Quotation Tool CRM
Development Updates

New features, UI improvements, and bug fixes shipped to the quotation management system.

April 2026

Section

New Features &
Enhancements

Major additions to the quotation workflow.

New Feature

Ingredient Request: Relinking Existing Ingredients

  • Existing Product Linking -- Purchasing can now link requests to existing products and vendors via autocomplete dropdowns.
  • Visual Identifiers -- Finalized requests using existing products now display a double checkmark with a "Relinked" tooltip in the R&D table.
Ingredient relinking screenshot
Infrastructure

Sync Acctivate

  • 30-Minute Auto-Sync -- A sync:run-all orchestrator executes a full data sequence (Contacts, Vendors, Products, Product Vendors, PO Details) every 30 minutes via Dokploy cron jobs.
  • Reliability -- Loop-exhaustion logic fetches all batched pages in a single run. A new SyncLog system handles error tracking and metric recording.
Sync overview
Sync logs
Infrastructure

Deployment of New Server

  • Hosting Stack -- Using Hostinger as our server provider with Dokploy as the application management layer for deployments.
  • Environment Separation -- Created dedicated Staging and Production environments to isolate testing from live operations.
  • In Progress -- Currently finalizing the staging and production setup. Data migration and testing are underway with a target completion of 2 days.
S
Staging
In progress
→
P
Production
In progress
Hostinger Dokploy
New Feature

Add Pricing Department

  • Role Separation -- Formally split the "Purchasing / Pricing" combined role into two independent departments.
  • Dedicated Branding -- Pricing now features a unique Teal badge and has exclusive permissions to edit pricing and select vendors.
Pricing department
Pricing permissions
New Feature

Packaging Settings for Sales

  • Master Data Control -- A new Packaging Settings grid was added specifically for the Sales department, allowing for direct management of component types.
Packaging settings
Section

UI & UX
Improvements

Quality-of-life upgrades across the interface.

UI/UX

Quote Tables & Filtering

  • Auto-Expand -- Quote tables now automatically expand and update their counts when changing Sales Rep or Formulator filters.
  • Default Sales View -- The system automatically filters the "Sales Representative" view to the logged-in user upon arrival, ensuring teams see their specific dashboard immediately.
Quote table filtering
UI/UX

Supplement Facts Preview Refactor

  • Standardized Filename -- Exported files now follow the strict QRXXX-PRODUCTNAME-MMDDYY.jpeg format.
  • Clean Exports -- Spacing in product names is automatically converted to hyphens and the "QR" prefix is sanitized.
SFP refactor
UI/UX

Ingredient Claims & Certifications

  • Terminology Update -- Renamed "Ingredients Restriction" to Ingredient Claims and "Certifications" to Certification Services.
  • New Selections -- Added "Non-GMO" and "Vegan" to the Certification Services.
Ingredient claims
UI/UX

Target Label Claim

  • Updated UI references from "Label Claim" to Target Label Claim in R&D edit ingredient row.
Target label claim
Section

Bug Fixes

Issues reported and resolved.

Bug Fix

Variation Creation

  • Reported by: Zach Peay
  • Target Status Selection -- You can now select a specific target status when cloning a quote version. This allows Sales to revert clones to an editable state immediately rather than defaulting to R&D.
Variation creation fix
Enhancement

AI Analysis

  • Enhanced the AI analysis dialog with a structured report view, section navigation, and statistics cards.
AI analysis dialog

What We Shipped

5 New Features
2 Infrastructure
5 UI/UX Improvements
1 Bug Fix

Thank you.