Glossary — the building blocks
How templates, dimensions, categories, variants, quotes and leads relate.
A high-level view of the building blocks in Quotespan and the field names you will see referenced throughout the docs and CSV exports.
Template
dimensions[], derived[], categories[] (each with variants[]), wastePercent, markupPercent, labor, customerDisplay.
Category
type (consumable | feature), required, occurrence_rule, requirement_rule, variants[], availableWhen rules.
Variant
price, capacity (amount + unit), availableWhen rules.
Quote
dimensions, selections[] (categoryId, variantId, enabled, qty), materialsSubtotal, wasteAmount, featuresTotal, laborTotal, jobCost, markupAmount, quotePrice.
Lead
Captured contact info (name, email, phone, description), the computed quote at submit time, status, notes, archived flag.