Quotes
Create, send, and manage quotes for custom orders
How to create a new quote
Build a detailed quote with products, pricing, and customization options.
4 min read
Sending quotes to customers
Deliver quotes via email and track when customers view them.
2 min read
The quote approval process
Understand how customers review and approve quotes.
3 min read
Converting approved quotes to orders
Turn an approved quote into a production order in one click.
2 min read
How to create a new quote
Quote creation overview
Quotes in Seamline let you present a professional pricing proposal to your customers. Each quote includes line items with products, variants, quantities, pricing, and optional customization details. Customers can review and approve quotes online.
Creating a quote
To build a new quote:
- Navigate to Quotes from the left sidebar and click "New Quote".
- Select an existing customer or create a new one.
- Add line items by searching for products in your catalog.
- Select variants (size, color) and set quantities for each line item.
- Adjust pricing if needed — bulk pricing tiers apply automatically.
- Add any notes, terms, or a custom message for the customer.
- Click "Save as Draft" to continue editing later, or "Send to Customer" to deliver it immediately.
You can duplicate an existing quote to quickly create a similar proposal for another customer. Click the three-dot menu on any quote and select "Duplicate".
Sending quotes to customers
Sending a quote
When you send a quote, the customer receives an email with a link to view the full quote online. You can track whether the email was opened and whether the customer viewed the quote page.
To send a quote:
- Open the quote you want to send.
- Review all line items, pricing, and notes for accuracy.
- Click "Send to Customer" in the top-right corner.
- Customize the email subject and message if desired.
- Click "Send" to deliver the quote.
After sending, you can check the quote status to see if the customer has opened the email or viewed the quote. This helps you know when to follow up.
The quote approval process
How approval works
Customers can approve quotes directly from the link in their email. When they approve, you receive a notification and the quote status changes to "Approved". You can then convert the approved quote into an order with a single click.
Approval workflow
The quote follows this lifecycle:
- Draft — Quote is being prepared, not yet sent.
- Sent — Quote has been delivered to the customer.
- Viewed — Customer has opened the quote link.
- Approved — Customer has approved the quote and pricing.
- Rejected — Customer declined the quote (they can provide a reason).
- Expired — Quote passed its expiration date without action.
Set an expiration date on quotes to create urgency. You can configure a default expiration period (e.g., 30 days) under Settings > Quotes.
Converting approved quotes to orders
Quote-to-order conversion
Once a customer approves a quote, you can convert it to a full order. All line items, quantities, pricing, and customer information carry over automatically — no re-entry needed.
To convert a quote to an order:
- Open the approved quote.
- Click the "Convert to Order" button at the top of the page.
- Review the order summary that is generated.
- Confirm payment terms and shipping details.
- Click "Create Order" to finalize.
The original quote remains linked to the order for reference. You can always navigate back to it from the order detail page.
Still need help?
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