KamoCRM

Surface quotes in every vertical, not just retail

Fixkamo-internal
Shipped
3 ஆகஸ்ட், 2026 அன்று 2:59 PM UTC
Author
kamo
Commit
8294efa

The Quotes tab was only wired into the RETAIL sub-tab set, so on an org whose active markets are SUBSCRIPTION / MORTGAGE / PERSONAL_LOANS there was no way to reach it at all — which is every org that has not activated a retail market. My error: the backend was always cross-vertical (documentLabel maps SERVICE to "Estimate", PROCUREMENT to "Request for Quote", SUBSCRIPTION to "Proposal"), and scoping the UI entry point to retail contradicted that. Now: - RENTAL / SERVICE / SUBSCRIPTION / PERSONAL_LOANS get a third sub-tab alongside Intents and Commitments, with ?sub=quotes kept in the URL - PROCUREMENT renders a single list, so it switches on ?sub=quotes directly - RETAIL keeps the sub-tab it already had - Every market except MORTGAGE also gets a "New <noun>" entry in the pipeline quick-actions menu, so a quote is reachable without knowing the sub-tab exists MORTGAGE is deliberately excluded: a mortgage price quote is a Loan Estimate, a TRID-regulated document with its own flow in the steward console. Offering a generic quote beside it would be misleading and arguably a compliance problem.

All changes

Like what you see shipping?

All of it arrives in your workspace on its own. Start on the free plan and read this page again in a month.

Start Free ForeverView Pricing