Leads → Quotes → click a quote number.
Quote number (QR-2026-0042; ask support to change the QR prefix), status badge, Change status, and Open in customizer which reopens the exact configuration in the storefront so you or the customer can edit it. The banner shows total, quantity, source (Customizer, Shopify, WooCommerce, Wix, Manual, Mockup), created date and event date.
Product, design, fabric and pattern with thumbnails; the color per zone; texts (names, numbers); and every graphic placed, zone by zone, with the hosted file and the original upload (AI/EPS/PDF) for download.
Two modes, depending on how the customer ordered:
Click Edit, change rows (add size / add row / remove), Save. Saving recalculates the price from the current catalog (tiers, surcharges, VAT) and stores the result as a new revision. Editing is blocked once the quote is In production or later.
The generated tech pack PDF (and any uploaded one). See Quote PDF, tech pack and print files.
Nesting workspace for the print panels of this quote (beta). Documented under Production.
Table of all revisions with their state (Active, Superseded…) and note. See Revisions.
Timeline of status changes: from → to, who, when, note, whether the customer email went out.
Customer notes from the form, shipping / billing address, delivery method (standard, express, pickup), rush flag, event date, and your internal notes (never shown to the customer; editable any time).
| Card | Content |
|---|---|
| Preview files | Front / back renders of the configuration |
| AI photoshoot | Generate or browse on-model photos (credits) |
| Print files | Job status (pending → processing → ready / failed), credit cost, Generate / Regenerate, Download all, manifest. Fonts notice: install the listed fonts before opening editable SVGs |
| Source mockup | Link back to the Mockup Studio session (mockup-sourced quotes) |
| Shopify / WooCommerce order | Order number, quantities, prices, link to the shop admin |
| Submitter location | Map of where the request was submitted from (IP-based, approximate) |
Revision mismatch
If print files were generated for an older revision, a banner says so. Regenerate before sending anything to the factory.
The total on the quote differs from what the storefront showed. The storefront shows an estimate; the quote stores the breakdown at submission. If you edited sizing afterwards, the price was recalculated with today's catalog prices.
Can the customer see internal notes? No. Only customer notes (written by them) and the documents you send.
Delete a quote. Row menu → Delete (or select several → Delete selected). Deletion is permanent; uploaded graphics and saved designs are kept.