Customers and leads
Store people or companies, status, source, notes, owner, last contact, next follow-up, quotes, orders, documents, and activity.
Quotix feature map
Everything needed to create quotes, approve them, and convert them into orders.
The MVP is intentionally focused. It covers the quote-to-order workflow, customer management, reusable items, pricing calculations, document links, billing, and tenant-safe data access.
Sales workspace
The daily tools a quoting team uses to move a customer from first contact to approved work.
Quotes
Create draft quotes, add catalog or custom items, review totals, set validity, send links, generate documents, duplicate quotes, and track status.
Orders
Convert approved quotes into orders, preserve the original quote snapshot, and track open, in progress, ready, delivered, completed, or overdue work.
Pricing and catalog
Reusable data and calculations that prevent manual pricing mistakes.
Items catalog
Manage products, services, raw materials, bundles, and one-off custom items with SKU, unit, cost, price, margin, tax, and inventory flag.
Pricing calculator
Use fixed price, cost plus margin, hourly service, raw material waste, or measurement pricing to produce consistent totals.
Margin visibility
Review subtotal, discount, tax, shipping, estimated cost, estimated profit, and margin before sending a quote.
Trust and operations
Controls that make the SaaS safe enough for multiple companies and paid plans.
Public approval page
Customers can view a clean quote page, approve or reject, and download the generated document without seeing internal costs.
Billing and trial
Start with a 14 day trial, apply plan limits, use Stripe Checkout, support Customer Portal, and rely on webhooks for truth.
Security and audit
Use organization isolation, role checks, Supabase RLS, private storage buckets, activity logs, and server-side validation.
What comes after MVP
The roadmap keeps advanced operations out of the first release so the core sales flow ships faster.
Advanced inventory
Receipts
Custom templates
Email automation
CSV import and export
Commissions
ABC curve
Price suggestions