#Create Your First Quote

Threadline makes it easy to create professional quotes for decorated apparel in minutes. This guide walks you through the complete process from selecting a customer to sending a finished quote. By the end, you'll have a quote ready for your customer to review and approve.

#Quick Answer

Question: How do I create my first quote in Threadline?

Answer: Navigate to Quotes, click New Quote, select a customer, add garments with quantities, review your pricing, and send to your customer.

Key Steps:

Select or create a customer
Add garments with sizes and quantities
Configure pricing and fees
Review and submit
Send to customer

Time Required: 5-10 minutes

#When to Use This

This guide is for users who are:

New to Threadline and creating their first quote
Setting up a quote for a customer order with decorated apparel
Learning the quoting workflow before training team members

Use this guide when you have a customer request and need to provide them with pricing for garments and decoration services.

Do not use this guide if you need to create a job directly without a quote—see Job Overview instead.

#Prerequisites

You have a Threadline account with quoting permissions
You know the customer's contact information (or they already exist in your system)
You have the garment and decoration requirements from your customer

#Steps

#Step 1: Navigate to Quotes

From the main dashboard, click Quotes in the left sidebar navigation.

Result: You see the Quotes list showing all existing quotes with their status, customer, and total.

#Step 2: Start a New Quote

Click the New Quote button in the top right corner of the Quotes page.

Result: The quote creation form opens with empty fields ready for input.

#Step 3: Select a Customer

Use the customer search field to find an existing customer, or click Create Customer to add a new one. Enter the company name, contact name, email, and phone number.

Result: Customer information appears in the quote header, and the customer is linked to this quote.

#Step 4: Add Garments

Click Add Item to add your first garment line item. Search for products by style number, brand, or description. Select the garment and choose the color.

Result: A garment row appears with the product details and a size/quantity grid.

#Step 5: Configure Quantities and Pricing

Enter quantities for each size in the spreadsheet-style grid. Pricing is calculated automatically based on your configured rates. Adjust customer pricing if needed.

Result: Line totals update in real-time as you enter quantities. The order summary shows running totals.

#Step 6: Add Fees (Optional)

Scroll to the Fees section and click Add Fee to include setup fees, rush charges, or other line items. Enter a description, quantity, and unit price.

Result: Fees appear in the order summary and are included in the quote total.

#Step 7: Review Order Summary

Check the Order Summary panel on the right side. Verify the subtotal, fees, discount (if any), tax, and grand total. Review profit margins if applicable.

Result: You have a complete view of all costs, revenue, and profit for this quote.

#Step 8: Submit Your Quote

Click Create Quote at the bottom of the form. The system validates all required fields before saving.

Result: The quote is saved with a draft status and appears in your quotes list.

#Step 9: Send to Customer

From the quote detail page, click Share Quote to generate a secure link, or Send Quote to email it directly. The customer can view, approve, or decline the quote.

Result: Your customer receives a professional quote they can review and approve online.

#Examples

Scenario: A local business needs 50 polos with embroidered logos for their team.

Create a new quote and select the customer "Acme Corp"
Add item: Gildan G880 polo in Navy
Enter quantities: 10 Small, 15 Medium, 15 Large, 10 XL
Add a $50 setup fee for the embroidery digitization
Review: Subtotal $625, Setup $50, Total $675
Send quote via email to the customer contact

#Troubleshooting

Problem: Cannot find a product when searching

Cause: The product may not be in your catalog, or you're searching by the wrong identifier.

Fix: Try searching by brand name, style number, or partial product name. If the product doesn't exist, add it as a custom product.

Problem: Quote won't save when clicking Create Quote

Cause: Required fields are missing or contain invalid data.

Fix: Check the error summary at the top of the form. Ensure you have a customer selected and at least one garment with quantities.

Problem: Customer says they can't access the quote link

Cause: The share link may have expired (links are valid for 30 days by default).

Fix: Generate a new share link from the quote detail page and send it to the customer.

#Key Concepts

Quote : A formal pricing proposal sent to a customer that includes garments, decoration, fees, and totals. Customers can approve or decline quotes.

Line Item : A single product entry on a quote, including the garment, color, sizes, quantities, and pricing.

Order Summary : The calculated totals section showing subtotal, fees, discounts, tax, and grand total for the quote.

Quote Status : The current state of a quote: draft, sent, viewed, approved, or rejected.

#Frequently Asked Questions

#How long does a quote link stay active?

Quote share links are valid for 30 days by default. You can generate a new link at any time from the quote detail page if the original expires.

#Can I edit a quote after sending it?

Yes, you can edit quotes that are in draft, sent, or viewed status. Once a customer approves or rejects a quote, it becomes locked.

#What happens when a customer approves a quote?

When approved, the quote status changes to "approved" and a job is automatically created. The customer receives a confirmation and can track their order.

#Can I duplicate an existing quote?

Yes, open any existing quote and use the duplicate function to create a copy. This is useful for repeat orders or similar projects.

Create a Quote - Detailed guide on quote creation options
Send a Quote to Customers - All the ways to share quotes
Customer Approval Process - What customers see and do
Add a Customer - Managing your customer database

#Next Steps

Now that you've created your first quote, explore these features:

Add decorations to your garments - Include embroidery or screen printing
Set up contractor pricing - Configure rates for decoration services
Track jobs in production - Follow orders through fulfillment