Weekly changelogs of new features, UI improvements, and bug fixes shipped to the quotation management system.
The capsule becomes a required ingredient row that prints on the Supplement Facts panel and the issued quote's packaging without touching any weight total, and now reads the same way in Sourcing and Pricing too. Quotes and samples can be flagged High Priority, marked as sent with a note, and opened straight in the Pipeline Board. Benchtop adds a Pricing stage, vendor and price on the bench formula, and a stickpack test plan. A new Quote Analytics dashboard and Stage History tab track turnaround, rework and blockers; Sourcing and Pricing gained guardrails against loose ends; and versioning no longer blocks on an active benchtop sample.
Combines the August 26 - September 8 and September 9 - 15 reports. The MPS sheet becomes editable and its PDF prints exactly what is on screen, ending the hardcoded client name on every sheet. Duplication gains a landing status, stage timing reads in minutes, Sales can send an R&D quote back and request a benchtop sample, and accepted quotes can no longer be regenerated. Benchtop grows from numbered test plans and multi-run slug tests into Edit-and-Save results, editable bench ingredients, a Sample Handoff split between R&D and Sales, and a no-login feedback page where the customer approves the sample.
Sample Handoff splits into an R&D stage and a Sales stage, Sales pick a carrier and paste in tracking, and the customer approves the sample or requests changes on a feedback page that needs no account, with Send to Final Pricing unlocking only after approval. Test results now save when you press Save instead of autosaving, ingredients can be added and deleted on the bench, a swapped product brings its own R# and name, the Supplement Facts panel can be reordered, and quote versions lock once a sample exists. On the quote side, Sales can request a benchtop sample, accepted quotes can no longer be regenerated, Dashboard links are renamed Quote Requests, and a long revert reason stays on one line.
The blank filler rows under the microbial and heavy-metal tables now take a free-text name, spec and method and print identically to the seeded rows, while Product ID & Name and Servings per Container are typed on the sheet with the amber editable-cell treatment, never storing an untouched prefill and driving the per-container total so the two cannot contradict each other. The downloaded PDF now carries the client name and serving text shown on screen rather than the controller recomposing them - the cause of one hardcoded client name appearing on every sheet. Adjust Gross Margin stacks one option per row against the Current bar, General Information splits Primary Contact from Company and traces duplicates to their source, duplication gains a landing status selector, Sales can send an R&D quote back, and stage timing is tracked in minutes so a short dwell no longer rounds to zero. Pricing variations carry notes, Sales intake captures Tablets per Serving, PDFs preview in-app, the REVERTED badge finally clears on every forward transition, and the lag on the Pricing tab was traced to a notification firing several times over a single action. On staging, Benchtop gains a Sample Send-off checklist split between R&D and Sales, numbered test-plan steps, up to three slug runs per capsule test, and a samples list with stage tabs, grouping and filters.
A new Benchtop section on every client-accepted quote gives R&D the formula under test with pricing withheld, on-hand quantities per ingredient, a raw-material readiness gate, and four required tests per sample - Capsule Fill and Slug, Flowdex, Bulk Density and Tap Density - with computed densities and no advancing until they are complete. The Same Day Quote integration moved from staging to production, so vitalpax.com enquiries now create Leads on the live Sales Leads page. Days-in-stage now reads 1 Day instead of New with consistent tooltips and age colouring on completed stages, and the Acctivate reference is optional at intake again, completable later from Edit Quote Request. A vendor's multiple MOQs each get their own picker row and saved selections stick, and after attachments were lost to a routine update, all uploaded files now live in dedicated cloud storage with scheduled backups of the database and files.
Completing the Same Day Quote form on vitalpax.com now creates a Lead automatically on staging, carrying contact details, requested services, target completion date and every product the customer described as its own line item in the original wording. The Sales Input Wizard now requires both Product Categories and the Acctivate Quote Reference # and names any field left outstanding, the reference gained its own column plus keyword search on the main Quote Requests table, and it can be edited at any stage. A colour-coded days-in-stage counter replaces the request date on every stage view so stalled quotes stand out, accepted quotes show total turnaround instead, and an Unknown category covers products not yet classified. Three fixes landed - versioned quotes now share a single activity timeline labelled by version, a second version can be issued under a suffixed quote number, and long packaging notes wrap in full on the Lab tab.
