How Do I Create A Quote?

How to Create and Send a Custom Quote in PhotoBiz

PhotoBiz Quotes allow you to create and send personalized quotes to clients before requesting payment. You can customize line items, pricing, expiration dates, and terms to fit each job. Once a client approves a quote, it can be converted into an invoice for payment. This guide walks you through how to create and send a custom quote in PhotoBiz.

STEP ONE

Log In

Log into your PhotoBiz account and click Quotes & Invoices from the left-hand menu in your control panel.

STEP TWO

Create a New Quote
Click the NEW QUOTE button to start a new quote. A unique quote number will be automatically created for you.

STEP THREE

Open the Quote Editor
You'll see a quote preview in the middle of the screen. In the upper-right corner, you’ll find options to Edit, Print, Send, and Check Status.

Click Edit to begin customizing your quote.

💡 Pro Tip

Click the gray URL under the quote number to preview what your client will see.

STEP FOUR

Add Items to Your Quote
In the right-hand panel, click New Item to add your first item.

You can choose from:

Custom Item – manually enter details like item name, description, quantity, price, tax, and shipping.
Existing Store Item – choose from products already set up in your ECommerce (Prints, Products, Packages, Services).

Fields for a Custom Item:

Item Name
Description
Quantity
Amount
Sales Tax (optional)
Shipping (optional)

Click Add Item to include it in your quote.

💡 Pro Tip: Use a negative amount in a Custom Item to apply a discount.

As you add items, you’ll see them listed in real time in your quote preview.

Adding existing store items will allow you to select from Prints, Products, Packages, and Services you've previously set up in your ECommerce.

STEP FIVE

Add a Contact
Click the Contact section in the quote builder.

You can:

Click New Contact to add someone new (Email and State are required).
Use the Search Bar to find and select an existing contact.

Once selected, you can click Edit Contact or Change Contact to make updates.

💡 Your recently used contacts will also appear in a quick-pick list.

STEP SIX

Add Shipping (Optional)
Click the Shipping icon to include shipping costs.
Choose a shipping method from your existing ECommerce settings, then click Save Changes.

To manage shipping options, click Manage Shipping to be taken to your ECommerce settings.

STEP SEVEN

Set an Expiration Date
Click Expires On from the quote menu to set when the quote will expire.
Choose a date, then click Save Changes.

STEP EIGHT

Add Notes or Terms
In the Other Details section, you can add:

Custom notes
Terms and conditions

Click Save Changes after making edits.

STEP NINE

Customize the Thank You Message

Edit the Subject and Message fields for the confirmation message your client sees after approving the quote.
You can also choose to send this as an email.

Click Save Changes to apply your message.

STEP TEN

Send Your Quote
After reviewing everything, click the SEND button to email the quote to your client.

You’ll see a confirmation message once it’s sent.

After you've sent your quote, you'll have a confirmation message and your client will be sent the custom quote via email.

What Your Clients Will See

Your client will receive a professional, branded quote directly in their inbox—just like the preview you saw earlier.

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