After 5 minutes here you will know which Estimate Setup areas to configure before your first real quote, and which one to open first.
What Estimator does for you
Turns a spec into a priced quote — drop "A4, 200gsm matte, 5000 run" into the chat and Estimator picks the press, calculates make-ready, and applies your markup. Example: a postcard spec returns a full price in under a minute, without you opening a spreadsheet.
Keeps your shop's prices consistent across operators — every quote uses the same substrate costs, machine speeds, and markup buckets, so two operators quoting the same job land within cents of each other.
Shows the production route behind every price — open any quote and read which press, substrate, and finishing steps Estimator selected, then adjust setup once and re-quote.
The areas you configure
Estimate Setup is organised around the physical shape of a print shop. The order below is the recommended order for a new tenant:
Substrates — the paper and printable materials you stock.
Print Machines — your presses (sheet-fed digital, sheet-fed offset, web, large format).
Finishing & Binding Machines — cutters, folders, laminators, stitchers, perfect binders, case-makers.
Products — the categories you quote (business cards, books, posters) and the parts and production steps inside each one.
Reference Data — shared lookup values used across products: finish sizes, page counts, fold schemes, page colours, die-cut templates.
Category Pricing — the markup buckets applied to each product category.
Pricing Rules — conditional adjustments on top of base pricing.
Settings — quote-letter email template, general options, AI behaviour guidance, and export endpoints.
A Pending Changes panel collects every edit you make and applies them as a batch when you select Apply Changes, so partial setup never reaches a live quote.
Your first move
The chat-first configurator walks you through substrates and machines before you build your first product, and it leaves the same Pending Changes trail a manual edit would. Pick manual setup only if you prefer to add objects one at a time.
