Quotes

Quotes let you put together pricing for a customer and — when you're ready — let them formally accept it from the comfort of their phone, with the deposit handled automatically. This guide walks through the full quote workflow in CloudBridal, from putting together a quick informal pricing summary all the way through a fully signed-and-deposited customer-acceptable quote.

Two Kinds of Quote-Like Documents

CloudBridal supports two distinct quote-style outputs, depending on how committed the customer is:

Both are covered below.

Favorite Items Pricing Sheet

A Pricing Sheet is the simplest kind of quote — it pulls from the items in a customer's Favorite Items tab and prints a clean summary of those items with prices. It's perfect for giving brides something to take home and think about, with no commitment expected.

How to generate one:

1. Open the customer's profile and go to the Favorites tab
2. Add the items the customer is interested in (or use the items they favorited themselves from the Inventory Showcase)
3. Click Pricing Sheet in the Favorite Items header
4. Choose a Pricing Sheet template (see below), select which items to include, and optionally toggle Leave Prices Blank if you'd like the customer to enter their own numbers
5. Preview the output, then print or email it

Pricing Sheet Templates

Pricing Sheets use their own template type, configured under Documents & Agreements Settings. When creating or editing a template, set its Type to Favorite Items Pricing Sheet to make it available in the Pricing Sheet builder.

You can have multiple Pricing Sheet templates — for example, one with detailed line items and another that's just a clean visual summary.

Customer-Acceptable Quotes

Plan Requirement: Ultimate

A customer-acceptable quote is a real, detailed pre-order — built out as a draft special order with items, varieties, add-ons, and pricing — that you formally share with the customer for acceptance. When they accept, the draft converts to a confirmed order automatically (and the deposit is collected, if you've enabled it with Stripe).

Think of customer-acceptable quotes as a sales-closing tool. The most powerful use case: a customer has just left the store excited about one or two options, and you want to capture that momentum before it fades. Build out the option (or a handful of options for them to choose between), price them clearly, and send them over while the customer is still imagining themselves in the dress. A one-tap Accept in the portal — with the deposit collected automatically through Stripe — turns "I need to think about it" into a confirmed order without the customer ever needing to come back into the store.

Other situations where it shines:

• Remote customers who can't easily come back in for a second visit
• Anytime you want a signed, professional quote document on file before the customer commits, with the deposit recorded in the same step

One-Time Setup

1. Go to Client Portal Settings
2. Make sure Enable Client Portal is on (Ultimate plan)
3. Enable Enable Quote Sharing
4. (Optional) Configure Default Quote Deposit Percent — this is the deposit % CloudBridal will pre-fill when you build a quote. The default is 50%
5. (Optional) Customize the share-email subject and body under Quote Sharing Email — or you can override these per send

Building a Quote

1. Open the customer's profile
2. In the Orders card, click the New Quote button
3. Fill in the details the same way you would for a regular special order — items, varieties, color, size, add-ons, pricing, etc. See Making a Sale for details on each field
4. Save

Repeat for each additional option you want to offer the customer — every draft you save on the same customer's profile becomes a candidate to include when you share. There's also an Add Another Quote shortcut inside the Share Quotes modal so you can keep building options without losing your place.

Drafts behave just like any other special order in CloudBridal — you can edit them, attach files, and add multiple line items. The key difference is they aren't a committed sale yet.

Sharing the Quote

Once you have one or more drafts ready, share them with the customer:

1. From the customer's profile, click Share Quotes in the Orders card header (the button only appears if the customer has at least one shareable draft)
2. The Share Quotes modal opens, listing every shareable draft for the customer
3. Check or uncheck each quote to include or exclude it from this share. You can send several drafts in a single bundle — great for bridal parties where the bride wants to commit to multiple looks at once
4. For each included quote:

• Choose a document template (any Order Summary template you have configured)
• Set a deposit amount, or use the quick presets (25%, 50%, 100% of the total) to apply a deposit rate to every quote in the bundle
• Optionally set a per-quote price override if you've negotiated a special total

5. Customize the share email subject and body, or leave the defaults
6. Click Share

If your store requires staff signatures on documents, you'll be prompted to sign off on the bundle before it sends. The signature is captured directly in the modal and applied to every generated quote document.

