Embroidery Quote Revisions and Discounts: Keep Your Margin When Orders Change
Quick answer: the short version on handling quote revisions.
Almost no embroidery quote survives first contact with the customer. Quantities move, a size run gets added, a second placement shows up, or the buyer asks for "a better price." How you handle those changes decides whether the job stays profitable.
Why revisions eat margin
Embroidery pricing depends on stitch count, quantity, placements and the garment. When one of those changes, the per-piece price should change too. The margin leak usually comes from editing a total by hand, forgetting that a smaller quantity moves the job into a higher price break, or losing track of which version the customer approved.
A simple revision process
- Re-price from the inputs, not the total. If quantity, stitch count or placements change, rebuild the line from those inputs so price breaks and setup are applied correctly.
- Keep every version. Save each revision rather than overwriting the last one, so you can show the customer exactly what changed and why the price moved.
- Re-confirm setup and digitizing. A new logo or a resized design can mean new digitizing. Treat it as a new line, not a silent change.
- Check the blank. A new color or size run can change garment cost and availability. Confirm stock before you send the revision.
- Get approval on the final version. Production should only start from the version the customer approved.
Discounting without giving the job away
Decide where a discount belongs before you give it:
- Line-level discount: use it when one item is the issue, such as a premium jacket the customer thinks is high.
- Order-level discount: use it for a relationship or volume concession across the whole order.
Either way, discount the decoration or the order on purpose, and know your floor before the conversation starts. Trading a discount for something, such as a larger quantity or a faster approval, protects margin better than discounting the same order twice.
How EMBquote handles this
EMBquote's quote cart is editable after the quote is built. It supports line-level and order-level discounts and keeps a revision history, so you can see what changed between versions. Quotes draw on a live catalog of 8,377+ products from SanMar and S&S Activewear with in-stock filtering, and EMBquote pushes estimates to QuickBooks Online and keeps them in sync.
EMBquote is built by a working embroidery shop owner: Matt, the creator who built EMBquote.
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FAQ
Should I re-price an embroidery quote when the quantity changes?
Yes. Quantity usually moves the job into a different price break, so rebuild the price from the new quantity instead of editing the total.
Is a line discount or an order discount better?
Use a line discount when one item is the objection, and an order discount for a concession on the whole order. Know your floor before offering either.
Does EMBquote keep old versions of a quote?
Yes. The EMBquote quote cart keeps a revision history and supports line-level and order-level discounts.
Revise quotes without losing margin.
Editable quote cart, line-level and order-level discounts, and revision history.
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