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Overview

Knead gives you a complete quote approval workflow. You build a quote, send it to your customer, and they approve it with a signature. No back-and-forth over text. No handshake deals. A clear, signed agreement before you start baking.

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The Quote Lifecycle

Every quote moves through three statuses:
  • Draft — You are building the quote. The customer has not seen it yet.
  • Sent — The customer has received the quote link via email.
  • Approved — The customer has reviewed and signed the quote.
A quote can also become Expired if the customer does not respond, or Revoked if you withdraw it before they approve.

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Sending a Quote

  1. Open the enquiry or order on The Counter.
  2. Tap Send Quote.
  3. Review the line items, quantities, and pricing.
  4. Add a personal note if you want to include context about custom pricing, timeline, or special instructions.
  5. Review the terms and conditions that appear at the bottom.
  6. Tap Send.
Knead emails your customer a link to a branded quote page. They do not need a Knead account to view it.
Pro tip: A short personal note goes a long way. Something like “Looking forward to making this for your event!” builds trust and increases approval rates.

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What Your Customer Sees

When your customer taps the link in their email, they land on a branded approval page. The page includes:
  • Your bakery name and logo at the top.
  • Line items with product names, quantities, variants, and prices.
  • Your personal note if you added one.
  • Terms and conditions at the bottom of the page.
  • A signature area where they draw or type their name to approve.
The page is mobile-friendly. Most customers approve from their phone within minutes.

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Signing and Approving

Your customer reviews the details, scrolls to the bottom, and signs in the signature capture area. They can draw their signature with a finger or stylus, or type their name. Once they tap Approve, two things happen:
  1. You receive a confirmation email letting you know the quote was approved. A notification also appears on The Counter.
  2. Your customer receives a confirmation email with a copy of the signed quote for their records.
The quote status changes to Approved and the signature is stored with the quote.
Good to know: The signature is legally captured and timestamped. You can reference it if any pricing disputes come up later.

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Expired and Revoked Quotes

Not every quote gets approved right away.
  • Expired — If a customer does not respond within the expiration window, the quote moves to Expired. You can resend or revise it at any time.
  • Revoked — If you need to withdraw a quote before the customer approves, tap Revoke on the quote detail page. The customer can no longer access the approval link.

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After Approval

Once a quote is approved, you are ready to convert it into a confirmed order. Tap Convert to Order on the approved quote to move forward with invoicing and production.
Still need help? Contact us