Quote Builder / R3

Manual-first intake processing, without CRM drift.

This kickoff scaffold keeps Drupal as intake authority, Apptivo as CRM truth, and Quote Builder as the bounded workflow layer in between.

  • Named operator accounts now persist inside Quote Builder itself.
  • Queue, workspace, and mapping admin are seeded with the proven safe CRM branches.
  • DDEV-ready setup keeps the app available on a stable local host while the beta foundation grows.
Operator sign-in

Enter the internal Quote Builder workspace

Use a Quote Builder operator account. The first admin account can be bootstrapped from the configured bootstrap credentials until fuller user management lands.

Current dev posture
  • Session auth is database-backed and cookie-based.
  • Queue state now persists on the Postgres foundation used by the app runtime.
  • CRM behavior mirrors the proven create-all, reuse, ambiguous, orphan, and retry paths.