Quotes #

The Quotes feature allows customers to submit a customized design and request a price estimate before placing an order. Instead of completing the checkout process immediately, customers can send their design to the store and receive a personalized quotation.

This feature is especially useful for:

• Bulk orders
• Team uniforms
• Corporate merchandise
• Custom packaging
• Wholesale requests
• Special production requirements
• Products requiring manual pricing review

The Quote workflow helps store owners evaluate design requirements, communicate with customers, and provide accurate pricing before production begins.

What Is a Quote? #

A quote is a request submitted by a customer that contains:

• Product information
• Design data
• Selected options
• Quantity
• Contact information
• Customer notes

Unlike a normal order, a quote does not require immediate payment.

Store administrators can review the request, estimate production costs, and contact the customer before converting the request into an order.

Quote Workflow #

A typical quote workflow follows these steps:

Customer Creates Design
            ↓
Configure Product Options
            ↓
Request a Quote
            ↓
Submit Contact Information
            ↓
Quote Saved
            ↓
Store Reviews Request
            ↓
Customer Receives Pricing
            ↓
Approve or Reject Quote
            ↓
Create Order

This workflow is ideal when pricing depends on production complexity, quantity, or custom requirements.

Enable Quotes #

The Request a Quote button can be enabled globally or for individual products.

Global Quote Settings #

To enable quotes for all products:

Product Designer App
        ↓
Settings
        ↓
Layout
        ↓
Functions
        ↓
Enable Show Quote

When enabled, customers can submit quote requests from the Design Studio.

Product-Specific Quote Settings #

You can also enable quotes for specific products only.

Navigate to:

Product Base
        ↓
Advanced
        ↓
Customize Design Layout
        ↓
Enable Show Quote

This allows you to offer quotes only for selected products that require manual review.

Customer Quote Request #

Step 1: Create the Design #

The customer customizes the product using the Design Studio.

The design may include:

• Text
• Photos
• Artwork
• QR Codes
• Barcodes
• Team Names & Numbers
• Product Options

The customer can fully configure the design before requesting a quote.

Step 2: Configure Product Options #

Before submitting the quote, customers select:

• Colors
• Sizes
• Materials
• Product Attributes
• Quantity
• Printing Options

All selected values are included in the quote request.

Step 3: Request a Quote #

After finishing the design, the customer clicks:

Request a Quote

The system opens the quote submission form.

Customers can then enter:

• Name
• Email Address
• Phone Number
• Company Name
• Notes
• Additional Requirements

After submission, the quote is stored in the system and awaits review.

Manage Quotes #

Administrators can manage quote requests from the Quotes section.

Navigate to:

Product Designer App
        ↓
Quotes

The Quote List displays all submitted requests.

Quote List #

The Quote List provides an overview of all customer requests.

Available information may include:

• Quote ID
• Customer Information
• Design Thumbnail
• Product Name
• Quote Status
• Submission Date
• Actions

Administrators can quickly locate and review requests from a single screen.

Search and Filter Quotes #

The Quotes page supports:

• Search by Quote ID
• Filter by Status
• Sort by Date
• Review New Requests

This helps administrators manage large numbers of quote requests efficiently.

Quote Status #

Each quote contains a status indicating its current stage.

Typical statuses include:

Pending
    ↓
Reviewed
    ↓
Approved

or

Pending
    ↓
Rejected

Administrators can update the status after reviewing the request and communicating with the customer.

Quote Details #

Click a Quote ID or View Detail to open the complete quote information.

The Quote Details page contains all information required for review and pricing.

Product Information #

The quote displays:

• Product Name
• Product Link
• Product ID
• Requested Quantity

This identifies the product being quoted.

Design Thumbnail #

The Design Thumbnail provides a preview of the customer’s artwork.

Administrators can quickly review:

• Layout
• Design Placement
• Uploaded Images
• Personalization
• Team Information

Multiple views may be displayed for products with Front, Back, Sleeve, or other printable areas.

Product Options #

The quote includes all selected product options.

Examples:

Color:
Black

Size:
XL

Material:
Premium Cotton

Printing:
DTF

These options may affect pricing and production requirements.

Customer Information #

The submitted contact details are displayed in the quote.

Typical information includes:

• Name
• Email
• Phone Number
• Company
• Address

This information is used when following up with the customer.

Customer Notes #

Customers can provide additional instructions or requirements.

Examples:

• Need delivery before event date
• Require premium material
• Request volume discount
• Need logo placement adjustments

Always review notes before preparing pricing.

Estimated Price #

The Design Studio may calculate an estimated price based on:

• Product Cost
• Quantity
• Printing Rules
• Design Complexity
• Additional Options

This estimated value provides a starting point for the final quotation.

Download Design Files #

Administrators can download design files directly from the quote.

Supported formats include:

• PNG
• PDF
• SVG

These files allow production teams to evaluate the design before issuing a final quotation.

Contact the Customer #

After reviewing the quote, the next step is typically to contact the customer.

Common actions include:

• Confirm requirements
• Discuss production options
• Adjust pricing
• Negotiate quantities
• Answer questions
• Send final quotation

The communication process may vary depending on your business workflow.

Convert Quote to Production #

Once the customer accepts the quotation:

Quote Approved
        ↓
Create Order
        ↓
Generate Print Files
        ↓
Production
        ↓
Shipping

This ensures all design information is preserved throughout the production process.

Common Use Cases #

The Quotes feature is especially useful for:

Team Uniforms #

• Multiple names
• Multiple sizes
• Bulk quantities

Corporate Merchandise #

• Branded products
• Large quantity orders

Event Products #

• Tickets
• Badges
• Promotional items

Wholesale Production #

• Custom pricing
• Special manufacturing requirements

Best Practices #

For the best quote management workflow:

• Enable quotes only for products requiring manual review.
• Review all design thumbnails before sending pricing.
• Verify product options and quantities.
• Download and inspect print files when necessary.
• Respond to quote requests promptly.
• Update quote statuses consistently.
• Store pricing communications for future reference.
• Confirm production requirements before converting a quote into an order.

The Quotes feature provides a flexible way to collect custom design requests, evaluate production requirements, and provide accurate pricing before purchase. By combining customer design data, product options, print files, and contact information in a single workflow, Product Designer App makes quote management simple and efficient.