Solivio

Free plan APILinuxSelf-hostedWeb

What Solivio is

Solivio is an open-source quoting system that B2B teams can run on their own infrastructure. It collects inquiries from email, pasted text, CSV files, documents, or implementation-specific importers, then extracts details, matches catalog items, and prepares draft offers. Salespeople review each draft and can change products, quantities, discounts, and acceptance status before sending it. The workflow can use catalog, customer, pricing, stock, contract, CRM, ERP, ecommerce, and policy data through implementation modules. Included modules cover catalogs, customers, offers, offer chat, order history, a knowledge base, CSV import, offer PDFs, and product synchronization. Solivio supports web, Linux, API, and self-hosted deployments, with CRM integration. It is MIT licensed and free. AI can come from cloud providers or local endpoints, including fully on-premises operation. An OpenAI API key enables embeddings, semantic search, offer generation, and offer chat.

Who it suits

Solivio suits B2B sales teams that need reviewable quote drafts and control over deployment and data. It is also relevant to organizations prepared to handle company-specific integration and implementation work.

What it does well

Open-source MIT license
Human editing before offers leave
Cloud or local AI options
CRM integration supported
Self-hosted deployment available

What to know first

Production setup needs company-specific implementation
Offer generation requires catalog and OpenAI key
Deployment guide targets Linux and Docker Compose

Verdict

Solivio combines automated quote preparation with salesperson approval and editable outputs. Its self-hosted, MIT-licensed design and local AI options suit organizations that can manage implementation and infrastructure.

Facts from Solivio's own pages

AI features: With an OpenAI API key configured, Solivio supports product embeddings, semantic search, offer generation, and offer chat. · solivio.ai, 12 Oct 2026
AI options: Deployments can use cloud AI providers or local model endpoints, including a fully on-prem option. · solivio.ai, 5 Oct 2026
AI requirement: The deployment guide lists an OpenAI API key for product embeddings, semantic search, offer generation, and offer chat. · solivio.ai, 5 Oct 2026
Built-in modules: The published image includes modules for catalog, customers, offers, offer chat, order history, knowledge base, CSV import, offer PDFs, and product sync. · solivio.ai, 5 Oct 2026
CRM integrations: Yes · solivio.ai, 20 Sept 2026
Data control: The site says Solivio can run with local AI models and self-hosted infrastructure when company policy requires data to stay on-premises. · solivio.ai, 12 Oct 2026
Deployment: The maker documents deployment on a Linux host with Docker Compose, Postgres, and a Next.js app. · solivio.ai, 12 Oct 2026
Human review: Salespeople can edit and validate products, quantities, discounts, and acceptance status before an offer leaves the company. · solivio.ai, 12 Oct 2026
Implementation work: The maker says production deployments usually still need company-specific catalog mapping, pricing rules, CRM or ERP synchronization, approval workflows, document design, user provisioning, observability, and backups. · solivio.ai, 12 Oct 2026
Included modules: The published image includes modules for catalog, customers, offers, offer chat, order history, knowledge base, CSV import, offer PDFs, and product sync. · solivio.ai, 12 Oct 2026
Inputs: Requests can come from email, pasted text, CSV, documents, or implementation-specific importers. · solivio.ai, 12 Oct 2026
Integrations: CRM, ERP, ecommerce, and other integrations are added as deployment modules; the default evaluation path is local-first. · solivio.ai, 12 Oct 2026
License: The site says Solivio is MIT licensed. · solivio.ai, 12 Oct 2026
Product: Solivio is an open-source, self-hosted quoting system that turns B2B requests and sales context into draft offers for review. · solivio.ai, 12 Oct 2026
Requirements: Offer generation requires a populated product catalog and an OpenAI API key; catalog CSV import can run without the key. · solivio.ai, 12 Oct 2026
Review controls: Salespeople can edit quantities, products, discounts, and acceptance state before an offer leaves the company. · solivio.ai, 5 Oct 2026
TLS: The production deployment guide says Traefik terminates TLS using Let’s Encrypt. · solivio.ai, 5 Oct 2026
Workflow: Its workflow covers request intake, extraction, catalog matching, draft quotes, human review, and accepted output. · solivio.ai, 12 Oct 2026

Where Solivio stands on Freedom251

Proposal Software#45 of 134