Your free trial already includes sample customers, products and decorations. In this guide you'll use them to build a real quote from start to finish, in about a minute.
You'll create a quote for Sam Jones at Coca Cola with 20 Deluxe Polos, embroidery, and a flat $15 shipping fee. Keep Hoops open next to this article and follow along.
Before you start
Hoops needs at least one tax before you can save a quote. If you haven't set one up yet, take a minute to follow Set Up Your Taxes, then come back here.
Step 1: Start a new quote
Select SalesBoard in the left menu.
Select ADD NEW in the top right.
If you see a banner about the new quote editor, select GOT IT.
Under SalesDoc Templates, select Quote | Quote - Default.
The quote editor opens. The left side is a live preview of your quote. The right side is where you make changes. Select any part of the preview to edit it.
Step 2: Choose the customer
In the preview, select Prepared For.
Select the Choose Customer field and type
Sam.Select Sam Jones from Coca Cola.
Sam's details appear in the preview and on the right.
Step 3: Add the Deluxe Polo
Select the empty item area in the preview.
Under Add Products, select Catalog.
Select the search field, type
Deluxe, and select Deluxe Polo.
The polo is added to your quote. Scroll down on the right to Variant Pricing. This is where you enter the sizes and colors.
Step 4: Enter the quantities
You'll add 10 small black polos and 10 medium black polos.
In the first row, enter
10in Quantity.In Color, type
Black, then select Black from the list.
In Size, type
S, then select S from the list.
Your first row now shows 10, Black, S.
Select Add Another Variant.
In the new row, enter
10for Quantity, choose Black for Color, and choose M for Size.
Check the price
The sample polo costs $8.75 each. With 20 polos, the quote shows $175.00.
Step 5: Add embroidery
Select the back arrow at the top of the right side to return to the list of things you can add.
Under Add Decorations, select Catalog.
Type
Embroideryand select Embroidery 5k - 10k Stitch.
Hoops fills in the rest for you:
Quantity is set to 20, the same as your polos.
The embroidery costs $7.45 each, which is $149.00 for 20.
The embroidery's $45.00 setup cost is added automatically.
The embroidery and setup cost are included in the polo's price, so your customer sees one price per shirt. Each polo now shows $18.45 and the total is $369.00.
Step 6: Add $15 shipping
Select the back arrow again.
Under Add Additional Costs, select Shipping.
In Pricing, enter
15in Buy Price. The Sell Price updates to $15.00.
Under Settings, select Itemise Additional Cost Pricing.
⚠️ Important
If you leave the default Roll-Up Additional Cost Pricing selected, Hoops adds the $15 into the price of the polos instead of showing it on its own line. Choose Itemise Additional Cost Pricing so your customer sees Shipping $15.00.
Step 7: Check your totals
Look at the bottom of the preview. Your Subtotal is $384.00:
Item | Amount |
20 Deluxe Polos | $175.00 |
Embroidery (20 × $7.45) | $149.00 |
Embroidery setup | $45.00 |
Shipping | $15.00 |
Subtotal | $384.00 |
Tax and Total come from the tax you set up. In the screenshot below the tax is 5%, so the quote shows $19.21 of tax and a total of $403.21. Yours will be different if your tax rate is different.
📝 Note
Hoops rounds tax line by line, so your tax can be a cent different from your tax rate multiplied by the subtotal.
Step 8: Save your quote
Select the green Save icon in the top right.
Your quote is saved and gets a quote number.
Go back to the SalesBoard and you'll see it in your list, ready for Coca Cola.
What's next
You've built an apparel and decoration quote with sample data. Next, try it with your own customers and products.