Customer quoting
Print & Promo Quote Template
Create customer quotes that make products, decoration, artwork, shipping, terms and approval clear before production starts.
Best for: Print shops, sign shops, promo distributors and apparel decorators.
Inside the download
What is included?
Reduce quote revisions, missing approvals and margin-killing assumptions. The fields map to how the job already runs, so your team can pick it up on the next order without a setup step.
- Customer details
- Quote number
- Products
- Decoration method
- Artwork status
- Production time
- Shipping
- Terms
- Approval section
- Notes
Mini playbook
How do you get the most from it?
When to use it
- A first price for a new customer enquiry
- A revised quote after artwork or quantity changes
- A repeat order you want on record, not from memory
- A mixed job with blanks and decoration on the same line
Common mistakes it prevents
- A vague decoration line the customer and the floor read differently
- Setup or screen charges left off a multi-item job
- No payment terms or approval, so the invoice gets disputed later
- Quoting a firm price before artwork status is confirmed
Example workflow
- Enquiry lands with product, quantity and deadline
- Add one quote row per product and decoration
- Check the margin before the number goes out
- Send for approval with terms attached
- Approved quote becomes the order
Comparison
Manual worksheet vs TaggIQ workflow
| Step | Worksheet version | TaggIQ workflow |
|---|---|---|
| Build the quote | Rebuild every quote in a fresh sheet | Quote with saved products, tier pricing and decoration |
| Approval | Chase a reply by email | Customer approves on a link, the version is locked |
| Convert | Retype the quote as an order and PO | Approved quote moves into order, PO and invoice |
When every accepted quote has to be rebuilt as an order, the spreadsheet has done its job and become the bottleneck.
From worksheet to workflow
When does manual control start slowing the shop down?
The habits in this worksheet are exactly how TaggIQ quotes: tier pricing, decoration and setup on every line, a customer approval link, and a path that moves cleanly from approved quote into order, purchasing and invoicing.
Quote Agent Proposed build
Every quote followed up. Stops the moment they reply.
Quotes go out, and follow-up happens when someone has time. One customer gets three reminders and another gets none.
- Picks up quotes with no reply after the number of days you choose
- Reads the quote, the thread and the customer history before writing
- Drafts a follow-up in your voice, with stock or price-break context
Two ways to start
- One agent on your current tools
- A setup fee plus a monthly agent fee, quoted after a free AI workflow assessment.
- The TaggIQ platform
- Quotes, orders, production and invoicing in one platform, with AI that drafts alongside your team. 30-day free trial.
Other agents that help here
See all AI agents and what each one does.
Read the full picture
The print & promo workflow guide
This worksheet is one step in the operating path. The guide shows how quoting, proofing, purchase orders, size collection, invoicing and payment connect, quote to payment without spreadsheet chaos, step by step.
Where this fits next
FAQ
Common questions
Which quoting mistakes does this prevent?
The ones that cost margin: pricing before artwork is confirmed, forgetting setup or decoration charges on a multi-item job, and leaving terms and approval vague so the invoice gets disputed later. Every line forces product, decoration, artwork status and terms before the number goes out.
How do I use it on a live job?
Fill the customer and deadline header, add one row per product and decoration, then set unit cost and markup. The Excel version totals the line and the quote for you. Capture payment terms and the approval signature before you send, and keep the signed copy with the order.
Does it price decoration and setup, not just the blank?
Yes. Each line separates decoration method, placement and a one-off setup charge from the unit price, so embroidered, screen-printed and DTF jobs keep their real cost instead of hiding it inside a single number.
How is this different from quoting inside TaggIQ?
The template is the discipline on paper. TaggIQ runs the same structure live with tier pricing, decoration and setup on every line, and a customer approval link, and an approved quote moves into the order, purchase order and invoice without re-keying.
Free resources
The next worksheet for this workflow
Keep the same discipline moving through the job.
Profit Margin Calculator
Catch weak-margin jobs before the quote leaves your shop.
Get the calculatorDecoration Spec Sheet
Give production the same source of truth sales promised the customer.
Get the template
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