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[GC AI-Estimator] Orient yourself in Estimate Setup

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Written by Styrbjörn Holmberg

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.


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