Basics
Introduction to QuoteNode
Welcome to QuoteNode — a self-hosted CRM and quoting platform for sales teams who need data ownership and professional offer management.
Welcome to QuoteNode
QuoteNode is a self-hosted, single-tenant CRM and quoting platform designed for B2B and B2C sales teams. It gives you full ownership of your commercial data, a structured offer-to-decision workflow, and professional client-facing artifacts — all running on your own infrastructure.
What QuoteNode Does
Customer Management
Maintain a centralized database of B2B companies and B2C individuals. Track contact persons, addresses, custom discounts, and the full activity timeline — calls, meetings, notes, and every offer ever created.
Offer Creation and Lifecycle
Build professional offers from a product catalog with smart pricing rules. Each offer follows a clear lifecycle: Draft, Sent, Opened, Negotiation, Accepted, Rejected, or Expired. Every transition is validated, timestamped, and recorded in an immutable audit log.
Branded PDFs and Public Links
Generate high-quality PDF documents with your company logo, colors, and trading terms. Share offers via secure, trackable public links — your clients can accept, reply, or decline without creating an account.
Sales Analytics
Monitor pipeline value, win rates, and time-to-decision in real time. Break down performance by salesperson. Export to CSV for external reporting.
Product Catalog
Manage products and services with SKU codes, descriptions, images, and flexible pricing rules. Define per-customer or per-group discounts. Import in bulk from CSV or Excel.
Core Principles
- Single-tenant — your database is yours alone, physically isolated from any other customer.
- Self-hosted — deploy on your own server or private cloud. No data leaves your environment unless you send it.
- Deterministic — every price calculation is reproducible, auditable, and snapshot-preserved.
- Offline-capable — runs in closed networks with no external dependencies.
Getting Started
- Follow the Installation Guide to deploy QuoteNode with Docker Compose.
- Read the Configuration Guide to set up branding, email, and security.
- Create your first customer and offer from the dashboard.
Technology Stack
| Layer | Technology |
|---|---|
| Backend | Java 25, Spring Boot 4 |
| Frontend | Vue 3, Vite, PrimeVue 4, Tailwind CSS 4 |
| Database | PostgreSQL 16 |
| PDF Engine | Gotenberg (Chromium-based rendering) |
| Reverse Proxy | Caddy 2 (automatic HTTPS) |
| Deployment | Docker Compose |
The stack is chosen for security and correctness over minimal resource consumption. Java and Spring Boot are the industry standard for applications handling sensitive commercial data — they provide a mature security framework, strong type safety, and a battle-tested library ecosystem. For a deeper discussion, see Technology Stack & Design Rationale.
Multi-Language Support
QuoteNode currently supports English and Polish in the application UI and all client-facing surfaces (offers, PDFs, public links, emails).
After the initial public beta, additional languages are planned: German, French, Spanish, and Portuguese — with the long-term goal of covering all major European languages.
Project Status
Coming Soon — QuoteNode is currently in active development and approaching public beta. The documentation describes the planned feature set and architecture. Some details may change before the initial release.