The Sales Lead and Pipeline pages left staging for the Sales Department, arriving with a shared 32-country phone prefix picker, quote-request validation that names the missing field, and board polish covering rush-card ordering, column scrolling, Escape-to-close drawers and toasts that clear the drawer. Sales gained three certifications, two ingredient claims and an oz/container field for liquids, filters now survive page changes, Component Pricing moved onto the Sourcing tab beneath Ingredient Pricing, customer-supplied ingredients and components can be declared and held at $0.00 through to Pricing, and manual pricing accepts decimal-first entry.
Every stage now rolls up a Total and a Weighted amount scaled by an admin-tunable close likelihood, so Sales sees what is on the table and what is realistically expected to close. Reps group into teams with a one-click board filter and team initials on every avatar, rush quotes float to the top of their column with a lightning pill, and age chips track days since creation and days in the current stage. A single lead can now carry one pipeline card per product, legacy Quote Requests can be re-linked to their cards retroactively, reverted quotes paint their card orange, and two bugs were closed - lead activity notes silently failing to save, and label claims clipping below 0.001 mg on the production site.
Last week's clickable previews are now real: leads, pipeline cards, tasks, notes, and attachments persist across sessions, quotes are created from a card in one step, and each card's checklist ticks itself as the linked Quote Request advances through R&D, Sourcing, Pricing, Issued, Sent, and Client Accepted. Admins get page-level access control per user and department, Purchasing gains the Sync Acctivate page, the Acctivate sync shows a live progress panel, the Quote Requests list surfaces an Issued date on every row, and Daily Value is renamed to the clearer Label Claim.
Last week's Third Party hub gains a centralized Vendors directory, per-vendor MOQ, a Source URL field, and automatic E-numbering. Capsules per Serving now flows from the Sales tab straight into the R&D Lab, reverted quotes carry a hover pill explaining who rolled them back and why, and issued quotes auto-credit the assigned Sales Representative. A fully clickable Leads inbox and drag-and-drop Pipeline Kanban board land on staging ahead of database wiring, and Ingredient Requests tied to archived quotes are filed under a proper Archived tab.
Ingredients sourced from custom vendors outside Acctivate can now be added, priced, and vendored from a new Settings hub, then pulled straight into formulations and carried through every tab with color-coded TP markers - laying the foundation for auto-scraped ingredients - alongside security patches that confine activation links to internal logs, validate admin role changes at the database layer, and separate profile saves from core system settings.
Sales-entered Servings per Qty now auto-fills the R&D Lab Settings, the Supplement Facts preview gains macro toggles and full Child Supplement age-banded labels, component search returns sharper and more consistent results, and stickpacks land across the Sample Spec and Master Product Specification - alongside fixes for the missing film component and patches closing cross-site scripting, SQL injection, and email-header injection.
The Master Product Specification, Sample Product Specification, and Certificate of Composition gain customer info and per-row hide/show controls, packaging components pick up identifying icons across R&D and Pricing, and fixes clean up the Normal Loss badge, stickpack-only components, serving-size units, and quote numbering.
Stickpacks become a fully supported dosage format from Sales intake through the R&D formula builder, pricing, and the customer-facing quotation PDF. Pricing Variation now fills Tiers A-D dynamically from the sales quantity bracket, and the Create Ingredient step becomes a guided Acctivate sync flow. The Pricing tab gains inline editing of Containers and Servings Per Bottle across every format, default 0.07 rates for Machine Use / 3rd Party Test / Certification, and a Below MOQ Fee that auto-locks on bulk quotes. A Days Since Request Date indicator highlights aging quotes, Product Name, Dosage Format, and Sales Product Type become editable, and vendor tables get an MOQ column. Pending and Processing ingredient-request tabs merge into one. Four fixes resolve custom pricing on vendor-less ingredients, duplicate inactive rows on revert, blank info on issued quotes, and a missing Assign Formulator prompt.
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.
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.
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.
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.
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).
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.
Product Component pricing pulled live from Acctivate PoDetails, withdrawable R&D ingredient requests, side-nav reorder, ingredient form cleanup, and a 502 sync fix.
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.
Relinking existing ingredients to requests, 30-minute Acctivate auto-sync, new Hostinger + Dokploy hosting stack, Pricing department split, Packaging Settings, SFP refactor, and more.