Quick Quote

Quick Quote is the fastest way to put together a priced, professional quote for a customer — without going through checkout. You build the line items, save them, and email the customer a clean PDF.

When to use it

Pick Quick Quote when you need to:

• Send a price to a customer who hasn’t decided yet
• Compare options across SKUs before committing to an order
• Provide a quote your customer can take into their accounting system or back to their site team

If the customer is ready to buy right now and you just need to push items through to checkout, use Quick Cart instead.

Build a quote

1. Go to /quick-quote.
2. Add lines using the catalogue picker. Each line is a SKU, a quantity, and a unit price (ex VAT). You can override the price per line if a customer has agreed a special rate.
3. The running subtotal updates as you add lines. Everything is ex VAT — the PDF makes that explicit.
4. Add a customer reference, company name, and any notes (e.g. “Site delivery only, 9am–4pm”).
5. Hit Save and send. The system assigns a quote number, generates the PDF, and emails it to the address you supplied.

Drafts and saving partway

While you’re building a quote it’s held as a draft in your browser — you can leave the page and come back later without losing your lines. Once you hit Save and send the draft becomes a permanent quote record in the database, with its own quote number and a public URL.

If you clear your browser data before submitting, the in-progress draft is gone. Submit early if you’ve put real work into it.

The PDF

Every quote produces a PDF showing line items, subtotal, the quote number, your customer’s reference, and validity dates. The PDF is attached to the email and also downloadable from the quote page if you need to grab it later — see Saved quotes.

Edits and revisions

Quotes can be edited up until they’re issued. Once issued, any change creates a new revision— the original record is preserved and the new revision is sent to the customer. That matters for audit (you can always answer “what did the customer see when they accepted?”).

If something goes wrong

• Email didn’t arrive — check the address in the quote header for a typo. You can re-send from the quote page.
• Price looks wrong on a line — edit the line and re-issue. The customer gets the corrected PDF with an incremented revision number.
• Need to cancel a quote — mark it as cancelled from the admin quote list (not exposed to customers).