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Quotation Tool CRM
Development Updates

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

April 8 - April 14, 2026

Section

New Features &
Enhancements

Major additions to the quotation workflow.

New Feature

Tiered Pricing in Sales Intake

  • Volume-Based Discounts -- Users can now define tiered pricing structures directly during the Sales Intake flow.
  • Early Alignment -- Captures volume discounts up front so Sales and Pricing stay aligned from the very start of a quote.
Tiered pricing intake
Tiered pricing structure
New Feature

Review Quote Workflow

  • Bidirectional Review -- Purchasing manages quotes awaiting approval via a new Review Requests page with Approve and Return actions.
  • Mandatory Rejection Reason -- Returning a quote requires a reason so Sales knows exactly what to adjust.
  • Status Badges & Watermark -- Real-time status badges and a high-fidelity "APPROVED" watermark on finalized formulations.
Review requests page
Approved watermark
Enhancement

Capsules as Editable Product Components

  • Pick Capsules in Formulation -- R&D and Pricing can now select Capsules as a product component while keeping them classified as raw materials.
  • Auto-Applied Pricing -- The system automatically applies the ingredient price to the capsule calculator, keeping formulation and cost in sync.
Capsule component
Capsule selection
Capsule calculator
New Feature

Sales Product Auto-Save as Draft

  • Database-Backed Drafts -- Product drafts moved from browser storage to the database so Sales can close a dialog and return later without losing progress.
  • DRAFT Badge -- Unsaved work is flagged with a DRAFT badge in the product list.
  • Safeguards -- Quotes cannot be sent to R&D while any product is still in a draft state.
Draft badge in product list
New Feature

Send Back to R&D for Ingredient Requests

  • Structured Rejection -- Purchasing can now return ingredient requests that need editing or more information.
  • Reply Thread -- Formulators receive these requests with editable "Reply to Purchasing" fields, creating a structured conversation directly in the app.
Send back to R&D
Reply to purchasing
New Feature

Ingredient Request Type

  • Sourcing vs. Pricing Update -- R&D can now specify whether a request is for new sourcing or just a pricing update.
  • Dedicated Column -- Purchasing gets a dedicated column to triage and prioritize their workload.
Request type column
Section

UI & UX
Improvements

Quality-of-life upgrades across the interface.

UI/UX

Desired Daily Value in Add Ingredient

  • Both the Basic and Advanced views of the Add Ingredient dialog now include a Desired Daily Value field for consistent data capture.
Desired daily value field
UI/UX

Default Quantity Unit (kg)

  • "kg" is now set as the default unit and placeholder across all Purchasing and R&D ingredient request forms, streamlining data entry.
Default kg placeholder
UI/UX

Step 2: Composition Intent

  • Updated Step 2 of the Add Ingredient flow to focus on Composition Intent, clarifying the specific purpose of each ingredient within the formula.
Composition intent step
UI/UX

Removed R# Auto-Generation

  • Removed the R# auto-generation button to support direct manual entry.
  • Cleans up the header UI and prevents accidental ID generation.
R# removed
Section

Bug Fixes

Issues reported and resolved.

Bug Fix

Hide Pricing Ingredients from Requests List

  • Lifecycle Fix -- Ingredients already moved to the Pricing phase are now correctly filtered out of the general Ingredient Request list.
  • Cleaner Queue -- Purchasing only sees what still needs action.
$
Pricing Phase
Filtered out
→
☰
Ingredient Requests
Clean queue
Bug Fix

Sync Preserves Deactivated Vendors

  • Local Status Respected -- Fixed an issue where a sync would auto-reactivate vendors.
  • Stays Deactivated -- Vendors deactivated locally now remain inactive even after a fresh sync from Acctivate.
↻
Acctivate Sync
→
⊘
Deactivated Vendor
Stays inactive

What We Shipped

6 New Features & Enhancements
4 UI/UX Improvements
2 Bug Fixes

Thank you.