Skip to main content
A quote is a pricing document a customer pays. A proposal comes earlier and is for design review, before pricing is set.

​
Building a quote

New quote needs a Contact, a Title, and at least one product line. A due date and notes are optional, and you are assigned to it by default.

​
Line items

Add offers six kinds of line: Every line has a quantity and a price you can edit, so the quote is never locked to catalog pricing.
The Add menu on a quote, listing the six kinds of line with a description each

​
Adding products

Choose from Blanks or Decorated products, then pick quantities in a grid of colors against sizes. A discontinued blank cannot be picked at all.
Where the supplier publishes stock it is shown under each quantity, and sizes the supplier is out of are disabled. Everything else can be oversold, since your own inventory never caps a quote.

​
Applying artwork

There is no button for this. The Apply artwork dialog opens on its own when you add a blank, and again if you add artwork under Artwork while a blank is on the quote. Selecting an artwork already listed there reopens it for the products the quote already holds. Applying artwork swaps the blank’s lines for a decorated product and reprices them from it.
A Fulfill Engine blank cannot be quoted undecorated. Its lines are held back until artwork is applied, and dismissing the dialog discards them.

​
Applying a pricing rule

Pricing rule asks which rule and which products to apply it to, so a volume discount can cover every product on the quote or only some. Each product is listed with how many lines it covers and the rules already on it, so you can see what you are stacking onto.
The Apply pricing rule dialog with a rule chosen and a product showing its line count and existing rules

​
Tax and payment method

Collect tax calculates tax at checkout and is on by default. Accept ACH bank payments lets the customer pay by bank transfer instead of card, and is off by default.
A quote that ships, either through a shipping line or a Fulfill Engine product, needs a shipping address on the contact. Without one the quote will not save.

​
Sending it

Create quote opens a dialog holding two checkboxes, both already checked. Clear Send quote to customer to save the quote as a draft and send it later with Send quote on the quote itself. The second checkbox shows only while the first is checked, and its label is computed. It reads Request ACH payment for full amount when the quote accepts ACH and Request card payment for full amount when it does not, with the figure named beneath.
The Create quote dialog, with the send option checked and the payment request naming the amount
A quote can only be edited while it is a draft. Once it is sent, Edit quote is gone and a change means building a new quote.

​
After sending

A quote has two tabs, Line items and Payments, and opens on Line items. View customer page shows exactly what the customer sees: the items, any attachments, a downloadable summary, and Make a payment. New payment opens a menu offering Card, Cash or check, and Bank transfer when the quote accepts ACH. Card and Bank transfer send the customer a payment request. Cash or check records one you already took. This is how you take a deposit and the balance separately. The button is there while the quote is sent or partially paid, and greys out when nothing is left to pay.

​
Payments

The Payments tab lists each payment with its method and status. Opening one shows the total, your revenue, the fees, and the net you keep. A paid payment can be refunded there with Refund, and a request nobody has paid yet can be removed with Delete.

​
Converting to an order

Convert to order turns the quote into an order you can fulfill. It does not wait for payment. The order is marked awaiting payment and can be worked on right away. The button is offered until the quote has an order, and never on a cancelled quote.
If the quote contains Fulfill Engine products, converting submits them to Fulfill Engine for production immediately. Itemstores warns you before it does.

​
The list

Show stats for sets the window for four cards: Draft, Open, Total value and Paid. Filter by All, Draft, Open, Paid, Overdue or Cancelled. Assigned joins them once a quote is assigned to you. Selecting rows hides the filters and reveals a toolbar with Cancel, or Reopen when you are on the Cancelled tab. Each row links a quote to the proposal it came from and the order it became, so you can follow one job across all three.