Quotes
Quotes drafts priced proposals of one or more Offers to one buyer within Limits and turns each accepted Quote into an Order.
Quotes prices proposals of one or more Offers for one buyer, inside the discount Limits a Startup sets. An accepted Quote becomes an Order with nothing typed twice.
Summary
| Part | This System |
|---|---|
| Group | Sales |
| Status | Beta: it works, and its Verbs may still change |
| Shelf | Reference: documented, never offered first |
You can ask:
- “Send this customer a quote”
- “Quote them the annual plan with a 10% discount”
- “Which quotes are about to expire?”
- “Turn the signed quote into an order”
What you get
| Part | This System |
|---|---|
| Starts | Opt-in: it wakes with the Product Templates that need it. |
| Built from | Database, Functions, Workflows, Event streams |
Nouns it owns
| Noun | Definition |
|---|---|
| Quote | A Quote is a priced proposal of one or more Offers to one buyer, valid until a date, accepted into an Order. |
Verbs
| Verb | Object | Approval | Event |
|---|---|---|---|
| Quote.create | Quote | None | Quote.created |
| Quote.update | Quote | None | Quote.updated |
| Order.place | Order | None | Order.placed |
| Quote.accept | Quote | Asks first; waits 1 business hour | Quote.accepted |
| Quote.expire | Quote | None | Quote.expired |
| Quote.send | Quote | Asks first; waits 1 business hour | Quote.sent |
| Quote.decline | Quote | None | Quote.declined |
| Quote.supersede | Quote | None | Quote.superseded |
Events
| Direction | Event | How |
|---|---|---|
| Emits | Quote.created | By Quote.create |
| Emits | Quote.updated | By Quote.update |
| Emits | Order.placed | By Order.place |
| Emits | Quote.accepted | By Quote.accept |
| Emits | Quote.expired | By Quote.expire |
| Emits | Quote.sent | By Quote.send |
| Emits | Quote.declined | By Quote.decline |
| Emits | Quote.superseded | By Quote.supersede |
States
The lifecycle of a Quote:
| State | Meaning | Moves to |
|---|---|---|
draft (first) | Its lines and terms can still change, and the buyer has not seen it. | sent by Quote.send |
sent | Presented to the buyer with its lines, total and payment terms frozen. | accepted by Quote.accept; declined by Quote.decline; expired by Quote.expire; superseded by Quote.supersede |
accepted | Its one-time lines became an Order and its recurring lines a Subscription. | None: it ends here. |
declined | The buyer refused it, with the reason in their words. | None: it ends here. |
expired | It reached its validUntil date unaccepted and never converts. | None: it ends here. |
superseded | A newer Quote on the same Deal replaced it; only the newest can be accepted. | None: it ends here. |
Who operates it
| Part | This System |
|---|---|
| Accountable | Sales Engineer |
| Team | Sales Team |
| Seat | A role agent holds it until a Human is seated. |
| Autonomy | supervised |
| Also calls its Verbs | Sales Lead |
Approvals and limits
| Verb | Rule | Detail |
|---|---|---|
| Quote.accept | A person says yes first | Waits 1 business hour |
| Quote.send | A person says yes first | Waits 1 business hour |
Processes that use it
| Process | How it uses it |
|---|---|
| Inbound sales | A step calls Quote.send |
| Quoting | A step calls Quote.create |
Rail underneath
None.
Views and dashboards
| View | Shows | Metrics |
|---|---|---|
| The Sales Engineer’s view | The Metrics its accountable Role answers for. | Technical win rate |
Access
What each Access level may call here.
| Access level | May call |
|---|---|
owner | Every Verb (11) |
admin | All but 2 of 11: Quote.accept, Quote.send |
member | All but 2 of 11: Quote.accept, Quote.send |
viewer | Read only (2 of 11) |
Import and export
None.
Fees and pricing
None.
Availability and limits
| Part | This System |
|---|---|
| Status | Beta: it works, and its Verbs may still change |
Compliance notes
A discount over the Sales Engineer’s Limit waits for a yes; the terms on each Quote stay the founder’s.
Controls it carries:
- Log completeness
- Append-only records
- Point-in-time recovery
- Processing definitions
- Action completion
Related Systems
Example
An E2E managed service that runs support for online shops quotes a 40-seat retailer: a setup fee, a monthly service fee and an overflow rate. The Sales Engineer Agent gives 10% within its Limit; a request for 20% opens an Approval for the Founder. The retailer accepts on the quote page, and the Order exists.