Quotes

The Quotes module lets you create custom price quotes for customers, send them a review link, and track acceptances and declines.

Creating a Quote

Go to Admin → Quotes → New Quote. Fill in:

• Customer — Search for an existing customer by name or email, or enter a new contact manually.
• Quote name — A reference name you will both use (e.g., "Riverside High Cross Country 2026").
• Expiry date — How long the quote is valid. Default is 14 days from creation.
• Line items — Add products one at a time. For each line item, select the product, colors, sizes, quantities, and decoration type.
• Setup fees — Add screen print setup fees, digitizing fees, etc. as separate line items.
• Notes — Any special instructions or terms (visible to the customer on their review page).

Auto-Pricing Logic

When you add a line item, SpreeShop automatically calculates the unit price based on your configured pricing rules:

Screen Print Quantity Breaks

Screen print pricing is tiered by total quantity. Example: 1-11 pcs = $18.00 each, 12-23 pcs = $16.00 each, 24-47 pcs = $14.50 each, 48+ pcs = $12.00 each. The tier is calculated based on the total quantity across all sizes for that decoration type, not per size.

Embroidery Rates

Embroidery pricing is based on stitch count. You configure rates per 1,000 stitches in Settings → Pricing. When you add an embroidery line item, you enter the estimated stitch count and the system calculates the per-unit price.

Sending the Quote to a Customer

When your quote is ready, click Send to Customer. The customer receives an email with a link to their Quote Review page. On that page they can:

• See all line items, prices, and totals.
• Read your notes.
• Click Accept Quote or Decline.
• Leave a message if they have questions or want changes.

You receive an email notification as soon as the customer takes action.

Quote Acceptance and Decline

Accepted: The quote status changes to ACCEPTED. It does not automatically become an order yet (see Converting to an Order below).

Declined: The quote status changes to DECLINED. If the customer left a message, it appears in the quote detail view. You can edit the quote and resend it as a revised version.

Converting a Quote to an Order

Currently, converting an accepted quote to an order is a manual process. When the customer accepts and is ready to pay, you have two options:

1. Create a manual order — Use the New Order button in the Orders section. Select the customer, add the same line items, and set payment method to Invoice or Stripe payment link.
2. Send the customer a payment link — From the accepted quote, click Send Payment Link. This creates a Stripe Payment Link for the exact quote total and emails it to the customer. When they pay, the order is automatically created and enters the production queue.

Expiry Handling

When a quote reaches its expiry date without a customer response, its status changes to EXPIRED. The customer receives an automated email 48 hours before expiry as a reminder. You can extend a quote's expiry date at any time from the quote detail view by clicking Extend Expiry.