Creating Estimates

Creating a Print Broker / Print Manager Estimate
This article and video will outline how to create a Print Broker or Print Manager Estimate.  1. Click the Estimates module, then select Add ...
Fri, 3 May, 2019 at 3:56 PM
Entering Supplier Prices in a Print Broker Estimate
When a  Print Broker Estimate is created, a link is automatically generated and added to the email which allows suppliers to click on and enter their costs ...
Tue, 30 Apr, 2019 at 2:48 PM
Creating a Product Catalogue Estimate with the “Price Bands” Pricing Type
(1.) First, hover over the Estimates module from the top and select “Add New” from the dropdown to start a new estimate. (2.) Next, open the “Item ...
Wed, 28 Sep, 2022 at 3:57 AM
Adding Sub-Items
A sub-item is a component of an estimate or job that is not listed separately but rather is incorporated into the overall Total. For example, an estimat...
Mon, 17 Jun, 2019 at 12:58 PM
Creating a Large Format Print Estimate
This article will outline how to create a Large Format Estimate.  It will identify the essential details that must be completed at each screen; however,...
Sat, 25 Feb, 2023 at 7:25 AM
Creating a Quick Quote
View the video or follow the instructions to learn about the Quick Quote function. A quick quote will allow you to quickly generate a quote and ad...
Mon, 15 Mar, 2021 at 4:00 PM
Adding Main Items
A main item is listed separately on an estimate/job/invoice. It will have a description and cost. The customer can clearly see the main item listed on the g...
Mon, 17 Jun, 2019 at 12:55 PM
Print Broker or Print Manager Estimate - Suppliers Completing the RFQ Email Link
When a Print Broker or Print Manager Estimate is created the supplier will receive an email requesting their pricing details.  The email will contain a ...
Tue, 30 Apr, 2019 at 2:49 PM
Emailing a Print Broker or Print Manager Quote to a Customer
When a supplier returns their proposed costs, these can be edited, profit margin added and forwarded onto the customer for review. 1. Click Estimates, t...
Fri, 3 May, 2019 at 3:44 PM
Creating A Signage Estimate With Products and Costs
The video will outline how to create a Signage Estimate With Products and Costs. If you have any further questions, please contact Suppo...
Fri, 20 Aug, 2021 at 12:58 PM