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PRD: Quotes

Status Draft
Owner Stuart Meeks
Last updated 2026-10-10
Phase 2

Summary

Create, price, version and send quotes to customers.

Known requirements (to be expanded)

  • Quote lines can mix pricing methods (area, machine time, per unit with quantity breaks, labour or design hours, fixed). See pricing engine.
  • Quotes are versioned. A sent quote is never edited; it is revised as a new version.
  • Quotes are sent as a branded PDF and a customer approval link.
  • Statuses: draft, sent, accepted, declined, expired.

Problem

To do.

Goals

To do.

Non-goals

To do.

User stories

Story IDs use the prefix QUO-.

To do.

Business rules

To do.

States and lifecycle

To do.

Open questions

See open questions.