Modulex Quoting System

Customers

0 customers

Products

0 products

	Product	Category	Components	Labour	Markup	Setup Charge	Bitrix ID

Group by:

Suppliers

0 suppliers

Materials

Manage materials, parts and labour rates

🟢 Green rows = confirmed supplier price | 🟡 Yellow rows = estimated price

Group by:

	Part Name	Type	Category	Supplier(s)	Primary Supplier	Size	Unit	Unit Cost (£)	Min Charge (£)	Stock	Stock Status	Used In	Status

🟢 Green rows = confirmed rate | 🟡 Yellow rows = estimated rate

Activity	Rate (£/hr)	Status

Roll-up of every part submitted from a deal's Parts tab. Each row is a request that needs sourcing.

Order Requests

0 requests

Deal Ref	Bitrix ID	Customer	Part	Size	Colour	Order Qty	Supplier	Requested	Status

Purchase Orders

0 POs

PO Number	Supplier	Date	Expected	Total (£)	Status	Paid	Items

Settings

Company details, markup and integrations

Data & Transfer

Export all your quotes, settings, products and configuration to a file. Use the same file to restore your data on any computer.

⬆ Import Data

Database Migration

Migrate data from the legacy JSON store to PostgreSQL relational tables. This is a one-time operation.

CSV Import / Export

Import or export individual record types as CSV files. Requires PostgreSQL mode with relational tables.

Orders CSV columns: id, quoteRef, customer, contactName, quoteDate, leadTime, priceTier, totalPrice, status, dueDate, shippedDate, deliveryAddress, quoteNotes, createdByName, bxId

⬆ Import Orders CSV

Set the default markup percentage and minimum setup charge for each product. Changes apply to all new calculations.

Product

Markup %

Setup Charge (£)

Users

Name	Email	Role

Create roles and control which sidebar pages and PDF templates each role can access. Only admins can view this tab.

Roles

Name	Menu pages	PDF templates	Order statuses

Bitrix24 CRM Integration

Enter your Bitrix24 webhook URL below. Once saved, use the ↑ Bitrix24 buttons next to each price tier in the Quote Builder to create a Deal directly in your Bitrix24 CRM with that pricing applied.

Bitrix24 Webhook URL

Default Currency

Deal Pipeline (used when creating a new Bitrix24 Deal)

Or enter Pipeline ID manually

In Bitrix24, open the Sign Shapes pipeline. The ID is the number in the URL:
/crm/deal/category/5/ → enter 5

Invoice "Paid" Stage ID (used when you tick the deal's Paid box)

The stage code your Bitrix24 smart invoice should move to when an invoice is marked Paid here. Leave blank to use the Bitrix default DT31_9:P. If your invoices live in a different category, the prefix changes (e.g. DT31_12:P) — open a paid invoice in Bitrix24 and copy the stage code from the URL / kanban.

Tick "Don't email" by default on new deals

When on, every new deal starts with its Don't email flag ticked — so changing the deal's stage won't push to Bitrix24 or fire "Send email" automation rules until you untick it on that deal.

Sync from Bitrix24

When enabled, you can pull deals from your Sign Shapes pipeline in Bitrix24 directly into this app. Deals already in the app will have their status updated; new deals will be added as orders.

Enable Bitrix24 → App Sync Off

Bitrix24 Custom Field Names

Enter the Bitrix24 API field names for each custom field (e.g. UF_CRM_XXXXXXXXXX).

Reference Field

Delivery Address Field

Due Date Field

Invoiced Date Field

Invoice Stage ID

Stage set on Invoice when status → Invoiced

VAT Rate %

Applied to all product rows (leave blank for 0%)

Company Registration Field

Bitrix24 company field containing the Companies House reg number (used for Sales Widget)

Price Tier Field

Bitrix24 company field for the price tier (synced when tier changes)

Company Website Field

Bitrix24 company field containing the website URL (used for Prospect Products)

Credit Limit Field

Bitrix24 company field containing the customer credit limit (used for the Money Owed traffic-light indicator)

API keys (Companies House, Anthropic, Gemini) are managed on the AI & Integrations tab.

Map Bitrix24 Deal Stages → App Statuses

Load the stages from your Sign Shapes pipeline below, then choose which app status each Bitrix24 stage should map to. Set stages to Ignore to exclude them from the sync.

Compares every Bitrix24‑linked deal's value against its value in this app, allowing for VAT (it matches whether Bitrix holds the figure net or VAT‑inclusive); differences within £1 are ignored as rounding. Each mismatch is logged once as an error activity on the Activities page (visible to everyone) with a link to the deal. Re‑running also tidies up: deals that now match are marked done, and any duplicate flags are removed. Runs through the CRM one deal at a time, so it may take a few minutes when there are many deals.

API keys and AI prompt templates. Keys are stored on the server and never exposed to the browser after saving.

