Quotes
A quote is a saved product configuration priced for a specific customer. Joinwright handles creating it, getting it in front of the customer, and recording the outcome so you can see your pipeline.
Creating a quote
There are two paths to the same result:
- From a product — open a published product, click New quote, set the options, and add the customer.
- From the configurator — configure the public page as the customer would and choose Save as quote. Useful when a customer sends you exact specs.
A quote captures:
- The full configuration (every parameter, material, and option).
- The computed price, plus any base fees your shop has configured (design, labor, shipping).
- Customer name and email.
- Your notes — lead time, delivery terms, a discount line.
Base fees (design fee, labor rate, shipping) are set once under Settings → Pricing and apply to every quote, so your numbers stay consistent across products.
Sending
Each quote produces a tokenized, branded share page. Deliver it however you like:
- Copy link — paste into your own email, a text, or a messaging app.
- Send via Joinwright — enter the customer’s email and we send a formatted message with the link and a summary.
Customers don’t need an account to open a quote. They see the 3D configuration, the price, and your notes, and can accept or send back changes. You can revoke or regenerate a share link at any time.
Won / lost tracking
When a quote resolves, mark it Won or Lost. A lost quote prompts for a reason (price, timing, scope) so you can spot patterns. This step is what turns a pile of quotes into real reporting — don’t skip it.
| Status | Meaning |
|---|---|
| Draft | Created, not yet sent. |
| Sent | Share link delivered or copied. |
| Viewed | The customer opened the quote page. |
| Won / Lost | Closed outcome — feeds pipeline reporting. |
Pipeline reporting
Won/lost data rolls up on your dashboard as Total pipeline (value of open quotes), Win rate, and average quote size. Because every number traces back to a real quote, the picture is only as good as your habit of closing quotes out — make marking won/lost part of your workflow. See Analytics for the trends view.