Quote Generator
Stop copying prices into spreadsheets and hoping the math is right.
What changes when you build this
The gaps you're living with today,
and what this tool fixes.
Problems
- Reps copy product prices from a spreadsheet that was last updated 3 weeks ago, sending quotes with wrong numbers
- Discount approvals happen over Slack DMs with no audit trail — finance has no idea what was approved or by whom
- Building a single quote takes 25+ minutes of toggling between the CRM, a price list, and a Word template
- Quote versioning lives in file names like "Proposal_v3_FINAL_revised.pdf" across personal drives
- Managers only discover margin-killing discounts after the deal closes, when it is too late to intervene
Solutions
- Line-item editor pulls live pricing from your product catalog — no stale spreadsheets, no manual entry
- Discount requests trigger a structured approval flow with full visibility for finance and management
- One interface handles product selection, pricing, terms, and PDF generation in a single workflow
- Every quote revision is stored with a timestamp and author, accessible from the deal record
- Discount thresholds enforce your margin policy automatically — reps can't send unapproved cuts
What the data model looks like
Refine generates this table structure from your
prompt. Edit columns, types, and relationships after.
100%
Mistakes to avoid
These are the failure patterns teams hit most often
when building this.
Stale pricing dataFix: Pull prices from a single product catalog table — never hardcode values into the quote template.
Stale pricing data
Fix:Pull prices from a single product catalog table — never hardcode values into the quote template.
Unlimited discountingFix: Set approval thresholds by discount percentage so anything above your floor requires manager sign-off.
Unlimited discounting
Fix:Set approval thresholds by discount percentage so anything above your floor requires manager sign-off.
No version trackingFix: Store every quote revision as a separate record linked to the deal, with timestamps and author.
No version tracking
Fix:Store every quote revision as a separate record linked to the deal, with timestamps and author.
Generic PDF outputFix: Build the PDF template with your brand, terms, and dynamic line items from day one — not after the first client complaint.
Generic PDF output
Fix:Build the PDF template with your brand, terms, and dynamic line items from day one — not after the first client complaint.
Orphaned quotesFix: Trigger a notification when a sent quote has no client response within 5 business days.
Orphaned quotes
Fix:Trigger a notification when a sent quote has no client response within 5 business days.