Strategic Dashboards, Deeper Customizations, and New Workflows

Keep your feedback coming. We’ve had over 200 enhancements in this deployment cycle over the last two weeks, many driven by your requests!

New Strategic Overview Reports Added

See Rep, Manufacturer, and Customer performance at a glance, and click through to see specifically how their sales break down. These new dashboards can be found under the “Sales Performance” grouping under “Analytics”.

Statement Detail & Statement Pivot Reports
Two new analytics views are now available — Statement Detail and Statement Pivot — giving you the same drill-down capabilities on statements that you already have on orders.

Executive Dashboard Toggle
The Order Dashboard has been renamed to Executive Dashboard and now includes a toggle to switch your data source between Orders and Statements.

Territory & Sales Team Reporting
Territory and Sales Team fields are now available in all detail and pivot reports — across quotes, orders, invoices, checks, and statements. Slice your data by territory to see exactly how each region is performing.

Sales Totals on Landing Pages
Quotes, Orders, Invoices, and Statements landing pages now show a sales total at the top right next to the search bar. No more exporting to Excel just to get a quick sum.

Saved Views Rename
"Managed Configs" in Analytics is now called "Saved Views" — clearer and more intuitive.

Order Date on Check Pivot Report
The Check Pivot report now includes the Order Date field, so you can see when the original order was placed alongside your commission data.

Order Date & Number on Commissions By State Report
The Commissions By State report now includes Order Date and Order Number fields for more complete tracking.

Posted Statement Report Columns
The Posted Statement report now includes Customer, End User, Expected Commission Rate, and Commission Rate columns — both in the UI and in exports.

Statement Report Column Renames
"Expected Commissions" is now labeled "Commission" and the redundant "Paid Commissions" column has been removed from Statement Detail and Pivot reports for clarity.

Pricing View for Products
A new Pricing View lets you see the full range of prices for any product across all orders — high to low — so you can compare pricing across customers at a glance.

Calculated Fields in Pivot Tables
You can now create calculated fields directly in pivot tables — the first one available is a percent of total.

Smarter Template Handling
When a template is already applied to an upload, Flow now skips the FlowScan step entirely — saving you clicks. You can always go back and reprocess if needed by clicking “Retry Processing”.

Auto-Skip Matching When Everything Matches
If every field on your upload matches automatically and nothing needs review, the matching step is now skipped entirely. You go straight from processing to the finish screen — fewer clicks on clean uploads.

Smarter FlowScan Instructions
FlowScan now interprets template instructions more accurately — especially for common operations like removing header rows, filtering columns, and reformatting data.

Document Preview During Matching
You can now preview the original uploaded document directly from the matching screen — no more switching tabs to remember what you're looking at.

Ignore Line Items on Matching
Don't want a specific line item? You can now ignore it directly from the entity matching screen instead of having to deal with it after the upload by clicking “Skip”.

FlowScan Feedback
FlowScan now tells you why it took the actions it did. When an instruction doesn't produce the result you expected, you can now see the model's reasoning.

Template Filters by Entity Type
The template selection modal now filters templates by the entity type you're uploading, so you only see relevant options.

Template Instruction Filters
A new quick filter on the Templates screen lets you toggle between templates with instructions and templates without. It will default to templates with instructions.

"Create New Template" Button
The old "Cancel" button on the template selector now reads "Create New Template" — much clearer about what it actually does.

Auto-Populate Matched Manufacturer on New Product
When creating a new product from the matching screen, the Manufacturer field now auto-fills if one has already been matched.

Show Auto-Matched Results
The matching step now shows auto-matched entities by default instead of hiding them.

Upload Goes Straight to Finish Screen
After an upload completes, you now land directly on the upload summary screen instead of being sent back to the queue.

Quote Name in Uploader Mapping
The Quote Name field is now available during the column mapping step of uploads.

Smart Divisor Calculation
When uploading quotes, orders, statements, or invoices, Flow now calculates the correct divisor based on the math rather than relying solely on the unit of measure.

Template Evaluator
A new template evaluator scans uploads for patterns like gaps in line items, wild values outside a normal range, or product numbers that break expected patterns and gives you an evaluation score. This activates for bulk uploads so you can have flagged the uploads you should go back and check on.

