Quotes

quotes is the offer you send a customer: a title, a company and a contact, lines with quantities, unit amounts, discounts and tax in minor units, totals the database keeps, a valid-until date and terms. You send it as a link the customer opens without an account, and they accept it, reject it or ask for changes. A new version is a revision with the same number. With the deals module installed, a quote starts from a deal.

Reading needs quotes.read, and creating, sending and recording decisions needs quotes.write. Admins get every permission, and members get quotes.read and quotes.write.

better-supabase sql add quotes

The module needs tenant, access and subjects.

import { createQuotes } from "better-supabase/blocks/quotes";

const quotes = createQuotes({ transport });
const quote = await quotes.fromDeal(dealId).orThrow();
await quotes
  .setLines(quote.id, [
    {
      description: "Licences",
      quantity: 10,
      unitAmount: 100_000n,
      taxRateBps: 2100,
    },
    {
      description: "Setup",
      unitAmount: 50_000n,
      discountBps: 2000,
      taxRateBps: 2100,
    },
  ])
  .orThrow();
const { token } = await quotes.send(quote.id).orThrow();
// Email the customer a link such as https://app.example.com/q/{token}

LifecycleCopy Anchor Link

create gives a quote the next number (Q-12, or the format of a quote entity in number-sequences) and a valid-until date options.validDays (default 30) from today. Its company and contact are records in config.subjects (the parties types company and person by default), checked like a deal's (QUOTE_COMPANY_FORBIDDEN).

send needs at least one line (QUOTE_EMPTY). It returns the link's token once; only its hash is stored. revise(quoteId) makes a new draft with the same number, the next revision, the same lines and a fresh valid-until date, and withdraws the old one unless it was accepted, which also ends its link.

The customer's pageCopy Anchor Link

The customer's page calls two functions that run without signing in:

const quote = await quotes.view(token).orThrow(); // marks it viewed
await quotes.respond(token, "accepted", { name: "Els Jansen" }).orThrow();

view returns the quote without internal notes: its identifier, title, status, currency, valid-until date, terms, totals and lines. respond takes accepted, rejected or changes_requested with the customer's name and a note; after the valid-until date it expires the quote instead. A withdrawn or unknown link answers QUOTE_LINK_INVALID. Rate-limit the page with the rate-limit module or your edge.

decide(quoteId, decision, { by, note }) records an answer the customer gave another way, such as by phone.

From a dealCopy Anchor Link

fromDeal(dealId) makes a draft from the deal's name, company, primary contact, currency, owner and lines, or one line for its amount when it has none. It returns the same quote when called again, and with the relations module installed, it links the quote to the deal with created_from, so lineage shows deal, quote, invoice.

EventsCopy Anchor Link

With the notifications module installed, the quote's owner gets a notification when the customer answers.

HooksCopy Anchor Link

The module calls before_quote_send(quote uuid), after_quote_send(quote uuid), before_quote_accept(quote uuid) and after_quote_accept(quote uuid), so an app can check margins before a quote goes out or start an order when it is accepted.

ErrorsCopy Anchor Link