Rebuilding the quote system — with everything Brandon's been waiting for.

1. React quote module on the new CPQ architecture

Build the custom-coded React module that renders Integrity's print proof grid on customer-facing quotes and vendor purchase orders. Replaces the legacy quote_imageProofs HubL module with a TypeScript/React implementation deployed via HubSpot Developer Projects. Reads the same two deal properties the existing UIE card writes to (print_proof, print_proof_info) so the data layer needs no changes.

2. Two-column proof layout (Image + Description)

Per Brandon's May 21 confirmation, the proof grid drops the "Name" column. The line-item description is already shown above; the proof name was redundant. New layout: Image and Description, two columns. Saves CSR time. The data schema keeps three fields for backward compatibility with existing quotes.

3. New PO naming convention

Update generated PO titles from [Deal Name] | Vendor X - Purchase Order to Integrity Design PO# [Sequential Deal Number] | [Vendor Name]. The "Sequential" app already generates the deal number Brandon uses as the quote number — we incorporate it into PO names so it appears in vendor email subject lines and makes tracking easier across systems. Workflow enrollment criteria updated to match the new naming pattern (prevents the regenerated POs from re-triggering the workflow).

4. Compressed header layout (Quote + PO templates)

Brandon's vendors report the current blue header takes up roughly three-quarters of the printed page, sometimes pushing product onto page two. This applies to both the Quote template and the PO template, which share the same header treatment — both need the compressed layout. Reduce header height by removing unused fields and tightening spacing. Keeps all required information (logo, Quote/PO number, billing/shipping, dates) but in a more compact form that leaves room for product on page one.

5. Rebuild PO-generation workflow + CCA

Port the existing PO-generation Custom Code Action to the new architecture, preserving all current behavior: multi-vendor PO splitting (one PO per vendor's line items), vendor-cost pricing pulled from product hs_cost_of_goods_sold, and the dual-trigger pattern (stage-driven for Softr portal flows, e-sign-driven for legacy email approvals). While in the code, we also bring it up to the same quality standards as the existing invoice automation — proper idempotency to prevent the Feb 2026 PO duplication scenario, defensive error handling, and fail-loud alerts.

6. Two new CPQ quote templates

Build two CPQ templates in the sandbox that embed the new React module: one customer-facing (replacing legacy Quote | Integrity Design) and one vendor-facing (replacing legacy Purchase Order | Integrity Design, template ID 455856752028). Each preserves Integrity branding, includes the required hidden default Line Items module per HubSpot's new architecture, and connects to the rebuilt workflow.

7. Sandbox-first testing + production cutover

Full build and test in Integrity's sandbox (which already has a Commerce Hub Pro trial active). Eleven-scenario test plan covers all six pipelines, multi-vendor edge cases, the Softr-portal approval path, and the workflow re-fire scenario from Feb 2026. Brandon receives a client-side test plan to verify on his end. Cutover Friday June 12 with workflow lockdown, sandbox-to-production push, and live validation. Pivot monitors production for one week through June 19 ahead of the new pricing rollout.

8. Product library restructure — schema design

Brandon's May 21 request — added to scope. Pivot designs the new tiered-pricing data structure that consolidates the current 20-SKU-per-product approach (5 quantity tiers × 4 pricing tiers — retail, dealer, barter, vendor cost) into a single SKU per pricing tier with quantity-based tiers handled by Commerce Hub Pro's native pricing engine. Includes: schema mapping document, custom properties on Products object to represent tier and quantity-break relationships, a CSV template Integrity fills with the new product data, documented upload procedure with screenshots, and validation of a sample batch in sandbox before Integrity does the bulk import.

Integrity-side handoff: Brandon's team executes the bulk product upload using the template and procedure Pivot provides. Pivot validates the first batch and provides support during the broader import.

9. Commerce Hub Pro automated tax setup

Brandon's May 21 request — added to scope. Configure HubSpot's automated tax calculation in production once Commerce Hub Pro activates post-renewal. This eliminates the manual California tax workaround Integrity's accountant has been running in QuickBooks (adding tax as a line item, then correcting it in QuickBooks after sync). Configures: California nexus and tax registration details, product tax categories on the new tier-based SKUs, customer tax-exempt handling where applicable. Validates that QuickBooks sync handles automated tax correctly. Tested against representative scenarios — California direct order, multi-state shipping, exempt customers.

Includes a brief configuration document for Integrity's reference and Stephanie Ledbetter's handoff. Tax setup happens post-cutover (Week 4) since Commerce Hub Pro must be active in production for these settings to take effect.

10. Future-proof the UIE Print Proof Manager card

The UIE Print Proof Manager card is integral to the system — it's where the team manages print proofs on deals, writing to the print_proof and print_proof_info deal properties that the new React quote module (Deliverable 1) reads from. It currently runs on an older HubSpot UI Extensions version that HubSpot will eventually deprecate; left as-is, the card will stop working at some point. While we're already in the Developer Projects codebase for the re-platform, we update the card to the newest UI Extensions SDK and platform version — behavior stays identical, but the card moves onto a supported, future-proof foundation that keeps running well past this engagement. No data-layer or workflow changes; purely a version and runtime upgrade.