How to Create a Quote in Business Hub

If you’re asking “How can I create a quote in Business Hub?”, you’re in the right place. This guide walks you through creating a quote step-by-step, from adding the customer to sending the quote for approval.

In This Article

• Prerequisites
• Why
• Step 1: Navigate to the Quotes list
• Step 2: Add a new quote
• Step 3: Configure quote options
• Step 4: Add customer
• Step 5: Add products and line items
• Step 6: Set shipping & send
• Best-Practice Tips
• Troubleshooting
• FAQs
• Additional Resources

Prerequisites

Why

Creating quotes in Business Hub lets your team:

• Produce professional estimates quickly, capturing quantities, sizes, artwork, and options.
• Track status with job names, priorities, and target dates for a smooth hand-off to production.
• Convert approved quotes into orders with a single action — no re-entry of details.

Step 1: Navigate to the Quotes list

1. Log into your DecoNetwork website.

2. Browse to Business Hub → Quotes.

   

   Click the image to enlarge.

   The Quotes list in Business Hub

Step 2: Add a new quote

1. Click on the Add New Quote button.

   

   A blank quote form opens with header fields and a line-items area.

   Starting a new quote

Step 3: Configure quote options

1. Use the header section to set key details:

   
   • Job Name: Enter a job name for the quote (optional).
   • Sales Team Member: Select the salesperson this quote will be assigned to.
   • Is Priority Quote?: Tick this checkbox to flag this quote as a priority quote. Quotes flagged as priority quotes will be indicated by the priority icon in the quotes list.
   • Requires Art Approval?: tick this checkbox if artwork approval is required for this quote.
   • Customer PO: Enter the customer purchase order number, if provided.
   • Quote Expires: Change the date the quote expires if required. (By default, quotes will expire in one month's time).
   • Ship By Date: Change the date on which production for the quote is due to be completed if required. (By default, this is set to 5 days after the quote is approved.)

   • Store: Select the store this quote belongs to.

     If you do not select a store, the default store will be assigned.

     You can set the default store via Admin > Settings > Production & Order Settings > Quote, Order and Invoice Settings > Business Hub orders - default store.

     If a default store is not set, the primary store will be the default store.

     Only products from the selected store will be available for the quote.

   • Contract Price Level: Choose a contract price level to be applied to this quote (Premium or Enterprise plans only). See the Contract Price Levels help article for information about how to use contract price levels.
   Tip: Setting Quote Expires helps control pricing exposure and drives timely customer decisions.

Step 4: Add customer

1. In the Customer field, begin typing to find an existing customer by name, email, address phone number, company, or store.

   Searching and selecting a customer
2. Select the match, or choose the option to Add New Customer on the fly.

3. If the customer has Important Notes, they’ll appear so you can apply any special instructions.

   

Step 5: Add products and line items

1. Add one or more products. You can add products in a few different ways:

   • Add a new product using the product list
   • Add a free form product
   • Add a previously ordered product
   • Add a product using the Designer

   Click on a link above to see the instructions.

   You can add a divider after a product line item to create a visual separation from the next item. Click here for instructions.

2. For each line item, select a color, specify quantities per size, and add designs by clicking on the load in designer icon select product options (if any), and optionally specify a discount.

   

   Clicking in the Size/Qty field will display a table for you to enter quantities for each size.

   

   The Qty and pre-discount Line Total will be calculated automatically.

   

   If a discount has been specified, the price per unit will be calculated and displayed in the Discounted Unit Price column. The Total column will show the line total with the discount applied.

   

   Clicking on the Discounted Unit Price or the Total column will display the Discount table, allowing you to override the calculated price by adjusting the unit price or the total price.

   

   You can prevent the unit price and/or total price from being overridden by ticking the Lock Total Price and Lock Discounted Unit Price checkboxes.

   When the price has been overridden, the Discount, Discounted Unit Price and Total Price cells will be highlighted. When the price has been locked, a lock icon will be displayed in the Total cell to indicate this.

