Create a quote manually
Enter a quote for a phone or email request, or from a mockup, without going through the storefront.
Where to find it
Leads → Quotes → New quote. Also Convert to quote on a mockup session or a saved design.
Steps
- Click New quote.
- Fill the contact: name, email, phone, company.
- Optionally pick product, design, fabric, enter quantity, unit price and total, and add customer notes (visible on the PDF) and internal notes.
- Create. The quote gets the next number, status Received, source Manual, and a first revision. If an email is set and the Quote request template is enabled, the customer receives the confirmation.
- Open it to edit sizing (sizes or roster) — the price is recalculated from the catalog when you save.
Prefer the storefront when the design matters
A manual quote has no canvas: no colors, graphics or print files can be generated from it. If the garment needs to be produced, build it in the storefront (use Open in customizer on any quote as a starting point, or send the customer the link) so the quote carries a real design.
Common questions
Can I attach the customer's PDF or artwork? Not on a manual quote. Put the link in internal notes, or ask the customer to upload through the storefront.
Change the quote number format. The prefix defaults to QR; there is no self-service field for it — ask support to change it. Numbers are PREFIX-YEAR-0001, unique per workspace.