We are a small design studio aiming to develop an internal tool to make quotes and insert them at the invoicing software "Moloni" via API.
This tool should allow to list, filter and print these tables below.
Insert, view, edit, duplicate and delete records.
- Clients (Nº, Company, Name, VAT number, projects)
- Project (Nº, Date, Client, Name, description, status, briefings, quotes)
- Briefing (Nº, Date, Client / Project / description / status / quotes)
- Quote (Nº, Date, Client / Project / services / status)
- Service (Title, description, supplier name, supplier cost, markups calculation)
Project Number = Client nº / Project Number
Briefing Number = Client nº / Project Number / Briefing number
Quote Number = Client nº / Project Number / Quote number
Print Quote, send info to MOLONI software, to:
1) Create quote in draft mode.
3) Insert services at quote. These should always be new products in Moloni.
2) Insert client (or create if not on the system yet).
After closed/printed quote can't be deleted or edited only duplicated.
Moloni API info (in portuguese):
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- Easily calculate quotes
- Easily access quotes calculations history and backup data
- Easily create new quotes and new products at invoicing software
- Easily create briefings and manage projects
Not so important:
Edit client complete details at tool. Should only be inserted minimum data needed since most of client data is managed at invoicing software.