Quotes and presentations
Quotes with decoration costs built in, sent in minutes.
Search your connected supplier catalogues, add products, set screen print, embroidery or DTG decoration with setup fees, and send a branded quote your customer can approve online. All from one screen.
Supplier catalogue search
Every connected supplier, inside the quote builder.
Search across your connected supplier catalogues without leaving the quote. Find products, check stock and see pricing tiers without opening a single supplier website.
- Search across your connected supplier catalogues
- See stock levels before adding to a quote, where the supplier feed provides them
- Tier pricing pulls from supplier feeds
- Add products to a quote with one click
Decoration pricing
Decoration pricing, built in rather than bolted on.
Screen print, embroidery, DTG, laser. Set up your decoration methods once and apply them to any product. Setup fees and per-unit costs calculate on the line, so nobody rebuilds the spreadsheet formula for every job.
- Screen print, embroidery, DTG, sublimation, laser and more
- Setup fees calculate per location, not per item
- Per-unit decoration costs are added to line totals
- Save your pricing as templates for repeat use
Interactive presentations
Presentations your customer can approve from their phone.
Turn any quote into an interactive presentation your customer can browse on their phone. They see the products, pricing tiers and decoration details, then approve with one click.
- Shareable link with no login required for your customer
- Mobile-friendly product showcase
- Customers can approve and comment from any device
- Your branding, your colours, your logo
Quote to order
Quote approved? It becomes the order in one click.
When your customer says yes, click one button. Every line item, decoration detail and pricing tier flows into the order, and purchase orders are generated from it, so production can start without anyone retyping the job.
- All line items and pricing carry over exactly
- Decoration specs flow through to purchase orders
- No re-entry, no copy-paste errors
- The job goes straight into your production pipeline
The details
Built for speed, checked for accuracy.
Every part of the quote builder is there to get accurate quotes out the door with fewer mistakes.
Tier pricing
Set quantity breaks with different price points, so your customer sees exactly what ordering more does to the unit price.
Email templates
Send quotes with ready-made email templates, personalised with the customer name, quote details and your signature.
Duplicate quotes
Repeat customer? Clone last time's quote, adjust the quantities and send it without starting from scratch.
PDF export
Generate a clean PDF quote with your logo, terms and line item details, ready to email or print.
AI agents
Which AI agents work on your quotes?
Agents use the same quotes, prices and customer history your team works from. They follow up and flag on their own, within your rules. Price changes and anything outside the rules come to your team.
- Quote Agent Proposed build Every quote followed up. Stops the moment they reply. See the Quote Agent
- Margin Agent Proposed build Flags thin margins before the quote goes out. See the Margin Agent
- Repeat Order Agent Proposed build Gets in touch when a customer is due to reorder. See the Repeat Order Agent
Related features
- Supplier catalogues Connected supplier feeds bring product details, pricing and stock into quoting. Learn more
- Orders and production Approved quotes become orders, purchase orders and production jobs. Learn more
- Artwork proofing Share a proof link, collect approval and keep the revision history on the job. Learn more
FAQ
Questions about quoting in TaggIQ
Can I price decoration by print location?
Yes. Set up screen print, embroidery, DTG, sublimation, laser and other methods once, then apply them per location on any product. Setup fees are charged per location, not per item, and per-unit decoration costs are added to the line total.
Can my customer approve a quote online?
Yes. Any quote can become an interactive presentation shared by link. Your customer does not need a login, can browse it on their phone, comment, and approve with one click. It carries your logo and colours.
What happens when a quote is approved?
Convert it to an order in one click. Line items, pricing tiers and decoration specs carry over exactly and flow through to purchase orders, so nothing is re-entered.
Can TaggIQ follow up quotes that go quiet?
The Quote Agent follows up quotes that have had no reply after the number of days you choose. It drafts in your voice using the quote and customer history, and stops as soon as the customer replies.
Find the first job TaggIQ can take off your plate.
A 30-minute conversation about your workflow. You leave knowing which agent is worth building, whether or not you work with us.
Book an AI workflow assessment Try the platform free for 30 days
Free assessment. No card for the platform trial. Agent fees are quoted separately.