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Guide

How to build a quote and proposal tool

Follow these steps in Evonx to quote software with line items, versions, and e-sign readiness. Pair with the quote proposal template when sales needs controlled pricing outside the CRM.

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Step-by-step

Define catalog and discounts

List products, price books, and approval thresholds for discounts before prompting.

Start from the quote template

Open the quote proposal template or describe quotes, lines, and versions explicitly.

Model quotes and versions

Create quotes, line items, version history, and acceptance statuses with ownership.

Build sales and approval views

Ask for PDF/HTML proposal previews and manager approval queues for deep discounts.

Wire CRM and e-sign hooks

Connect HubSpot/Salesforce deal IDs and optional e-sign providers when ready.

Preview acceptance flows

Validate expire, revise, and convert-to-invoice paths in preview before merge.

Outcome

Quote and proposal software with versions, approvals, and acceptance tracking you can ship.

Related resources

Quote & proposal templateBuild priced proposals with optional lines, approvals, and e-sign handoff before an order becomes an invoice. This quoteHow to build a CRMFollow these steps in Evonx to a working CRM repository with leads, accounts, opportunities, and activities you can prevHow to build a SaaSFollow these steps in Evonx to a multi-tenant SaaS codebase with organizations, roles, and billing integration hooks.How to build a customer portalFollow these steps in Evonx to a secure portal where customers manage profile data, tickets, and documents.How to build an HR systemFollow these steps in Evonx to a working HR repository with employees, leave, and org structure you can preview and shipHow to build a POS systemFollow these steps in Evonx to a point-of-sale app with catalogs, carts, and tender flows you can preview and ship. PairHow to build a CMMSFollow these steps in Evonx to a computerized maintenance management system with assets, work orders, and PM schedules.

FAQ

Should quotes live only in the CRM?

CRMs track deals; quote tools own line-level pricing and documents. Link both via deal IDs.

How do I prevent stale pricing?

Version quotes and expire them automatically; require refresh when catalog prices change.

Can customers accept online?

Yes. Provide a secure acceptance page that records IP, timestamp, and accepted version.

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