   

3. Use the line item ⋮ (cog) menu for actions such as:

   Managing line items
   • use purchase order: tick the checkbox if you want a purchase order to be raised for the line item
   • include tax: tick this checkbox if you want tax to be included for this line item.
   • copy line item: click on this menu item to copy the line item
   • delete line: click on this menu item to delete the line item
   • file attachments: click on this menu item to add an attachment to the line item

   • design breakdown: click on this menu item to download the design files uploaded for the line item. The Design Breakdown popup will be displayed, showing a table of designs sorted by decoration type for each decoration area. Click on the Download Source Artwork link to download the desired design.

     
   • move up: click on this menu item to move the line item up one position
   • move down: click on this menu item to move the line item down one position

   • create line item note: click on this menu item to add an internal production note for the line item.

     If the line item is re-ordered, any notes created for the line item will

Step 6: Set shipping & send

1. Click on the Shipping row, choose a shipping method from the table, then click on the okay button.

   

   The Shipping table displays all the shipping methods available for shipping to the recipient's address. The price and the expected time for delivery are listed for each shipping method. Package Dimensions will only be shown for live shipping methods. Package dimensions are automatically calculated by the system using the values specified in the configuration page of the products ordered: Products > Manage Product > Edit Product > Shipping & Production.

2. Click on Save & Email Quote to save the quote and email it to your customer for approval.

   

   You can choose to apply other actions to the quote:

   • Save as Draft: If it is incomplete, you can save your quote as a draft and update it later.
   • Cancel: Cancel will discard the quote if it is no longer required.
   • Save Quote: If you do not want to send the quote to the customer just yet, just click Save Quote. Once saved, you will have the option to send the quote to the customer at a later time.

3. Complete the Email form, then click okay.

   Click here for more details on emailing a quote to the customer.

To add a new product using the product list:

1. Click on the Add New Product button.

   

2. Search for and select a product from the Name drop-down list.

   

   The product is added as a line item to your order. Color and size fields are automatically populated with default values.

   You can type in the Name field to filter the product list by product code or product name.

   If you do not know the product code or name, you can use the Product Selector to visually select a product.

To add a new product using the Designer:

1. Click on the Load Designer button.

   

   The Online Designer will be displayed.

   

2. Select a product from the Products tab in the Designer.

   You can select the product color, specify quantities per size, and add designs using the Designer. Click here for instructions. Or you can do this using the line item fields. See the next step.

To add a divider after a line item:

1. Click on the Add Divider button.

   

   An empty line will be displayed after the last line item in the quote.

   

2. Click within the cell containing the instruction text and enter a title for the new section.

   You can move a divider up or down in the items list by clicking on the cog icon at the end of the divider line and using the move up and move down menu items.

   

   The following is an example of the customer's view of an order containing dividers.

   

   Click the image to enlarge.

Best-Practice Tips

• Use Job Name and Priority to improve internal visibility for high-value deals.
• Group complex quotes with Divider rows so customers can scan sections easily.
• Duplicate and adjust successful past quotes to accelerate repeat proposals.
• Confirm Store selection before adding products — this controls product availability and pricing.

Troubleshooting

Can’t see “Add New Quote”? Your user role may not have quoting permissions in Business Hub. Contact an Administrator to review your role and permissions.

Products missing? Check the quote’s Store field. Only the selected store’s products/catalog rules are available.

Email didn’t send? Verify outbound email settings and re-send from the quote.

FAQs

Can I convert a quote into an order?

Yes. Once approved (and paid, if required), you can convert the quote to an order without re-entering details.

Can I lock a price on a line?

Yes. Use Lock Total Price or Lock Discounted Unit Price on the line to prevent further recalculation.

Can I save a quote without emailing it?

Yes. Choose Save Quote and send later when ready.

Additional Resources

• Quote overview — Understand statuses, approvals, and converting to orders.
• Configure Quote, Order and Invoice Settings — Set numbering, document templates, and defaults.