Quotes & pricing
Price decorated products, build quotes with options and get them approved online.
Quotes turn a request into a price. Add products in their colors and sizes with decoration, and SKUFlow prices each print, stitch or transfer from your price tables and quantity breaks. Offer good, better and best options, ask for a deposit, and send the quote for online approval. When the customer approves, turn it into an invoice and an order.
You'll find requests and quotes under Sales in the menu. Each customer's page lists theirs too.
How it fits together
- A request (
REQ-) is what someone asked for: "150 navy tees with a front print by May 10". - You convert it to a quote (
Q-), add products and decoration, and send it. - The customer approves it online (or you record their approval), and pays a deposit if you asked for one.
- You convert the approved quote to an invoice (
INV-) and make an order for production.
Quote statuses
| Status | What it means |
|---|---|
| Draft | Not sent yet. Only your team can see it. |
| Awaiting approval | Sent. The customer can approve it, ask for changes or decline. |
| Changes requested | The customer asked for changes. Edit the quote and send it again. |
| Approved | The customer (or your team, for them) approved it. |
| Converted | Approved and turned into an invoice. |
| Declined | The customer said no. |
| Expired | The Valid until date passed before the customer answered. |
| Archived | Put away. The customer link no longer works. |
Once the customer has decided, the quote is kept as they saw it. To change it afterwards, Duplicate it to make a new version.
Requests
Handle a request
Log a call or email, then convert it to a quote.
Take quote requests online
A request form for your website and social pages.
Quotes
Create a quote
Customer, lines, valid-until date and your message.
Quote a decorated product
Colors, sizes and decoration, priced for you.
Offer good, better and best options
Options and optional extras the customer chooses from.
Send a quote
Email or text it, or share its link yourself.
How customers approve a quote
What your customer sees, and approving for them.
Ask for a deposit
Money up front, online or in person.
Turn a quote into an invoice
Bill the approved work and start the order.