What's new in
Fohlio.

• Redesigned Quote Requests: Compare supplier responses and alternatives, manage quotes in bulk, export to Excel, and view billing client details in a cleaner workflow.
• Smarter Product Imports: Import products from any webpage and automatically map details like pricing, SKUs, materials, brands, and dimensions to your team’s preferred columns.
• Better Financial Reporting: Export Payments, Purchase Orders, and Supplier Invoices with configurable columns and currency-specific totals for easier reconciliation.
• See unread comment counters update instantly across the team without refreshing the page.
• More Accurate Budget Analysis: Include Other Cost breakdowns correctly in Soft Cost subtotals for more reliable budget totals.

• Fulfillment Summary: Quickly see what has been ordered, invoiced, and shipped from each Purchase Order.
• Dedicated Shipments Page: Track shipments more easily from a focused, centralized view.
• Steadier Purchase Order Totals: Keep totals visible while Purchase Order data is loading.
• Improved Comments Experience: Use clearer comment indicators and more reliable links to the correct feedback location.
• Better Reliability and Performance: Benefit from faster loading, fresher account data, fewer background errors, and improved platform stability and security.

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• Smart Header Detection: Automatically identify where the actual data table begins, even when spreadsheets contain title rows, notes, or blank spaces.
• AI-Assisted Column Mapping: Match spreadsheet columns to Fohlio fields automatically, with confidence indicators for items that need review.
• Value Matching: Connect categories, dropdown values, suppliers, and contacts to existing Fohlio data for cleaner, more consistent imports.
• Embedded Image Extraction: Pull product images stored inside spreadsheets directly into the import flow.
• Messy File Handling: Detect and clean up merged cells, multi-row headers, summary rows, and other common spreadsheet issues.
• Full Preview Before Publishing: Review imported data, resolve flagged issues, and make inline edits before adding anything to a project.
• Beta Availability: Smart Data Extraction is currently available in beta across all Fohlio plans.

• Supplier Tax Treatment: Choose whether supplier prices include VAT or exclude sales tax, with automatic calculation handling.
• Separate Client and Purchase Taxes: Apply different tax rates to client invoices and procurement, or keep both aligned.
• Project Defaults with Item Overrides: Set consistent project-level tax rules while allowing adjustments for individual items.
• More Accurate Costs and Margins: See how tax settings affect cost price, client price, and profitability.
• Global Tax Support: Configure pricing workflows for VAT-based markets in Europe or sales-tax-based workflows in the US.

• Smarter Project Scheduling: Set project-wide timelines, customize schedules by area or category, track phase-based due dates, and quickly identify projects that are on track, at risk, or behind.
• Mini Dashboards: Reorder, show, or hide dashboards to create a workspace that better matches your workflow.
• Smarter Filters: See the number of active filters at a glance and reset them with one click.
• Faster Item Browsing: Preview items while adding them from existing projects or the Library for quicker, more informed selection.
• Focused Interface: Navigate more easily with a cleaner layout, reduced visual clutter, and a more consistent platform experience.

• Alternative Sources Management: Assign, update, and manage alternative suppliers and manufacturers with clearer source visibility and ADS template support.
• PO Totals, Soft Costs & Tax Updates: Add customizable soft costs to budgets, sales quotes, client proposals, and invoices.
• Order Tracking Improvements: Track missing, damaged, returned, and shipped quantities with visual updates and tracking numbers on Project Sheets.
• UI & Experience Improvements: Cleaner toolbars, improved icons and dropdowns, and better spacing to prevent clipped content.

Enhanced contact book with supplier analytics, flexible tagging, and faster product uploads with images via XLSX.

New keyboard shortcuts to navigate and edit tables more efficiently.

Major upgrades to Cost Tracker with Budget Analysis integration, percentage-based budgeting, and custom cross-project analytics.

Powerful Project Overview page with financial summary and procurement progress tracking.

Enhanced component-based pricing with flexible tax treatment and clearer margin visibility.

Major upgrade to Comments feature with multi-item commenting, task assignment, and smarter tracking.

Update: Settings Have a New Home. We've reorganized the Settings layout to make it more intuitive and easier to navigate.

This release introduces automated shipment tracking through the new Order Tracking API, a streamlined shipment interface, and enhanced user role management with more granular permissions and improved visibility into team access controls.

