Features in Build
For SugarCRM users, the AssignedTo field was getting cleared out when updating an existing opportunity. This issue was introduced again in Version 5.1 Build 1.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Misc     View All Features in Build
The SugarCRM integration DLL has been upgraded to .NET framework 4.0 and installed to c:\program files\common files\quotewerks.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Misc     View All Features in Build
Beta support activated for SugarCRM 7.6.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For SugarCRM users, saving a new quote to an existing Opportunity, would show the campaign's ID field instead of the campaign's name.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For SugarCRM users, Opportunity Probability can no longer be set in SugarCRM 7.5+. You can change the probability by changing the Sales Stage. We have now disabled the probability field to reflect this SugarCRM change in SugarCRM versions 7.5 and higher.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For SugarCRM users, the AssignedTo field was getting cleared out when updating an existing opportunity.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For SugarCRM users, not setting a CloseDate for an existing opportunity on SugarCRM Enterprise 7.5+ would cause a Type mismatch error 13.
Version: 5.1    Build: 1    Release Date: 10/27/2015     Type: Fix     View All Features in Build
For SugarCRM users, the AssignedTo field in QuoteWerks will now display the User's Name instead of the Logged In name in SugarCRM 7.0+.
Version: 5.0    Build: 4.19    Release Date: 05/15/2015     Type: Fix     View All Features in Build
For MSCRM users, Maximizer users, and SugarCRM users the "display secondary contacts" or "Display account contacts" checkbox was not working. This issue was introduced in build 4.00 as a result of preparation for QuoteWerks Web.
Version: 5.0    Build: 4.15    Release Date: 05/07/2015     Type: Fix     View All Features in Build
For MSCRM users, Maximizer users, and SugarCRM users the "display secondary contacts" or "Display account contacts" checkbox was not working. This issue was introduced in build 4.00 as a result of preparation for QuoteWerks Web.
Version: 5.0    Build: 1.43    Release Date: 01/06/2015     Type: New     View All Features in Build
SugarCRM 7.5 is now supported!
Version: 5.0    Build: 1.18    Release Date: 12/12/2014     Type: Misc     View All Features in Build
Activated beta testing support for SugarCRM 7.5.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For SugarCRM users, when selecting a SugarCRM contact the mobile number is now retrieved into the quote.
Version: 4.9    Build: 10.04    Release Date: 08/27/2014     Type: New     View All Features in Build
For SugarCRM users, every time you saved an opportunity, the DateClosed was subtracted by one day.
Version: 4.9    Build: 8    Release Date: 06/05/2014     Type: New     View All Features in Build
SugarCRM 7.2 is now supported!
Version: 4.9    Build: 8    Release Date: 06/05/2014     Type: Fix     View All Features in Build
SugarCRM 7.0 and 7.1 Enterprise Revenue Line Item amount was getting updated with UnitPrice instead of ExtendedPrice.
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
SugarCRM 7.0 and 7.1 are now supported!
Version: 4.9    Build: 7    Release Date: 05/07/2014     Type: New     View All Features in Build
For SugarCRM Enterprise 7.0 and higher users, Opportunity Revenue Line Items are now supported in SugarCRM opportunities.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Fix     View All Features in Build
For SugarCRM users, the expected close date on an opportunity would sometimes display 12/30/1899.
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: New     View All Features in Build
SugarCRM 6.7 is now supported!
Version: 4.8    Build: 5    Release Date: 06/03/2013     Type: Fix     View All Features in Build
For non-USA SugarCRM users, it was possible that the dates associated with SugarCRM calls and opportunities wouldn't be saved and/or loaded correctly causing discrepancies.
Version: 4.8    Build: 3.01    Release Date: 01/28/2013     Type: New     View All Features in Build
SugarCRM 6.6 is now supported!
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: New     View All Features in Build
SugarCRM 6.5 is now supported!
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: Fix     View All Features in Build
For SugarCRM users, depending on SugarCRM installation / configuration could recieve the following error when attempting to login: 'Error 9999 - Error retrieving SugarCRM UserID for Username.'
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: Fix     View All Features in Build
For SugarCRM users, upon updating an opportunity in SugarCRM the assigned to user would be blanked out.
Version: 4.7    Build: 7    Release Date: 07/12/2012     Type: Fix     View All Features in Build
For SugarCRM users, searching for Contacts would sometimes return duplicate results.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
SugarCRM 6.4 is now supported!
