Proposals

Adding Embroidery to Proposals

Uploading an Embroidery File to a Proposal

When creating a proposal, you are now able to upload Embroidery files when uploading art or estimating art prices. In order to utilize Embroidery files, you must ensure it is enabled in your Pricing Options. 

 

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Building the Proposal

If you need assistance getting your proposal started, please click here. Once you have filled out the basic Proposal information and add a contact, you will be able to upload an Embroidery File (supported file types include DST, EXP, EXP+, and PES). When selecting to upload art, you will be prompted to choose the file type. 

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If you are selecting Estimate Art Price, you will need to select Embroidery for the Decoration Method, and enter the price.

 

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Important: Please note that Embroidery pricing needs to be manually entered as it does not pull from any pricing grids. 

Important Notes & Helpful Tips

Organize Proposal Sections & Line Items

Add Line Items To Proposals