How to Create and Manage a Quote in Print Life Shop Management Software

Start a New Quote

• Click the “New Quote” button in the top right corner of the page from anywhere in the software.
• The product catalog will appear. This can be customized to show specific products.

Step 1: Add Items

• Search for a product based on customer preference (e.g., Gildan 5000).
• Click the product card to open the single product view
• click the desired color(s) you want to add to the order.
• Click the Add Item button from the bottom right corner of the screen to add this item to your qoute.

Step 2: Select QTY

• Input the sizes and quantities for each color.
• If you need to add multiple colors check the color you want to add from the top of step 2 and it will appear below the color swatches.
• The system will automatically calculate the price based on the wholesale cost + markup you set under Matrix Settings.
• Click “Next” to proceed.

Step 3: Set Up Print Specifications/ ADD ART

• Choose the decoration method (e.g., Screen Printing, DTF, Vinyl, Embroidery) You can learn to set up your decoration methods here.
• Select the print location (e.g., front, back, left or right) these can be customized to suit your shop needs. learn how to customize Print locations here.
• Add print colors.
• Upload the art file (if available) or skip for now.
• Input the print size and placement (e.g., 4.5 inches from collar for left chest). Placements can be customized to suit your needs. Click here to learn how to customize Placements.
• Click “Next” to continue.

Step 4: Add Finishing Options (Optional)

• If applicable, add finishing touches like:
  • Folding & Bagging
  • Reflective Ink
  • Puff Printing
  • Other premium finishes
• Click “Next” when done.

Step 5: Review and Finalize the Quote

• The final quote overview will display:
  • Total quantity
  • Total price
  • Blank item cost & print cost (can be toggled on/off)
• If the order includes multiple projects( e.g. one set of graphics for t shirts, and another set of graphics for the hoodie), click “Add a New Project” to repeat the process.

Step 6: Save and Send the Quote to the Customer

• Assign the quote to a new or existing customer.
• Click “Save” to send the quote via email automatically.

Step 7: Handling Payments and Converting a Quote to an Invoice

• The quote remains in the Quotes List until payment is received.
• Once the customer makes a partial or full payment, the quote will convert to an invoice and appear on your production dashboard:
  
  If the customer is paying with cash or zelle do the following
  
  • Open the saved quote.
  • Click “Checkout” from the bottom left corner.
  • Select the payment method (Cash, Credit, Check, etc.).
  • Enter the amount paid.
  • Click “Proceed to Payment”.
• After payment, the quote is converted into an invoice and moves to the Production Dashboard.

Step 8: Managing and Following Up on Quotes

• Unpaid quotes remain in the Quotes List.
• To follow up with a customer:
  • Open the quote.
  • Click “Email” to send a reminder.
• Production only begins after payment is received.

This guide provides a clear breakdown of the process for creating and managing quotes in Print Live. Let me know if you need adjustments!