Release Notes — v1.5

A full quote-to-PDF path: pick the customer, build from the live Shopify catalog, and hand over a single-page proposal.

• •Customer and site picker prefills the quote from an existing CRM record
• •Shopify draft order is always created before the PDF, with a checkout QR code on the document
• •Side-by-side pole comparison with pinned specs, differences-only toggle and inline quantities
• •One-click generate & download, plus bulk ZIP and CSV export from the quotes list
• •Installation estimates, B2B/B2C prospect capture and automatic CRM follow-up tasks

Requests coming in from the field or the portal now carry straight through into a quote without re-keying.

• •Quote from an RFQ prefills customer, site and segment details
• •Stale-catalog warnings when pricing has moved since the request came in
• •RFQs advance to "quoted" only when the quote is actually sent, not on a draft save
• •Loss reason and note required before an RFQ can be marked lost

A place for campaign ideas to be discussed, tracked and reported on instead of living in text threads.

• •Idea discussions with threaded comments
• •Status history with revert, so a change can be undone with its reason intact
• •Channel, referral and loss-reason reporting on the Sales Board
• •Needs-attention inbox with checkbox bulk dismiss

Acquisition targets scored with real financial rigor and exportable for anyone outside the app.

• •Target matrix with sticky columns, EBITDA multiples and diligence checklists
• •AI document auto-scoring and a Kanban pipeline
• •Investor brief export per target (PDF/Doc)
• •Saved filter presets, persisted column widths and scroll position

The customer-facing side: questions, attachments and status visibility, with replies that don't get missed.

• •Customer question replies come back with an unread badge
• •Day-grouped thread history showing every status change
• •Attachments, status timelines and portal search
• •Multi-location aware, with branch-level access rules