Pipeline CRM
Deal stages, forecasting and activity history for a sales team that has outgrown a spreadsheet.
5.0 out of 511 sold
OverviewSales Rep1 / 6
CRM & SalesQuotingLive
Quote Builder
5.0 out of 58 sold
Most quoting happens in a spreadsheet that only one person understands, and margin gets discovered afterwards. This build applies the rules as the quote is written, and shows the margin while there is still time to care about it.
From$649
- Function
- 22
- Roles
- 3
- Users
- Unlimited
- Next.js
- TypeScript
- PostgreSQL
- Recharts
Inside the app
What it does out of the box
22 connected functions on one schema, spanning three permission levels. Everything below is in the template before a line of customisation.
Dashboard for Sara
18 quotes open worth $412,000, and 2 are sitting with your manager for discount approval.
My quotes
Everything you have sent, with margin and where each one has got to.
Configure
Options that depend on each other, checked as you pick rather than at the end.
Price book
What you can sell, at what price, with what floor.
Discount approvals
Requests above a rep's limit, with the margin consequence shown.
Margin
Where discount is actually going, by rep and by product family.
Pricing rules
Discount limits, approval thresholds and what cannot be sold together.
Audit log
Every approval, override and price book change. Retained for seven years.
Permissions
Three roles, one build
A rep builds and discounts within a limit. A manager approves beyond it, seeing the margin consequence. An administrator sets the floor nobody crosses. The limits are enforced as the quote is written, not discovered afterwards.
- Build quotes from a governed price book
- See margin recalculate as options change
- Discount up to their own limit
- Request approval above it, with one click
- Cannot send an invalid configuration
- Everything a rep can do
- Approve discounts above rep limit
- See margin consequence, not just percentage
- Margin and win rate by rep
- Spot discount-led selling before it becomes a habit
- Everything a manager can do
- Maintain the price book and costs
- Set discount limits and the margin floor
- Withdraw products from new quotes
- Read and export the audit log
The build
Every function in the box
9 screens, all of them live in the preview. Nothing on this list is a mockup or a roadmap item.
Access
- Sign in
Selling
- Overview
- My quotes
- Configure
- Price book
Management
- Discount approvals
- Margin
Administration
- Pricing rules
- Audit log
What you get
Delivered as a repository, not a login.
Sales teams quoting configured products or services where discounting needs a limit.
- 9 production functions spanning three permission levels
- Full source code and PostgreSQL schema in your repository
- Role-based access control, enforced server-side
- Immutable audit log written on every change
- Responsive layouts, usable on a phone, not just resized
- CSV import and export on every core record
- Deployment configuration for your cloud account
- Twelve months of updates, and no per-seat charge ever
Access and evidence
Margin defended while it still matters
A discount conceded in a meeting is almost never recovered. Showing margin at the moment the number is typed is worth more than any amount of reporting after the quarter closes.
- Margin recalculates per line as options and discounts change
- A discount taking a quote below the floor is blocked, not merely flagged
- Approval requests show the margin consequence, not just the percentage
- Incompatible configurations cannot be sent at all
- Withdrawn products cannot be added to a new quote
- An expired quote must be re-priced rather than silently reused
- Immutable audit log with seven-year retention and export
Related
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A whole partner programme in one app: deal registration, a gated resource library, training, funding requests and tier performance.
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Subscription Billing
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Questions
Quote Builder, in practical terms
Not covered here?
Ask a consultant directly. No form to fill in first, and no follow-up sequence.
Book a consultantAll questionsDo I get the source code for Quote Builder?
Yes. The repository, application code, database schema, migrations, seed data and deployment configuration, is transferred to your organisation on delivery. There is no licence key and nothing that calls home.
How many sales people can use it?
As many as you like. Per-seat CPQ licensing is why quoting so often stays in a spreadsheet that one person maintains, pricing here is per application, so the whole team can be on it.
Can it handle configured products with dependencies?
Yes, and that is the harder half of quoting. Options declare what they depend on and what they conflict with, and the check runs as the quote is built rather than when someone tries to fulfil it. An invalid configuration cannot be sent.
Does it replace our CRM?
No. It is the quoting layer that sits alongside it. A fitted build syncs accounts, opportunities and won quotes both ways, so the CRM stays the record of the relationship and this stays the record of what was actually priced.
Can Quote Builder be changed to match our pricing?
That is the usual route. A fitted build sets up your price book, configuration rules, discount limits, approval chain, quote document design, branding and up to two integrations, and typically takes one to three weeks from a signed scope.
What does it cost to run?
Hosting only, paid to your own cloud provider, roughly $50 to $200 a month depending on quote volume and how much document history you retain.
Start here
Want Quote Builder shaped around your process?
A fitted build adjusts fields, stages, roles and integrations to how your team already works. One scoping call, a fixed price, one to three weeks.
- No sign-up to open one
- One-time price, no seats
- Source code transferred on delivery
