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v2026.05.25

Quote Management and AI Assistant Improvements

New Features

  • Holiday ranges for production scheduling

    Define shutdown periods in your production schedule to automatically account for holidays and planned downtime

  • Per-part client notes on quotes

    Add custom client-facing notes to individual parts that appear on quote PDFs for better communication

  • Automatic expired quote status tracking

    Quotes now automatically show as 'Expired' when they pass their expiration date, making it easier to identify and follow up on lapsed opportunities

Bug Fixes

  • Enhanced CAD file support in AI Assistant

    Fixed issues with uploading CAD files to the AI chat and added drag-and-drop functionality for easier file sharing

  • Improved email system reliability

    Better error tracking for email processing to prevent lost messages and improve system diagnostics

Improvements

  • Reorganized Purchase Order and RFQ information display

    Information on Purchase Order and Request for Quote detail pages is now grouped into logical sections for easier navigation and improved readability

Quote Management and AI Assistant Improvements | Changelog | ForgeMRP