Unified Customer Experience

v0.5.5

3/13/26

v0.5.6

3/30/26

  • Release notes

    Release notes

    v0.5.6 Unified Customer Experience

    Added

    • DateRangePicker component
    • Select / unselect all in Update Items
    • Create from catalog
    • Public NanoID
    • Dynamic input values in quotes

    Improved

    • Quote page structure and usability
    • Catalog aligned with Quote experience
    • Public Portal unified with Quote
    • Discounts handling in Quote page

    Fixed

    • Payment method saving
    • Trend charts interval display
    • Order items loading issue
    • Quote item version inconsistencies
    • Email sending in Spanish
    • Recommended price updates
    • Quote assignment on creation
    • Client reports

    Maintenance

    • Improved platform stability
    • Enhanced UI consistency
    • Improved automated testing

    • Unified Customer Experience

    A fully unified experience across Quote, Catalog, and Public Portal. Everything now follows the same structure—making workflows clearer, faster, and easier to manage end-to-end.

    Quote Page – Complete Workflow Redesign

    Old Quote Page
    Before
    New Quote Page
    After

    All-in-One Quote Experience

    The Quote page has been restructured into clearer sections, allowing users to manage everything without switching contexts.

    • New structured sections for better readability
    • Full workflow handled in a single view
    • Improved pricing visibility and updates
    • More reliable handling of complex quotes

    Smarter Item Management

    Managing multiple items is now faster and more intuitive.

    • Select / unselect all items
    • Improved update flow for large item sets
    • Fixes for version inconsistencies
    • Recommended pricing updates correctly
    Catalog interface using the same layout and interaction model as the Quote page.

    Catalog – Now Aligned with Quote

    Unified Catalog Experience

    The Catalog now uses the same structure and logic as the Quote page.

    • Consistent UI between Catalog and Quote
    • Easier transition from browsing to quoting
    • Improved maintainability and scalability
    Customer-facing portal showing a step-by-step quote interface aligned with internal quote UI.

    Customer Portal – Fully Rebuilt

    Same Experience, Anywhere

    The Public Customer Portal now mirrors the Quote experience, creating a seamless journey for customers.

    • Unified layout and interaction model
    • Refactored stepper flow for clarity
    • Improved reliability and performance
    • Better handling of pricing and configurations

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