Quotes & Invoices

Create and Send Quotes

2 min readUpdated 2026-07-25

Quote Like a Pro

Quotes are how you win the job before it ever hits production. Drip Merch's PDF-style quote editor lets you build a clean, branded quote with products, decoration details, and totals that looks great the moment your customer opens it. Start from Quotes → New, pick your customer, and start adding line items.

Add Products and Line Items

  • Use the product picker to add catalog or custom products to the quote.
  • Set quantities and sizes for each line, and the totals update as you go.
  • Rearrange or edit line items until the quote reflects exactly what you're offering.
  • Specify Decoration

  • Attach a decoration method (screen print, embroidery, DTG, DTF, and more) to each line item.
  • Add print locations and color counts so pricing reflects the real work involved.
  • Decoration specs and setup charges flow into the line-item totals automatically.
  • Set Validity and Totals

  • Set a valid until date so customers know the quote won't last forever.
  • Review the totals block, which rolls up product, decoration, and any additional charges.
  • Choose a quote template so the layout and branding match your shop.
  • Send, Track, and Convert

  • Generate a PDF to email or share with the customer.
  • Use the public share link so customers can view the quote online.
  • Once approved, the quote can be Converted to an Order in a click, carrying over line items and details, or duplicated to spin up a similar quote fast.
  • Quotes double as a collaboration tool: keep a threaded conversation with the customer right on the quote, so questions, tweaks, and approvals all live in one place.

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