Creating & Editing Quotes
Updated October 8, 2025
The Quote Editor gives you complete control over quote details — from order items to payment schedules.
📊 Quote Status Section
Manage the quote lifecycle:
- Response Due Date — Set a deadline for customer response
- Send Quote — Email the quote to your customer
- Re-send Quote — Send the quote again (button changes after first send)
- Order Link — If the quote is accepted, the link to the created order appears here
💡 Tip: Sending or re-sending a quote triggers an email notification to the customer.
🛒 Order Items
View and modify the products in the quote:
- Add Products — Include additional items (including unlisted products)
- Remove Products — Delete items from the quote
- Adjust Quantities — Change item quantities
- Update Pricing — Modify prices as needed
You have full flexibility to customize the quote before sending it to the customer.
📦 Fulfillment Details
Edit fulfillment information:
- Fulfillment Method — Change between Pickup, Delivery or Shipping
- Fulfillment Fees — Adjust pickup, delivery or shipping charges
- Address — Update customer address (for delivery/shipping)
- Fulfillment Date — Set when the order should be ready
👤 Customer Information
Update customer details:
- Full Name
- Phone Number
💳 Payment Schedule (Quote)
Set up payment terms:
- Deposit — Initial payment amount (optional)
- Balance — Remaining payment amount
⚠️ Important: Payment schedules in quotes cannot have transactions (payments/refunds) recorded against them. Once the quote is accepted and becomes an order, payments can be processed.
📝 Notes Section
Keep track of important information:
- Customer Notes — Notes the customer provided during checkout
- Notes for Customer — Notes you want the customer to see
- Internal Baker Notes — Private notes for your records only
🎬 Quote Actions
Cancel Quote
Mark the quote as cancelled (only available if not accepted/declined).
Archive Quote
Move the quote to archived status to keep your active quotes list clean.
🎯 Best Practices
- Set realistic response due dates to create urgency
- Review all details carefully before sending quotes
- Use baker notes to communicate special requirements
- Include fulfillment fees upfront to avoid surprises
- Archive old or declined quotes regularly
Your quote editor ensures every customer inquiry is handled professionally and thoroughly! 💼