Features
QuoteNode combines CRM, quoting, document generation, and operator controls in one self-hosted system. This page maps the main capability areas and points to the workflow guides behind them.
1. Launch and Readiness
Everything needed to get the system operational and branded.
- Workspace Onboarding — Guided first-run setup for company identity, branding, and defaults.
- Sample Data Injection — Optional seeding of the environment with realistic examples for training and testing.
- Branding Controls — Upload logos, set brand colors, and configure company metadata.
- Email (SMTP) Configuration — Securely connect your mail server for tracked offer delivery.
Details: Onboarding Guide
2. Product and Price List Management
Structured commercial data management.
- Centralized Catalog — Manage products, services, SKU codes, and unit measures.
- Price List Workflows — Support for sales and purchase price lists with margin calculations.
- Role-Based Visibility — Control who can see sensitive cost data versus sales prices.
- Bulk Import/Export — High-speed CSV/Excel processing for products and images.
- Product Bundles — Groups of items resolved as multiple lines for complex proposals.
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3. Offer Operations and Lifecycle
The core engine for creating and managing commercial proposals.
- Advanced Offer Creator — Build drafts for specific customers or open recipients.
- Draft and Lifecycle Tracking — State-machine validated transitions (Draft, Sent, Opened, Accepted, etc.).
- Pricing Logic — Deterministic calculations with multi-currency and VAT support.
- Global and Line-Item Discounts — Control over pricing behavior at every level.
- Delivery Policies — Pre-defined shipping and fulfillment terms.
- Immutable Snapshots — History-safe records of exactly what was offered.
- Open-Audience Offers — Create proposals for public distribution and lead generation without a specific customer recipient.
- Video Embeds — Attach YouTube, Vimeo, or Loom videos to offers for richer client presentations.
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4. Client-Facing Delivery
Modern, professional ways to share offers with customers.
- Trackable Public Links — Share offers via secure URLs with country-level tracking.
- Public Acceptance/Rejection — Clients can accept, reply, or decline directly from the link.
- Password Protection — Optional security for sensitive public links.
- Branded PDF Generation — High-quality, print-ready documents based on offer snapshots.
- Template Families — Reusable document layouts with section-level controls.
- Lead Capture Forms — Lightweight inquiry forms on open-audience links collect prospect email, phone, and company without requiring registration.
- PIN Access Codes — Optional six-digit numeric codes for quick, shareable link protection alongside traditional passwords.
- Email Verification — Identity challenge requiring the intended recipient to verify their email before accessing a named-customer offer.
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5. Sales Intelligence
Real-time visibility into sales performance.
- Pipeline Value — Current value of active offers by status and salesperson.
- Win Rate Trends — Effectiveness analysis with monthly breakdown.
- Time-to-Decision — Deal velocity metrics to identify bottlenecks.
- Exportable Data — All reports support CSV export for external analysis.
- Link Activity Dashboard — Dedicated view showing which offers are being viewed, open counts by time period, and active link status.
- Return Visit Detection — Automatic identification of customers who revisit an offer after a configurable gap, signaling renewed buying interest.
- Hot Lead Badges — Visual indicators on the offers list highlighting proposals with recent return visits.
- Revisit Notifications — Automatic alerts to the offer owner when a customer returns to review their proposal.
Details: Sales Reports Guide
6. CRM and Relationship Management
Core customer data and interaction history.
- B2B and B2C Records — Manage companies, persons, and contacts.
- Activity Timeline — Log of events, notes, and offer interactions.
- Notification Center — In-app and email alerts for critical sales events.
- Onboarding and Reminders — Salesperson task queues and follow-up alerts.
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7. Security and Operations
Enterprise-grade controls for self-hosted teams.
- Role-Based Access (RBAC) — Admin, Manager, Salesperson, and Viewer roles.
- Single-Tenant Isolation — Physically isolated data for every instance.
- Immutable Audit Log — Permanent history of all mutation events.
- 2FA and Security Headers — Modern authentication and network security defaults.
- GeoIP Access Control — Optional country-level restriction for app access.
- Automated Backups — Scheduled database and file backups with remote storage support.
- Focused Admin Areas — Settings, Security, Backup, Diagnostics, and Audit are split into dedicated operator views instead of one overloaded admin screen.
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