Quote & Acceptance

When the customer accepts a proposal, the platform automatically generates a quote. The quote formalises the financial terms of the engagement — the expert’s proposed price — and acts as the commercial agreement before work begins.

Flow

Quote Generation

A quote is generated automatically when a proposal is accepted. No manual step is required. The quote captures:

Field	Source	Description
`amount`	`proposal.price`	Expert’s quoted price
`total`	`amount`	Total payable by the customer
`currency`	EUR / USD / GBP (default EUR)	Billing currency

The quote is presented to the customer in the platform itself — no separate quote document is generated. The platform records only the work value. Sustentus charges no system-side fee on a quote — any commercial terms are agreed and settled outside the platform.

Quote Status Workflow

Status	Meaning
`quote_draft`	Quote has been generated and is being prepared
`quote_submitted`	Quote has been sent and is awaiting customer review
`quote_accepted`	Customer has approved the quote; project can begin
`quote_rejected`	Customer has rejected the quote; the lead may be renegotiated or closed

Project Kick-off

Once the quote is accepted:

isActiveProject = true is set on the lead record
The lead is removed from the bid pool
The expert and customer are notified
Milestone tracking begins

From this point the journey moves into the Delivery stage, where the expert delivers against the milestones defined in the accepted proposal.

Quote Fields

Field	Type	Description
`quoteId`	String	Human-readable quote reference
`lead`	Lead ref	The originating lead
`proposal`	Proposal ref	The accepted proposal this quote is based on
`expert`	User ref	The expert delivering the work
`customer`	User ref	The customer paying for the work
`manager`	User ref	The assigned CSM
`vendor`	User ref	The vendor account
`amount`	Number	Expert price
`total`	Number	Total amount payable (equal to `amount`)
`currency`	String	EUR, USD, or GBP
`status`	String	Current quote status name