Creating a SalesDoc in Hoops is designed to feel visual, fast, and intuitive.
The entire experience is built around a powerful WYSIWYG (What You See Is What You Get) editor:
The left side shows the SalesDoc exactly as your customer will see it
The right side contains the toolbox, where you control settings, products, pricing, branding, and workflows
As you make changes, the document updates live in real time.
Step 1: Start a New SalesDoc
Open the SalesBoard and click Add New in the top-right corner.
Then select the SalesDoc template you want to use.
Step 2: Choose a Template
If your account is new, you’ll likely see:
Quote Default
As you create more templates, they’ll appear here as additional workflow options.
Templates can control:
And much more
👉 Learn more in the Templates articles.
Step 3: Understand the SalesDoc Builder
Once opened, you’ll see two main areas:
Left Side → Live Document Preview
This is your SalesDoc exactly as the customer will see it.
You can:
Hover sections to interact with them
Click directly into areas to edit them
Instantly preview all changes
Right Side → Toolbox
The toolbox is where all configuration happens.
Depending on what you click on in the document, the toolbox changes automatically to show the relevant settings.
This is where you’ll:
Select customers
Edit descriptions
Adjust branding and workflows
Step 4: Add a Customer
Click into the customer section of the SalesDoc.
You can:
Select an existing customer by searching for their contact name, email, or company name
Or create a new customer directly from the SalesDoc
Step 5: Add Products & Items
Click into the body of the document to add:
Products
Decorations
Notes
As items are added, the SalesDoc updates instantly.
Step 6: Organize with Groups
Groups help structure your SalesDoc into sections.
For example:
Apparel
Headwear
Promotional Products
Setup Costs
Hover beneath an existing section to add a new group.
Step 7: Save Your SalesDoc
Your SalesDoc automatically autosaves as you work, helping protect your progress while editing.
You can also manually save at any time using the Quick Save 💾 button to immediately write your latest changes to the database.
Additional save options include:
Save & Send
Save the SalesDoc and immediately continue to sending it to the customerSave & Close
Save your changes and return to the SalesBoardCancel
Disregard any changes made since the last manual save action
Understanding the Toolboxes
Every section in the SalesDoc has its own toolbox.
On the left, simply click on the section you want to work on and the correct toolbox will appear on the right.
👉 Throughout this help center, you’ll find detailed guides for each toolbox and settings area.