Quote Builder

Build a sales quote with products, pricing, discounts, approvals, and a clear customer-ready review step. The screen connects Quote and Products so sales teams can find the “Send quote” action while checking line items and discount.

Use this reference when you need to design this workflow inside an existing product. The example includes practical records such as Enterprise plan · 250 seats and Priority support, rather than an empty visual shell.

Quote Builder
Use this template in Figr

Template facts

Screen

Form

Primary action

Send quote

Pattern

Form

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps users do

Sales teams need a clear “Send quote” action without losing sight of line items, discount and the affected records. Keep the decision and its outcome clear before moving to the next task.

Key elements

  • Primary action: Send quote is clearly available where the task happens.
  • Main view: Quote keeps the starting point obvious.
  • Connected view: Products supplies nearby context.
  • Metric: Line items is visible with a meaningful value.
  • Another signal: Discount helps people judge what to do next.
  • Representative record: Enterprise plan · 250 seats makes the example specific.
  • Second record: Priority support shows the pattern works beyond one item.

States worth designing

  • Missing required details; show what people can do instead of leaving a blank panel.
  • Loading quote without changing the layout unexpectedly.
  • Invalid or conflicting entry; explain the problem and preserve work.
  • Permission denied for products; clarify who can continue.
  • Success after choosing Send quote; confirm the result and the next step.
  • Network or data refresh failure; offer a retry without losing context.

Where this screen sits in the flow

Quote → Products → Send quote → Review outcome

Patterns used

Form, Quote, Products, Pricing, accessible states, contextual actions

Why these choices work

Put requirements beside each field and show validation near the source of the error. Keep entered details if saving fails.

In this design, people should be able to compare Enterprise plan · 250 seats with Priority support. Make line items clear, then use discount to explain whether the next step needs attention.

Before handing this to a designer or engineer, check keyboard focus, error copy, permissions and what happens after they choose the “Send quote” action. The happy path alone is not enough.

Related UI examples: Revenue Operations, Sales Activity, Territory Management.

Start from this in Figr

Design a quote builder screen for our existing software product. Use our real design-system tokens, components and product language. Show Quote and Products, include believable records such as Enterprise plan · 250 seats, and make send quote easy to find. Map loading, empty, failure, permission and success states before you create editable high-fidelity screens.

Open Figr