Total Quotes
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All time
Accepted
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Acceptance rate
Active Clients
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Total clients
Invoiced This Month
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Quote Activity
| Quote ID | Client | Created | Sent To | Sent Date | Expiry | Accepted On | Status |
|---|
Recent Invoices
| Invoice ID | Client | Period | Total | Status | Created |
|---|---|---|---|---|---|
| No invoices yet | |||||
| # | Client | Formulas | Shipping | Date | Status | Notes | Created By |
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Quote Details
Formulas to Quote
Pricing table will show all quantities (1, 2, 3, 6, 9, 12)
Formula
Tier
Quote Summary
Select a client and add products to see the summary.
| Client Name ↑ | Contact ⇅ | Quotes | Last Quote |
|---|
Client Information
Quote History
| # | Date | Formulas | Shipping | Status |
|---|
Product SKU Mapping
| Formula ID | Formula Name | Client SKU |
|---|
| Formula ID ↑ | Formula Name ⇅ | Category | Weight (oz) | Tier 1 | Tier 2 | Tier 3 | Tier 4 | Tier 5 |
|---|
Define margin and discount for each pricing tier
Pricing Logic
Base Price = Product Cost ÷ (1 − Margin %)
Discounted Price = Base Price × (1 − Discount %)
Line Total = (Discounted Price + Shipping/unit) × Qty
Example — Gold tier (30% margin, 10% discount), Product Cost $5.40, Qty 6:
Base = $5.40 ÷ 0.70 = $7.71 → Discounted = $7.71 × 0.90 = $6.94 / unit
Manage team access
| Name / Email | Role | Status | Invite Link |
|---|
Weight-based domestic ground rates (Tier 1–5)
Domestic Ground Rates
| Weight Range | Tier 1 | Tier 2 | Tier 3 | Tier 4 | Tier 5 |
|---|---|---|---|---|---|
| No rates loaded — import a CSV | |||||
Import History
| File | Client | Period | Imported | Uploaded By | Rows | Matched | Unmatched | |
|---|---|---|---|---|---|---|---|---|
| No imports yet | ||||||||
✓ Matched Rows
| Order # | Ship Date | Recipient | SKU | Product | Client | Qty |
|---|---|---|---|---|---|---|
| — | ||||||
How To Use — Pronto
Click any section to expand it.
App Overview
▼
Pronto is a fulfillment quotation and invoicing tool. Core workflow: set up catalog → quote clients → import ShipStation shipments → generate invoices automatically.
- Clients — companies you fulfill for
- Formulas / Products — SKUs with weight and pricing tiers
- Quotes — agreed pricing for a client, including expiry date and email delivery
- ShipStation Import — monthly CSV of what was actually shipped
- Invoices — auto-generated using accepted quote prices
- Analytics — revenue, volume and quote performance dashboards
Initial Setup — done once
▼
A
Go to Formulas. Add every product you fulfill — SKU, name, weight (oz), and prices for up to 5 tiers. Use Bulk Add to import many at once. Assign formulas to categories to keep things organised.
B
Go to Fulfillment & Shipping. Upload domestic rate tables (5 tier columns) and international rates (CA/UK/AU zone and Rest of World). Weights are in ounces.
C
Go to Clients. Add each client with contact info, address, and assigned pricing tier. Set their SKU mappings from the client detail page.
D
Go to Settings → Email & SMTP. Configure your SMTP server so the app can send quotes by email (see the Sending Quotes by Email section below).
Client SKU Mapping
▼
Clients identify your products by their own SKU codes. This mapping translates ShipStation lines into your formulas.
1
Open a client → click Manage SKUs. For each formula the client orders, enter their SKU code. Leave others blank.
2
Each client SKU must be globally unique. If a conflict is detected, the system names the client that already holds it.
3
If a SKU is already assigned to a different client you can Reassign it directly from the import detail — no re-upload needed.
Tip: You can also assign unmatched SKUs inline during a ShipStation import without going back to the client page.
Creating & Managing Quotes
▼
1
Go to New Quote. Select client, shipping type, tier, and formulas. Set an Expiry Date — this is shown in the email and used for the accept link. NEW
2
Save the quote. It starts as Draft. Click Preview then Send to Client (green button) to email the PDF directly. NEW
3
The client receives an email with the PDF attached and an Accept Quote button. Clicking it marks the quote Accepted automatically and notifies you in-app. NEW
4
Custom pricing: In the tier dropdown select Custom $ and enter the negotiated per-unit price. Custom-priced lines are flagged with an amber badge on the invoice. History is visible on the client detail page.
5
A client can have multiple Accepted quotes. If two cover the same product at different prices, you will be asked to choose when generating an invoice.
Quote statuses: Draft → Sent → Accepted / Rejected. Only Accepted quotes feed into invoice generation.
Sending Quotes by Email NEW
▼
The app can send a quote as a PDF attachment directly from the quote preview, using your configured SMTP server.
1
First, set up SMTP: go to Settings → Email & SMTP. Enter your SMTP host, port, from address, and app password. Click Save, then enter a test address and click Send Test Email to confirm it works.
