Quotes and approvals
Updated 15 July 2026 · 1 min read
Price the job, send it, and let the client say yes from their portal — with the paper trail kept.
Not every job starts as a firm order. Quotes let you price first and cut later.
Raising a quote
Build the quote like a commission — garments, cloth, options, price — and send it. The client gets it by email (or SMS link) and can view and approve it in their portal.
The approval
When they approve, the quote converts — the commission is raised with everything carried over, and the approval itself is on record with a timestamp. No more "I never agreed to that" conversations.
Chasing politely
An unanswered quote shows in the Awaiting approval view on the Board, and the Inbox has a one-tap attach quote when you're replying to the client anyway. Automations can send the gentle nudge after a few quiet days.
Quotes that die are data too — the quoted-but-lost rate in your reports tells you whether the problem is price, follow-up speed, or the leads themselves.
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