Sprint S08 — Quote/Proposal Module: Create quotes from deals, track Viewed/Accepted/Declined

Sprint S08 delivers a complete Quote/Proposal Module at the deal level: quotes can now be created directly from a deal and tracked through their full lifecycle — with new status transitions and a Quote Pipeline card in the RevOps dashboard.

What's new

• Deal-level quotes — POST /api/deals/{deal_id}/offers creates proposals directly tied to a deal
• New status: Viewed — when the prospect opens the quote, viewed_at is stamped and status transitions to viewed
• New status: Declined — prospects can decline a quote (without losing the deal); separate from rejected
• Accept / Decline buttons — shown on offer cards in sent or viewed status
• Mark as Viewed button — for manually confirming a quote was opened
• Quote Pipeline card in RevOps dashboard — shows conversion rate, total sent, accepted count, and average days to acceptance
• DB migration — deal_id and viewed_at columns added idempotently via ALTER TABLE

Why this matters

Quotes were previously only tracked at the lead level. B2B sales is deal-centric: a single deal goes through multiple quote iterations, each with its own status history. S08 models this full lifecycle in Pragma — from draft → sent → viewed → accepted or declined.

Next step

Start live demo · Open app