Send a quote
Price a custom or catering request in the quote composer — lines, ready date, pickup, payment terms and allergens — and send it as one answer.
Published
A quote is your answer to a request, and the buyer reads it whole: they accept or decline all of it. It is also the only binding price in the whole exchange — whatever estimate the request arrived with, the quote is what you are agreeing to.
Open the composer
From Custom orders, pick Compose quote on the request’s row menu, or open the request and use the same action there. The composer opens over the list as Compose quote (a revision opens as Revise quote), headed by the request’s reference and what it is for. Everything you fill in is one version of one quote.
Your Settings › Custom orders quote defaults prefill it — how long the quote stays open, the payment terms, a deposit percentage. You can change any of them here without changing the defaults.
Lines
Lines is what the buyer is being offered and what each part costs: a description, a quantity, a unit price, and the line’s own total. A quote needs at least one line with a quantity and a price before it can be sent, and it can carry up to twenty.
If the buyer picked one of your Offers, the lines arrive already filled in from what they chose — the size or the guest count, then one line per option they answered. Treat them as a starting point: edit, merge or delete any of them. Nothing links the quote back to the Offer afterwards.
All lines share your storefront’s currency; there is nothing to choose per line.
When
Two dates, and they do different jobs:
- Ready date — the day the order is ready for the buyer. It cannot be in the past, and it is the date the request is confirmed for once the quote is accepted. The order’s own pickup day comes from the pickup promise below, never from here.
- Quote expires — the day your quote stops standing. Leave it blank and it lapses after 72 hours. You can give it any day up to thirty days out.
If the quote would still be standing after the date the buyer asked for, the composer says so. It is a warning, not a correction: a seller who has already agreed a new date in the conversation is allowed to send exactly that.
Pickup
A pickup window promised in the quote is frozen onto the order when the buyer accepts, so it is worth setting here if you know it: a location, and when the window starts and ends. If you do not know yet, choose Decide later and schedule the accepted order from Pickup Day.
Payment
Three ways to ask for the money:
| Terms | What happens |
|---|---|
| Pay at pickup | Settled with you at handover. The buyer accepts the quote with a tap. |
| Full upfront | The whole amount online. Their payment is the acceptance. |
| Deposit | A percentage online now, the rest later. Their deposit is the acceptance. |
A deposit is a whole number between 10 and 90 percent, and the composer shows what that comes to against the quote total. Online terms need a payment account that can take charges — until that is finished in Settings › Commerce, Pay at pickup is the only one you can choose.
Allergen declaration
Declare what the quote contains and what it may contain. Nothing is inherited from your catalog: a custom bake is whatever you are actually making, so the declaration belongs to this quote. The buyer reads it before they accept.
If a term you declare under Contains is one the buyer asked the order to be free from, the composer blocks the send until you confirm, in so many words, that you have agreed it with them in the conversation. Changing the declaration afterwards clears that confirmation — the agreement was about a specific set of terms.
Note to buyer
One free-text note, sent with the quote; the buyer reads it on their quote page. Context, substitutions, pickup details — anything that is part of the deal but not a line.
Send it
The composer keeps one sentence under the Send quote button naming whatever is still missing, so there is never a disabled button with no explanation. Once it is clean, send.
The buyer is emailed the lines, the total and how long the quote stands, with a link back to their request. Their own request page — the link they were given when they submitted, no account needed — shows the dates, the declaration and your note, and is where they accept, decline, or pay if the quote carries online terms. Around twelve hours before the quote lapses they get a nudge, and when it lapses they are told; the request files itself under Declined & expired and you can re-quote it from there.
Revising and re-quoting
- A live quote is revised with Revise & resend (Revise quote on the row menu). The new version supersedes the old one — the buyer only ever sees the latest version, and the earlier one stays in the request’s quote history beside it.
- A declined or expired quote is answered with Re-quote. The declined version stays declined; a decline that came with a reason is the brief for the new one.
Either way the buyer’s original brief is never edited. The record of what they asked for and what you offered, version by version, stays on the request.
After it is accepted
An accepted quote becomes a custom order in your order book, carrying any pickup promise the quote made. A deposit leaves a balance outstanding: take it online through the buyer’s link, or record it as collected at handover. See Custom and catering requests for what happens from there.