Multi-Manufacturer Quote Support
Quotes with multiple manufacturers now load correctly in the AI Uploader, with each manufacturer applied to the correct line items.

Ship Date & Factory SO Number on Statement Mapping
Ship Date and Factory SO Number are now available as mappable columns during statement uploads.

Set Specific Values for Mapped Columns
During the mapping step of uploads, you can now set a specific value for any mapped column.

Category & UOM on Product Creation During Matching
When creating a new product from the matching screen, you can now set Category and Unit of Measure directly.

Lost Reasons for Quotes
Quotes now support "Lost" and "Expired" statuses. When you mark a quote as lost, you select a reason from a configurable picklist and add optional notes. Lost reasons are reportable on the Quote Pivot and Detail reports. Configure your lost reasons under Settings → Document Defaults → Quote Settings.

Duplicate Quotes to Multiple Customers
You can now duplicate a quote to multiple customers at once from a single modal. Set a different price percentage for each, and optionally mark them as "connected quotes" — so when one wins an order, the others auto-cancel.

Item Number Tracking Across Quotes, Orders & Invoices
A new Item Number column is now available on line items across quotes, orders, and invoices. The number stays consistent as a line moves from quote to order to invoice.

Cancel Line Items on Orders
A new "Cancel Line Item" option is available on orders — distinct from deleting. This preserves the record while marking the line as cancelled.

Overage View Improvements
The Overage View on quotes now includes the additional tabs and auto-calculation of overage.

Edit Quantities When Creating Invoice from Order
You can now adjust quantities when creating an invoice from an order (or an order from a quote).

Order Acknowledgement Status
Orders now display an "Acknowledgement Status" — showing None, Partial, or Complete based on how many OAs have been received.

Multiple Invoice Links Tooltip
When a line item has more than one invoice attached, you now see a "+1" indicator with a tooltip showing all linked invoices.

Companies as End Users
Both customers and companies can now be selected as End Users.

CPN Pricing Auto-Default
When you add a product with a Customer Part Number and customer-specific pricing, the line item now defaults to the customer price.

Product Memo Column on Line Items
A new Product Memo column is now available on line item tables.

Default Logo Size in PDF Settings
PDF settings now include a default logo size option.

Spec Sheets Attached to Quotes
Spec sheets can now be attached directly to quotes on the line item level. If there is a spec sheet or spec sheet link attached to the product in your database, it will be included on the line item.

Minimum Orders per Manufacturer
You can now set a minimum order amount per manufacturer — Flow will flag quotes or orders that fall below the threshold.

Job Column on Quotes Landing Page
The Quotes landing page now includes a Job column.

Sold to Customer Optional on Pre-Opps
The "Sold to Customer" field is now optional on pre-opportunities, and the End User field is available.

Auto-Populate OA Quantity from Order
When manually adding an Order Acknowledgement, the quantity fields now auto-populate from the associated order detail.

Admin-Controlled PDF Settings
Admins can now control which parts of the PDF settings are editable by non-admin users.

Line Items Grouped by Product Category and Manufacturer on PDFs
When exporting quotes or orders to PDF, line items can now be organized by their product category and by manufacturer.

Lead Time Field in PDF Builder
The Lead Time field is now available in the PDF Builder, so you can include expected delivery timing directly on exported quotes.

End User Field in PDF Builder
The End User field is now available in the PDF Builder for both header-level and line-item-level placement.

Manufacturer Terms on Quote PDFs
Terms configured on the manufacturer profile now appear on quote PDFs.

Save PDF Template Settings
You can now save your PDF template configuration as an admin setting.

Spec Sheet Links Toggle on PDF Line Items
You can now toggle spec sheet links on or off for individual line items in your PDF exports.

Sales Amount from Commission Statements
Flow now saves the sales amount from commission statements separately, so you can compare stated amounts across orders, invoices, and checks to catch discrepancies.

Editable Commission Amount on Credits
The Commission Amount field on the Credit modal is now directly editable.

Edit Adjustments from Check Page
You can now edit adjustments directly from the Check profile page.

Credits & Adjustments Tabs for Commission Statements
The matching screen for commission statement uploads now includes Credits and Adjustments tabs.

