Approve, Decline, and Discuss Quotes

Keep Quotes Moving

A quote isn't done when you send it, it's done when the customer says yes. Drip Merch gives you clear actions to move a quote through its lifecycle and a built-in comment thread so every question and revision stays attached to the quote itself.

Approve or Decline

1. Send the quote with Email to Customer.
2. When the customer opens the online quote and accepts, the quote moves to Approved on its own.
3. If the customer asks for changes instead, the quote moves to Declined, which the dashboard displays as Changes Requested.
4. There is no Reject status. If a deal dies and the customer never responded, use Delete or leave the quote as it is.

Discuss on the Quote Thread

1. Use the quote's comment thread to ask and answer questions without leaving the quote.
2. Capture revisions, artwork notes, and pricing clarifications in one place.
3. Because the conversation lives on the quote, anyone on your team can catch up instantly, no digging through email.

Share With Customers

1. Email to Customer sends the quote with a link to its online view. This is the only way to get that link to a customer — there is no copy-share-link button.
2. Download PDF gives you a polished version to save or forward.
3. Copy Payment Link exists on shops with quote payments enabled. Warning: pressing it also switches the quote's require payment setting on, so the customer will be asked to pay before the quote can be approved. Do not use it just to get a link.
4. Keep the quote current with Revise & Resend, so what the customer sees always matches your latest numbers.

Convert or Duplicate

1. Once a quote is approved, Convert to Order to push it straight into production without re-keying anything.
2. Need a similar quote for another customer? Duplicate it and adjust.
3. Set a valid until date so the customer can see how long your pricing holds.

Clear approve/decline states plus an on-quote conversation mean fewer lost deals and zero guesswork about where a quote stands.