QuoteFlow AI · Product Concept & Direction
Products, pricing, approvals and quotes in one controlled workflow
In most businesses the quote is where discipline goes to die. Prices live in a spreadsheet that drifted from the price book months ago; discounts are agreed in a hallway; the approved version and the sent version are not always the same document. QuoteFlow AI exists to give the quote lifecycle the same controls a business already expects of its invoices.
The quote as a governed object
The application treats a quote as something with a lifecycle, not a document with a total. It is created against real customers and real products, priced from maintained price books, routed through approval when the rules require it, and tracked through its states — so at any moment the business can answer which version exists, who approved it, and what the customer was actually offered.
What is in the application
Around that lifecycle sit the working parts of a configure-price-quote system: customer management, product management, price books, quote creation and detail views, approval workflows, analytics, settings and onboarding, with authentication and a hardened multi-tenant database underneath. A shareable quote view lets a recipient see a quote without entering the system.
The database work is a large share of the engineering: successive migrations tightened row-level security and moved sensitive operations behind controlled functions. In a system holding every tenant’s pricing, the data model is the product.
Not the same tool twice
QuoteFlow AI is deliberately distinct from Sync Quote Gen, despite the family resemblance in name. Sync Quote Gen is a document engine: it turns a Synchronos BOQ into a finished proposal PDF. QuoteFlow AI is a workflow system: it governs how any business creates, prices, approves and tracks quotes. One produces a document; the other runs a process. The lesson from the first — deterministic control with AI as a bounded assistant — shaped the second.
Current stage
A completed application covering the quote lifecycle — customers, products, price books, quotes, approvals and analytics — confirmed by its owner as complete, with its build verified against the assembled source.
- 01
Customer
A real account, not a name on a form
- 02
Products
Catalogue maintained in one place
- 03
Price book
Pricing with a source of truth
- 04
Quote
Created inside the rules
- 05
Approval
Routed when the rules require it
- 06
Analytics
What the pipeline actually says
What the work taught me
Sales tooling succeeds or fails on whether it makes the disciplined path the easy path. Nobody wants approval workflows; everybody wants to know the number is right. Designing QuoteFlow AI meant hiding the governance inside conveniences — price books that autofill, approvals that arrive where people already work — so control feels like help.
Together with Sync Quote Gen, it brackets the sales workflow: one governs the process, the other perfects the document.