CloudBridal then:

• Generates a real, signature-ready quote document for each draft using the template you picked
• Sends the customer an email with a secure link to the client portal
• Marks each quote as Awaiting Customer

Validation Before Send

Before a quote can be shared, CloudBridal validates that it's complete. The Share modal will block sending until any issues are resolved. Typical issues:

• Missing vendor, variety, color, or size on an item that requires them
• Missing pricing or a $0 sale price
• Customer is missing an email address

This prevents customers from receiving half-finished quotes.

What the Customer Sees

1. The customer receives your share email with the portal link
2. They click the link and are taken into the Client Portal
3. They see the quote bundle, with each quote's document available to review
4. They click Accept on the bundle — and, if Stripe is enabled and a deposit is set, pay the deposit at the same moment
5. They see an on-screen confirmation page in the portal showing the accepted quote(s), with your custom acceptance message if you've configured one. The generated quote document remains available to them in the portal for future reference

With Stripe vs Without Stripe

• With the Stripe integration enabled, the customer pays the deposit at the moment of acceptance. The order is created with the deposit recorded.
• Without Stripe, customers can still accept the quote and convert it into an order. You'll just collect the deposit through your usual process afterward.

What Happens After Acceptance

When the customer accepts:

• The draft transitions to New status, becoming a real confirmed special order
• The deposit payment is recorded (if Stripe is enabled)
• The order is attributed to the relevant appointment, if there's a match — so your conversion reporting stays accurate
• A notification appears on your dashboard, and a "Quote Accepted by [customer]" email goes to your store's default email address
• The customer sees an on-screen confirmation in the portal and keeps access to the generated quote document there for future reference

From here, the order follows the normal special-order workflow: process it through the vendor with a Purchase Order, track status as it moves to Arrived and Completed, and handle any remaining payments.

Tracking & Following Up

The Quotes tab on the Orders page is your central hub for tracking quotes through their lifecycle:

• Drafts — quotes you've built but haven't yet shared. Use this to spot ones that have been sitting around
• Awaiting Customer — quotes you've shared that the customer hasn't yet accepted. Use this to nudge customers who need a follow-up
• Recently Accepted — quotes the customer has accepted, in case you need to reference them after the fact

Pending quotes also appear as alerts on the dashboard and customer profile, so you'll see them right when you're working with the relevant customer.

FAQs

Can I share more than one quote at a time?

Yes. The Share Quotes modal lets you bundle multiple drafts into a single email. The customer accepts them together. This is the recommended workflow for bridal parties.

What if the customer doesn't have Stripe set up to pay a deposit?

You can still share and have the customer accept the quote — they just won't pay through the portal. Collect the deposit through your usual process and record it as a payment on the converted order.

Can I un-share or update a quote after sending?

Yes. Open the Share Quotes modal again — included quotes you've already shared can be unchecked to remove them from the portal, and changes to the quote document template will re-issue the document on the next send.

Can the customer decline a quote?

Customers can simply not act on the quote — there's no formal decline action. Use the Awaiting Customer tab to find quotes that have been sitting for a while and follow up directly.

What if I need a quote-style document but the customer isn't ready to commit?

Use a Pricing Sheet from the Favorites tab instead. It's designed for the informal "here's what we've talked about with prices" scenario.

What plan do I need?

Customer-acceptable quote sharing requires the Ultimate plan (uses the Client Portal). Pricing Sheets are available on all plans.

Related Documentation

• Making a Sale — overview of building special orders, which is the foundation of every quote
• Client Portal — how customers access and use the portal
• Documents & Agreements Setup — configuring document and Pricing Sheet templates
• Stripe Integration — required for collecting deposits at acceptance
• Purchase Orders — processing accepted special orders through your vendor

Updated on: 15/05/2026