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Quotation Tool CRM
Development Updates

Benchtop goes past the bench to the customer: Sample Handoff splits into an R&D stage and a Sales stage, Sales pick a carrier and paste in tracking, and the customer approves the sample or asks for changes on a feedback page that needs no account. Test results now save when you press Save instead of autosaving, ingredients can be added and deleted on the bench, and quote versions lock once a sample exists. On the quote side, Sales can request a sample and accepted quotes can no longer be regenerated.

September 9 - 15, 2026

Section

New Features &
Enhancements

Sales can request a benchtop sample themselves, and a quote the client has accepted can no longer be regenerated.

Feature Update

Client Accepted: Sales Can Request a Benchtop Sample

  • Button For Sales -- Sales users now see the Request New Sample button on a client-accepted quote.
  • Request, Not Open -- For Sales it sends the request and shows a confirmation toast. It does not open the benchtop stages, which stay with R&D and admins for now.
  • Clear Once Sent -- Once a sample exists, Sales see a greyed-out Sample Requested button with a check instead of Open Benchtop Sample.
The Client Accepted panel on a quote: a pale green circle with a check icon above the green heading 'Quote Accepted by Client' and the line 'The client has accepted this quotation. This quote is now in the Client Accepted stage.' Below it sits a greyed-out 'Sample Requested' button with a check mark, which is what Sales see once a sample exists, and a small caption reading 'R&D notified on Aug 18, 2026'.
Feature Update

Issued Quote: No Regenerate After the Client Accepts

  • Button Hidden -- The Regenerate button is hidden once a quote reaches Client Accepted.
  • Why It Matters -- Regenerate rebuilds the quotation from current pricing, so on an accepted quote it could rewrite the document the customer agreed to.
  • Everything Else Unchanged -- Print and Send Quote still work as before.
The footer of an issued quotation document, a black rule above the centred line 'Thank you for your business!'. Below it on the right are only two buttons, a white 'Print' button with a printer icon and a black 'Send Quote' button with a paper-plane icon. There is no Regenerate button, because the quote has reached Client Accepted.
Section

UI / UX
Improvements

Clearer navigation labels and a revert reason that no longer stretches the General Information card.

Visual Update

Side Navigation: Dashboard Is Now Quote Requests

  • Renamed -- Under R&D, Sourcing, and Pricing, the Dashboard link is now called Quote Requests.
  • Says What It Opens -- Each link opens that department's quote list, not a dashboard, so the new name matches the page.
  • Access Unchanged -- Who can see each link has not changed.
The R & D section of the dark navy side navigation. The first link, with a line-chart icon, now reads 'Quote Requests' with a blue count badge of 28, where it used to read Dashboard. Below it is the 'Benchtop' link with a test-tube icon and a blue count badge of 7.
Visual Update

General Information: Revert Reason on One Line

  • No More Stretching -- A long send-back reason no longer wraps onto several lines and makes the whole General Information row taller.
  • One Line, Cut Short -- The reason sits on one line under the REVERTED tag and ends with an ellipsis when it is too long.
  • Full Text On Hover -- Hover over the line or the tag to read the full reason in a wider tooltip.
The General Information row for quote QR-260708-004. Under QUOTE # the number sits beside a grey V1 pill and a red REVERTED pill, with a single line beneath reading 'Reason: The raw material pricing for the acti...' cut off with an ellipsis. The rest of the row stays one line tall: PRODUCT Test Prod Quote, SOURCE linking to QR-260707-001 with an external-link icon, SALES REP josiah sales, PRIMARY CONTACT Test Test, and COMPANY Test.
Section

Bug Fixes

Swapping an ingredient's product on the bench now updates the row's R# and name too.