Highlight Active Row on Checks
On the Check profile page, the row you're currently editing is now highlighted.

Stated Commission can be set to $0
When invoices are manually added to a check, the Stated Commission Amount now can be zeroed out with a checkbox.

Invoice Number Sorting on Statements & Checks
The Invoice Number column on Statements and Checks now sorts numerically by default.

Statements in Linked Entities
Statements now appear in the Linked Entities section on related records.

Customize Pipeline Stages
You can now create and customize your own stages for Pre-Opportunities, Jobs, and Quotes — matching your firm's actual workflow.

Territory & Sales Team on Customer Pages
The Customer landing page now displays Territory and Sales Team fields.

Watchers on Records
You can now add watchers to pre-opps, tasks, quotes, jobs, and orders. Watchers receive notifications when changes are made.

Customer Grade Column
Customers now have a Grade field (A, B, C by default) so you can classify your accounts by priority.

Auto-Populate Job Numbers
Job numbers are now auto-generated when you create a new job.

Job Field Cleanup & Tracking Number
The Job object has been streamlined with unnecessary fields removed and a new Job Tracking Number field added.

Customer-Address Sales Rep Assignments
Rep assignments can now be configured by customer + address combination.

Customer & Manufacturer Columns on Contacts Page
The Contacts landing page now shows Customer and Manufacturer columns alongside the existing Company column.

Inside Rep Column on Manufacturers Page
The Manufacturers landing page now includes an Inside Rep column.

Custom Field Display Names
Every rep firm has their own vocabulary. You can now rename field labels in admin settings to match how your team actually talks about things. You can do this by going to settings → Document Defaults → Quotes, Order, Statement, and Invoice settings.

Rearrangeable Landing Page Columns and Show/Hide columns
Columns on Quotes, Orders, Invoices, and Statements landing pages can now be dragged into any order you want. Beyond rearranging, you can now hide and show individual columns on landing pages.

Persistent Filters
Filters you set on landing pages now stick when you navigate away and come back.

Notification Bell is Live
The notification bell now works — it fires when tasks are due, due tomorrow, or when a follow-up date hits. Email notifications are included.

Clickable Products in Take-Offs & Crosses
Click any product in your take-offs or product crosses views and it opens the full product profile.

Spec Sheet Links on Products
Products now have fields for both external web links and internal uploaded spec sheets.

Tooltips for Long Text Fields
Hover over any truncated text field on quotes, orders, invoices, and statements to see the full name in a tooltip.

Copy/Paste Images in Notes
You can now paste images directly into notes.

FlowChat File Manager Toggle
A new toggle in FlowChat lets you restrict search results to only documents in your File Manager.

Email Preview In-App and Document Links Open in Outlook
Clicking preview on email files (.msg) in the Files tab now opens them inside the app instead of downloading.

Note Categories
Notes now support categories — just like tasks.

@ Mentions in Notes
The @ functionality in notes now works like it does in tasks.

"Assigned to Me" Filter on Tasks
Tasks now have a quick "Assigned to Me" filter.

Create New Button for Contacts, Customers & Companies
The Connected Entities section now includes a "Create New" button for contacts, customers, and companies.

Better Search Experience
Search dropdowns across the site now include at least 100 results and are sorted alphabetically.

Product Categories in Settings
Product Categories can now be managed directly from admin settings.

Filter Out Completed Workflow Status
A new filter lets you hide items with a "Completed" workflow status.

FlowChat Smarter Entity Matching
FlowChat is now less strict when matching entity names.

Hide Inside Rep Setting
The Inside Rep header/line-item level setting is now hidden by default since it's rarely needed.

PDF Logged for Order Acknowledgement Uploads
When an Order Acknowledgement is uploaded, the PDF is now automatically logged in the Files tab.

Updated Takeoffs Landing Pages
The Takeoffs landing pages have been refreshed with improved layout and navigation.

Mobile Optimization for Tasks, FlowChat & Analytics
Tasks, FlowChat, and Analytics pages are now optimized for mobile.

Over 130 bug fixes and minor UI updates went into Flow as well in this release, not mentioned here because it’s a looooooong list.