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Quotation Tool CRM
Development Updates

Quote requests submitted on vitalpax.com now land in the CRM as Leads without re-keying, and the record itself gets tighter: Categories and the Acctivate Reference # become required, the reference gets its own column and search, and every quote shows how long it has been sitting at its current stage. Three fixes close gaps in versioned quotes and packaging notes.

August 5 - August 11, 2026

Section

New Features &
Enhancements

The website feeds the CRM directly, the Acctivate reference becomes a first-class field, and stalled quotes stop hiding in the list.

New Feature

Website Quote Requests Land as Leads

  • No Re-Entry -- Completing the Same Day Quote form at vitalpax.com now creates a Lead automatically, listed on the Sales Leads page with Website as its source.
  • Everything Carried Across -- Contact details, requested services, target completion date, and each product the customer described are all captured on the lead.
  • Products Stay Separate -- Multiple products are retained as individual line items, in the order submitted, with the customer's original wording preserved.
  • On Staging -- The integration is running on the staging site ahead of a production release.
The Leads page, subtitled '0 new - 4 unassigned - WeCare and website inquiries land here', with Inbox, New, Contacted, Qualified, In Pipeline (13), Unqualified and All (13) tabs and All sources / All owners filters. The table lists leads by LEAD, SOURCE, INTEREST and PRIORITY, with two Test Company rows at the top carrying a Website source and Warm priority, followed by WeCare leads for Vitalpax and Vitalpax Test. A detail panel is open on the right for TEST COMPANY, subtitled 'Website lead - received today', tagged In Pipeline and Warm with an Unassigned owner. LEAD DETAILS shows Contact Josiah Quiambao, Email josiah@example.com, Phone 09812362314 and a Source of Website underlined in red. PRODUCT INFORMATION below holds two separate cards - PRODUCT 1 with Product Description 'Test Description', Quantity 5000, Type Capsules and Ingredients 'first description', and PRODUCT 2 with 'Second Test Description', Quantity 10000, Type Powders and Ingredients 'second ingredients'. ADDITIONAL INFORMATION lists Desired Services chips for Formulation, White Label and Private Label plus additional notes, above an ACTIVITY section with Note, Call, Email, Meeting and Task buttons.
The public Same Day Quote form on vitalpax.com, headed 'We Are Your One-Stop, Total Solution For Supplement Manufacturing.' with the Vitalpax.inc navigation bar above it. A Company Information section collects Email, First Name, Last Name, Phone, Company and a country dropdown set to United States. A Product Information section below holds a grey product card with Product Description, Quantity and Type fields plus an Ingredients (or main ingredient if unknown) textarea, and an 'Add Another' button beside a red remove button so a customer can submit several products. An Additional Information heading begins the next section underneath.
Feature Update

Categories & Acctivate Ref # Now Required

  • Required To Save -- The Sales Input Wizard now requires both Product Categories and the Acctivate Quote Reference # before a quote request can be saved.
  • Stops Downstream Gaps -- Quotes can no longer progress to later stages missing the information Pricing and Purchasing depend on.
  • Names The Field -- Where a required field is incomplete, the system identifies the specific outstanding fields at the point of saving rather than declining the submission without explanation.
The 'Sales Quoting: Initial Data Intake' wizard dialog on step 1 of 3, Formula & Product Identity, with Composition Intent and Choose Components & Service Type ahead of it. Under Product Information, Product Name and Dosage Format carry red required asterisks. The Product Categories select on the right shows an inline red validation message underlined in red reading 'Product categories are required.', and the Acctivate Quote Reference # field on the left, also asterisked, shows a matching red message underlined in red reading 'Acctivate Quote Reference # is required.' Product Type is set to Supplement with a Child Supplement checkbox beneath. Certification Services lists GMP Certified, Vegan, Kosher, Non-GMO Project Certified, BeVeg Certified, Halal, Organic, Gluten Free, Clean Label Project Certified and Other, with Ingredient Claims beginning below.
Feature Update

