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Quotation Tool CRM
Development Updates

Last week's Sales Leads inbox and Pipeline board graduate from clickable preview to fully database-backed - leads, cards, tasks, and notes now persist, and each pipeline card's checklist mirrors its linked Quote Request automatically. Alongside: granular page-access controls per user and department, Purchasing gains the Sync Acctivate page, a live sync progress panel, Issued dates on the Quote Requests list, and Daily Value renamed to Label Claim.

July 15 - 21, 2026

Section

New Features &
Enhancements

Admins get page-level access control per user and department, Purchasing gains the Sync Acctivate page, and the Quote Requests list surfaces an Issued date on every row.

Feature Update

Page Access Control Per User & Department

  • Per-Page Toggles -- A Page Access dialog on the Users page lists every page as a checkbox, so admins decide exactly what each user can see.
  • Department Defaults -- A separate Manage Department Access dialog sets the baseline pages for a whole department in one place.
  • Custom Pill -- Flipping a page for one user adds a 'Custom' pill next to them, flagging where they differ from their department default.
  • Truly Hidden -- Hidden pages stay out of the sidebar and can't be reached by direct URL either.
Department Page Access dialog open over the Users page, with the 'Manage Department Access' button underlined in red at the top right. The Department dropdown is set to 'pricing' with the note 'Check the pages that all users in this department should see by default. Per-user overrides can still grant or revoke access individually.' A checklist of page groups follows: Quote Requests (All Quote, Issued, Client Accepted, All Issues all checked), Sales (Dashboard, Leads, Pipelines unchecked), R&D (Dashboard), Sourcing (Dashboard, Ingredient Request), Pricing (Dashboard checked), and Data (Products, Vendors, Company). Cancel and Save sit at the bottom, with the Users team table visible behind the dialog.
Feature Update

Purchasing Gains the Sync Acctivate Page

  • Now In Their Sidebar -- Purchasing members can open the Sync Acctivate page directly - the menu item appears for them and clicks straight through.
  • No Admin Needed -- Running or reviewing an Acctivate sync no longer requires an admin to step in on Purchasing's behalf.
  • Scoped Cleanly -- Other departments are unchanged - the access opens only for Purchasing.
Acctivate Sync page viewed by 'Jenine Purchasing' (Purchasing department, shown in the top-right account menu). In the left sidebar under SETTINGS, 'Sync Activate' is highlighted and underlined in red, confirming the item is now visible to a Purchasing member. The main table lists sync sources Contacts, Products, Product Vendors, Vendors, and Po Details, each with a Last Sync timestamp of 7/21/2026, a synced count, Remaining and Offset columns, and Run / Resync action buttons, with a green ACTIVE status and Run All control above.
Feature Update

Issued Date on the Quote Requests List

  • Visible At A Glance -- Each row on the Quote Requests list now shows when the quote was issued, without opening the record.
  • Green Issued Line -- A small green 'Issued MMM d' line sits under the Status chip on the All Quotes / Issues tabs and under Request Date on the filtered status tabs.
  • Full Timestamp On Hover -- Hovering the date reveals the exact issue time down to the minute.
All Quote Requests list with stat cards for 28 Total requests, 17 Quotes Issued, 1 Client Accepted, and 0 Requires attention. The top row QR-260720-001 (New status) shows a green 'Jul 21' issued line under its status with a dark hover tooltip reading 'Issued Jul 21, 2026, 6:44:35 AM' underlined in red; a lower row QR-260616-001 (Issued) shows a green 'Jul 9' line underlined in red. Other rows list stickpack, powder, and capsule quotes with request dates, quantities, dosage tags, sales reps, and formulators.
Section

Sales Leads & Pipeline
Now Database-Backed

Shipped last week as clickable staging previews, the Leads inbox and Pipeline board are now wired to a real database - leads, cards, tasks, notes, and attachments persist across sessions, and each pipeline card's checklist syncs itself to the linked Quote Request. Still on the staging app for the final polish rounds.

Preview Now Live

Sales Leads Now Persist

  • Was A Staging Preview -- The Leads page shipped July 8-14 as a UI-only preview - it is now backed by a real database, so nothing resets between sessions.
  • Inline Changes Stick -- Status, Priority, and Owner dropdowns edited right on the row now save and persist.
  • Separate Sidenav Counters -- The sidenav split into Leads (not yet in a pipeline) and Pipelines (already in one) so Sales sees the volume of each at a glance.
Leads page ('WeCare & website inquiries land here') with tab filters (Inbox, New, Contacted, Qualified, In Pipeline 3, Unqualified, All 3) and source/owner dropdowns. The Status dropdown is open on the top row (Vitalpax123) showing options New, Contacted, Qualified, In Pipeline (highlighted), and Unqualified. Three lead rows - Vitalpax123, Vitalpax, and orange - show Warm and Hot priority flags, owner assignment dropdowns, Received times, and green View Card buttons.
The same Leads list with the Priority dropdown open on the top row, showing Hot, Warm (highlighted), and Cold options with flame and thermometer icons. The three lead rows (Vitalpax123, Vitalpax, orange) each show In Pipeline status chips, owner dropdowns (Maria Jimenez, Arlandon Regero, Darin McOwen), Received times of 3-5 days ago, and green View Card buttons; the top navbar shows a 19-item notification badge.
Preview Now Live

