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App template

Quote and proposal template for sales teams

Build priced proposals with optional lines, approvals, and e-sign handoff before an order becomes an invoice. This quote template mirrors sales engineering reality—versions and win reasons—not a static PDF uploaded to a drive.

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quotes.acme.salesDeal desk
Quotes awaiting approval

Create versioned quotes, route approvals, and convert accepted proposals to orders.

Open quotes64
Need approval11
Win rate 90d32%
  • Q-2201 — Acme Enterprisev3 · 22% discount · Approver
  • Q-2194 — OrbitSent · Expires Fri
  • Accepted — BrightsideConvert · Subscription

What's included

Create versioned quotes, route approvals, and convert accepted proposals to orders.

Intended users

  • Account executives
  • Sales engineers
  • RevOps

Suggested stack

  • PostgreSQL
  • Next.js
  • PDF generation

Core features

Line-item catalogs

Optional and alternate lines

Discount approval rules

Proposal versions

Accept-to-order conversion

Main workflows

Draft quote

Add lines, apply discounts, generate customer PDF.

Request discount approval

Route over-threshold discounts to manager.

Accept and convert

Customer accepts, create order or subscription.

Database model / entities

Distinct domain entities — not a renamed generic CRUD list.

OpportunityDeal context with account and close date.
QuotePriced proposal version with validity dates.
Quote lineSKU or service with qty, discount, and optional flag.
ApprovalDiscount or terms review with decision.

User roles

  • AE
  • Sales engineer
  • Approver
  • RevOps

Possible integrations

Applications built from this template can connect to these services via their APIs.

  • DocuSign-style e-sign
  • Stripe
  • Salesforce
  • Resend

Example prompt

Copy this into Evonx to start from a production-shaped brief instead of a blank canvas.

Build a quote and proposal app with opportunities, quotes, quote lines, and approvals. Support versioning, optional lines, discount thresholds, and convert-to-order. Use PostgreSQL with AE, approver, and RevOps roles.

How Evonx customizes this template

Start from the domain model above, describe the workflows your team needs, and Evonx generates a working preview you can refine. For teams with an existing codebase, the same agent can extend repositories instead of starting from a blank project.

Related resources

Build quote proposal with AIWhen you need quote and proposal software—not only CRM notes—start here for scope and prompts, then follow the quote proCRM templateTrack leads, accounts, and pipeline stages with activities your team can evolve in production. This template maps a B2B SaaS templateLaunch a multi-tenant product skeleton with auth, settings, and billing integration points.Admin dashboard templateCentralize configuration, user management, and monitoring for internal operators.Customer portal templateLet customers view orders, tickets, documents, and profile data without emailing your team.Inventory management templateTrack SKUs, warehouses, adjustments, and low-stock signals for fulfillment teams.

FAQ

Can multiple quote versions exist for one opportunity?

Yes. Versions keep history so you can compare what was offered and which one won.

When do discounts need approval?

Threshold rules send high discounts or nonstandard terms to approvers before the quote can be sent.

What happens on customer acceptance?

Accepted quotes convert into orders or subscriptions, carrying line items forward without retyping.

Do sales engineers edit pricing freely?

SEs can configure technical lines while discount ceilings and final send stay with AE and approver policy.

Build production software with Evonx

Start from a template or connect an existing repository. Evonx helps you ship real applications with preview, evolution threads, and pull-request delivery—not disposable demos.

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