Quotes are for the jobs that don't have a fixed shelf price — custom, made-to-order or trade enquiries where a customer needs a price before they buy. They come in under Quotes in your admin sidebar, and ShopKit handles the whole back-and-forth for you, from the first enquiry to the final payment. Quotes are included on every plan.
How a customer asks for a quote
Customers fill in the form at /quote-request on your storefront — link to it from a page or your menu. They leave their name and email (phone is optional), describe the job in the notes, and can attach up to 5 files, 90 MB in total: 3D and CAD files (STL, STEP/STP, IGES/IGS, OBJ, 3MF, PLY) or photos (JPG, PNG, WebP) of what they want made. The customer gets a confirmation email with a reference number, and you get an alert.
If their files are too big, the customer ticks My files are too big to upload — I'll email them. Their confirmation email asks them to reply with the files attached, or with a WeTransfer, Google Drive or Dropbox link. Replies go to your store's support email, so make sure one is set. The request is marked by email so you know to check your inbox for its reference.
Adding a quote yourself
Job came in by phone or email? Press New quote on the Quotes screen, enter the customer's name and email, add any notes, tick Files were received by email if that's where they are, and press Create quote. The customer hears nothing until you send them a price. Quotes you add are marked staff.
Where requests appear
Open Quotes and you'll see a tab for each stage, each with a count:
- New — fresh requests waiting on you
- Quoted — you've sent a price, waiting on the customer
- Accepted — the customer said yes
- Deposit paid — the deposit is in and the job is underway
- Paid — paid in full
- Declined / Archived — closed or tidied away
Click a contact to open the request, read their notes and Download any attached files.
Sending a quote
On the request, press Send quote. Fill in:
- Amount (AUD) — your price for the whole job, including GST
- Deposit % — filled in from your store default; change it for this job, or enter 0 for no deposit
- Lead time (days) — how long it'll take (the customer sees business days)
- Message (optional) — material notes, finish options, anything the customer should know
Press Send quote email. The customer gets a link where they can Accept quote or Decline, and the request moves to Quoted. The email and the quote page both show the deposit they'll pay when they accept, and accepting always takes a click on the page — opening the link alone never accepts. To change the price before they answer, open it and press Re-send quote.
The quote itself doesn't show the deposit amount — the customer first sees it on the payment screen after accepting. If you're taking a deposit, mention it in your message.
Taking a deposit and the balance
Set your usual deposit under Settings → Checkout & payments → Custom-quote deposit (%). It starts at 50%; set 0 to switch deposits off. Payments are taken by card through your connected Stripe account, so connect Stripe first.
- The customer accepts and goes straight to a secure card payment for the deposit. If they leave without paying, their quote link offers Complete your deposit so they can finish later.
- The deposit lands. The quote moves to Deposit paid, you're emailed, and the job appears in your Orders.
- The work is ready. Open the quote and press Request balance. The customer is emailed a payment link that doesn't expire (use Re-send balance link to send it again).
- The balance lands. The quote moves to Paid and you're emailed again.
With no deposit, accepting simply records the customer's yes — nothing is charged and no order is created, so arrange payment with them directly.
Paid jobs in your Orders
As soon as a deposit is paid, the job shows up under Orders with the status deposit paid. The order screen shows what's been received and what's still outstanding, and you can mark it fulfilled or refund the deposit from there. It becomes a normal paid order by itself once the balance comes in. See Managing orders.
Reviews of finished jobs
When a job is paid in full, the customer can leave a star rating and review from the same quote link — no account needed. When you mark a fully paid job's order fulfilled, ShopKit emails the customer once to invite a review. Reviews wait for your approval under Reviews, and you can show approved ones on any page. See Product reviews & customer questions.
Declining, archiving and deleting
- Decline — turns the enquiry down; you'll be prompted for a reason, which is saved on the quote. The customer isn't emailed, so let them know yourself
- Archive — moves a request out of your main list
- Delete — permanently removes the request and its uploaded files (this can't be undone)
How long uploaded files are kept
Files are private and only your staff can download them. They aren't kept forever, so download anything you need:
- Declined or archived — deleted after 14 days
- Paid — deleted 90 days after the balance is paid
- Still in progress — kept, with a one-year limit
The quote stays after its files are removed, with a list of what was sent.
Quotes are a great fit for B2B and trade customers — pair them with Wholesale if you sell on account.
Stuck? Open a ticket — we're happy to help.