Data Storage

QuoteLogic uses Convex to store and manage application data. This provides a reliable, scalable backend for quotes, pricing data, and user activity.

What Is Stored

QuoteLogic stores structured data required for quoting, including:

• Quotes and quote metadata
• Pricelists and product data
• Support Rules
• Fine Print configurations
• Logo and branding assets

Each quote is stored as a complete record, preserving its state at the time it was created or updated.

Data Model

Quotes are stored as structured data.

This allows QuoteLogic to:

• Apply pricing logic consistently
• Recalculate totals in real time
• Generate accurate outputs (PDF and .quotelogic)

The same data powers both the user interface and exported documents.

Data Consistency

QuoteLogic ensures consistency across all operations:

• Changes to configuration (e.g. Pricelist, Support Rules) apply to new quotes
• Existing quotes retain their previously saved data
• Calculations are performed using the stored data at the time of interaction

This preserves historical accuracy while allowing ongoing updates.

Storage & Reliability

Convex provides:

• Persistent storage of all application data
• Real-time data access for the application
• Scalable infrastructure for growing datasets

Data Ownership

Your data remains under your control.

• QuoteLogic stores and processes your data for quoting purposes
• External systems can remain the source of truth when using webhooks
• Data can be exported as .quotelogic files for portability

Why This Matters

Using Convex allows QuoteLogic to:

• Maintain consistent and reliable data
• Support real-time updates and calculations
• Scale with individual users and enterprise teams