This is a focused CPQ/Deal Desk MVP for rapid quote creation, approvals, and insights. It includes an AI copilot that can find similar quotes or create a new quote with minimal input, automatic approval workflow gating, and a lightweight analytics dashboard.
- Web framework: Next.js (App Router) with React
- API & data layer: tRPC
- Auth: NextAuth.js with Google OAuth
- Database/ORM: PostgreSQL (on supabase) + Prisma
- UI: Material UI (MUI); Tailwind CSS
- Drag & drop: dnd-kit
- AI: OpenAI Chat Completions (
gpt-4o-mini)
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Quotes list and detail
/quotes: Filter by search term, packages, add-ons, and payment kinds./quotes/[id]: Full details, live financials, payment terms, read-only workflow view, DnD editor to reorder/adjust workflow, approve as next persona.
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Home & insights
/home: Role-based "Your Approval Queue" to action the next pending step./insights: Outcome mix, quotes-by-stage, timing metrics, discount insights, value breakdown by package/add-on.
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AI quote copilot (
/create-quote)- Two modes: "find" similar approved/sold quotes, or "create" a new quote.
/create-quote— AI copilot to find or create quotes/quotes— Quotes table with filters/quotes/[id]— Quote detail + workflow/home— KPI tiles + approval queue by role/insights— Analytics dashboard