Skip to content

Quote

A Quote (Devis) represents a customer quotation in the system. It contains pricing information, validation state, and relationships to projects, companies, and quote items. Quotes can contain both configured products (from Briefs) and predefined articles.

  • Generate customer quotations with comprehensive pricing
  • Group multiple products (Quote Items) into a single quotation
  • Track validation states (draft, published, signed, rejected, expired)
  • Generate multi-language PDF documents
  • Manage quote validity periods and client acceptance
  • Support guest access via temporary links
PropertyTypeDescription
idUUIDUnique identifier
codenumberSequential quote identifier (generated on validation)
namestringQuote name
totalPricenumberTotal price of the quote (min: 0, default: 0)
toolingCostnumberCost of tooling (default: 0)
deliveryCostnumberCost of delivery (default: 0)
stateQuoteValidationStateCurrent validation state (default: “draft”)
acceptTermsbooleanTerms acceptance flag (default: false)
validatedAtDateValidation timestamp
validUntilDateExpiration date for quote
phoneNumberstringContact phone number
receiverNamestringName of the recipient
emailstringContact email address (required, must be valid)
uploadStatusTemporalStatusPDF generation upload status (default: “undefined”)
temporaryAccessLinkstringTemporary access link for guest users
externalIdstringExternal ID for ERP synchronization
createdAtDateCreation timestamp
updatedAtDateLast update timestamp
deletedAtDateSoft delete timestamp
enum QuoteValidationState {
Draft = "draft", // En brouillon - Quote is being edited
Published = "published", // Nouveau (publié) - Quote sent to client
Signed = "signed", // Signé - Client has accepted
Rejected = "rejected", // Rejeté - Client has declined
Expired = "expired" // Expiré - Quote validity period has passed
}
RelationshipEntityTypeDescription
itemsQuoteItemOne-to-ManyQuote line items (required, min: 1)
projectProjectMany-to-OneAssociated project
companyCompanyMany-to-OneClient company
statusStatusMany-to-OneCurrent workflow status
pdfsFileOne-to-ManyGenerated quote PDFs (multi-language support)
contactUserMany-to-OneContact person
addressAddressMany-to-OneDelivery address
userUserMany-to-OneQuote creator
validatedByUserMany-to-OneUser who validated the quote
quoteSettingsQuoteSettingMany-to-OneQuote settings configuration
termAndConditionFileMany-to-OneTerms and conditions file
commentCommentMany-to-OneAssociated comment
flowchart LR
  Draft --> Published --> Signed
  Draft --> Deleted
  Published --> Rejected
  Published --> Expired
  1. Draft: Quote is being edited (no code assigned)
  2. Published: Quote sent to client (unique code assigned)
  3. Signed: Client has accepted the quote
  4. Rejected: Client has declined the quote
  5. Expired: Quote validity period has passed
  • Multi-language PDF: Quotes can be generated in multiple languages
  • Guest Access: Share quotes via temporary access links without login
  • Draft System: Auto-save quotes as drafts before publishing
  • ERP Integration: External ID field for synchronization with ERP systems
  • Mixed Content: Support for both configured products (Briefs) and predefined articles
  • Expiration Management: Automatic expiration based on validity period
  • Pricing Components: Separate tracking of base price, tooling, and delivery costs
  • QuoteItem - Line items within a quote
  • Article - Predefined products that can be quoted
  • Brief - Configuration requests that can be converted to quotes
  • Project - Projects that group quotes
  • Company - Companies receiving quotes