This update brings powerful new quote management features and major improvements to widget stability.
Quote Management
Quote Actions
- Duplicate quotes: Create a copy of any quote with one click
- Delete quotes: Remove quotes you no longer need
- Add products: Add individual products to existing quotes without using a calculator
- Editable titles: Customize quote titles for internal quotes to better organize your work
Payment Capture
- Capture payment modal: Record payments directly from the quote editor
- Instant updates: Payment status updates immediately without page refresh
- Payment tracking: Keep track of partial and full payments on quotes
Quote Preview
- Preview mode: See exactly how your quote will appear to customers before sending
- Draft protection: Preview routes are protected so only you can access them
Widget Improvements
New Features
- Lock icon for fixed/formula variables in summary tiles
- Text type support for product variables
- Slider type support for product variables
- Browser history integration for widget navigation
- Flattened product variables on Step 1 configure view
Bug Fixes
- Number input min/max validation
- Product variable snapshot updates when editing calculators
- Variable config reset when product variable types change
- Centralized display logic fixing multiple calculator bugs
Quote Display Improvements
- Unified quote data generation across all views
- Hidden products correctly filtered from public quote pages
- Conditional product selections properly hidden in widget
- Variable labels resolved correctly for calculator-generated quotes
- Units display for inputs and products across all quote views
- Improved mobile responsiveness for quote line items
- Tax line automatically hidden when
show_taxis disabled