Hoops

Learn how to create a SalesDoc using Hoops' visual document builder. Add customers, products, decorations, pricing, and workflow settings while previewing exactly what your customer will see in real time.

Create Your First SalesDoc

Add fixed charges such as shipping, setup fees, artwork charges, and rush fees to your SalesDocs using Additional Costs. Learn how to configure pricing, vendors, and tax settings.

Add an Additional Cost to a SalesDoc

Learn how Groups help organize products, decorations, setup charges, and additional costs within a SalesDoc. Understand how decoration quantities are calculated, when to use multiple groups, and how to structure…

Understanding Groups in SalesDocs

Learn how to add catalog products to a SalesDoc, configure variants and pricing, apply markups, and build accurate customer quotes. Includes guidance on product descriptions, pricing overrides, and variant-based pricing…

Add Catalog Products to a SalesDoc

Learn how to create One-Off Products for items that aren't in your catalog. Manually configure product details, variants, pricing, vendors, and images to quickly quote custom, temporary, or special-order products.

Add One-Off Products to a SalesDoc

Learn how to search and add products from SAGE directly into your SalesDocs. Import supplier products, access live pricing, add setup and decoration charges, and quickly build accurate quotes without…

Add SAGE Products to a SalesDoc

Add Catalog Decorations to a SalesDoc Decorations stored in your Hoops catalog can be added directly into a SalesDoc.

Add Catalog Decorations to a SalesDoc

Learn how to add custom one-off decorations to a SalesDoc without creating a catalog item. Configure pricing, decoration specifications, images, vendors, and presentation settings to accurately quote unique production requirements.

Add a One Off Decoration to a SalesDoc

Add Shipping to a SalesDoc You can add shipping charges to a SalesDoc by either using a standard Additional Cost or by selecting the dedicated Shipping Cost option.

Add Shipping to a SalesDoc

Learn how to apply percentage-based surcharges and discounts to individual groups or an entire SalesDoc. Control how adjustments are presented to customers and configure flexible pricing for promotions, fees, and…

Add a Surcharge or Discount to a SalesDoc

Learn how Hoops handles products with variant-based pricing when sizes, colors, or other options haven't been confirmed. Create quotes quickly using intelligent average pricing, then automatically update costs when final…

Quoting Products Without Knowing Size or Color (Variant Pricing)

Learn how to assign a SalesDoc owner and send customer communications on behalf of another team member. Control customer-facing ownership, improve team workflows, and track performance separately for creators and…

Assign a SalesDoc Owner to Send on Someone’s Behalf

Learn how Revenue Summaries help you understand profitability across products, decorations, and additional costs. See how Hoops breaks down revenue, cost, margin, and markup to give you a clearer view…

Understand Revenue Summaries

Create a lead management workflow inside your SalesBoard. Learn how to track prospects, manage discovery, collaborate with your team, and automate lead qualification before creating quotes or presentations.

Using Hoops to Manage Leads

Learn how to hide pricing totals on a SalesDoc when you want customers to focus on products, concepts, or options rather than overall pricing. Useful for early-stage discussions, and non-priced…

Hide Totals on a SalesDoc

Learn how to convert a SalesDoc into a Job when work is ready to begin. Understand what happens during the conversion process, how sales become production, and how Hoops tracks…

Convert a SalesDoc to Job

Create, manage, and send SalesDocs to build quotes, proposals, and pricing for your customers.

SalesDocs

Create a custom design with text, images, and links

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