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Quotation Tool CRM
Development Updates

The Pipeline board turns into a real forecasting and workload tool this week - every stage rolls up a total and a weighted amount, cards group into sales teams, rush quotes float to the top, and age chips show how long each deal has been sitting. Alongside: one lead can now carry a card per product, legacy Quote Requests can be re-linked to their cards, plus two bug fixes covering lead activity notes and sub-milligram label claims.

July 22 - 28, 2026

Section

New Features &
Enhancements

Weighted stage forecasting, sales teams with a board filter, rush-quote surfacing, multi-card leads, retroactive quote linking, and per-stage age tracking - all on the Sales Lead and Pipeline staging app.

Major Enhancement

Weighted Amounts Per Pipeline Stage

  • Two Rollups -- Every stage column now shows a Total amount (sum of all deals in that stage) and a Weighted amount underneath it.
  • Likelihood Scaling -- Weighted takes the total and scales it by the stage's close likelihood - a card in Lead Intake isn't worth the same as one in Sample Approved.
  • Admin Tunable -- Each stage carries its own percentage and admins can edit it directly, so forecasts stay accurate as the sales process changes.
  • No Spreadsheet -- Sales can glance at the board and see both what's on the table and what's realistically expected to close.
Pipeline Board columns (Lead Intake 5, Quoting Process 3, Quote Approved - R&D Stage 2, Sample Approved 0, PO Received 0, Production) with a new rollup footer under every column, underlined in red. Lead Intake shows $6,110 Total amount and $1,833 Weighted amount at 30%; Quoting Process $3,132 total and $1,410 at 45%; Quote Approved - R&D Stage $8,634 total and $5,180 at 60%; Sample Approved $0 at 75%; PO Received $0 at 90%; Production $0 at 95%. Each footer carries a pencil edit icon so the likelihood percentage can be tuned, and the cards above show age chips, dosage-format tags, owner avatars and task progress bars.
Feature Update

Sales Teams & Team Filter on the Board

  • Team Tabs -- The Pipeline header gained a team filter - All Teams, Team Zach, Team Danny, Team Sheldon - that hides everything else on the board in one click.
  • Manage Teams Dialog -- A Manage Teams dialog handles creating teams, editing the roster, and setting sort order per team.
  • Team Initials On Cards -- Each card's owner avatar shows the owner's team initials (TZ, TD, TS) when they belong to one, otherwise their own initials.
  • Scan Any Column -- Scanning a column now tells you whose queue is loaded up without opening a single card.
Pipeline Board header reading '10 projects - All Teams - drag cards between stages' with a new filter row underlined in red at the top right: All Teams (active, dark pill), Team Zach, Team Danny, Team Sheldon, a Manage Teams button, and + Add Column. Below, the Lead Intake, Quoting Process, Quote Approved - R&D Stage, Sample Approved and PO Received columns show cards whose owner avatars now carry team initials TZ, TD, TS and ZP rather than personal initials.
Manage Teams dialog with the description 'Group sales reps into teams and assign members. Members' cards roll up into the team tab on the pipeline board.' The left panel lists Team Zach (1), Team Danny (2), Team Sheldon (1) and a + New Team button; Team Zach is selected. The right panel shows an editable team-name field reading 'Team Zach' with a red Delete button, and a MEMBERS checklist where Jenine Sales is checked and Zach Smith, Zach Peay, Maria Jimenez, Kylie Cox, Ida Bistline, Heather Languein, Brian Holman and Axel Garcia are unchecked.
Feature Update

Rush Quotes Float to the Top

  • Always First -- Every rush card floats to the top of its column regardless of the sort order applied to the board.
  • Lightning Pill -- A light-amber pill with a lightning mark sits right in the card body, so rush status is visible without opening the card.
  • Everywhere It Matters -- The same rush chip appears in the card meta row on the Leads list and in the Cards List modal.
Close-up of the first card in the Lead Intake column (count 5): a 'Vitamin C' card for Vitalpax with a green 'Today' age chip in the top-right, an unassigned '?' owner avatar, a Capsules dosage tag, a 0/6 tasks progress row at 0%, and a light-amber 'Rush' pill with a lightning bolt icon at the bottom of the card body, underlined in red.
New Feature