Acctivate Ref # on the Quote List

  • Its Own Column -- The main Quote Requests table now carries the Acctivate Ref # as a dedicated column, so a quote can be matched to its Acctivate record without opening it.
  • Searchable -- The reference is included in the keyword search, so searching a reference number returns the corresponding quote directly.
  • Revised Pagination -- Pagination defaults and page-size options have been reworked for a full page of results.
  • Readability Pass -- Column order, spacing, and loading placeholders were adjusted across the table.
The All Quote Requests page with summary tiles reading 57 Total requests, 20 Quotes issued, 0 Accepted by clients and 1 Requires attention, above status tabs (All Quotes 57, Issues 1, Sales Quotes 15, R&D Quotes 5, Sourcing Quotes 2, Pricing Quotes 15, Issued Quotes 20, Client Accepted 0) and All sales reps / All formulators / All dosage formats filters with a Group by status control and keyword search. In the table, a new ACCTIVATE REF# column is outlined in orange between REQUEST NUMBER and STATUS, holding 315874, 315873, 315872 and 315871 for QR-260807-004 through QR-260807-001, dashes for the QR-260806 rows, and N/A for QR-260806-006. Rows list product names such as Vitamin D Drops (Issued, Aug 11), DocVites Probiotic/Prebiotic Chewable Tablet (Sourcing) and BORON10-90ct - BioBoron 10mg Capsules (Pricing) with quantity, dosage, categories, sales rep and formulator columns alongside.
The same All Quote Requests page after a keyword search. The search box in the top right is outlined in red and contains '31583', and the results have narrowed to four rows - QR-260729-004 Toddler Elderberry Liquid, Mixed Berry, 1oz (ref 315839), QR-260729-003 Kid's Elderberry Drops, Mixed Berry, 1oz (ref 315838, Issue Completed), QR-260729-002 Organic Elderberry Drops, Mixed Berry, 1oz (ref 315837) and QR-260729-001 Organic Kid's Focus and Attention, Unflavored, 1oz (ref 315836) - all dated Jul 30, 2026 with a 13 Days chip and Pricing status. The footer reads 'Showing 1 to 4 of 4 entries' with pagination arrows, page 1 selected, and a page-size dropdown set to 50.
Feature Update

Days in Stage Counter

  • Stalled Quotes Stand Out -- Each quote request now shows how long it has been sitting at its current stage, making it immediately apparent which are progressing and which have stalled.
  • Colour-Coded By Age -- On every individual stage view a days-in-stage indicator replaces the request date, colour-coded so the longest-waiting quotes stand out.
  • Turnaround On Acceptance -- Quotes accepted by the client instead show total time from the original request to acceptance, as a measure of overall turnaround.
  • On The Quote View -- The same figure appears on the individual quote view, within the current step of the workflow tracker. All Quote Requests and Issues views are unchanged.
The All Quote Requests page on the Sales Quotes tab (11), with tiles reading 43 Total requests, 18 Quotes issued, 2 Accepted by clients and 0 Requires attention. In the REQUEST DATE column a dark tooltip underlined in red reads 'Days in Sales: 4 days', hovering over an amber '4 Days' chip on the QR-260807-003 row. Every row beneath carries the same age chip in place of a plain date - 12 Days on the six QR-260728 rows for Organic Sea Moss Drops, Organic Lion's Mane Liquid Extract, Elderberry Extra Drops, Toddler Elderberry Liquid, Kid's Elderberry Drops and Organic Elderberry Drops, then 20 Days, 14 Days and a red 28 Days chip on QR-260713-001 - each paired with a red Reverted pill, alongside Acctivate ref, product name, quantity, dosage, categories, sales rep and formulator columns.
The Sales Quote Request - Sourcing page for QR-260707-001 Version 1, Sales Rep Darin McOwen, contact Arlandon Regero. A red outline highlights the QUOTE STATUS area and the workflow tracker beneath it: the status reads SOURCING and the tracker's active Sourcing step carries a '33d' badge, with a dark tooltip below the status reading 'Days in Sourcing: 33 days'. Sales and R&D show green completed ticks behind it while Pricing, Issued and Client Accepted remain grey ahead, with Send Back and Send To Pricing buttons on the right. Below, a Capsules Formulation summary table and an INGREDIENT PRICING table list item 1 R11923 Black Ginger Extract 5% polymethoxyflavones from Trafa Pharmaceutical Inc. at 100.000%, $159.99 per kg, above a Component Pricing panel.
Feature Update

Unknown Category & Editable Ref #

  • Unknown Category -- An Unknown product category has been introduced for cases where the category has not yet been determined.
  • Placed Last -- It appears at the foot of the category list, immediately above Other.
  • Editable At Any Stage -- The Acctivate Quote Reference # may now be updated directly from the Edit Quote Request dialog at any stage, rather than only at creation.
The 'Sales Quoting: Initial Data Intake' wizard on step 1, Formula & Product Identity. The Product Categories multi-select at the top right now holds an 'Unknown' chip with a remove X, and its dropdown panel is open below with a search box above a scrollable checkbox list - Longevity, Sleep, Vision Support, Weight and Metabolism, then 'Unknown' highlighted in black with a tick to show it selected, and 'Other' at the very bottom with an 'Enter custom category' text field beside it. Product Name, Dosage Format and Acctivate Quote Reference # sit on the left with red required asterisks, above a Child Supplement checkbox, the Certification Services list (GMP Certified, Vegan, Kosher, Non-GMO Project Certified, BeVeg Certified, Gluten Free, Clean Label Project Certified, Other) and the Ingredient Claims list.
Section

Bug Fixes

Versioned quotes lost their history and could not be issued twice, and long packaging notes were cut off on the Lab tab.