Lead Detail Drawer & Move to Pipeline

  • Persistent Edits -- Edits made inside the Lead Detail drawer - contact, company, product, and desired services - now save across sessions.
  • One-Click To Pipeline -- A single 'Move to Pipeline' action on both the row and the drawer drops the lead onto the pipeline board.
  • Companion Polish -- The Compose Quote Email dialog gained a 'Mark as Sent' button for quotes delivered outside the system, and the SALES 'Dashboard' link was renamed 'Sales Quote Requests'.
Lead Detail drawer for the 'ORANGE' WeCare lead (In Pipeline, Hot, owned by Darin McOwen). Details list contact Josiah Quiambao, email josiah@example.com, phone, source WeCare. A Product Information block shows description Test Product, quantity 2000, type capsules. Additional Information lists a Desired Product Completion Date of Jul 29 2026 and a Formulation service. An Activity section offers Note / Call / Email / Meeting / Task tabs with a Log Note box, and the footer shows a red Delete Lead link and a green 'In Pipeline - View Card' button.
Lead drawer for 'VITALPAX123' in edit mode (Cancel / Save at top). Editable fields include Source (Website), Company/Brand (Vitalpax123), First Name Arlandon, Last Name Regero, Email test12@gmail.com, Phone, and Website. A Product Information block holds Product Description Vitaminc, Quantity 1000, Type Powder, and Ingredients. Additional Information shows a Desired Product Completion Date of 07/14/2026 and Desired Services checkboxes with Formulation and Private Label checked.
Preview Now Live

Pipeline Board Now Persists

  • Everything Saves -- Cards, columns, tasks, notes, and attachments on the Pipelines board now persist across sessions instead of resetting.
  • Stage Task Checklists -- Each card opens a detail drawer with a stage task checklist, add-note and attach-file actions per task, and a mark-as-lost control.
  • Sales Rep Filter -- The header gained a Sales Rep filter dropdown that replaces the earlier placeholder team tabs.
Pipeline Board titled '7 projects - All Sales Reps - drag cards between stages' with the 'All Sales Reps' filter dropdown open at the top right (All Sales Reps, Unassigned, josiah sales, TestFirstname TestLastname, Ida B, Arlandon Regero). Color-coded columns run Lead Intake (Creatine card), Quoting Process (test card), Quote Approved - R&D Stage (Product Desc, This and that, test, Stevia cards), Sample Approved, PO Received, Production (apple card), and Won, each card showing a dosage-format tag and task-progress bar.
Pipeline card detail dialog for 'Creatine' in Lead Intake (On Track, 0 of 6 tasks, 0%). The Lead Intake - Tasks checklist lists Demo Call Completed, Quote Submitted in Acctivate, NDA Sent to Client, MFG Quality Agreement Sent to Client, Signed NDA Uploaded to Acctivate, and Quote Submitted in CRM - the last row carrying a blue '+ Create Quote' button. Each task has add-note and attach-file links, above a Project Details panel and a red Mark as Lost action.
Feature Update

Move to Quoting Creates the Quote in One Step

  • Side-By-Side Modal -- Moving a card into Quoting Process opens the New Quote Request modal beside the card instead of navigating away.
  • Contact + Quote Together -- Submitting creates the linked Contact and Quote Request in a single step; cancelling cleanly reverts the card.
  • Straight To R&D -- Once the quote exists, the card's Sales Request Information panel offers a 'Submit to R&D Team' button to advance it.
The Creatine Lead Intake card with a 'New Quote Request' modal open side-by-side. The modal has Product Type (Supplement / Food), Contact Mode (Existing Contact / New Contact selected), First Name, Last Name, Email, Phone, a Company search with an Add Company button, Position, Notes, and a Select Sales Representative dropdown, ending in Cancel and Save buttons.
The Creatine card after the quote is created: the 'Quote Submitted in CRM' task is now checked and shows a green 'QR-260721-003' chip (1 of 6 tasks complete). A right-hand 'Sales Request Information' panel lists customer Josiah Quiambao, Quote Details QR-260721-003, and sales rep josiah sales, with a green 'Submit to R&D Team' button and a Formula & Product Identity section showing product name Creatine and dosage format Powder.
Feature Update

