@86d-app/quotes

📚 Documentation: 86d.app/docs/modules/quotes

B2B request-for-quote (RFQ) module for price negotiation. Customers create quotes with product line items, submit them for admin review, and negotiate pricing through counter-offers before converting accepted quotes into orders.

Installation

import quotes from "@86d-app/quotes";

export default defineStore({
  modules: [
    quotes({
      defaultExpirationDays: 14,
    }),
  ],
});

Configuration

| Option | Type | Default | Description | |--------|------|---------|-------------| | defaultExpirationDays | number | 30 | Days until a counter-offer expires |

Store endpoints

| Method | Path | Description | |--------|------|-------------| | POST | /quotes/create | Create a new draft quote | | GET | /quotes/my | List customer's own quotes (filter by status, paginate) | | GET | /quotes/:id | Get quote with items and comments | | POST | /quotes/:id/items/add | Add a line item to a draft quote | | POST | /quotes/:id/items/update | Update item quantity/price in a draft quote | | POST | /quotes/:id/items/remove | Remove an item from a draft quote | | POST | /quotes/:id/submit | Submit draft for admin review | | POST | /quotes/:id/accept | Accept a counter-offer | | POST | /quotes/:id/decline | Decline a counter-offer (with optional reason) | | POST | /quotes/:id/comments/add | Add a customer comment |

Admin endpoints

| Method | Path | Description | |--------|------|-------------| | GET | /admin/quotes | List all quotes (filter by status/customer, paginate) | | GET | /admin/quotes/stats | Aggregate stats (counts, values, conversion rate) | | GET | /admin/quotes/:id | Get quote with items, comments, and history | | POST | /admin/quotes/:id/review | Mark quote as under review | | POST | /admin/quotes/:id/counter | Send counter-offer with adjusted item prices | | POST | /admin/quotes/:id/approve | Approve quote at customer's requested prices | | POST | /admin/quotes/:id/reject | Reject a quote (with optional reason) | | POST | /admin/quotes/:id/convert | Convert accepted quote to an order | | POST | /admin/quotes/:id/expire | Manually expire a counter-offer | | POST | /admin/quotes/:id/comments/add | Add an admin comment |

Controller API

interface QuoteController {
  // Customer lifecycle
  createQuote(params: { customerId, customerEmail, customerName, companyName?, notes? }): Promise<Quote>
  getQuote(id: string): Promise<Quote | null>
  getMyQuotes(params: { customerId, status?, skip?, take? }): Promise<Quote[]>
  submitQuote(id: string): Promise<Quote | null>
  acceptQuote(id: string): Promise<Quote | null>
  declineQuote(id: string, reason?: string): Promise<Quote | null>

  // Items
  addItem(params: { quoteId, productId, productName, sku?, quantity, unitPrice, notes? }): Promise<QuoteItem | null>
  updateItem(quoteId, itemId, params: { quantity?, unitPrice?, notes? }): Promise<QuoteItem | null>
  removeItem(quoteId: string, itemId: string): Promise<boolean>
  getItems(quoteId: string): Promise<QuoteItem[]>

  // Comments
  addComment(params: { quoteId, authorType, authorId, authorName, message }): Promise<QuoteComment>
  getComments(quoteId: string): Promise<QuoteComment[]>

  // Admin operations
  listQuotes(params?: { status?, customerId?, skip?, take? }): Promise<Quote[]>
  reviewQuote(id: string): Promise<Quote | null>
  counterQuote(id, params: { items: [{ itemId, offeredPrice }], expiresAt?, adminNotes? }): Promise<Quote | null>
  approveAsIs(id, params?: { expiresAt?, adminNotes? }): Promise<Quote | null>
  rejectQuote(id: string, reason?: string): Promise<Quote | null>
  convertToOrder(id: string, orderId: string): Promise<Quote | null>
  expireQuote(id: string): Promise<Quote | null>

  // History & Stats
  getHistory(quoteId: string): Promise<QuoteHistory[]>
  getStats(): Promise<QuoteStats>
}

Types

type QuoteStatus = "draft" | "submitted" | "under_review" | "countered" | "accepted" | "rejected" | "expired" | "converted"
type AuthorType = "customer" | "admin"

How it works

1. Customer creates a quote — starts in draft status with customer details
2. Customer adds line items — products with quantities and requested unit prices
3. Customer submits — transitions to submitted, requires at least one item
4. Admin reviews — optionally marks as under_review
5. Admin responds — either counter-offers with adjusted prices, approves as-is, or rejects
6. Customer responds — accepts the counter-offer or declines with a reason
7. Admin converts — links the accepted quote to an order via convertToOrder
8. Expiration — counter-offers expire after defaultExpirationDays; expired quotes cannot be accepted

Store Components

| Component | Description | |-----------|-------------| | QuoteRequest | Form for customers to create a new quote with product line items | | MyQuotes | List of the current customer's quotes with status badges and filtering | | QuoteDetail | Full quote view with line items, comments, and accept/decline actions |

Usage

import { QuoteRequest, MyQuotes, QuoteDetail } from "@86d-app/quotes/store/components";

<QuoteRequest customerId="customer-456" />
<MyQuotes customerId="customer-456" />
<QuoteDetail quoteId="quote-789" />

Notes

• Quote totals are automatically recalculated when items are added, updated, or removed
• When a counter-offer sets offeredPrice on items, totals use the offered price
• All status transitions are recorded in quoteHistory with timestamps and reasons
• Comments support threaded discussion between customer and admin throughout the quote lifecycle
• The getStats method provides aggregate metrics including conversion rate (accepted+converted / decided quotes)