One Lead, Multiple Pipeline Cards

  • One Card Per Product -- A single lead can now hold multiple pipeline deals - one card per product - and each card links to its own Quote Request.
  • Add Up Front Or Later -- Use + Add Another Product in the New Lead dialog, or spawn one later with + Add Another Card in the Lead drawer or + Add Card in the Cards List modal.
  • Cards Badge -- Leads with multiple cards get a green 'N cards' badge on the row that opens a modal listing every one of them.
  • Numbered On The Board -- Cards from the same lead show a muted '#N of M' label under the title so it's obvious which deal is which.
Leads page with a 'Pipeline Cards' modal open, headed '3 cards for orange' with an + Add Card button underlined in red. The modal lists three cards: #1 of 3 'Test Product' (Capsules, CLIENT ACCEPTED, QR-260720-001, 14/14 tasks 100%, 12 days ago) tagged QUOTE APPROVED - R&D STAGE; #2 of 3 'orange - Test Product - #2' (Capsules, 0/6 tasks, 3 days ago) tagged LEAD INTAKE; and #3 of 3 'orange - Test Product - #3' with the same stats. Behind the modal, the Leads table shows green '2 cards' and '3 cards' badges on the Vitalpax Test and orange rows instead of the usual View Card button.
Pipeline Board with cards from the same lead numbered underneath their titles, underlined in red. In Lead Intake, 'Test Product - #3' shows '#3 of 3' and 'Test Product - #2' shows '#2 of 3', both for the orange lead with TS owner avatars and 3d age chips; 'Vitamin C - #2' shows '#2 of 2'. The Quoting Process column shows 'Vitamin C' at '#1 of 2' and the Quote Approved column shows 'Test Product' at '#1 of 3', confirming sibling cards spread across different stages.
New Feature

Re-link Legacy Quote Requests to Cards

  • Fixes An Orphan Gap -- Quote Requests created before the pipeline existed were orphaned from their cards forever - they can now be linked retroactively.
  • Live Picker -- The Quote Number row in the card drawer is a searchable picker - type to find an existing QR by name or company and hit Link.
  • Status Mirroring Kicks In -- Once linked, the card starts mirroring that quote's status automatically through R&D, Sourcing, Pricing, Issued, and Client Accepted.
  • Reversible -- Unlinking works the same way, and only QRs not already tied to a card appear in the list.
Pipeline card edit drawer for 'Vitamin C' (Lead Intake, CAPSULES, Vitalpax, Unassigned, 0 of 6 tasks). Under CARD DETAILS the Card Title reads Vitamin C, the Quote Number field shows a Q-2026-001 placeholder with a new 'Link Quote' button beside it underlined in red, and the Sales Rep dropdown reads Unassigned. A checked 'Rush Quote' box sits below with helper text 'Mark if this quote requires expedited handling'. LEAD INFORMATION shows Source WeCare, Company/Brand Vitalpax, contact Jonh TGest, email, phone and website, with PRODUCT INFORMATION starting underneath and Cancel / Save Changes in the footer.
'Link Existing Quote Request' modal layered over the card drawer, explaining 'Search a Quote Request that predates the pipeline feature. Only QRs not already linked to a pipeline card are shown.' A search field reads 'Search by QR number (Q-2026-...)' above a scrollable list of quotes each with its own Link button: QR-260713-001 (INITIAL), QR-260707-001 (SOURCING), QR-260623-003 (SOURCING), QR-260623-002 (ISSUED-QUOTE), QR-260623-001 (PRICING) and QR-260616-002 (R&D).
New Feature

Days in Column & Days per Stage

  • Age Chip On Every Card -- The board's card preview carries a compact age chip in the top-right corner, showing days since creation or 'Today'.
  • Two Chips In The Drawer -- The drawer header pairs a live-ticking 'Created N days ago' chip with an 'N days in {Current Stage}' chip that resets when the card actually moves.
  • Shared Color Tiers -- All three chips use the same palette as the Quote Requests list: green up to 3 days, yellow 4-7, orange 8-14, red past 14.
  • Spot Stalled Deals -- A red chip in a column means a deal has been sitting there too long - no report needed to find it.
Pipeline card drawer for 'Vitamin C' (Lead Intake, CAPSULES, Vitalpax, Unassigned) with two green chips side by side under the title and underlined in red: a calendar 'Created today' chip and a clock 'Entered today' chip. Below sits the six-step stage stepper (1 Lead Intake active, 2 Quoting Process, 3 Quote Approved - R&D Stage, 4 Sample Approved, 5 PO Received, 6 Production) and the Lead Intake - Tasks checklist with 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 with a blue + Create Quote button.
Close-up of a Vitamin C board card for Vitalpax with the new green clock 'Today' age chip in the top-right corner underlined in red, above the unassigned '?' owner avatar, a Capsules dosage tag, a 0/6 tasks row at 0%, and an amber Rush pill.
Section

UI / UX
Improvements

Reverted quotes now paint their pipeline card orange so Sales spots re-work instantly, and the card drawer's read-only block is restructured to mirror the edit form.

