Quotation Tool CRM
Development Reports

Weekly changelogs of new features, UI improvements, and bug fixes shipped to the quotation management system.

May 27 - June 2, 2026

Pricing-tab flexibility, an R&D formulator guard, sharper list views, and five workflow fixes

The Pricing tab gains Per Bottle / Total-per-Item cost modes across every component field and directly editable source pricing with a manual-edit flag that persists into Sourcing. The R&D tab now locks editing until a formulator is assigned. Ingredient Requests get Potency, Quantity, and Trademarked columns, plus a new Dosage Type filter and clearer default filter labels. Five bug fixes restore missing R# lookups (R8547, R1610) and a corrected R4464 price, fix the Issues and Ingredient Request counters, repair the Show X Entries dropdown, and bring back issued-quote email.

5 Features 1 UI/UX 5 Bug Fixes
May 6 - May 19, 2026

Customer-facing documents go live, a dedicated Sourcing workspace, and a full Quote + Ingredient Request UI overhaul

Four customer-facing documents ship: a Certificate of Composition, a Sample Product Specifications sheet, an auto-switching Supplement / Nutrition Facts panel with age-banded Daily Values, and a Master Product Specification - all with one-click PDF export. Purchasing gets its own Sourcing workspace with a richer activity log, and a new Food vs Supplement product type drives the right facts panel. The entire Quote Requests list, per-tab content, Edit Lab Settings dialog, Ingredient Requests list, the Ingredient Request detail flow, and the attachment section are all rebuilt with a unified design language.

6 Features 6 UI/UX Rebuilds
May 13 - May 19, 2026

Certificate of Composition, Sample Spec Sheet + Facts panels, and a full Quote Request + Ingredient Request UI rebuild

Brand-new Certificate of Composition preview with PDF download, a Sample Product Specifications sheet, and an interactive Supplement / Nutrition Facts panel that auto-switches by product type. Adult Daily Values now age-banded (infant / toddler / adult / pregnant) to drive %DV math. New Food vs Supplement Product Type on every quote. The entire Quote Requests list, per-tab content, Edit Lab Settings dialog, Ingredient Requests list, and the Ingredient Request detail flow all rebuilt with a unified design language, plus a compact Attachments row.

4 Features 7 UI/UX Rebuilds
May 6 - May 13, 2026

Dedicated Sourcing workspace, richer activity log, and a cleaner Ingredient Request flow

Sourcing splits off from Pricing into its own Purchasing workspace, with Pricing now read-only on vendor and PO data. Activity log now tracks ingredient changes, price updates, status moves, and component edits, with tabs acting as quote status filters. Ingredient Request UI gets readable labels and Create / Link tabs. Supplement Facts Preview ingredients can be dragged and reordered independently of the R&D table. Two bug fixes: Ingredient Request status filter crash plus a default Pending filter, and the R&D Product Components removal refresh.

3 Features 1 UI/UX 2 Bug Fixes
April 29 - May 5, 2026

Quote-driven dosage formats, percentage-based normal loss, and 3 R&D requests shipped

Dosage Format Type now auto-selects from each quote's formulation reference with Save/Reset controls. Normal Loss now shown and entered as a real percentage (5%) instead of a decimal. Neckband Pieces / Roll input with sticky last-used defaults. Acctivate sync rebuilt with an Active/Offline indicator. Two pricing-table bug fixes (vendor names, Issued PO status, tooltip math). Three R&D-requested features now live (Formulator filter defaults to All, packaging picker auto-filter).

6 Features 2 Bug Fixes 3 R&D Requests Shipped
April 22 - April 28, 2026

Pricing engine rework: dynamic margins, format-aware costs, weight-based freight

Migrated from a flat 32% margin to a format-aware engine driven by Target Profit per Unit. Added Custom Margin, switched Normal Loss to a 5% rate, rebuilt Freight In on a $500 + $1/kg formula, and fixed Pricing Variation editor instability. Includes 3 R&D feature requests for meeting review.

4 Features 1 Bug Fix 3 Requests
April 15 - April 21, 2026

Pricing accuracy, withdrawn requests, and Acctivate sync fix

Product Component pricing pulled live from Acctivate PoDetails, withdrawable R&D ingredient requests, side-nav reorder, ingredient form cleanup, and a 502 sync fix.

2 Features 2 UI/UX 1 Bug Fix
April 8 - April 14, 2026

Tiered pricing, review workflow, and ingredient request upgrades

Tiered pricing in Sales Intake, bidirectional Review Quote workflow, editable capsule components, database-backed product drafts, Send Back to R&D for ingredient requests, and more.

6 Features 4 UI/UX 2 Bug Fixes
April 1 - April 7, 2026

Ingredient relinking, Acctivate sync, and server deployment

Relinking existing ingredients to requests, 30-minute Acctivate auto-sync, new Hostinger + Dokploy hosting stack, Pricing department split, Packaging Settings, SFP refactor, and more.

5 Features 2 Infrastructure 5 UI/UX 1 Bug Fix