This guide is tailored for sales agents and estimators who use the Jobs and Estimation tool to respond to customer quote requests quickly and accurately. You’ll learn how to manage existing quotes, create new ones, and use both the structured manual form and the intelligent Connect AI chat assistant to simplify your workflow. Whether you're just getting started or looking to optimize your quoting process, this article provides a comprehensive walkthrough.
Navigating the Manage Estimates Page
The Manage Estimates page is your central hub for viewing and managing quotes.
Viewing Estimates: The list displays key information for each estimate:
Job Name
Estimate Number
Last Modified Date
Customer
Estimation Value
Status (e.g., Draft, Sent to Customer, Awaiting Customer Reply, Job Rejected, Job Won)
Filtering, Sorting, and Searching:
Use filters to narrow down the list by Date Created, Status, or Customer.
Use the search bar to find estimates by Job Name.
Sort the list by Last Updated or Oldest Updated.
Changing Estimate Status:
Click the options menu next to an estimate.
Select Change Status.
Choose the new status from the dropdown list.
Creating a New Estimate
Starting the Process:
On the Manage Estimates page, click the Create New Estimate button in the top right corner.Understanding the Create Estimate Page: This page has three sections:
Manual Form: A structured form where you manually input all estimate details. This form is located on the left-hand side. The next Section will go into detail on how the manual form is structured and works
Connect AI: A chat interface where you paste the customer's request, and the AI will then parse the request and fill the form. You will always have the ability to change the form manually, even after our ConnectAI agent fills it for you. You can find the Connect AI assistant on the right side of the Create estimate page. If you prefer to work with the form, you can hide this assistant by pressing the ‘x’ button on the top right corner of the chat box. You can also press the ‘Connect AI’ button on the page header to hide and show the chat assistant.
Header
At the top of the page, you'll see the page header. To return to the previous page, use the ‘Go back to Manage Estimate’ button on the left. On the right side of the header, there are three buttons:
Connect AI - to show or hide the AI chat assistant
Save as draft or Save - to store your progress on an estimate
View PDF - to see the estimate as a PDF, which you can then download and send to your customer
Understanding the Manual Form
When you create a new estimate, you’ll start with the Manual Form. Here’s a quick breakdown of what you’ll be filling out:
Basic Details
This first part captures the basic info for your estimate:
Job Name: Give the estimate a clear, easy-to-recognize name. This helps when you’re looking through the list later.
Customer Name: Pick a customer from the list. If it’s someone new, select "New Customer" and add their contact details.
Estimate Number: This gets auto-filled by the system when you create the estimate — you don’t have to do anything here. The estimated number is viewable once you save a draft estimate.
Status: New estimates always start out as "Draft".
You can update the status as things move along — options include "Waiting for Response," "Follow Up to Send," "Rejected," and "Won - Job Created."
Product Description(s)
This section allows you to define what you’re estimating:
Pick a Product: Start by selecting a product type like Stitch Book, Leaflet, etc.
Fill in the Details: Based on what you pick, the form will show the right fields — like size, paper type, quantity, colours, finishing, and so on.
You’ll only see the options that matter for that product.
Delivery and Shipments
After specifying the product details, you will configure the shipping arrangements by providing the destination, delivery method, and desired delivery timeframe. The system will automatically suggest the most suitable packaging, which you can override if needed.
By default, the entire order quantity is assigned to Shipment 1. To create multiple shipments:
Enter the quantity for the first shipment.
Click the '+Add shipment' button to add subsequent shipments, as required.
Provide the details for each individual shipment.
Notes / Special Requests
Got something special to add?
There’s a free-text box where you can include customer requests, internal notes, or anything that doesn’t fit into the standard fields.
Product Pricing Options
After you provide the product description, our system automatically calculates estimated prices. These estimates are determined by considering machine combinations, materials, and pre-configured settings. The pricing options are displayed from the lowest to the highest cost.
To view a detailed breakdown of each price, click the 'compare all prices' button located at the top right of the price list. This action will open a pop-up window containing the cost details for each option.
Once you've reviewed the prices, simply select the desired price to present to your customer.
Next Step: 🔗 [Jobs and Estimation - GCW] Configuration & Setup
📝 Not what you needed?
Help us improve this article, send us an email to [email protected] — please include the article title.