Have you noticed the Formal Quote option at checkout and want to know more? We’re happy to explain how it works! Please note, this is only available to customers who have set up a free SendCutSend account.
If you have Net 30/credit terms for your account, you should have received specific instructions from our accounts team. Please contact Support you’re having trouble placing orders with payment terms.
Formal Quotes make it easy to send a link to your accounts payable department so they can process payment for orders online, while the order itself remains associated with your account. This allows you to remain the point of contact if there are any questions during production.
How to create a Formal Quote
First, add all parts and services you’d like included to your shopping cart.
When your quote is ready, choose the Create Formal Quote option.
A valid physical shipping address is required to create Formal Quotes.
Then, you’ll see a notification that the order will not be produced until payment is received. The quote is valid for 30 days. After that, a re-quote will be required.
If this will work for you, click Continue With Quote.
Then you can confirm if you need upgraded shipping before proceeding to confirm your quote.
When you’re ready, click Create Quote.
This generates your payment link and PDF.
You can also find the quote and its links under your Orders tab while logged into your SendCutSend account.
The quote status will be Pending until payment is submitted.
How to submit payment for a Formal Quote
There are a few ways to submit payment and move the parts into production.
1. Share the payment link
You can share the payment link with anyone so they can complete payment for it.
If you share the PDF quote the payment link will be available in the PDF.
When someone follows the payment link, this will open the online quote where you can find the Pay Now button. Click that to submit payment!
2. You can submit payment
From your SendCutSend account Orders page, you can click Submit Payment on the Formal Quote you created to proceed to submit payment yourself.
Completing payment
When someone clicks Pay Now on the invoice or Submit Payment on the quote they created in their account, this will allow them to complete payment.
If your organization has Net 30 terms set up they can be used to fund the quote at this step. See our guide for more information.
Once the invoice is paid, the order status will change from Pending/Needs Payment to New, indicating that the parts are moving into production!
Tax exempt Formal Quotes
If you need a formal quote to be tax exempt, make sure the person creating it has tax exempt status set up for their SendCutSend account. Then when creating it, check the tax exempt box at the Address & Billing step before proceeding to the Shipping and Payment steps.
In Summary
Formal quotes allow you to put together a quote and generate a link and PDF so your purchasing department can pay.
Formal quotes can be created in the checkout process of creating your order when you have a free account. We have included a Create Formal Quote button in your shopping cart. Once your quote is created it is valid for 30 days. We will not start production on your order until payment has been received.
If you need a formal quote to be tax exempt, make sure the person creating it has tax exempt status set up for their SendCutSend account first.