Bug Fix

Activity Log Spans All Versions

  • History Was Split -- Each version previously kept a separate log, so opening version 2 showed only activity recorded after that version was created.
  • Earlier Context Lost -- Correspondence, status changes, and decisions from earlier versions were not visible on the later ones.
  • One Shared Timeline -- All versions now share a single timeline, with each entry labelled by the version on which it was recorded.
  • Revision Is Logged -- Creating a version is itself recorded - 'New Quote Version Created (v2) from v1' - so a revision is documented rather than appearing as a gap.
The Sales Quote Request - Issued Quote page for QR-260806-001 Version 3, Acctivate Ref # 432151234, status ISSUED, Sales Rep Darin McOwen, with the six-step tracker showing Sales, R&D, Sourcing and Pricing complete and Issued active. A Capsules Formulation panel below renders the Vitalpax QUOTATION document for quote QR-260806-001-v3 dated August 8, 2026, prepared by Darin McOwen, with Customer Information for CalNutri and Payment and Shipping terms. An Activity Log panel is open on the right with an All filter, activity search and date-range filter. Its entries each carry a version badge - two UPDATE entries tagged V3 underlined in red ('Quote Request Updated' and 'Quote Details Updated:'), a CREATE entry tagged V3 reading 'Final Quote Generated: QR-260806-001-v3', a PACKAGING_CHANGE entry tagged V3 reading 'Packaging Body_sleeve customer supplied: No to Yes', two PRICING_SUMMARY_UPDATE entries tagged V3, and an older UPDATE entry tagged V1 from Aug 7 - showing v1 and v3 history together in one timeline, all attributed to dmcowen@vitalpax.com.
Bug Fix

A Second Version Can Now Be Issued

  • Issuing v2 Failed -- Once version 1 had been issued, submitting version 2 to Issued status returned an error because both versions were assigned the same quote number.
  • Version Suffix -- Versions after the first are now identified by a suffix - QR-260713-002 for the original and QR-260713-002-v2 for the second.
  • Issued Independently -- Each issued version is recorded on its own rather than colliding with the version before it.
  • Existing Quotes Safe -- Quotes already issued are unaffected and retain their existing numbers.
The Sales Quote Request - Issued Quote page for QR-260806-001 with a blue Version 3 badge beside the quote number, Acctivate Ref # 432151234, QUOTE STATUS ISSUED, Sales Rep Darin McOwen and quote contact 'Calnutri - Penina Polofsky Unknown', with Manage Versions in the breadcrumb bar and Submit an Issue and Edit buttons on the right. The workflow tracker shows Sales, R and D, Sourcing and Pricing complete in green with Issued active in navy and Client Accepted grey, beside Send Back and Client Accepted buttons. The Capsules Formulation panel below renders the Vitalpax QUOTATION document, where the Quote # reads 'QR-260806-001-v3' with the version suffix, dated August 8, 2026 and valid until September 7, 2026, prepared by Darin McOwen, alongside Customer Information for CalNutri and Payment and Shipping showing a 14-16 week lead time, EXW La Verkin, UT and 50% Down / 50% to Release Shipment terms.
Bug Fix

Packaging Notes Display in Full

  • Truncated To One Line -- Extended packaging notes were previously cut off to a single line on the Lab tab.
  • Hidden In The Dialog -- The remaining text was only visible by opening the detail dialog.
  • Now Wraps -- Notes wrap and display in full, consistent with how they already appeared on the Sales tab.
The Product Components section of a quote on the Lab tab, with a Powder Color and Blend Weight summary and a spec range of 112.500 mg to 137.500 mg above it. Under 'Quote Request Packaging Components' (tagged 3 ITEMS), a card shows PACKAGING MATERIAL 'Plastic Bottle' on the left and RETAIL BOX 'Yes' on the right. Between them, a PACKAGING NOTES block outlined in red renders a long repeated note - 'bottle, dropper, neckband, label, retail carton, and case box' repeated many times over - wrapping across roughly nine full lines instead of being cut off after one. Below, a Lab Production Components grid captioned 'Selected vendor parts for each component type used in manufacturing' shows Add component tiles for Capsule, Bottle, Lid, Neckband, Body Sleeve, Retail Package, Label, Case Box, Outer Case Box, Dessicant, Scoop, Cotton, Dosing Cap, Insert, Tamper Seal, Divider, Packing Material, Other Primary, Other Secondary and Other Tertiary.

What We Shipped

5 New Features
3 Bug Fixes
8 Total Updates

Quote requests from vitalpax.com now create Leads automatically with every product and service carried across, and the Acctivate Reference # became a required field, a searchable column, and editable at any stage. A days-in-stage counter exposes stalled quotes across every stage view, and an Unknown category covers products not yet classified. On the fix side, versioned quotes now share one activity timeline, a second version can be issued under its own suffixed number, and long packaging notes display in full on the Lab tab.