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
Attach File to CRM feature. With this feature you can automatically and manually attach files to your CRM. When emailing a quote to your customer as a PDF file, the PDF file will automatically be attached. When uploading a quote to QuoteValet and Emailing the customer the notification, the PDF file of the quote will automatically be attached. You can manually attach a file to your CRM by right clicking on a file in the Links tab, on the Print Preview window, and also from the Print window Save as PDF option. This makes the PDF version of the quote viewable by any colleagues that have access to the CRM record without having to have QuoteWerks installed. Particularly useful for the service or technical side of the business having access to the details of the job that was quoted. This new feature is turned on by default and can be controlled with the setting "[]Automatically attach PDF sent to customer by E-Mail or QuoteValet to the CRM Account or Opportunity." located on the Print tab of the Tools->Options menu.When using this feature with Autotask, ConnectWise, salesforce.com, you need to attach the quote to an opportunity first. Once the quote is associated with the CRM opportunity, QuoteWerks knows to automatically attach the PDF to the CRM Opportunity. When using this feature with ACT! 2005+, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, SugarCRM, and SalesLogix you need to link the quote to a CRM contact first. Once the quote is linked with the CRM contact, QuoteWerks knows to automatically attach the PDF to the CRM contact.
Version: 4.7    Build: 4    Release Date: 03/09/2012     Type: New     View All Features in Build
The web browser "quotewerks:" protocol handler introduced with QuoteValet as a way to open QuoteWerks quotes using a URL. Now it has been updated to support all the functionality supported by the QuoteWerks Web Connector, thereby eliminating the need for the QuoteWerks Web Connector. This is particularly beneficial for terminal service users because the WebConnector would need to be setup for each terminal server user on a different manually specified port number, whereas none of this setup will now be required with the new "quotewerks:" protocol handler. The Web Connector is used mostly in conjunction with web based CRM packages like salesforce.com and SugarCRM. It can also be used with any system that can launch a Web Link (URL). Using this feature it is possible to automate QuoteWerks creating a new quote and populating it with information from the web url. To modify existing web urls to work with the new "quotewerks:" protocol handler, simply change "http://localhost:1001/" to "quotewerks://"
Version: 4.7    Build: 1.01    Release Date: 11/16/2011     Type: New     View All Features in Build
SugarCRM 6.3 is now supported!
Version: 4.6    Build: 5    Release Date: 06/10/2011     Type: New     View All Features in Build
SugarCRM 6.2 is now supported!
Version: 4.6    Build: 1.23    Release Date: 01/11/2011     Type: New     View All Features in Build
SugarCRM 6.1 is now supported!
Version: 4.5    Build: 10    Release Date: 08/11/2010     Type: New     View All Features in Build
SugarCRM 6.0 is now supported!
Version: 4.5    Build: 9.06    Release Date: 07/29/2010     Type: Fix     View All Features in Build
For SugarCRM users, if the 'amount' field in the opportunity table in the SugarCRM database was configured as nullable and an opportunity was added to the table in such a way that the amount field was not populated, a runtime error would occur when attempting to bring up the opportunity window during the saving of a Quote and as a result QuoteWerks would close unexpectedly.
Version: 4.5    Build: 9    Release Date: 07/23/2010     Type: New     View All Features in Build
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    Release Date: 06/21/2010     Type: Fix     View All Features in Build
For SugarCRM users, when pulling a contact into QuoteWerks, if the contact's street address in SugarCRM contained more than one line, all lines would be combined into the first address line in QuoteWerks.
Version: 4.5    Build: 4    Release Date: 04/07/2010     Type: Fix     View All Features in Build
For SugarCRM users when attempting to update a SugarCRM opportunity that was previously closed as 'Lost' you would not be prevented from doing so. QuoteWerks does not support the updating of SugarCRM opportunity that has already been closed. Also, if the QuoteWerks quote was converted to a 'Lost Sale', the SugarCRM opportunity was not getting closed.
Version: 4.5    Build: 1.01    Release Date: 12/16/2009     Type: Fix     View All Features in Build
For SugarCRM users, when creating an opportunity, if any existing opportunities for the select contact contained a blank value for the Probability (rather than a 0), an error "Run-time error '13': Type mismatch" would occur.
Version: 4.5    Build: 1    Release Date: 12/15/2009     Type: New     View All Features in Build
SugarCRM 5.5 is now supported!
Version: 4.0    Build: 47    Release Date: 06/09/2009     Type: New     View All Features in Build
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().