Configuration

QuoteNode is configured through environment variables (for infrastructure) and the administrative panel (for business settings).

Environment Variables

Core Settings

• DATABASE_URL — PostgreSQL connection string (e.g., jdbc:postgresql://db:5432/quotenode)
• SECRET_KEY — Used for session encryption and security token generation. Must be at least 32 characters.
• APP_BASE_URL — The public URL of your instance (e.g., https://app.quotenode.dev). Used for public offer links and emails.

Email (SMTP)

Configure these to enable offer delivery and notifications:

• SMTP_HOST — SMTP server hostname
• SMTP_PORT — SMTP port (typically 587 for TLS)
• SMTP_USER — SMTP authentication username
• SMTP_PASSWORD — SMTP authentication password
• SMTP_FROM — Sender email address (e.g., [email protected])
• SMTP_TLS — Enable TLS (true / false)

Security

• SESSION_LIFETIME — Session duration in seconds (default: 3600)
• BRUTE_FORCE_MAX_ATTEMPTS — Failed login attempts before lockout (default: 5)
• BRUTE_FORCE_COOLDOWN — Lockout duration in seconds (default: 1800)
• IP_WHITELIST — Comma-separated list of allowed IP addresses (optional)
• ENCRYPT_PII — Enable column-level AES-256-GCM encryption for personally identifiable information in the database (true / false, default: false). When enabled, customer names, emails, phone numbers, and tax IDs are encrypted at rest. Requires DB_ENCRYPTION_KEY. See Security for details and trade-offs.

Administrative Panel

Once logged in as an administrator, navigate to Settings to configure:

Company & Branding

• Company name — displayed on offers, PDFs, and emails
• Logo — PNG or SVG, used in offer headers, PDFs, and the public offer page
• Primary color and accent color — applied to offers, PDFs, and the public page
• Company address, phone, email — displayed in offer footers and trading conditions
• Registration details — NIP, KRS, court of registration (displayed in PDF footer)

Offer Defaults

• Default validity period — how many days new offers are valid (default: 30)
• Default price mode — NET, GROSS, or NET+VAT+GROSS
• Default currency — base currency for new offers
• Trading terms — payment conditions, warranty terms, delivery terms (pre-filled in every new offer)

Currencies & FX

• Enabled currencies — which currencies are available for offers
• FX rate source — manual entry or automatic (NBP/ECB integration planned)
• Base currency — used for pipeline reports and multi-currency conversion

VAT Configuration

• VAT groups — define available VAT rates (23%, 8%, 5%, 0%, exempt)
• Default VAT group — applied to new products and custom line items

Notifications

Per-user notification preferences for each event type:

• Channels: In-app, email, or both
• Frequency: Immediate, daily digest, or disabled
• Events: Offer opened, accepted, rejected, replied, expiring, PDF ready

Users & Roles

• Admin — full access to all settings and data
• Manager — can view all offers and reports, manage team
• Salesperson — can manage own customers and offers
• Viewer — read-only access to assigned data

Onboarding Wizard

On first login, the admin is guided through a step-by-step setup wizard that covers company details, logo upload, SMTP configuration, and initial user creation. This wizard can be re-accessed from the settings panel.