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Overview

A quote lets you share pricing with a customer before either side commits. It gives the customer a chance to review, approve, or request changes — and gives you a clear agreement before you start baking. For details on what happens after the customer receives your quote, see the quote approval workflow.

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When to Send a Quote

Quotes work best when:
  • The customer requested custom work and you need to price it out.
  • The order total differs from your listed prices (rush fees, bulk discounts, added complexity).
  • You want written approval of the price before confirming.
  • The customer asked for an estimate before deciding.
If the order matches your standard pricing and the customer expects it, you can skip the quote and convert the enquiry directly to an order.
Good to know: A quote is not an invoice. No payment is collected until you send an actual invoice after the order is confirmed.

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Creating a Quote

  1. Open an Accepted enquiry in The Counter.
  2. Tap Send Quote.
  3. Review the line items — products, quantities, variants, and prices.
  4. Adjust any pricing that differs from your standard rates. Tap a price field to edit it.
  5. Check the Pickup / delivery field. If the customer chose on your order form, it’s already set (see below); otherwise leave it at Not set or pick Pickup or Delivery.
  6. Add optional notes at the bottom. Use this space for delivery details, payment terms, or anything the customer should know.
  7. Tap Send to deliver the quote to the customer’s email.
Pro tip: Add a short note explaining any custom pricing. Customers are more likely to approve when they understand what goes into the cost.

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Pickup or Delivery Carries Through Automatically

You don’t have to ask “pickup or delivery?” more than once. Your public order form includes a “Pickup or Delivery?” question, and the customer’s answer flows straight through your workflow:
  1. The customer picks Pickup or Delivery when they submit the order form.
  2. That choice lands on the quote as the Pickup / delivery field (shown as Fulfillment on the quote’s summary).
  3. When the quote becomes an order, the fulfillment type carries onto the order — so you never re-enter it.
If a customer didn’t specify (or you’re building the quote from scratch), the field starts at Not set and you can choose it yourself. See Delivery and Pickup Coordination for how that choice plays out on the day.

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What the Customer Sees

The customer receives an email with a summary of the quote. It includes:
  • Your bakery name and logo
  • Each product with quantity, variant, and price
  • The total amount
  • Any notes you added
  • An Approve Quote button
The email is branded to your bakery. The customer does not need a Knead account to view or approve it.

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Customer Approval

When the customer taps Approve Quote, two things happen:
  1. You receive a notification that the quote was approved.
  2. The enquiry is ready to convert to a confirmed order.
You can then tap Convert to Order to finalize. The approved pricing carries over automatically — no need to re-enter amounts.

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If the Customer Requests Changes

Customers may reply to the quote email with questions or change requests. When that happens:
  1. Open the enquiry in The Counter.
  2. Adjust the line items or pricing as needed.
  3. Tap Resend Quote to send an updated version.
Each new quote replaces the previous one. The customer always sees the latest version.

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Quotes vs. Invoices

Quotes and invoices serve different stages of your workflow. Use quotes to align on pricing, then send an invoice once the order is confirmed and you’re ready to collect payment.
Still need help? Contact us