CloudBridal v26.5.1: Shareable Quotes, Easier Sales Tax Reporting, and a Polished UX

We're excited to announce CloudBridal v26.5.1, headlined by a brand-new way to close sales through end-to-end shareable quotes. Here's what's new:

View complete 2026 release notes →

✍️ End-to-End Customer-Acceptable Quotes

A major new way to close sales: build a detailed quote in CloudBridal, share it with your customer, and let them review, sign, and accept it (and pay a deposit) right from their client portal.

Plan Requirement: Ultimate (uses the Client Portal). Enable in Client Portal Settings under Enable Quote Sharing.

What's New:

• Customer acceptance from the portal — customers tap Accept on the shared quote and CloudBridal converts the draft into a confirmed order automatically
• Real, signature-ready quote documents — quotes generate PDFs from the same templates and agreements you use for in-store sales, with optional staff sign-off baked in
• Deposits at acceptance with Stripe — set a deposit amount (with quick presets for 25%, 50%, 100% of the total) and Stripe collects it the moment the customer accepts
• Works without Stripe too — customers can still accept the quote and you collect the deposit through your usual process afterward
• Multi-quote bundles — share several drafts at once. Perfect for bridal parties where the bride wants to commit to multiple looks together
• Share-ready validation — CloudBridal blocks sending until the quote is complete (vendor, variety, color, pricing all populated), so customers never see a half-finished quote
• Pending alerts — quotes awaiting customer response surface on the dashboard and customer profile
• Customizable email — write your own share-email subject and body, or use the smart defaults

Key Benefits:

• Close sales remotely with a single email — customers no longer need to come back into the store to commit
• Collect deposits the moment a customer says yes
• Stop chasing "did you get my quote?" replies

📊 New Sales Tax Collected Report

A focused summary view for sales tax reconciliation. You could already pull tax totals from reports like Cash Flow Summary and Order Financials — the new Sales Tax Collected report streamlines that into a single, purpose-built view.

What's New:

• Run from the Reports page under Cash & Payments
• Choose your reporting basis to match how your accountant recognizes tax: Order Date of Sale, Order Completed Date, or Payment (cash basis)
• See Net Tax Collected, Tax Refunded, and a per-rate breakdown in a single summary
• Save your preferred reporting basis (and any other filters) as a Custom Report (Ultimate) so you don't have to re-pick them every period — just update the date range when filing

Key Benefits:

• Skip the cross-referencing — see net tax, refunds, and per-rate totals on one screen
• Reconcile against each tax rate you collected, including historical "legacy" rates
• Match your accountant's basis (sale date, completed date, or cash) without rebuilding the view

🔐 More Secure Client Portal Access

The first time your customer opens their portal invitation, they're recognized instantly from the link — no extra steps, no codes to enter. The new security layer only kicks in if they come back to the portal later in a different browser or on another device: CloudBridal sends them a quick one-time code (by email, or by text if their phone number is on file) to confirm it's really them.

The result: a seamless first-time experience for your customers, plus a quiet layer of protection for their documents, payments, and quotes if anyone else tries to access the portal afterward. Customers never have to create or remember a password.

📦 Inventory Transfers Between Stores

If you operate multiple locations through CloudBridal's Linked Stores, you can now move stock between them with a full audit trail.

What's New:

• Initiate from Either Side: Start a transfer from the source (shipping stock out) or destination (requesting stock in)
• Cross-Store Stock Visibility: See what's in stock at each linked store while building a transfer
• Receive Preview: Review the full transfer before confirming receipt
• Pending Transfer Banner: The receiving store sees a banner alerting them to incoming transfers
• Cancel Pending Transfers: Cancel anything before it's received

How to Access:

• Navigate to Inventory and select Transfers from the tools menu
• Requires the Inventory Transfers permission and at least one linked store

🗓️ Additional Improvements

Polish Across the App:

• Several core surfaces received significant UX tweaks this release. The Orders fulfillment page moved to a grouped card layout with per-item purchase-order chips and inline payment summaries — cleaner, easier to scan, and friendlier on mobile. The Customers list got tighter status summary cells, a redesigned name cell, a sort selector, and a better small-screen layout. The customer profile picked up new alerts for pending quotes and signature requests alongside cleaner per-order cards. The Purchase Orders workflow was refined too. And the Client Portal saw a broad refresh — its home page, notifications area, and order/payment surfaces have all been smoothed out for a more consistent customer experience.

Refined Item-Type Controls:

• New options on each item type in Inventory Item Settings:
  • Eligible for Purchase Orders — turn off for item types you never order from a vendor (e.g., in-house alterations, service fees), so they don't clutter your PO candidate lists
  • Default Vendor — pre-fills the vendor when you add new items of this type. Particularly handy for services you provide yourself (alterations, in-house customization), where your own store is effectively the vendor — set yourself as the default and skip selecting a vendor every time
  • Don't Count Orders Toward Customer Conversion — orders of this item type don't convert a prospect into a customer, and they're excluded from customer conversion metrics. Useful for incidental purchases like alterations or service fees, so a shopper who only buys an alteration stays classified as a prospect (and your conversion stats stay focused on real gown/dress purchases)

Item-Specific Add-Ons + Per-PO Inclusion:

• Add-ons can now be defined per inventory item in addition to per vendor. On purchase orders, you explicitly choose which add-ons are included per item via checkboxes — inclusion drives the PO total and the printed PO output.

Customizable Signature Request Email:

• The email customers receive when you send a document for e-signature can now be customized. Set your own subject and body, or rely on the smart defaults.

Email Template Attachments:

• Attach files to your automated email templates in Settings > Email & SMS. Useful for size charts, store policies, or other documents you want to share consistently with every email.

Subscription & Billing Refresh:

• Before switching plans, you'll see a detailed plan-change preview showing exactly what will be charged today (including prorations and discounts). Reactivating a paid subscription no longer re-charges you for periods you've already paid for. The Subscription settings page has also been polished.