MVP V0.41.0 2026-02-18
# Clear System Actions:
- We added some new modals changing how PAI responds to major project or vendor actions. You'll see a new modal when approving an estimate, overage, and generating a budget.
- We added a clear way to activate vendors reducing steps to do so.
- More to come..
# Vendor Messaging and Document Requests
- We included a way to message, share, and receive documents with vendors directly from the vendor record.
- This is an early access feature, and you can enable it in your settings page for the vendor portal (Opt-In).
- Vendors can review and respond to messages sent to them via their vendor portal. Both sides will receive email notification when new messages are pending review.
- Documents templates can be created, allowing users to send a collection of preset documents to vendors using the messaging system.
- Received documents from vendors appear in the vendor document area, within the vendor record, allowing for centralized storage and retrieval.
# Vendor Portal Tweaks
- We removed the "vendor notes" button and replaced it with a tab called "Instructions". This better defines their purpose. If you do not add any instructions, this tab will not appear.
# AICP Views Updated
- We Added a set of included views to AICP estimates
# New Departments Added
- We included an update to PAI departments and department groups.
- We made sure that all Department Group orders are synced across the sheet, live margins, and print views moving forward.
- Updated Department Grouping and their order:
1. Agency
2. Creative
3. Prep
4. Production
5. Wrap
6. Post
7. Media
# We fixed some things:
- Issue with overage enable/disable switches rendering the overage total as $0 (this was a cosmetic issue only)
- Overage highlights were not properly displaying in Live Margins and Budget Totals, this was fixed.
- Some users had issues printing call sheets, we corrected this.
- We corrected an issue with discounts causing some cosmetic inconsistencies in subtotal placement on print views when they were applied - this was fixed and simplified.
Question? Feedback? Email us at
[email protected]