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Quotation Tool CRM
Development Updates

Certificate of Composition + Sample Spec Sheet + Supplement / Nutrition Facts go live, the entire Quote Requests UI gets rebuilt, and the Ingredient Request flow is reimagined end-to-end.

May 13 - May 19, 2026

Section

New Features &
Enhancements

Printable CoC, Sample Spec Sheet, Supplement / Nutrition Facts panels, age-banded Daily Values, and a Food / Supplement product type.

Major New Feature

Certificate of Composition Sheet

  • Preview + PDF in R&D Tab -- Brand-new Certificate of Composition (CoC) preview with a one-click PDF download lives directly on the R&D tab.
  • Active / Inactive Split -- Page automatically separates active ingredients on the left and inactive ingredients on the right with raw material, detail, and percentage columns.
  • Dates Saved In Place -- Certificate date and sign-off dates can be set, saved, and re-edited right from the preview - no separate settings screen.
  • Standardized Filename -- Downloads come out as clean, high-resolution PDFs with a consistent name and date format ready to send to the customer.
Certificate of Composition Preview modal for Test Product (Product ID 26031201) with the Vitalpax letterhead at top, two columns of Raw Material / Details / % rows (Vitamin A 28.6460%, SteviaSweet Rebaudioside M 95% 33.5790%, test vitamin b 2.0970%, Panax ginseng 7% Extract 10% UV 33.5790%, L-Theanine Synthetic 2.1000%), and a Date picker with the May 2026 calendar open and the 19th highlighted
Downloaded Certificate of Composition PDF in the browser viewer showing the Vitalpax letterhead, address block 98 S State St La Verkin UT 84745, Product Name Test Product and Product ID 26031201 header table, the same two-column Certificate of Composition raw material table, a centered Date 05/22/2026 box, and signature lines for Research and Development Director Approval, Quality Assurance Director Approval, and Client/Customer Acknowledgment of Receipt
Major New Feature

Sample Spec Sheet + Supplement / Nutrition Facts

  • Two-Tab Lab Preview -- Lab tab now hosts a Sample Product Specifications sheet and an interactive facts panel preview side-by-side in one dialog.
  • Dynamic Panel Title -- Header automatically switches between Supplement Facts and Nutrition Facts depending on whether the quote is classified as a supplement or food product.
  • Print-Ready PDFs -- Both the Sample Spec Sheet and the facts panel support instant high-resolution PDF download with one click.
  • Sign-off Built In -- Sample Spec Sheet also captures Product Development Approval and Sales Approval dates plus customer feedback and approval in one place.
Sample Product Specifications dialog with tabs Sample Product Specifications and Supplement Facts at the top. Body shows Vitalpax letterhead, Sample / Sample ID / Serving Size header, Product Identification table (Powder Color white, Capsule Color Clear, Flavor None), Product Properties table (Capsule Size 00E, Disintegration < 30 Min), and an Ingredients nutrient table with Calories, Total Fat, Saturated Fat, Trans Fat, Cholesterol and more
Supplement Facts panel preview tab open in the same Lab dialog, showing a large Supplement Facts header, Serving Size 3 Capsules, four Daily Value age columns (0-1 YO, 1-3 YO, 4+ YO, Pregnant or Lactating), and rows for Calories, Total Fat, Saturated Fat, Trans Fat, Cholesterol, Total Carbohydrate, Dietary Fiber, Total Sugars, Includes Added Sugars, Protein, Vitamin A, test vitamin b, and SteviaSweet Rebaudioside M 95%
Reference Data Update

Age-Banded Daily Values for %DV Math

  • Wider Year Ranges -- Vit / Min Adult Daily Values table now stores values per age band: Infant DV, Toddler DV, Adult (4+ YO) DV, and Pregnant / Lactating DV.
  • Drives the Panels -- This reference data is what the Supplement Facts and Nutrition Facts panels read to auto-calculate the correct % Daily Value for each age column.
  • Editable in Settings -- Lives under Settings - Adult Daily Values with inline edit and delete on every nutrient row so ops can keep the master list current.
Vit. / Min. Adult Daily Values table inside Settings, showing columns Name, Infant DV, Toddler DV, Adult (4+ YO) DV, Pregnant/Lactating DV, and Actions, with rows for Added Sugars, Biotin, Calcium 260/700/1300/1300, Chloride 570/1500/2300/2300, Cholesterol, Choline 150/200/550/550, Chromium, Copper 0.2/0.3/0.9/1.3, Dietary Fiber, Folate, Iodine, Iron 11/7/18/27, Magnesium 75/80/420/400, Manganese, Molybdenum, and Niacin
Settings page top tab strip with Capsule Identifications, Empty Capsule Weights, Capsule Density Modifiers, Stabilities, Liquid Stabilities, Adult Daily Values (active, underlined orange), Format Modifiers, Heavy Metal Limits, and Packaging Component Types - showing the same Vit. / Min. Adult Daily Values table beneath
New Feature