Bug Fix - Benchtop

Formula Under Test: Swapped Products Keep Their R# and Name

  • The Symptom -- Changing an ingredient's product on the bench left the old R# and Acctivate product name on the row.
  • The Fix -- The row now takes both the R# and the name from the product it was switched to.
  • Survives A Reload -- The new values are saved, so they are still there after the page is reloaded.
The left side of the Formula Under Test table with columns ITEM NO., R# and PRODUCT NAME (ACCTIVATE). Under ACTIVE INGREDIENTS: 1 R9681 Royal Jelly Dry Powder, 2 R10910 Organic Milk Thistle Seed (not powder), 3 R10123 Sugar Beet Type Organic Flavor Oil Soluble (Gold Coast 609602). Under INACTIVE INGREDIENTS (EXCIPIENTS): 4 R10910 Organic Milk Thistle Seed (not powder), 5 R11412 Plant Sterol Complex Phytosterol 95%, 6 R1034 Silicon Dioxide (Sipernat 22 type). Each R# matches the product name on its row.
Section

Benchtop Updates

Save-when-ready test results, editable ingredients, a two-owner Sample Handoff, and a customer feedback page that closes the loop - most of it on staging.

Feature Update

Edit Button for Test Results

  • No More Autosave -- Test panels are read-only until you press Edit, then you press Cancel or Save changes.
  • Clear Editing Mode -- Fields are tinted while you edit, so you know you are editing even when the buttons have scrolled out of view.
  • Warns Before Leaving -- Leaving the page in the middle of an edit shows a warning first.
  • Failures Are Visible -- The old autosave could quietly stop saving a field after one failed request. Now a failed save shows a message naming the field.
The numbered '1 Composition Preparation' test panel in edit mode, subtitled 'Document composition risks, number of ingredients, liquid-type ingredients, and blend complexity.' An amber EDITING chip, a 'Cancel' link and a black 'Save changes' button with a check sit at the top right. Below, the FORMULA COMPOSITION NOTES textarea holds the text 'version 2' inside a tinted, highlighted border.
Feature Update

Formula Under Test: Add and Delete Ingredients

  • Edit On The Bench -- Ingredients can now be added and deleted on the bench during Stage 1 and Stage 2.
  • Same Picker As R&D -- The + beside Formula Under Test adds a row, and its detail dialog picks the product with the same control R&D uses.
  • Safe Defaults -- New rows start as inactive ingredients.
  • No Gaps Allowed -- A stage cannot move forward while any row is missing its product or R#.
The Formula Under Test card with a new + icon beside its heading and the note 'Formula is carried forward from Feasibility. If Benchtop results require adjustment, create a new formula revision.' Supplement Facts and Create Formula Revision buttons sit at the top right. The navy-headed table has columns ITEM NO., R#, PRODUCT NAME (ACCTIVATE), SFP INGREDIENT NAME, LABEL CLAIM (MG), 1 CAPSULE (MG), SAMPLE MIX (MG), SPECIFICATIONS, ACTIVE (Y/N), POTENCY ADJUSTMENT and STABILITY OVERAGE. Three active ingredients (Royal Jelly Dry Powder 500 mg, Organic Milk Thistle Seed 123 mg, Sugar Beet Type Organic Flavor Oil Soluble 123 mg) are marked Y in green, and three excipients (Organic Milk Thistle Seed 20 mg, Plant Sterol Complex Phytosterol 95% 12 mg, Silicon Dioxide 10 mg) are marked N in orange, with stability overage cells shaded pale cyan.
Feature Update - Staging

Sample Handoff: Split into R&D and Sales

  • Two Stages, Two Owners -- Sample Handoff is now two stages: Sample Handoff (R&D), then Sample Handoff (Sales).
  • Owner On Its Own Line -- The stage bar shows who owns each step on a second line under the step name.
  • Clear Hand-offs -- R&D passes the sample on with Send to Sales, and Sales finish with Sample Sent to Customer.
The Benchtop stage bar with seven chevrons. New Sample Request, Sample in Process, Sample Handoff with R&D on a second line, and Sample Handoff with SALES on a second line are all complete in green with check marks. Step 5 For Customer Approval is active in navy, followed by greyed-out 6 Pricing and 7 Purchase Order.
Feature Update - Staging

