Create Your First Quote with Sample Data

Follow along step by step to build and save your first apparel and decoration quote using the sample data in your Hoops free trial.

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.

Quick Note Before you start

Hoops needs at least one tax before you can save a quote. There is a simple tax saved in your account that will automate as a sample tax when creating a quote.

Note: Taxes can easily be set up when you are ready - take a minute to follow Set Up Your Taxes when you are ready to use with your information.

Step 1: Start a new quote

Follow the instructions below or watch the video: Create quote using sample data

Select SalesBoard in the left menu.
Select ADD NEW in the top right.
Under SalesDoc Templates, select Quote | Quote - Default.

The quote editor opens. The left side is a live preview of your quote (this is what your customers will see when you send it). The right side is where you make changes.

Click on different sections of the preview and the relevant left hand side tool bar will open.

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 Catalog Product - Deluxe Polo

In the preview, select the empty item area under Item. This is the row with the grey image box and placeholder bars.
The options for adding items to your quote now appear on the right. 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 and markup

In the first row, enter 10 in Quantity.
Select the Color field and choose Black from the dropdown options. You don't need to type anything.
Select the Size field and choose S from the dropdown options.
In Markup, enter 100. This will add 100% to the buy price, so the Sell Price becomes $17.50.
Note: Markups can be saved in your settings so they're applied automatically. For now, we'll add it manually.
Hover over the first row and select the duplicate icon on the far right.
The copy keeps the quantity, color and markup. In the new row, change Size to M.

The preview now shows everything you've built so far.

Step 5: Add decoration

In this example, let's just add embroidery. Note that Hoops stores your entire decoration pricing matrix, so you can add any decoration here and it will automate your pricing based on quantities.

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 Embroidery and select Embroidery 5k - 10k Stitch.
In Decoration Pricing, enter 20 in Markup. This will add 20% to the $7.45 buy price, so the Sell Price becomes $8.94.

Note: you can store mark-ups when adding decorations to ensure this process is automated for you moving forward.
Under Decoration Specs, enter the details for this decoration:
- Position: Left front chest
- Color: White
- Size: 5 inch logo
Turn off Add Setup Cost as an Additional Cost.

Note: The decoration's setup cost is saved with the decoration. You can select or deselect it each time you add the decoration. We'll turn it off for this example.
Look at the preview. The decoration price is included in the price of the polos, so your customer sees one price for each shirt: $26.44 ($17.50 for the polo plus $8.94 for the embroidery), or $528.80 in total.

Note: If you want your customer to see the difference in the pricing for the product and the decoration, scroll down on the right to Pricing Mode and choose Itemise Decoration Pricing. For now, leave Roll-Up Decoration Pricing is selected so everything is priced together.

Step 6: Add shipping

Select the back arrow again.
Under Add Additional Costs, select Shipping.
In Pricing, enter 15 in Buy Price. The Sell Price becomes $15.00.
Under Settings, choose how shipping appears on the quote. Roll-Up Additional Cost Pricing is selected by default. It includes the $15 in the price of the polos, so each polo now shows $27.19 and the quote total is $543.80. For this example, leave it rolled in.

Note: If you want your customer to see shipping as its own $15.00 line, choose Itemise Additional Cost Pricing instead. You can change this at any time before you send the quote.

See everything in the preview

Take a look at the preview. It shows everything from the quote you just created.

This is how quick and easy it is to build a quote.

Save and send your quote

Select Save & Send in the top right.
Hoops saves your quote and opens the send screen. Your quote is now ready to be sent.
Change Sam Jones's email address to your own, so the quote arrives in your inbox and you can see exactly what your customer sees. Then select Send.

Open it as your customer

Go to your inbox and open the email.
Select the QUOTE button.

The quote that opens is exactly the quote you just created, and exactly what your customer sees.

Your customer can use the buttons at the top and see all the information. They can also click a product image to see an enhanced, larger view of that product.

Make Hoops Yours

Now it's time to make Hoops work for your business!

Set up your account with your own products, pricing, customers and workflows so everything is ready to go.

Set Up & Integrate Your Catalogs: Connect your supplier catalogs and add your own products so everything is ready to quote directly in Hoops.
Add Your Decorations: Set up your screen printing, embroidery, DTF and other decoration pricing, including quantity price breaks and setup costs.
Add Your Customers: Import your existing customers so you're ready to start quoting and managing orders.
Customize Your SalesBoard & JobBoard: Set up your board columns, customize your statuses and create workflows that match the way your business operates.

The best part? Hoops is built to work the way your business works. Once everything is set up, you're ready to quote faster, streamline your processes and manage everything in one connected place.