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This is the sales path for work you quote rather than sell from a store. One job moves through three documents, and each one links to the next so you can follow it later.

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1. Propose the designs

Start a proposal when the customer has not settled on what they want. A proposal carries no prices and no quantities, only what you are putting in front of them.
1

Start it

In Proposals, select New proposal. A title and a contact are both required.
2

Add what you are showing them

Add product opens a browser with Blanks and Products. Selecting a blank opens the Decoration tool so you can design it now, or Skip to show it plain.
3

Put your artwork on them

Add in the Artwork card attaches a design. If the proposal holds blanks, the Apply artwork dialog opens straight after, where you set a placement per product and a colorway per product color. Select an artwork row later to reopen it.
4

Ask for what you need back

Notes is what the customer reads when deciding. Say what you want from them, such as which items they want and how many.
5

Send it

Create proposal emails the contact a link and marks the proposal Sent. There is no separate send step, so finish the proposal before you create it.

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2. Let them respond

View customer page shows you exactly what the customer sees. They approve or reject each product separately, with a comment on any of them, or answer everything at once with Approve all or Reject all.
Rejections are as useful as approvals here. The point of a proposal is finding out what to drop before you price anything.
Their answers come back badged on each product, with their comments, and a Response history of every response in order.
A proposal after the customer responded, with a badge on each product and the response history beneath the details

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3. Turn it into a quote

Convert to quote sits on the proposal as soon as it holds a product. It does not wait for the customer’s answers, and rejected products are still listed, in red. Each product starts as Not configured yet. Open one and set the quantities and sizes you are quoting. Convert turns on at the first configured product, and anything left unconfigured is dropped from the quote.
This is the moment the job gains numbers. Nothing before it commits anyone to an amount.

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4. Price it

The quote arrives with your products on it as line items. Now make it a real quote. Every line’s quantity and price stays editable, so the quote is never locked to catalog pricing.
A pricing rule added here is not quote-only. Saving the quote attaches the rule to the products on those lines and reprices them in your catalog.
Decide whether to Collect tax before sending. It is the last row of the line items.
A quote's line items: a product's size rows, a service and the Collect tax row, above the subtotal

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5. Send it and get paid

Create quote opens a confirmation. It remembers your choices from the last quote, and the first time only Send quote to customer is checked:
  • Send quote to customer emails a link to view and pay.
  • Request card payment for full amount sends a payment request for the total. Request ACH payment for full amount does the same by bank transfer. Checking one clears the other, and both are only offered while the first box stays checked.
Clearing Send quote to customer clears the payment request with it and saves a draft. A draft carries Send quote, and it is the point of no return. It offers the same card or ACH request for the full amount.
The Send quote confirmation with Request card payment for full amount checked and Request ACH payment for full amount unchecked
You can still edit a quote after sending it. Saving recalculates its tax. The confirmation only ever requests the full amount. To take a deposit, clear the payment request there, then use New payment request on the sent quote for the deposit and again for the balance. New payment request appears once the quote is sent and offers Card, Bank transfer when the quote accepts ACH, and Cash or check to record money you already took. The Payment requests card tracks each one, and shows your revenue, fees and net once paid.

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6. It becomes an order

Convert to order hands the job to fulfillment, and from there it works like any other order: purchase order, work order, shipping label. It does not wait for payment. An unpaid quote converts into an order marked awaiting payment that you can start work on right away.
If the quote contains Fulfill Engine products, converting submits them to Fulfill Engine for production immediately.
The proposal, quote and order stay linked, so any one of them shows you the other two.
The Quotes list, with one row carrying both its proposal and order in their own columns

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Skipping the proposal

If the customer already knows what they want, start with New quote and add products there. Proposals exist for the design conversation, not as a required stage.