Quote builder
@dealdesk/quote-builder
Price a quote from your price book CSV and the products a customer picked. Handles flat, volume, and graduated tier pricing plus line and deal discounts, checks per-product discount limits, and writes a customer-ready quote and a deal file for the order form.
- Activity
- New: be the first to try it
- Installs
- 0 installs
- Likes
- 0 likes
- Clones
- 0 clones
- 1# Quote builder
- 3Builds an accurate quote from your price book and the products a customer picked. Volume tiers, graduated tiers, and discounts are worked out by a script, so the same inputs always give the same price.
- 5## Who it is for
- 7Account executives, sales engineers, and deal desk teams who quote from a spreadsheet price book and want fewer math mistakes and faster "what if" scenarios.
- 9## Example
- 11Input: `examples/price-book.csv` plus
- 13```json
- 14{ "customer": "Northwind Traders LLC", "term_months": 24, "deal_discount_pct": 10,
- 15 "lines": [ { "sku": "PLAT-SEAT", "quantity": 60 }, { "sku": "API-1K", "quantity": 2500 },
- 16 { "sku": "SUP-PREM", "quantity": 1, "discount_pct": 0 }, { "sku": "ONB-STD", "quantity": 1 } ] }
- 17```
- 19Output (`out/quote.md`):
- 21| SKU | Qty | List / unit | Your price / unit | Savings | Total for term |
- 22| --- | ---: | ---: | ---: | ---: | ---: |
- 23| PLAT-SEAT | 60 | $600.00 | $486.00 | 19% | $58,320.00 |
- 24| API-1K | 2500 | $2.00 | $1.53 | 23.5% | $7,650.00 |
- 26Total for term $82,970.00, 16.2% off list. Plus `out/quote-deal.json`, ready for the PO creator and the discount approval check.
- 28## What it can access
- 30- Runs `node scripts/quote.mjs` (Node built-ins only, no network).
- 31- Reads `data/` (plus the kit's own `examples/`), writes `data/` and `out/`.
- 33## Setup
- 35None. Export or copy your price book into `data/price-book.csv`.
