v0.1.0MIT licensed - clone and run

From raw B2B inquiry to draft quote

Solivio is an open-source, self-hosted quoting system for B2B teams. It turns requests, catalogs, CRM/ERP context, and documents into draft offers ready for sales review.

Start setup View GitHub

Quick start

$git clone https://github.com/solivio-ai/solivio.git && cd solivio && yarn setup

MIT licensed - clone and run
Run cloud AI or local models on-prem
Extend with modules for your existing systems

Inquiry

#INQ-2026-0607

New

Raw inquiry

We need a proposal for 3 production lines. Each line needs a motor, gearbox, drive controller, and accessories. Delivery target: Q3.

Extracted summary

3 production lines
Motor + gearbox + controller
Delivery target: Q3

Draft offer 2026-0607-001

ACME Automation - 18 items - Review

Draft

Catalog matches

Item	Qty	Total
Servo motor 750W	4	5,000.00
Planetary gearbox 10:1	4	2,480.00
Drive controller 3kW	4	4,320.00

Draft lines

Stage

Draft

Output

PDF

Draft quote

Generated

Review & approval

In review

Accepted output

PDF

Open source

MIT, local setup, and inspectable source.

Self-hosted

Docker, Postgres, and no vendor lock-in.

Built for complexity

Multi-line inquiries and large catalogs.

Developer first

TypeScript, Next.js, Drizzle, and modules.

Built with a stack you already know

Next.js
TypeScript
Postgres
Drizzle ORM
Tailwind v4
shadcn/ui

MIT: Open-source license
7: Built-in modules
On-prem: Deployment option
Cloud/local: AI options

Why

The bottleneck is before the quote

Customer requests arrive messy, and the knowledge needed to answer them is scattered across catalogs, CRM/ERP, price lists, documents, past offers, and people. Solivio collects that context into a draft offer for sales review.

Today, gathered by hand

Messy inquiry

The request arrives as natural business communication, not clean product lines.

EmailAttachmentsPhotosNotes

Scattered knowledge

Solivio connects the sales context that usually has to be hunted down by hand.

CatalogCRM/ERPPrice notesPast offersTeam knowledge

Solivio

Solivio assembles it

Ready for review

Reviewed draft

The salesperson still edits, validates, accepts, and decides what leaves the company.

Editable linesSource trailPDF or handoff

Workflow

From inquiry to draft quote

Solivio helps companies turn complex, multi-line inquiries and scattered sales context into structured offers. The core workflow is narrow, inspectable, and extendable.

Request intake

Collect raw requests from email, pasted text, CSV, or implementation-specific importers.

Extraction

Extract requested lines, quantities, parameters, ambiguities, and source evidence.

Product matching

Search the catalog by SKU, text, rules, and semantic similarity when embeddings are enabled.

Draft quote

Create a draft with line items, notes, unmatched fragments, and PDF output.

Human review

Salespeople edit quantities, products, discounts, and acceptance state before anything leaves.

Decision trail

Inquiry moves through explicit stages

Confidence 92%

Raw inquiry

email, CSV, document

Catalog matches

SKU, text, semantic

Draft

edit and accept

How it works

6 steps

01Customer inquiry

02Extraction

03Catalog matching

04Draft quote

05Review & approval

06Accepted output

Foundation

A sales layer for your existing systems

Solivio does not replace CRM, ERP, ecommerce, catalog, document, or reporting tools. It gathers sales context from those systems, prepares the draft, and returns accepted output through implementation modules.

Source intake

Start from email, pasted text, CSV, documents, or implementation-specific importers.

Existing-system context

Bring catalog, customer, pricing, stock, contract, CRM, ERP, ecommerce, and policy data into the sales workflow.

AI provider choice

Use the AI provider that fits your deployment, or connect local model endpoints for extraction and assistant features.

Fully on-prem option

Run Solivio with local AI models and self-hosted infrastructure when company policy requires no data to leave.

Sales review

Keep the salesperson in control of products, quantities, discounts, margins, and approvals.

Extensible handoff

Add modules for importers, agent tools, pages, APIs, jobs, events, UI slots, and downstream handoffs.

See the feature walkthrough

Process

How it works

The core workflow is intentionally narrow: get from customer input to a structured quote draft with a salesperson in the loop.

1
Customer inquiry
A message, spreadsheet, or document describes what the customer needs.
2
Extraction
Solivio extracts products, quantities, requirements, and constraints.
3
Catalog matching
The system finds candidate products and flags uncertain choices.
4
Draft quote
A quote draft is generated with pricing and notes where configured.
5
Review & approval
The salesperson edits, validates, accepts, or sends it back for another pass.
6
Accepted output
Accepted offers can become PDFs or move into ERP, CRM, ecommerce, and other implementation-specific destinations.

Architecture

Architecture for extension, not lock-in

Solivio is a single-tenant modular monolith. The core stays focused on inquiry-to-quote work, while build-time modules connect the sources, rules, AI endpoints, and destinations that belong to your deployment.

Explore modules

Existing systems → Solivio → sales team

Existing systems

CRM, ERP, ecommerce, inboxes, spreadsheets, PDFs, product catalogs, and internal APIs feed Solivio.

CRMERPEcommerceEmailExcelPDFInternal APIs

Solivio app

Intake, extraction, catalog matching, draft offers, review, acceptance, and PDF output live in one app.

1Intake

2Extraction

3Matching

4Draft

5Review

Sales team

Salespeople review, edit, and approve the offer before PDF output or handoff into existing tools.

ReviewEditApprovePDFCRMERP

Extension modules

Typed pages, API routes, services, events, importers, jobs, agent tools, and UI slots adapt Solivio to each company.

Deployment choice

Choose cloud AI providers, local model endpoints, or fully on-prem operation so the deployment matches company policy.

Single-tenant per deployment - AI provider agnostic - modules compiled at build time - no runtime module imports

Modules

Module surfaces

Modules are source packages that contribute typed pieces of the application without importing each other at runtime.

Read the extending guide

ModuleWhat it contributesSurface

Pages

UI pages mounted into the generated app shell.

Core

API routes

HTTP endpoints under the generated app-router tree.

Core

Services & events

Business logic and typed cross-module observer events.

Core

Jobs

Background jobs and optional cron schedules.

Extension

Importer capabilities

Normalize raw source data before owning modules persist it.

Extension

Agent tools

Tools consumed by offer generation and assistant agents.

Extension

i18n, nav & slots

Translations, sidebar entries, and UI injection points.

Extension

Operator

Deployment path

Start on a laptop, then choose the deployment shape, integrations, and which cloud or local models handle each AI role.

Open deployment guide

Run locally

Use `yarn setup` to start Postgres, generate wiring, and run migrations.

Source setup

Clone, install with Yarn, copy `.env.example`, then run the Next.js app.

Integration path

The default evaluation path is local-first; CRM, ERP, ecommerce, and other integrations are added as deployment modules.

AI model options

Use cloud AI providers or local model endpoints, and assign extraction, matching, and assistant roles to the models that fit.

Build & deploy

Use the production image and deployment guide for a VPS-style install.

Docs & API

Setup, modules, extending, deployment, and generated OpenAPI reference are included.

Developer / operator?

Run Solivio locally in minutes, read the module guides, and inspect every layer of the source before deciding whether it fits your team.

Run Solivio locally View GitHub

Business / implementation?

Use one real RFQ to check whether Solivio fits your current quoting process.

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