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Manually record vendor quotes faster and view client proposal and invoice totals directly in Budget Analysis for clearer project profitability tracking.

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We're excited to announce the second major update to our User Management feature, designed to provide you with greater control and visibility over your team.

We're always working to make your project management experience smarter and smoother.

Several improvements to user management, giving you more control and flexibility including multiple administrators and delegated user management.

New controls for procurement settings and alternate suppliers give your team more flexibility in managing vendor relationships and purchasing workflows.

New order tracking worksheet and alternate supplier pricing with lead times give procurement teams better visibility and decision-making tools.

The release introduces a new side sheet for faster project management, phase-based column ordering, centralized column controls, streamlined user access management, PO email tracking, and enhanced reporting tools for clearer budgeting and coordination.

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New Regions feature and an updated Action Menu make it easier to organize projects and take quick actions across your workspace.

Quick-view panels for product specs and improved product tracking let you access the information you need without losing your place.

Compare supplier quotes across multiple currencies in a single step, with additional workflow improvements to reduce friction across procurement.

Streamlined supplier selection with more visual cues helps you make procurement decisions faster without hunting through menus.

Generate professional spec books in minutes with auto-populated product data, custom layouts, and one-click export.

Full multi-currency support is now live, letting teams work with suppliers and clients across different currencies without manual conversion.

Drag-and-drop reordering is now available across more areas, and gridview reports have been improved for better readability and export.

Significant upload speed improvements and platform-wide performance optimizations make Fohlio noticeably faster across all features.

New visual status cues throughout the app help teams understand project state at a glance, with performance improvements to reduce load times.

Flexible payment terms on purchase orders and a new collaborator guidance feature help streamline procurement and team onboarding.

The new Group By feature lets your team organize and view project data in meaningful categories, improving alignment and decision-making.

Build and manage your firm's internal product library to reuse specs, maintain brand consistency, and speed up future projects.

Improved filtering and grouping tools, plus procurement document customization options, give teams more control over how they organize and present data.

New value engineering tools and improved contact book management make it easier to explore cost alternatives and maintain vendor relationships.

Automatically generate project cost estimates from your spec data, reducing manual calculation time and improving accuracy.

Improved workflow organization tools and a more efficient procurement process help teams move faster from specification to purchase.

A new comprehensive spec book template and improved project access controls help firms standardize deliverables and manage team permissions.

Greater power and flexibility in procurement workflows let teams customize how they manage purchase orders, approvals, and supplier communication.

Improved tracking capabilities and increased flexibility across workflows give teams more control over project and procurement management.

Manage FF&E specification, procurement, and product data at scale.

Track changes across your specs, set PO approval thresholds, and use project-based templates for more consistent and controlled workflows.

Manage FF&E specification, procurement, and product data at scale with better client proposal tools.

New options for adding and arranging products give specifiers more flexibility in how they organize FF&E data within projects.

You're about to shave more time off your workflow with faster product updates and smoother navigation.

Manage project budgets broken down by area and cost division for more precise financial planning and tracking across large projects.

Log actual shipping data and sync multiple supplier invoices within a single purchase order for streamlined procurement tracking.

Convert design concepts into complete specifications without duplicating work, bridging the gap between design intent and procurement-ready specs.

New controls for external collaborator access give firms more flexibility in how they work with vendors, clients, and consultants.

Managing all your workflows and team members in one place is now more efficient than ever before: We've added better ways to organize columns according to function.

New procurement features reduce purchase order errors, improve cash flow visibility, and allow you to create POs directly from your spec sheets.

Ever feel like you could swear the purchase order in your hand was the final one, but then you found out there was a revision, or a revision of the revision, or a last-minute extra charge?

You now have more options for viewing and adding product data in more manageable chunks — all the information in one page, and no more scrolling left and right.

New collaboration tools let teams manage project phases and submittals from a single interface, improving coordination and reducing email back-and-forth.

Fohlio 2.0 introduces major new features designed for larger projects, including expanded collaboration tools and enhanced specification management.

A new unified Excel table approach consolidates all your project data into one exportable view, making reporting and data handoffs simpler.

Auto-generate client presentations with precise control over layout and styling, so your deliverables always look exactly on-brand.

Create complete job site document packets in minutes by compiling specs, drawings, and project data into a single organized package.

A faster dashboard, the ability to freeze columns, and several other improvements make everyday project management smoother.