Skip to main content

v0.3.36 AI Quotation Drafts Join the Formal Workflow, with Better Agent Permission Controls

Release date: 2026-06-02

v0.3.36 brings quotations into the formal AI business draft workflow and tightens agent permission handling, guarded deletion, and day-to-day quotation workspace details.

New capabilities​

  • Quotations now use the AI business-edit draft workflow. The AI can prepare create or edit drafts from natural language, and users still review and approve them before formal quotation basics are written
  • AI quotation advice is now layered: template fields, custom fees, estimated totals, and pricing rationale are stored as AI suggestions instead of overwriting formal quotation totals
  • The quotation calculation page now includes an AI suggestion area so users can copy suggested fields and custom fees into the editable calculation form before the system recalculates totals
  • After high-risk confirmation, the AI assistant can now actually delete quotations without a resolvable customer name, while skipping quotations already linked to molds, projects, or products
  • The AI assistant composer now includes a + menu and an Agent permission control with full-access, smart, and manual modes; manual remains the default

Refinements​

  • Terms and conditions now appear before notes in quotation basics, and calculation totals can render in up to four columns to use space more efficiently
  • The default plastic-mold template now uses a wire-cut processing rate of 80 and adds a surface-treatment field under manufacturing costs
  • The quotation template editor compresses its top metadata area into a tighter single-row layout
  • The quotation page tabs now use shorter Chinese labels to reduce header width

Safety boundary​

  • AI still cannot directly write quotation status, formal totals, line items, or formula results; those must continue through the quotation workspace calculation flow

Notes​

  • These release notes continue to record only user-visible application changes, not internal development or build-process adjustments.