Wholesale quote management template
Wholesale quote management template for small teams: manage quotes & orders, customer approvals, fulfilment teams, work evidence and recorded payments in ToolJet.
What is this order operations template?
Tradebook opens on a commercial pipeline that groups quotes by approval and fulfillment stage, with order values and the next customer decision visible together. Each order record retains itemized pricing, customer approval, booking, quality evidence, shipment or collection details and payment references.
- Screens
- 5 connected pages
- Data source
- ToolJet Database
- Language
- English
- Appearance
- Light + dark
Built for Owners, coordinators and fulfilment teams at small wholesale businesses.
Move the right orders forward.
Wholesale quote management template for small teams: manage quotes & orders, customer approvals, fulfilment teams, work evidence and recorded payments in ToolJet.
- Trade desk
Understand the current work
Pending estimate value and next decisions. Open an active record directly from the queue.
- Quotes & orders
Create and find records
Create and search quotes & orders, linked to a customer and a fulfilment team.
- Order desk
Work through the decisions
Review the brief, estimate, customer approval, booking, work checks, payment records and history.
- Trade customers
Maintain the shared context
Maintain trade contact, order specification and delivery instructions in the customer directory.
- Fulfilment teams
Plan resource capacity
Maintain fulfilment teams, their contact details, capabilities and daily available hours.
What does the template cover?
Pending estimate value and next decisions
Pending estimate value and next decisions. The dashboard uses current records, with a native queue that opens the selected trade order.
Itemized costs and customer approval
Build an itemized estimate for services such as Trade product case, Sample pack, Custom packing service. Record the customer's approval reference against the current priced scope before scheduling.
Capacity-aware booking
Assign a fulfilment team, date, start time and duration. Booking guards check overlapping work and daily capacity within the loaded records.
Work evidence and follow-up
Confirm specifications and customer approval; Record picked quantities and quality checks; Record shipment or collection reference. Required work needs evidence before handover; follow-up work returns a ready ticket to active work.
Recorded receipts and refunds
Record manual receipts and refunds with references, inspect the remaining balance, and retain an activity history. These records do not charge a card or connect to a bank.
ToolJet Database with sample data
The pilot uses 3 tables with fictional records. No external database is needed to explore the source app.
| Table | Sample data | What it stores |
|---|---|---|
| Trade customers | 8 sample records | Fictional customer context, contacts and instructions. |
| Fulfilment teams | 3 sample records | Named teams or staff with capabilities and daily booking capacity. |
| Quotes & orders | 8 sample records | Fictional operational records with work checks, cost lines, decisions and activity history. |
No inventory reservation, credit underwriting or ERP posting; quantities and fulfilment are recorded manually. This English-language pilot uses pre-tax USD amounts, one current booking per record, manual approval evidence and manual payment records. It does not include email or SMS, payment processing, recurring billing, file storage, inventory reservations or enforced approval roles. Views load at most 1,000 rows per table; larger datasets require server-side pagination.
Make it yours with AI.
This design is a starting point. Describe the look you want, add your logo and brand colors, or ask for new features in a prompt. Use the starter prompt to build your own version in the ToolJet AI builder, or use a suggested prompt to modify an app you already have. Review and test the result.
Suggested prompts describe changes you can request. Additional features and translations still need to be built and tested.
How to use this template.
Add it to your workspace
Choose ToolJet Cloud, or download the application package to import into your self-hosted instance once the template is released.
Start with the included database
Explore the sample records in ToolJet Database, then add your records and configure the workflow for your team.
Make it work your way
Describe your preferred design, branding, and new features in the AI builder. Test your workflow, then share your app with the people who need it.
Template FAQs
What does this wholesale quote management template include?
Tradebook has five connected pages for Trade desk, Quotes & orders, Order desk, Trade customers, Fulfilment teams. It includes fictional ToolJet Database records, cost lines, approval evidence, booking checks and work history.
Does the template need an external database?
No. This pilot uses three ToolJet Database tables for customers, resources and operational records. Export and clean-install validation must pass before one-click deployment or download is enabled.
Can I adapt the trade order workflow?
Yes. Start with confirm specifications and customer approval, record picked quantities and quality checks, record shipment or collection reference, then ask the AI builder for your fields, stages and design. Review the generated changes and test the allowed and blocked workflow transitions.
Does it take payments or send notifications?
No. It records payment references and balances manually. Payment gateways, email, SMS and other integrations must be added and tested separately.
Can I change the design, branding or features with AI?
Yes. Use the starter prompt as a starting point, or describe changes to an app in the ToolJet AI builder. Ask for your branding, a different layout or extra workflow features, then review and test the generated changes.
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