Sample Handoff (R&D)

  • R&D's List Only -- The R&D page shows just R&D's two checks: Supplement Facts panel provided, and Physical sample given to Sales.
  • Preview In Place -- The Supplement Facts panel shows as a file tile that opens the preview.
  • Who And When -- Ticking Physical sample given to Sales records who marked it and when.
  • Notes Travel With It -- Optional Notes for Sales follow the sample onto the Sales page. Ticks save straight away, and leaving mid-save warns first.
The R & D card titled 'Hand off to Sales' with a full green progress bar reading 2/2. The first item, 'Supplement Facts panel provided', has a green check and a file tile reading 'Supplement Facts - Stickpacks Formulation v1' with the hint 'Check it before handing over' and a Preview link. The second item, 'Physical sample given to Sales', also has a green check. At the bottom, 'Notes for Sales' is marked optional and reads 'No notes added.'
Feature Update - Staging

Sample Handoff (Sales)

  • Ship-To Checked -- The Sales page confirms the ship-to details from the quote contact and flags lines that are missing or look wrong.
  • One-Off Addresses -- Sales can enter custom details for a single shipment without changing the quote.
  • Carrier Picked For You -- Label printed now takes a carrier - UPS, Unishippers, or FedEx - pre-selected from the tracking number, which has a Track link.
  • Both Required -- Sample Sent to Customer needs both a carrier and a tracking number.
The SALES card titled 'Verify & ship the sample' with a full green progress bar reading 3/3. 'Ship-to details from quote contact' is checked and lists CONTACT NAME 'test test' and COMPANY NAME 'test', each flagged with a 'Looks like test data' chip, plus SHIPPING ADDRESS 'asdfjkl - asdfjkl 2345 United States'. 'Label printed' is checked with Unishippers beside it, showing a required CARRIER of Unishippers and a required TRACKING NUMBER '1Z999AA10123456784' as a link with an external-link icon. A grey footer reads 'NOTES FROM R&D No notes added.'
Feature Update - Staging

Customer Approval: Feedback Link and Customer's Answer

  • Answer Collected Here -- For Customer Approval now captures the customer's answer on the sample.
  • Feedback Link -- Create a feedback link to send the customer, copy it, or turn it off.
  • Or Record It Yourself -- Log the answer directly as approved, or as a change request with the reason.
  • Gate To Pricing -- Send to Final Pricing only unlocks once the sample is approved.
The Customer Approval card, subtitled 'The sample is with the customer - waiting on their answer', with an amber 'Awaiting customer approval' chip. A WHAT WAS SENT section, marked 'From sample handoff', lists contact name test test, company test and shipping address asdfjkl - asdfjkl 2345 United States, above three checked rows: SFP provided (Provided), Label printed (Printed) and Tracking number (a Unishippers tag with 1Z999AA10123456784). Below, 'Customer's answer' carries a REQUIRED TO ADVANCE tag and explains the customer can approve or ask for changes without a Vitalpax account, with a 'Create feedback link' button and an 'Or record the customer's answer' box holding a green 'Customer approved' button and a 'Requests changes' button.
New Feature - Staging

Customer Sample Feedback Page

  • No Account Needed -- The feedback link opens a Vitalpax page the customer can use without logging in.
  • What Shipped, And How -- It shows the product sent, the dosage details, the carrier, and a tracking link.
  • Approve Or Change -- The customer approves the sample or requests changes with notes for a new sample.
  • One Answer, 30 Days -- Each link accepts one answer and expires after 30 days.
The customer-facing 'Review your sample' page under a navy Vitalpax.inc header. It reads 'We sent you a sample of CN - Evening - 60ct Caps ReCreation Test. Approve it or tell us what to change below.' with a note that the link stays open until Oct 15, 2026 and nothing is sent until the customer presses Send. A details row shows PREPARED FOR CalNutri, STATUS 'Awaiting your review' in amber, SAMPLE SHIPPED Sep 15, 2026 and YOUR CONTACT Darin McOwen. A WHAT WE SENT card lists Capsules, 30 servings per container, 60 capsules per container and a 2-capsule serving size, above a UPS tracking number with a 'Track with UPS' link. A 'Your decision' card offers 'Approve this sample - No changes needed' and 'Request changes - Send notes for a new sample'.
Feature Update - Staging

