Quote System

Overview

The Quote System is a full-stack internal platform built for Intellectual Point that automates the entire lifecycle of a student quote — from initial creation through estimate selection, financial plan generation, and payment. What previously required manual back-and-forth between staff and students is now a seamless, largely automated process with real-time pricing, scholarship logic, GI Bill calculations, PDF generation, and integrated Stripe and Affirm checkout.

Content Architecture

The system is organized around a three-level hierarchy, all fully configurable through the platform:

• Programs — top-level government benefit programs such as VET-TEC, VRRAP, Army COOL, and Open Enrollment
• Pathways — sets of courses grouped by career track (DevOps, Cloud Computing, Help Desk, etc.), each assigned to one or more programs
• Courses — individual certification courses with configurable names, prices, exam voucher costs, badge images, and pathway assignments

Every tier is managed through filterable, dynamic table interfaces. Changes to prices, names, or assignments are immediately reflected throughout the quote builder.

Quote Builder

The core of the platform is an intuitive real-time quote builder. An administrator enters the student's name and email, then configures the quote:

• Pathway or course selection — select one or more pathways; all courses within each pathway are auto-included but individual courses can be deselected (e.g., for transfer credit or prior completion)
• Voucher toggle — optionally include the exam voucher cost for each certification course
• Scholarship assignment — apply any scholarship from the system, either percentage-based (e.g., 10% off) or flat dollar amount (e.g., $500 off), applied per course or pathway
• GI Bill calculation — enter remaining GI Bill days or dollar balance; the system deducts what the benefit covers and shows the student's out-of-pocket cost in real time
• Live pricing — every selection, deselection, and configuration change recalculates the full price breakdown instantly

Once finalized, a preview is shown before confirming. On confirmation, the quote is saved and the student receives an automated email with a link to their quote.

Student Quote Experience

The student-facing quote page gives a clear, professional breakdown:

• All selected pathways and courses itemized
• Full price breakdown — total cost, government coverage, scholarship savings, and amount owed
• Each pathway or course is presented as a separate estimate — the student can compare options and confirm whichever one they want to proceed with

On confirming an estimate, the system automatically generates a financial plan PDF — fully itemized with terms of service, a conditions glossary, and a clean summary of the selected estimate. The student is taken to a new page where they can download the PDF and choose to pay via Stripe or Affirm.

Checkout & Payment Flow

Both payment providers are fully integrated:

1. Student selects Stripe or Affirm and is redirected to a new checkout session
2. On successful payment, the provider redirects back to the platform
3. The system verifies the payment, updates the quote status, and displays a confirmation page
4. The student can download the financial plan PDF and their payment invoice directly from the confirmation page
5. An automated email is sent confirming the purchase, with downloadable invoice and links back to the confirmation page

Admin Quote Management

Every quote is visible in the main quotes table. Administrators can open any quote and see:

• All estimates included in the quote and their statuses
• Which estimate the student confirmed and paid for
• Scholarships applied
• A linked student profile and the profile of the admin who created the quote

Student Profiles

A profile is automatically created for every student a quote is generated for. The profile aggregates:

• All quotes ever created for that student
• Activity logs and status history across all quotes
• A full audit trail — useful for students who return for additional programs or pathways down the line

Scholarships

A dedicated scholarship management page lets administrators create and maintain discount structures:

• Percentage-based (e.g., 10% off total)
• Flat dollar amount (e.g., $500 off)

Scholarships are applied at the course or pathway level during the quote builder and deduct from the pricing in real time.

Campaign API

For external marketing campaigns, the system exposes a public-facing API that allows intake forms on third-party landing pages to submit leads directly into the platform:

• Submissions include student contact info (name, email, phone) and a campaign ID
• Authorized via API key
• On submission, the student is imported and a quote can be auto-generated and sent to them
• Each campaign has configurable start and end dates, can be toggled on or off manually, and tracks full intake metrics — submissions received, students imported, quotes generated

Logging & Audit

A full logs page tracks all significant system events: quote creation, student views, estimate confirmations, payments, and admin actions. Combined with student profiles and the campaign dashboard, the platform provides a complete audit trail for every interaction in the system.

User Management

Administrators can invite new staff members to the platform with role-based access controls, managing who can create quotes, configure programs and courses, or access financial data.