Creating a quote
Building a quote line by line, what the pricing engine fills in, and sending it for acceptance.
Full guide: https://docs.printersfriend.com/operations/quotes
Quotes > New quote. You pick the customer and the dates; you do not type prices.
Adding lines
Save the quote, then use Add line on its view page. A line carries:
- SKU: the garment. Optional, but a line without one reserves no stock and consumes none later.
- Decoration method: screen print, embroidery, DTF, whatever you have set up. Drives the decoration cost and setup fee.
- Quantity and, where you need it, a size mix.
- Decoration spec, including the colour count, which the cost matrix reads.
Every time a line changes, the quote is repriced end to end and the totals are rewritten.
What the engine fills in
Unit price starts at list price and then runs the rule pipeline: customer discounts, quantity breaks, decoration cost, the method's setup fee, setup waivers, then tax under your region's scheme (10% GST in Australia, 20% VAT in the UK, a per-shop rate in the US). Each rule that fired is recorded on the quote with its name and the amount it moved, so you can answer "why is this line $18.50" months later.
Detail on each rule type is in pricing rules and how they apply.
Sending it
- Download PDF gives you the quote document to send yourself or print.
- Send emails it to the customer's primary contact, or the first contact on file if none is marked primary, and stamps the sent date.
Chasing is automatic from there: a follow-up once the quote has sat unanswered for 7 days, and a nudge as it nears its expiry date. Both use the quote.chase template, which you can rewrite under Email & SMS templates. A quote already past its expiry is not chased.
There are no quote templates
Reuse lives in pricing, not in saved quote documents. A price list plus a set of pricing rules gives every quote for that customer the right numbers without a template, so the honest answer to "where do I save a template" is that you do not: set the customer's price list once and quote from scratch each time.
Accepting
Accept & convert to order turns the quote into a live job. See converting a quote to an order for exactly what that changes.
Still stuck?
Email hello@printersfriend.com and quote the name of this page. Support is on every plan, with a reply within 1 business day.