Sample in Process: Reorder the Supplement Facts Panel

  • Button On The Bench -- A Supplement Facts button now sits beside Create Formula Revision.
  • Drag To Sort -- On Sample in Process the panel's rows can be dragged into order, the same as on the R&D tab.
  • Saved On Close -- The new order is saved to the benchtop sample when the preview is closed.
The Supplement Facts Preview dialog over the benchtop page. The label shows Serving Size 1 Capsule and Servings per Container 222, with Amount Per Serving and % Daily Value columns listing Royal Jelly Dry Powder 500 mg, Organic Milk Thistle Seed (not powder) 123 mg and Sugar Beet Type Organic Flavor Oil Soluble (Gold Coast 609602) 123 mg, each with an asterisk. The footer lists Other Ingredients as Organic Milk Thistle Seed (not powder), Plant Sterol Complex Phytosterol 95% and Silica Dioxide. At the bottom a hint reads 'Drag rows to re-sort. The order saves to this benchtop sample when you close.' beside Show Macros, Download PDF and a black Close button.
Feature Update - Staging

Quote Versions Lock Once a Benchtop Sample Exists

  • One Formula Per Sample -- A benchtop sample is tied to one version's formula, so once it exists the quote's versions cannot be created or switched.
  • Explained In Place -- Manage Versions says the versions are locked and why.
  • Path Forward -- It offers Duplicate Quote so a different version can still be worked on.
  • Tagged -- The sampled version carries a Benchtop sample tag.
The Quote Versions dialog. A box with a padlock icon reads 'Versions are locked - This quote already has a benchtop sample, so its versions can't be changed. Duplicate the quote to work on a different version.' with a 'Duplicate Quote' button on the right. Under 'All Versions (1)', the only entry is QR-260616-006 with a blue v1 pill and grey 'Currently Viewing' and 'Benchtop sample' tags, created on Jun 17, 2026, 1:14:51 AM by Josiah Purchasing.
Visual Update - Staging

Version Comparison: R# and Benchtop Version

  • R# On Every Group -- Each ingredient group in Version Comparison now shows its R# next to the name.
  • Clearer Labels -- Versions are labelled Benchtop Version N instead of Formula N across the page.
The Version Comparison table with PARAMETER, CURRENT and PREVIOUS columns. The expanded first group reads '1 R9681 Royal Jelly Dry Powder' with a 'No changes' chip, and lists matching current and previous values for R#, Label Claim 500.0000 mg, Potency Adjustment 100%, Stability Overage 100%, Manual Overage Enabled, Active Ingredient Yes, SFP Ingredient Name, Specifications, Quote Description Royal Jelly and Quote Notes '500mg, with 4% or greater 10-HDA content'. Collapsed groups below show their R# too: 2 R10910 Organic Milk Thistle Seed, 3 R10123 Sugar Beet Type Organic Flavor Oil Soluble, and 4 R10910 Organic Milk Thistle Seed, each marked No changes.

What We Shipped

2 Feature Updates
2 UI/UX Updates
1 Bug Fix
10 Benchtop Updates

Sales can now request a benchtop sample from a client-accepted quote, and an accepted quote can no longer be regenerated over the version the customer agreed to. Department Dashboard links are renamed Quote Requests, and a long revert reason stays on one line with the full text on hover. On Benchtop, test results save only when you press Save, ingredients can be added and deleted on the bench, and a swapped product now brings its own R# and name. On staging, Sample Handoff splits into an R&D stage and a Sales stage with carrier and tracking, Customer Approval collects the customer's answer through a no-login feedback page, the Supplement Facts panel can be reordered, and quote versions lock once a sample exists.