API Keys

Companies House API Key

Used by the Sales Widget to pull company data. Free key from developer.company-information.service.gov.uk

Anthropic API Key

Used for AI prospect product analysis. Get a key from console.anthropic.com

Gemini API Key

Used by the Drawings/Visuals AI feature (Gemini 2.5 Flash Image). Get a key from aistudio.google.com/apikey

Voyage API Key

Powers the chatbot knowledge base (website / PDF / text search). When set, it is used for embeddings instead of Gemini — after adding it, click Reingest all on the Chatbot tab. Get a key from dashboard.voyageai.com

AI Drawing / Visual Prompts

Standard prompts used by the Drawings/Visuals button on the Files section. Gemini 2.5 Flash Image reads the attached files and returns a written product brief plus a generated image.

Configure the AI assistant shown on public quote pages. It answers customer questions using the quote details plus the knowledge base below, and can flag chats for human follow-up. Requires an Anthropic key, plus a Voyage (preferred) or Gemini key for embeddings, set in AI & Integrations.

Assistant

Show the chatbot on public quote pages

Welcome message

System prompt (persona & rules)

Tells the assistant who it is and how to behave. The live quote details and knowledge base are appended automatically.

Human follow-up triggers

In plain English, when should a chat create a follow-up Activity for the team? (e.g. asks to speak to a person, wants to place an order, raises a complaint.)

Model

Knowledge passages per answer

Training Data

Add company knowledge the assistant can draw on — pasted text, a website page, or a PDF. Each source is split into passages and embedded for retrieval. Toggle a source off to exclude it without deleting.

Production Sub-Stages

When a deal's status is set to In Production, an extra dropdown appears so the team can pick which sub-stage the work is currently at. Drag the rows to reorder. Changes save automatically.

Daily Cost Defaults

These values are applied to every day on the P&L page. Use them for fixed daily costs that don't fluctuate — wages and overheads — and log anything irregular as a one-off cost directly on the daily row.

Daily Wages (£)

Total staff cost per working day. Applied to every day on the P&L list.

Daily Overheads (£)

Rent, utilities, leases — anything that's a fixed daily run-rate.

Brand & Style

Accent Colour

Applied to document title headings.

Document Font

Document Titles

Customise the heading printed on each document — e.g. rename "QUOTATION" to "ESTIMATE".

Quote

Order Confirmation

Job

Delivery Note

Proforma

Invoice

Section Visibility

Toggle which sections appear on each document type. A dash (—) means that section does not apply to that document.

Section	Quote	Confirm	Job	Delivery	Proforma	Invoice

Footer Text

Custom footer printed on all documents

Deals

0 deals

		ID	Ref	Customer	Created Date	Price Tier	Items	Total	Status	Due Date	Dispatched Date	Invoiced Date			Documents

Dashboard

Sales Today —

Quotes Today —

Shipped Today —

Sales This Month —

Quotes This Month —

Shipped This Month —

Daily Sales — This Month

Yearly Sales

Orders In Production —

Production Value —

Due This Month —

		ID	Reference	Customer	Created Date	Price Tier	Items	Total	Status	Due Date	Dispatched Date	Invoiced Date

—

Profit & Loss

Daily P&L for the current month

YTD: £0.00

	Date	Invoices	Purchase Orders	Wages	Overheads	One-off Cost	Cases	P&L

Cases

0 cases

Date	Deal	Customer	Item	Line Total	Cost	Category	Status

Logs

Date & Time	User	Action	Details

User	Email	Role	Login Time	Time Ago	IP Address	Browser	OS

Automation

0 rules

How rules work: When a trigger event occurs (e.g. a quote status changes), any enabled matching rules run automatically. Rules are executed in order — you can create multiple rules for the same trigger. Bitrix24 integration must be configured in Settings → Bitrix24 for sync actions to work.

On/Off	Rule Name	Trigger	Action	Actions

Activities

Type	Subject	Customer	Due Date	Status

Welcome back

Customers

Products

Suppliers

Materials

Order Requests

Purchase Orders

Settings

Company Information

Data & Transfer

Database Migration

CSV Import / Export

Users

Roles

Bitrix24 CRM Integration

Sync from Bitrix24

API Keys

AI Drawing / Visual Prompts

Assistant

Training Data

Production Sub-Stages

Daily Cost Defaults

Brand & Style

Document Titles

Section Visibility

Footer Text

Deals

Dashboard

Daily Sales — This Month

Yearly Sales

—

Profit & Loss

Cases

Case

Overview

Deal & Line Item

Photos

Activity Feed

Audit

Add Case

Add Purchase Order

Add Case

Logs

Automation

Activities

Add User

Add Role

Add Customer

New Automation Rule

Add Part

Details

Suppliers

Stock Control

Used In

Notes

Attachment

Book Stock In / Out

Bulk Add Parts

Import Standard Products from CSV

Add Standard Product

Recycle Bin

Add Supplier

New Purchase Order

Details

Line Items

Supplier Invoice

Delivery Address

Notes

Activity

Order Request

Details

Add Order Request

Add Item to Parts List

Add Labour Rate

Add New Product

Add Component

Add Labour Activity

Customer Details

Supplier Details

Product Details