Quote accepted — line items are read-only. You can still update Order Status and Invoice Status.
—Draft
Rep: —Client: —Valid until: Title: —
Quote status
'Sent' is set via the Send button only
Order status
Managed automatically from the linked Job
Invoice status
Not Ready
Line items
SKU
Product
Supplier
Size
Cost
Qty
Sell price
Margin %
Line total
Stock / ETA
Notes
Emb.
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Add product
For one-off items not in the catalogue.
Quote summary
Subtotal (ex GST)$0.00
GST (10%)$0.00
Total (inc GST)$0.00
Blended margin—
Actions
Add at least one line item before sending.
Review before sending
Client
—
Email
—
Quote title
—
Valid until
—
Product
Qty
Sell price
Line total
Xero quote link: — — copy and share if client missed the email
Fulfilment Jobs
Loading jobs...
——PO Amendment
Quote: —Client: —
Delivery
Client delivery method
Carrier
Tracking number
Delivery address
Scheduled pickup date
Client ETA
Actual delivery date
Artwork & Notes
Artwork status
Job artwork
None attached
Embroidery notes
Job notes
Purchase Orders — managed by ops; only PO Notes are editable here
Loading purchase orders...
Opens a printable sheet for the embroiderer — auto-fills what we have, leave the rest to handwrite.
New client
Client name *
ABN
Primary contact name
Email *
Phone
Industry
Account Manager
Payment terms
Billing address
What happens next: The client record is created in Airtable immediately and selected in the quote form. Scenario 5 fires automatically — it searches Xero by ABN and email, creates a Xero Contact if needed, and writes the Contact ID back. The quote can be sent as soon as that completes (usually under 30 seconds).
Add client logo
✓ Client created
Upload a logo for internal reference (optional). Shown on client cards inside the Quote Builder.
Drag a file here or click to browse
Anything Airtable accepts. Max 10MB.
Add custom item
For one-off items not in the catalogue. This adds a line to the current quote and shows your typed name & supplier on the quote/documents. On acceptance it groups into a Custom purchase order — communicate directly with the real supplier for these.