Quote Builder — New quote
The Quote Builder is the full editor for creating and editing a quote. It lets you add products (windows, French doors, sliding doors, roller shutters, Venetian blinds, mosquito nets, entrance doors), configure each item in detail, view the technical drawing in real time, and calculate prices, margins and totals before exporting the PDF.
How to access
- Menu: Quotes → "New quote" button, or click Edit on an existing quote
- Address:
/quote-builder(new) ·/quote-builder?editId=<id>(edit) - Who can use it: Administrator and User
Interface
The builder is split into two side-by-side panels (desktop) separated by a draggable divider, or stacked on mobile.
Header
| Element | Description |
|---|---|
| Page title | "New quote" or "Edit quote" with an orange Draft badge when the status is Draft. |
| Collaboration presence | Avatars of users currently viewing the same quote (maximum 3 visible). |
| Preview PDF button | Visible on mobile, tablet and laptops up to ~1280 px (hidden above 1280 px) — opens a dialog with the document preview before exporting. |
Left panel — Quote header
A card at the top of the left panel contains:
- Quote title — free-text field. Required before saving.
- Client — searchable selector among existing clients; favourites appear at the top. The New client button opens a modal to create a client without leaving the builder.
Left panel — Product groups
The main section where products are added and configured. Each group represents a product type (e.g. "Casement window") and can contain multiple dimension rows.
Adding a product
- Click Add product (or the "+" button).
- The product configuration drawer opens (see below).
- Fill in all required fields and click Apply.
- The group appears in the left panel with a dimension row already added.
Supported product types
| Type | Description |
|---|---|
| Window | Single window with one or more sashes, tilt-and-turn, sliding or fixed. |
| French door | Like a window but with a floor-level threshold. |
| Sliding door | Sliding system (lift-and-slide or simple sliding). |
| Roller shutter | Rolling shutter paired with a window or standalone. |
| Venetian blind | Folding or slatted blind. |
| Mosquito net | Fixed, roller or folding mosquito screen. |
| Entrance door | Security or armoured door. |
| Generic article | Free item for services, transport costs or uncatalogued accessories. |
Product configuration drawer
The drawer guides configuration in steps:
| Section | Main fields |
|---|---|
| Profile | Choose the profile from inventory (e.g. "Aluplast Ideal 4000"). |
| Opening type | Casement, tilt-and-turn, fixed, sliding, lift-and-slide, etc. |
| Glass | Glass composition (double/triple, low-emissivity, frosted, etc.). |
| External / internal colour | RAL, anodised or laminate colour for each side. |
| Accessories | Handle, hinges, lock, threshold, roller shutter casing, etc. |
After configuring the group, the drawer closes and the dimension table is editable.
Dimension table (rows)
Each group has a table for entering production rows. The visible columns are:
| Column | Description |
|---|---|
| Width (mm) | Opening width. |
| Height (mm) | Opening height. |
| Quantity | Number of pieces with these dimensions. |
| Sash/opening configuration | Popover (RowWindowConfigPopover) that opens the per-row sash configuration options (number of sashes, opening type per panel, etc.). This is not a separate text column. |
| Unit price | Calculated price per single piece. |
| Total | Unit price × quantity for the row. |
Each row shows a warning icon if there are configuration errors to fix before exporting.
Row options (collapsible panels)
Additional options are accessible via the row actions menu (...), which opens dedicated collapsible panels:
| Option | Description |
|---|---|
| Row discount | Percentage or fixed discount applied to this row only. |
| Manual price | Total price set manually (mutually exclusive with row discount). |
| Location | Free label (e.g. "Living room", "Bedroom 1"). |
| Row notes | Internal notes shown in the PDF. |
| Optional | Marks the row as an optional item in the quote. |
Row actions
- Add row — inserts a new row in the group with the same group settings.
- Apply geometry to all — copies the current row's width, height and panels to all other rows in the group.
- Remove row — deletes the row after confirmation.
- Export DoP — generates the Declaration of Performance (CPR) for the selected row. A dialog lets you choose the language (IT / EN).
- Alternative — adds an alternative group based on the same product (for A/B option quotes).
Bulk add accessories
If roller shutters, Venetian blinds or mosquito nets are present in inventory, the Bulk add accessories button appears. It opens a dialog to pair accessories with multiple windows at once.
Left panel — Quote settings
Below the product groups, commercial settings are organised in collapsible sections:
| Section | Description |
|---|---|
| Quote expiry date | Date field for quote validity. |
| Notes | Free text included in the PDF (maximum 20,000 characters). |
| Discount | Global discount in euros or percentage applied to the net total. Mutually exclusive with the manual net price. |
| Manual net price | Overrides the calculated net total. Requires confirmation. Mutually exclusive with the global discount. |
| Drawing view | Choose whether the technical drawing in the PDF shows the internal or external view. |
| VAT | Mode (VAT included / excluded), rate and customisable label. |
| Payment schedule | Enables a custom instalment plan (maximum 5 tranches); percentages must sum to 100. Can be pre-filled from the company default schedule. |
| Terms and conditions | Toggle to include company T&Cs in the PDF (visible only if configured in Settings). |
Right panel — Preview and summary (desktop)
The right panel is fixed and scrollable. It contains:
- Document preview — live rendering of the PDF document with automatically generated technical drawings for each configured item. The drawing highlights the item currently being edited in the left panel.