2
Open any quote → click Preview → click the green Send to Client button. Enter the recipient email and confirm.
3
The app generates a PDF of the quote, attaches it to the email, and inserts an Accept Quote link using the expiry date you set. The quote status changes to Sent.
4
When the client clicks Accept, the quote is marked Accepted, you get an in-app notification (bell icon) and an email alert.
Email template: Customise the subject line and body in Settings → Email & SMTP. Available placeholders:
{{client_name}} {{quote_id}} {{total}} {{expiry_date}} {{accept_link}} {{sender_name}}Google Workspace: Use an App Password (not your main password) — generate one at myaccount.google.com → Security → 2-Step Verification → App passwords.
Notifications NEW
▼
The bell icon in the top-right shows unread notifications. You receive a notification whenever a client accepts a quote.
1
A red badge on the bell shows the number of unread notifications. Click the bell to open the dropdown list.
2
Click a notification to jump to the related quote. Click Mark all read to clear the badge.
3
You also receive an email to your account address whenever a quote is accepted — even if you are not logged in at the time.
ShipStation Data Import
▼
1
Go to Invoicing → ShipStation data import. Select billing period, client, upload CSV.
2
The system parses the file instantly — shows matched (green) vs. unmatched (red) rows.
3
For each unmatched SKU, select the formula from the dropdown and click Save Mapping. Rows re-match instantly — no re-upload needed.
4
Once unmatched = 0, click Generate Invoices.
Required CSV columns: Order Number, Order Date, Ship Date, Recipient Name, SKU, Item Name, Quantity. Add Ship Country (2-letter code) for domestic vs. international classification. Rows without a country default to domestic.
One import per client per period. Upload a separate CSV per client — mixing clients in one file causes unmatched rows.
Generating & Managing Invoices
▼
1
After a successful import, click Generate Invoices. If two Accepted quotes conflict on the same product, a modal asks which price to use.
2
Status workflow: Draft → Sent → Paid. Change status directly in the invoices list.
3
Click View for the full invoice detail: line items, shipping cost per order, and grand total. Use Print / PDF to save as PDF (Ctrl+P).
4
Use the All / Draft / Sent / Paid filter pills at the top to narrow the list.
Shipping calculation requires product weights set in Formulas + rate tables loaded in Fulfillment & Shipping + the applicable quote having a shipping type and tier set.
Analytics
▼
📅
Filter by date range, client, and formula. Choose a preset or set custom dates. Leave all blank for lifetime stats.
📊
Six summary cards: Total Invoiced, Total Paid, Outstanding, Units Shipped, Draft Invoices, Quote Acceptance Rate — all recalculate live.
📈
Monthly Revenue chart shows invoiced amounts per month as bars. Hover for exact total and count.
🏆
Top Clients by Revenue and Top Formulas by Volume tables rank by invoiced total and units shipped respectively.
Settings
▼
Settings has two tabs:
⚙
Document Numbering — Set the prefix (e.g.
Q, INV) and zero-padded digit count (2–8) for quote and invoice IDs. A live preview shows what the next ID will look like.✉
Email & SMTP — Configure the server used to send quotes. Enter host, port, from address, app password, and customise the email subject and body template. Use the Send Test Email field to verify before going live. NEW
Admin only. Only Admin-role users can save changes to settings.
Team & Roles
▼
1
Go to Team → Team Members. Invite users by email — they receive a link to set their password. Remove or edit members from the same view.
2
Go to Team → Roles & Permissions. Create custom roles (e.g. Account Manager, Finance) with granular read/write/delete permissions per section. Assign a role to each user.
3
Users only see nav items and action buttons their role permits. Non-admins see a lock screen when trying to access restricted pages.
Monthly Billing Workflow
▼
Do this every billing period:
1
Export ShipStation CSV for the billing period, filtered per client.
2
Go to Invoicing → ShipStation data import → select period + client → Upload CSV.
3
Fix any unmatched SKUs inline. Repeat for each client.
4
Click Generate Invoices. Resolve price conflicts if prompted.
5
Open each invoice → Print / PDF → send to client → change status to Sent.
6
When payment arrives, change status to Paid.
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Monthly Revenue
No data yet
Quote Performance
No data yet
Shipments by Method
| Shipping Method | Units | Weight | Shipping $ |
|---|---|---|---|
| No data yet | |||
Top Clients by Revenue
| Client | Invoices | Invoiced | Paid |
|---|---|---|---|
| No data yet | |||
Top Formulas by Volume
| Formula | Units | Revenue |
|---|---|---|
| No data yet | ||
Document Numbering
Configure the prefix and digit count used when generating new quote and invoice IDs. Changes take effect for all new documents immediately after saving.
Letters or numbers, e.g. Q or QT
Zero-padded digits (2-8)
Letters or numbers, e.g. INV or BILL
Zero-padded digits (2-8)
Preview
Next Quote ID
Q-0001
Next Invoice ID
INV-0001
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