Working with Quotes

Quotes are orders that need your review and pricing before production starts. Unlike print-on-demand orders, nothing moves until you build the quote, send it, and the customer approves it.

You'll work with three sources of quotes:

Source	How it arrives	What you get up front
Pop-up request form	Customer clicks Request Quote on the store and fills out a form	Contact info and requirements, but no address and often no print file
Customizer	Customer designs in the customizer; quantities over 24 route to a quote automatically	Full details — products, print files, sizes
Your own	You build it from scratch for local customers	Whatever you enter

You'll be emailed when a new quote arrives, so there's no need to check the quotes page daily.

Audience: Big Frog users receiving and building quotes

Estimated time: 20 minutes

Finding your quotes

From the dashboard, go to Orders → Quotes. This lists every quote on your account.

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Part 1 — Quotes from the pop-up request form

These arrive with the least information, so they take the most work. This is the fullest version of the workflow.

Step 1 — Attach the customer

Open the quote and click Attach Customer to link the request to a customer record.

About the missing address

The pop-up form doesn't collect a shipping address, so new requests won't have one. You will have their email and phone number — use either to reach out, then add the address to the record once they provide it.

Step 2 — Review the request

The request itself shows what the customer asked for:

• Quantity
• Colors
• Garment sizes
• Date needed by

About attached files

Customers often attach a PDF. A PNG or the print file itself is ideal, but a PDF is workable — you can pull the artwork out and build the print file from it.

Step 3 — Add the product

Click to add a product to the quote.

The request form stays visible while you build, so you can reference it as you go.

1. Colors requested by the customer are pre-populated. Select the one you're producing.
2. Add print locations. If they asked for left chest and back, add both.
3. If you don't have a print file yet (common with PDF attachments), add a placeholder and replace it later.

Step 4 — Edit details and check pricing

Click Edit Details.

Quantities by size are filled in automatically from the request. Always verify these against what the customer actually asked for before moving on.

This screen also shows:

• Garment cost
• Price charged to the customer
• Print price
• Print method discount
• Total

When everything looks right, add the line items to the quote.

Step 5 — Set quote terms

With line items added, set:

• Expiration date
• Enhanced date
• Channel — typically your store name

Step 6 — Choose pickup or delivery

Pickup — no shipping configuration needed.

Delivery — two options:

• A manual flat rate you set yourself
• Live carrier rates, if your shipping integration is set up

Step 7 — Set tax and deposit

Tax is applied automatically when the customer is in your state. You can also add it manually, or mark the quote tax-exempt.

Deposit due is up to you. Set it to zero if the customer will pay in full at pickup.

Step 8 — Send the quote

Click Send Quote. Before it goes out you'll see the recipient and anyone CC'd.

You can CC your own address — personal or Big Frog — to keep a copy in your inbox.

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Part 2 — Building your own quote

For customers who don't come through the national store, the process is the same with one difference at the start: you create the customer yourself, or select an existing one, then add products as above.

Understanding and overriding pricing

When adding products, you can open up the pricing behind the numbers:

• Supplier price — what the blank actually costs you
• Pricing tables — the rules producing the quoted garment and print prices

Both the garment and print prices can be overridden manually if the situation calls for it.

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Part 3 — What the customer sees

The customer receives an email telling them a quote is ready, with a link to their quote page.

From that page they can:

• Approve the quote, or
• Request a change, which opens a change form for them to explain what's wrong

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Part 4 — From approval to production

Step 1 — Confirm internally

Customer approval alone doesn't advance the quote. Refresh the quote page — you'll see their approval — then confirm it internally and create the sales order.

Step 2 — Work the sales order

On the sales order page you can:

• Set a production start date and end date. Optional, but these feed the production calendar.
• Confirm the fulfillment method
• Review line items and order total
• Send a balance invoice or record a payment

Mockups and print files are available further down the page.

Step 3 — Push to production

The sales order stays a draft until you move it forward. To send it into production, either:

• Push to items
• Create a batch
• Schedule either of the above for later

Once pushed, the work appears under Manufacturing → Batches, containing all items from that order, and is fulfilled like any other batch.

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Part 4b — Quotes from the customizer

These are the easy ones. Because the customer went through the full customizer, you already have the print files, products, and specifications. They landed in quotes only because the quantity exceeded 24.

Your job is mostly verification:

1. Confirm the pricing is right for that customer.
2. Adjust title, expiration date, enhanced date, or deposit if needed.
3. Send the quote.

From there, it follows the same approval → sales order → production path above.

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Quick checklist

• [ ] Quote opened from Orders → Quotes
• [ ] Customer attached; address obtained if missing
• [ ] Request details reviewed (quantity, colors, sizes, due date)
• [ ] Product added with correct colors and print locations
• [ ] Auto-filled quantities verified
• [ ] Pricing reviewed
• [ ] Pickup or delivery set
• [ ] Tax and deposit set
• [ ] Quote sent
• [ ] Customer approved
• [ ] Confirmed internally and sales order created
• [ ] Payment recorded or invoiced
• [ ] Pushed to items or batch

Troubleshooting

Problem	What to do
Quote has no shipping address	Expected for pop-up requests — contact the customer by email or phone and add it
No print file, only a PDF	Build the print file from the PDF artwork
Customer approved but nothing is moving	Confirm the quote internally and create the sales order
No option to charge via Stripe	Connect your Stripe account; the option appears once it's set up
Auto-filled sizes look wrong	Always verify against the original request and correct before sending
Tax didn't apply	Tax auto-applies only for in-state customers; add it manually if needed
Order won't appear in Manufacturing	The sales order is still a draft — push to items or create a batch

Related articles

• Fulfilling Print-on-Demand Orders
• Messaging Customers
• Setting Up Stripe Connect for Payouts
• Setting Up Your Shipping Integration
• Production Calendar (covers scheduling dates)
• Working with Batches