Food vs Supplement Product Type

  • Pick at Quote Creation -- New Quote Request dialog now opens with a Product Type toggle: Supplement or Food, before Contact Mode and assignment fields.
  • Editable Later -- Edit Quote Request dialog carries the same Supplement / Food selector so the classification can be changed mid-quote if needed.
  • Drives the Right Panel -- Classification determines whether the Nutrition Facts panel (Food) or Supplement Facts panel (Supplement) is shown and generated for that quote.
New Quote Request dialog with required Product Type segmented control (Supplement selected, Food on the right), Contact Mode (Existing Contact selected, New Contact on the right), Select Client Contact search field, Select Sales Representative dropdown, and Cancel / Save actions
Edit Quote Request dialog with the Product Type segmented control set to Food (Supplement on the left, Food highlighted on the right), a Select Client Contact search field, Sales Representative dropdown, and Cancel / Save actions
Section

Frontend UI
Overhaul

Quote Requests list, per-tab content, Lab Settings dialog, Ingredient Requests list, and the Ingredient Request detail flow all rebuilt from scratch.

UI / UX

Formula Settings as Page Tabs

  • From Side Nav to Tabs -- Consolidated Formula Settings from the side navigation into a clean horizontal tabbed page (Capsule Identifications, Empty Capsule Weights, Capsule Density Modifiers, Stabilities, Liquid Stabilities, Adult Daily Values, Format Modifiers, Heavy Metal Limits, Packaging Component Types).
  • Simplified Labels -- Tab labels shortened so they no longer get truncated on smaller screens.
  • Clear Active Indicator -- Active tab gets an underlined orange highlight so the current workspace is unambiguous.
Settings page horizontal tab strip with Capsule Identifications, Empty Capsule Weights, Capsule Density Modifiers, Stabilities, Liquid Stabilities, Adult Daily Values (active, underlined orange), Format Modifiers, Heavy Metal Limits, and Packaging Component Types, and the Vit. / Min. Adult Daily Values table rendered below
UI / UX

Quote Requests List - Full Redesign

  • Arrow-Pill Status Tabs -- New top tab strip with arrow-shaped pills: All Quotes, Issues, Sales, R&D, Sourcing, Pricing, Issued, C-Accepted (shortened so it always fits).
  • Quick-Glance Stat Cards -- All Quotes / Issued / Client Accepted / Issues cards at the top keep accurate counts no matter which tab is active.
  • Server-Side Tab Loading -- Each tab fetches only what it needs from the server, so the page stays fast even with thousands of quotes - plus a skeleton loader on every tab switch.
  • Refined Table + Badges -- Navy header, tighter widths, Customer column removed, shorter Product Name, aligned +2 categories badge, and a softer status palette (navy / amber / sky / purple / green / teal / slate).
All Quote Requests page with arrow-pill status tabs (All Quotes selected, then Issues, Sales, R&D, Sourcing, Pricing, Issued, C-Accepted), four stat cards at the top (All Quotes 28, Issued 1, Client Accepted 0, Issues 0), filters row for All Quotes / Issued / Sales Quotes / R&D Quotes / Sourcing Quotes / Pricing Quotes / Issued Quotes / Client Accepted, and a navy-header table listing GR-260518-XXX requests with Quote Number, Status, Product Name, Qty, Dosage, Categories, Sales Rep, Formulator, Customer, and Request Date columns
UI / UX

Quote Detail Tabs - Section Cards Everywhere

  • Sales Tab Section Cards -- Sales tab now reads as four clear cards: Formula & Product Identity, Ingredients & Production, Packaging & Services, Attachments - each with a big brand-navy title and a per-section Edit jump-link.
  • Deadlines + Mode Badges -- Completion Date shows a remaining-days line, Quantity Tiers moved above it, and a Basic / Advance mode badge sits on the Ingredients header (with the mode remembered per user).
  • Consistent R&D / Sourcing / Pricing Tables -- All tables across R&D, Sourcing, and Pricing got a unified treatment - navy header, single-line borders, no thick double rules or stray lines, consistent font sizes.
  • Cleaner Components Block -- R&D Product Components dropped the card-inside-a-card nesting, got slimmer subsection titles, and collapses by default so the page opens tidy.
Sales Quote Request - Sourcing detail view with arrow-pill stage stepper (Sales, R&D, Sourcing active in green, Pricing, Issued, Client Accepted), a Liquid Formulation card with Serving Size, Servings per Bottle, gContainers, ozContainers, kgContainers, and an Ingredient Pricing navy-header table listing Magnesium and Glycerin rows with Specification, Source, %, Kgs, Price, $/kg, Cost/Bot, and Total $/MM
Sales Quote Request - R&D detail view with the same arrow-pill stage stepper, a Liquid Formulation card, an Ingredients navy-header table with one Active Ingredient row, a Characteristics block (Color, Flavor, Density, Aw, pH, Steeping Loss), Batch Weights & Volumes summary, a Product Components section with sub-cards for Quote Request Packaging Components and Lab Production Components (Bottle, Lid, Body Sleeve, Label, Case Box, Outer Case Box, etc), Production Instructions, and an Attachments block at the bottom
UI / UX