UI Update

Reverted-Quote Cards Paint Orange

  • Warm-Orange Skin -- When a Quote Request is reverted upstream, the linked pipeline card switches to a light orange background, orange border, and subtle orange shadow.
  • Tooltip Explains Why -- Hovering the card shows who reverted it and from which stage, for example 'Reverted from R&D by Darin McOwen'.
  • No Drawer Needed -- Sales sees at a glance that a card needs re-work without opening the drawer or the Quote Request page.
Pipeline Board with two cards in the Quoting Process column rendered in a warm-orange skin - light orange background, orange border and shadow - marking them as reverted: 'product 1' (Vitalpax, Capsules, Initial, 12d) and 'Vitaminc' (Vitalpax123, Powder, Initial, 10d). A dark tooltip reading 'Reverted from R&d by Darin McOwen' is open over the middle of the column, underlined in red. The white 'Vitamin C' card between them (R&D, 6d) stays untouched, as do the Lead Intake and Quote Approved columns.
UI Update

Requested Product Details Panel

  • Renamed -- The card drawer's read-only info block was renamed from Project Details to Requested Product Details.
  • Four Sub-Sections -- It was restructured into Card Details, Lead Information, Product Information, and Additional Information.
  • Mirrors The Edit Form -- The read view now matches the edit form field-for-field, so nothing shifts around when switching between them.
The REQUESTED PRODUCT DETAILS panel inside a pipeline card drawer, with an Edit button and collapse chevron in its header. Four sub-sections follow: CARD DETAILS (Quote Number 'Not linked', Rush Quote showing an amber Rush Quote pill); LEAD INFORMATION (Source wecare, Contact Jonh TGest, Email testemails@gmail.com, Phone 4803839217, Website test); PRODUCT INFORMATION (Product Description Vitamin C, Quantity 2000, Type capsules, Ingredients 'testete', Est. Price Per Unit and Est. Amount both dashes); and ADDITIONAL INFORMATION (Desired Product Completion Date Jul 30 2026, Desired Services chips White Label and Tolling/Semi-finish Products, Additional Notes 'test only'). A 'Quote Submitted in CRM' task with a + Create Quote button sits above, and Close / Mark as Lost in the footer.
Section

Bug Fixes

Lead activity notes were silently failing to save, and ingredient label claims were clipping tiny doses to zero. Both fixed.

Bug Fix

Lead Activity Notes Now Save

  • Silent Failure -- Notes logged from the Leads page Activity panel were failing to save on submit without any error shown.
  • All Types Persist -- Notes, calls, emails, meetings, tasks, and system entries all write to the timeline reliably now.
  • No Refresh Needed -- The drawer feed reflects new entries immediately instead of requiring a page reload.
Lead Detail drawer over the Leads page, showing an In Pipeline / Warm lead owned by Jenine Sales. Lead Details list contact Arlandon Regero, email test12@gmail.com, phone 09057534233, source Website. Product Information shows Vitaminc, quantity 1000, type powder. The ACTIVITY section at the bottom is outlined in a red box: Note / Call / Email / Meeting / Task tabs above a 'Log a note...' box with a Log Note button, followed by two persisted SYSTEM timeline entries from Jenine Sales - 'Moved to pipeline as "Vitalpax123 - Inquiry"' 6 days ago and 'Lead added (Website)' 10 days ago. The footer carries Delete Lead, + Add Another Card, and a green 'In Pipeline - View Card' button.
Bug Fix - Production Site

Sub-Milligram Label Claim Precision

  • Was Clipping To Zero -- Ingredient inputs and displays only accepted down to 0.001 mg, so tiny-dose actives rounded away to zero.
  • Now Four Decimals -- Label claims are accepted and displayed down to 0.0001 mg across the ingredient row details.
  • Micro-Dose Actives -- Ingredients like B12 and vitamin K now carry their real claim through the formula instead of clipping.
'Row Details Item # 1' dialog on the Details tab for ingredient R10161 - Curcumin C3 Complex (Sabinsa) Turmeric Extract. The Target Label Claim field on the right reads '0.0001 mg' and is underlined in red, above an Active Ingredient checkbox, Potency Adjustment 100, Stability Overage 100, and an Enable manual overage checkbox. Below, Pricing Type is set to System Price with a Selected Price of $125.00 and a Vendor Details table showing Sabinsa Corporation tagged Best, MOQ 6 kg, $125.00 per unit, RFQ PO status and a 07/20/2026 date with a green 9 Days chip. Delete, Cancel and Save controls sit in the footer.

What We Shipped

6 New Features
2 UI/UX Updates
2 Bug Fixes
10 Total Updates

The Pipeline board became a forecasting tool this week - weighted amounts per stage with admin-tunable likelihoods, sales teams with a one-click board filter, rush quotes pinned to the top of their column, and age chips tracking days in stage. Leads can now carry one card per product, legacy Quote Requests can be re-linked to their cards, reverted quotes paint orange, and two bugs were closed out - lead activity notes silently failing to save, and label claims clipping below 0.001 mg on the production site.