Quote Canvas: the control layer between chat and contract.
Chat makes quoting fast. Quote Canvas makes quoting safe. Review line items, inspect evidence, apply approvals, lock the quote — then export.
UI placeholder: Quote Canvas screenshot / walkthrough.
Insert: /assets/img/quote-canvas.png or /assets/video/quote-canvas.mp4
Quote Canvas presents the quote in a structured, inspectable format — not as chat text.
Insert: line items table (SKU, qty, term, unit price, discounts, subtotal).
Every line item can show where it came from — source tables, rules, documents, and transformations.
Insert: evidence panel with “source doc snippet” + “rule applied” + “run id”.
Quote Canvas is where you enforce policy: discount caps, special terms, margin thresholds, or exceptions.
- Flag risky changes before export
- Route approvals based on thresholds
- Lock the quote after approval
UI placeholder: lock + version history.
Insert: “Lock quote” confirmation + version history list.
Export a clean PDF quote for the buyer with the right terms, totals, and formatting.
Insert: PDF preview screen
Export a canonical quote record for downstream systems — plus optional audit bundle.
Insert: export modal (PDF / Canonical record / Audit bundle).
- ChatCPQ: capture intent and constraints.
- Deterministic generate: produce a quote from grounded sources.
- Quote Canvas: review, evidence, approvals, lock.
- Export: PDF + canonical record (audit-ready).
UI placeholder: stepper diagram (Chat → Generate → Canvas → Export).
Start free, then add approvals and governance when you roll out to a team.