Edit Lab Settings Dialog - Cleaner Tier Editor

  • Three Clear Sections -- Reorganized into Assignment, Container Configuration, and Servings & Format Details with a per-format Characteristics block (capsule / liquid / powder / tablet) at the bottom.
  • Add Tier B / C / D in Place -- Add Tier button sits in the top-right of Container Configuration where you'd expect it. Each tier is its own row with a Tier badge, Servings per Container, Containers per WO, and an X to remove B/C/D.
  • Aligned + Decluttered -- Tier badge is vertically aligned with its input row, empty Servings & Containers B-D no longer render, and the dialog's old horizontal scroll is gone.
Edit Lab Settings dialog with three sections: Assignment (Formulated by Select Formulator User), Container Configuration with Tier A badge plus Servings Per Container 16 and Containers per WO 32222 fields and an Add Tier B button in the top right, Servings & Format Details (Sample Servings, Max Servings/Day, oz/container 2.02), and Liquid Formula Characteristics (Color, Flavor, Density, Viscosity, Aw, pH, Steeping Loss, Limit Override, Blend Limit). Footer has Cancel and Save buttons
UI / UX

Ingredient Requests List - Compact + Faster

  • Single-Row Header -- Page header, status tabs, and search bar now sit on the same row for a tighter, more compact layout.
  • Status Tabs Right There -- All, Pending, Processing, Completed, Returned, Withdrawn, Sourcing - one click each, no filter dropdown.
  • No More Horizontal Scroll -- Fixed column widths fit the screen: Quote # is compact, Requested Ingredient and Product Name flex to fill, and the Actions column is wide enough to show its label.
  • Lighter Loading State -- Skeleton loader only fires on first load - switching tabs or paginating uses a lighter loading state so the page does not blank out every time.
Ingredient Requests page with the title, status tabs (All, Pending selected with a dark pill, Processing, Completed, Returned, Withdrawn, Sourcing), and a Search quote number field all on a single header row. Below is a navy-header table with five Pending rows for Cordyceps Mushroom Extract and Tremella Mushroom Extract 30% Polysaccharides, columns Quote #, Requested Ingredient, Product Name, Status, Request Type Sourcing, Date Created, Actions, and a pagination footer Showing 1 to 5 of 5 entries
UI / UX

Ingredient Request Detail - 3-Step Rebuild

  • Unified Header Card -- Single card with a navy header band: label, ingredient name, status pill, and a clickable Quote # link - replaces the old stacked panels.
  • Yes / No Link Question -- Step 2 starts with one clean question - does this ingredient exist in our Acctivate database? Yes searches and links an existing product, No opens the Create New Ingredient form in a single grid.
  • Final Summary on Step 3 -- Completion shows a clear review: ingredient name plus a Linking existing or Creating new chip, two-column Request vs Ingredient detail summary, the notes, and a compact attachment row.
  • Restyled Stepper + Actions -- Future steps stay visible (not faded), active step is navy with a soft glow, completed steps turn green with a checkmark, and action buttons follow the brand: navy primary, emerald finish, soft outline secondary, soft rose for Send Back to R&D. Activity Log lives in a right-edge slide-in panel.
Ingredient Request detail page rebuilt with a navy header band reading INGREDIENT REQUEST, Cordyceps Mushroom Extract 25% Beta Glucans CONVENTIONAL, a PENDING status pill, and a clickable QUOTE QR-260311-003 link. Beneath is a three-step stepper (1 Ingredient Request active in navy, 2 Ingredient Link / Create, 3 Completion), an Ingredient Name block, a four-up Request Type / Requested Date / Potency / Quantity / Trademarked summary, Request Notes (No notes provided.), and footer actions Send Back to R&D (soft rose), Save outlined, and Next in navy
UI / UX

Compact Attachment Section

  • Single Compact Row -- Attachment now renders as one tight row with an Optional pill - replaces the big drop-zone box that used to dominate the Step 2 layout.
  • Same Upload, Less Real Estate -- Upload still works the same way, but it stops competing with the form fields for attention.
  • Used Across the Detail Pages -- Pattern is reused everywhere the request detail used to nest huge attachment cards - R&D, Pricing, Final Quote sections all benefit.
Before & After comparison of the Attachments section: left side (Before, blue label) shows multiple stacked empty Attachment sections labeled R&D, Pricing, Final Quote with large drop-zones for each. Right side (After, green label) shows a single compact Attachments card with one uploaded file row 14571c0e-fdb4-4172-a1aa-04d7c4596a0.png, Uploaded By Darin McOwen, and a clean Date column

What We Shipped

4 New Features
7 UI / UX Rebuilds

Customer-facing CoC + Spec Sheet + Facts panels go live, and the entire Quote Request and Ingredient Request experience gets a unified design language.