Quotes vs Jobs: The Conversion Moment

In many systems, a "Quote" is just a piece of paper that turns into an "Invoice." In Brandkit, the transition from a Quote to a Job represents a fundamental shift in your business operations.

The Quote: The Sales Phase

The Quote is about persuasion and selection. It is interactive. You are presenting options to the client:

• "Would you like 50 or 100 units?"
• "Which color looks best with your logo?"
• "Are you happy with the price?"

During this phase, the data is fluid and conversational.

The Sales Handover

The moment of conversion isn't just a status change; it's a Handover Blueprint. When a client accepts a Quote, the Account Manager uses the Sales Handover Dialog to bridge the gap between sales and execution. This ensures that:

• Final quantities match the selected quote tier.
• Decoration methods (Screen Print, Embroidery, etc.) are locked in.
• Production notes and hard due dates are clearly communicated.

The Job: The Production Phase

Once the handover is complete, the Quote converts into a Job. This is the "Truth" phase. The data becomes structured for your operations team:

• Size Matrices are generated for purchasing.
• Artwork is "Pinned" to indicate it is final and approved.
• Functional Workstreams are initialized with checklists.

This separation ensures that your sales team can be flexible and creative, while your production team gets the rigid, accurate data they need to eliminate errors.