QuoteForge
An AI CPQ and proposal platform that builds enterprise quotes from your catalog, guards every discount against the margin floor, routes approvals, and generates the proposal.
// The Quotes dashboard — pipeline KPIs, a quoted-vs-won trend, an open-quotes table with margin-health pills, and discount distribution against the 25% guardrail.
Overview
QuoteForge gives enterprise sales teams a single surface for configure-price-quote. Reps assemble a deal from the product catalog, see the margin update live as they build it, and get AI guidance on how far they can discount before breaking policy. Out-of-band quotes route to the right approver automatically, and a branded proposal generates the moment the deal clears. BuildspaceLabs designed and built the MVP front end — a Quotes dashboard for the deal desk and a single-quote detail view with line items, a margin breakdown, an AI discount-guidance card and a live approval chain — turning a pricing engine and a set of guardrails into a workflow a rep can move through in minutes.
Highlights
- Catches margin leakage at quote time, not in a month-end finance review
- Gives every rep an AI recommended-max discount benchmarked on comparable deals
- Enforces discount ceilings and margin floors so no deal slips below the line
- Takes a deal from catalog configuration to a signed proposal in one flow
Gallery
Outcomes
- Delivered a production-quality MVP of the Quotes dashboard and quote detail view in an 8-week engagement
- Consolidated configuration, pricing guardrails, approvals and proposals into a single quote-to-close workflow
- Gave revenue leadership a real-time view of discount and margin exposure across the open pipeline
- Established a reusable design system (margin-health pills, discount bars, AI guidance cards) for the product's next surfaces
Tech Stack
Chosen per constraint, not per habit — the stack shifts with the problem.
Features
- Quotes dashboard with open-quote, win-rate and approval-time KPIs above a live table
- Catalog-driven configuration with bundles and product dependencies enforced
- AI discount guidance with a recommended-max discount and the margin impact per deal
- Margin guardrails — discount ceilings and margin floors checked at quote time
- Routed approval chains with a full audit trail for out-of-policy deals
- One-click branded proposal generation with line items, terms and an e-sign block
See QuoteForge as its own site.
Beyond the build, we designed and shipped QuoteForge a standalone landing page — its own look, copy and motion. Here's a live preview; scroll inside it, or open it full-screen.
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