Card Checklists Mirror the Quote Request

  • No Double-Entry -- As the linked Quote Request advances through R&D, Sourcing, Pricing, Issued, Sent, and Client Accepted, the matching checkbox on the card ticks itself.
  • Auto-Advance -- When the quote is marked Client Accepted, the card auto-moves from Quoting Process into Quote Approved.
  • Stepper, Attachments & Move Pill -- Each drawer adds a full stage-history stepper, per-task file attachments, and a green 'Move to {Next Stage}' pill for quick manual advances.
  • Move Guardrails -- Quoting Process can't be entered without a linked quote or left before its checklist is done, and Quote Approved can't be dragged back to earlier stages.
Pipeline card 'test' in Quoting Process (5 of 6 tasks, 83%) with a 'QR-260721-002' link underlined in red at the top right. The Quoting Process - Tasks checklist shows Quote Request - R&D, Quote Request - Sourcing, Quote Request - Pricing, Quote Request - Issued, and Quote Sent to Client all auto-checked and struck through, with only Quote Request - Client Accepted still unchecked - the checkboxes mirroring the linked quote's status. A Project Details panel below lists Project Name test and Sales Rep josiah sales.
Pipeline card 'Product Desc' in the Quote Approved - R&D Stage with a green 'Move to Sample Approved' pill at the top right (0 of 14 tasks). The 14-item R&D checklist includes R&D Contract Sent to Client (with 'Show 1 note' and 'Show 1 attachment'), R&D Invoice Created, Send Wiring Instructions to Client, R&D Invoice Sent to Client (CC Finance), Confirm R&D Payment Received, Activity Updated in Acctivate to 'New Sample Request', Confirm Packaging Components, and Confirm Primary Packaging and Die Lines, linked to quote QR-260721-001.
Section

UI / UX
Improvements

The Acctivate sync gets a live progress panel, and 'Daily Value' becomes the clearer 'Label Claim' from Sales all the way through to R&D.

UI Update

Live Progress Panel for Acctivate Sync

  • No More Static Button -- Running an Acctivate sync on the Ingredient Request page now shows a live progress panel in place of a plain button.
  • Five-Step Checklist -- A checklist of Contacts, Products, Vendors, Product Vendors, and Purchase Orders fills in as each step finishes.
  • Clear Progress -- A progress bar and a 'Syncing X...' label show exactly where the sync is, and it keeps running even if the user leaves the page.
Ingredient Request wizard on step 2 'Ingredient Link / Create', with the 'No - Create in Acctivate & sync' option selected and a confirmation 'I already added the ingredient in Acctivate'. A Product Sync panel shows a live sync in progress: a 'Starting sync...' label with a 0 / 5 counter and progress bar, a five-step checklist (Contacts, Products, Vendors, Product - Vendors, Purchase Orders), and helper text 'This can take up to a minute. You can leave the page - the sync will keep running in the background' underlined in red, above a Search Product to Link field marked SYNCING.
UI Update

Daily Value Renamed to Label Claim

  • Clearer Wording -- 'Daily Value' was renamed to 'Label Claim' in the Basic Requested Ingredients table, shown in mg.
  • Flows To R&D -- The Label Claim value now carries through to R&D when the quote is sent, so the lab sees exactly what Sales captured.
Edit Ingredients dialog inside the Edit Product step 2 'Composition Intent' flow for a Capsules product. Fields show Search Ingredients, Ingredient Name 'Vitamin E', a 'Label Claim (mg)' field reading 0.000 (the renamed Daily Value), and a Notes box, with Cancel and Update buttons; the Requested Ingredients table behind lists Vitamin E.
Quote detail for QR-260713-001 (Sales stage, Reverted) in the Formula & Product Identity view. The Ingredients table under Ingredients & Production now uses a 'LABEL CLAIM' column header where the Vitamin E row shows a dash underlined in red, replacing the former Daily Value column, alongside a Quantity Tiers table listing Containers per WO 1,000 and Servings per Container 30.

What We Shipped

3 Feature Updates
2 Previews Now Live
3 Pipeline Upgrades
2 UI/UX Updates

Last week's Sales Leads inbox and Pipeline board are now fully database-backed - leads, cards, tasks, and notes persist, quotes are created from a card in one step, and each card's checklist mirrors its linked Quote Request automatically. Rounded out by page-access control per user and department, Sync Acctivate access for Purchasing, a live sync progress panel, Issued dates on the Quote Requests list, and Daily Value renamed to Label Claim.