- Row summary — list of rows with drag-to-reorder functionality.
- Totals — subtotal, VAT, discount, transport and grand total. Also shows aggregate cost and margin (percentage and absolute amount) if costs are set in inventory.
Actions bar
On desktop the actions bar is fixed at the bottom of the right panel. On mobile it is a fixed bar at the bottom of the screen.
| Button | Condition | Action |
|---|---|---|
| Send to client | Draft | Saves and sets the status to "Sent". |
| Update changes | Non-draft | Saves changes while keeping the current status. |
| Approve | Status "Sent" | Sets the status to "Approved" (automatically creates the order). |
| Reject | Status "Sent" | Sets the status to "Rejected". |
| Back to draft | Approved or Rejected | Returns the quote to Draft status. |
| Export PDF | At least one row | Opens the PDF format menu. |
| Save as template | At least one row | Saves the current configuration as a reusable template. |
PDF export formats
| Format | Description |
|---|---|
| Detailed | One card per item with technical drawing, parameters and price. Default format. |
| Schedule | Compact summary table without technical drawings. Suitable for quotes with many rows. |
In addition to the two persisted layouts there is the Production option: it hides prices (the hidePrices flag) and produces a technical document for the production workshop. It is not a stored layout but a separate export option.
Templates strip
When the builder is empty (no items and no quote being edited), the saved templates strip is shown. Click a template to apply its configuration to the current quote.
Drafts strip
Below the templates strip, a list of incomplete drafts is shown. Click an entry to resume work.
Operations
Creating a new quote
- Click New quote from the list or the main menu.
- Enter the quote title.
- Select the client (optional: can be added later).
- Click Add product and configure the first item in the drawer.
- Enter width, height and quantity in the dimension table.
- Repeat for each item.
- Set commercial conditions in the Quote settings panel.
- Use Send to client or leave as Draft — autosave keeps the draft updated.
Editing an existing quote
- From the quote list, click Edit on the quote row.
- The builder opens with all data pre-loaded.
- Edit freely; drafts are saved automatically.
Exporting the PDF
- Make sure all items have dimensions and a profile configured (no error icons on rows).
- Click Export PDF in the actions bar.
- Choose the format: Detailed, Schedule or the Production option (no prices).
- The PDF is generated and downloaded automatically; the chosen format becomes the default for subsequent exports of this quote.
Exporting the DoP (Declaration of Performance)
- On a product row, click the actions menu (three dots) and select Export DoP.
- In the dialog, select the language (IT or EN).
- Click Export — the PDF file is downloaded.
Saving as a template
- Click Save as template in the actions bar.
- Enter a name for the template.
- Click Save — the template is available in the templates strip for new quotes.
Automatic technical drawing
For each window, French door, sliding door, roller shutter, Venetian blind or mosquito net item, CADrivit automatically generates a vector technical drawing based on:
- dimensions (width × height in mm)
- opening type (casement, tilt-and-turn, sliding, fixed, etc.)
- number of sashes/panels
- optional per-row custom design
The drawing is visible in the right panel in real time while filling in the form and is embedded in the exported PDF. The view (internal or external) is controlled by the Drawing view setting.
Price calculation and margins
The price of each item is automatically calculated by the pricing engine based on the selected profile, dimensions, accessories and costs configured in inventory. The Totals panel shows:
- Subtotal — sum of all row prices.
- Transport — fixed cost per item, configurable in Company Settings.
- Discount — global discount if set.
- VAT — VAT amount if the mode is "VAT excluded".
- Total — final amount.
- Cost and Margin — visible if costs are set in inventory for the profiles used. Margin is shown as both an absolute amount and a percentage of the net total.
Statuses and messages
| Situation | Behaviour |
|---|---|
Unsaved changes (pending) | "Unsaved changes" indicator with a blinking orange dot — changes are waiting for the debounce window. |
Saving in progress (saving) | Indicator with a spinning spinner — save is active. |
Draft saved (saved) | Green indicator with the time of the last save (e.g. "Draft saved at 14:32"). |
| Save error | Red indicator with a cloud icon. Retry or save manually. |
| Item with errors | Warning icon on the row; the Export PDF button is disabled until errors are resolved. |
| Missing required field | The system scrolls automatically to the problematic field and highlights it. |
| Converted to order | Green toast with a direct link to the Orders page after approval. |
| Exchange rate unavailable | Orange warning banner if the company currency is not euro and the rate is not updated. |
Notes and limits
- Autosave only activates on drafts. Quotes in Sent, Approved or Rejected status require manual saving.
- The Send to client and Approve buttons are disabled if any items have blocking configuration errors.
- Global discount and manual net price are mutually exclusive: setting one clears the other.
- Row discount and row manual price are also mutually exclusive.
- The instalment payment schedule is included in the PDF only if enabled and the percentages sum to 100.
- On desktop the right panel is resizable by dragging the vertical divider; the proportion is stored in the browser.
- The templates strip and drafts strip appear only when the builder is opened in "New quote" mode with no items.
- DoP export is available only for items whose profile has CPR data configured in inventory.