Area

What it configures

When to change this

What depends on it

Pending Changes

The list of staged edits across every other area, with an Apply Changes action to publish them.

Open whenever you have finished a batch of edits and want them to go live. Open also to discard an accidental staged edit before publishing.

Every other area — nothing edited in Estimate Setup affects quotes until Apply Changes runs from here.

Substrates → Commercial Print

Sheet paper rows with sheet size, weight, coat, tags, and price-per-ton.

When you add a new paper, change a supplier price, or need to extend the library so the routing engine can pick it for a new request.

Paper-cost lines on every quote in matching categories. The press route — substrates carry tags that gate which presses are eligible.

Substrates → Large Format

Roll and sheet large-format media rows.

When the shop adds a new wide-format media or replaces an existing one.

Every large-format quote. The Canon Wide and similar wide-format presses route from these rows.

Print Machines → Sheet-Fed Digital

Sheet-fed digital press rows with machine rate, click rate, sheet sizes, and accepted weights.

When you add or replace a digital engine, or when click charges change.

The digital print route on quotes routed to this subtype.

Print Machines → Sheet-Fed Offset

Sheet-fed offset press rows with machine rate, plate cost, output per hour, and accepted sheet sizes.

When you add or replace an offset press, when plate cost changes, or when machine rate updates.

The offset print route on quotes. Drives the make-ready and run-time lines on the price breakdown.

Print Machines → Web Digital / Web Offset

Web-press rows.

When your shop adds or changes a web press.

Web-press routing on long-run quotes.

Print Machines → Large Format

Wide-format press rows.

When your shop adds or replaces a wide-format engine.

Every large-format quote.

Finishing Machines → Cut

Guillotine and cutter rows with speed and rate fields.

When the shop changes cutter, when cutter rate changes, or when accepted sheet rules need updating.

The cut line on every quote that invokes cutting.

Finishing Machines → Fold / Crease

Folder and creaser rows.

When the shop adds a folder, when fold accepted-sheet rules change, or when speed is recalibrated.

The fold line on quotes for folded products.

Finishing Machines → Laminate

Laminator rows with film cost, speed, and rate fields.

When the shop adds or replaces a laminator.

Lamination line on quotes that include lamination.

Finishing Machines → Spot Finishing

Spot-UV and specialty finishing rows.

When the shop adds specialty finishing capability or changes spot-UV rate.

Specialty-finish line on quotes that include the step.

Binding Machines → Saddle Stitch / Perfect Bind / Wire-O / Case Making / Pad Glue / Folder Gluer

Binding equipment rows per binding subtype. Each subtype has its own page-count and edge-length accepted ranges.

When you add a new binder, when you change binder rate, or when the shop drops a binding subtype.

The bind line on bound-category quotes. Each binding subtype routes only to its matching category type.

Products → Categories

Product family definitions, including parts, production steps per part, and required fields.

When the shop launches a new product family, or when an existing category needs a new finishing step or field.

The fields the AI assistant fills during intake. The steps the routing engine considers for every quote in the category.

Products → Field Rules

Conditional visibility and required-field rules per category.

When the shop wants to hide a field for some product variants or require a field for others.

Form rendering and validation on every quote in the affected category.

Products → Conditional Steps

Add-on finishing steps tied to price models.

When the shop adds a conditional finishing operation (for example a spot UV add-on available on selected categories).

Optional-step pricing on quotes that select the add-on.

Reference Data → Finish Sizes / Page Folds / Page Colors / Page Limits / Die Cut Templates

Shared lookup libraries used by categories and machines.

When you need to add a finished size, fold layout, colour option, page-count preset, or die-cut template that does not exist yet.

Every category that references the lookup — editing a row updates all consumers.

Category Pricing

Markup buckets per category.

When the shop changes margin policy for a category.

The markup line on every quote in the affected category.

Pricing Rules

Conditional pricing logic (customer-specific discounts, volume tiers, exceptions).

When you launch a new customer pricing programme, or when you need a per-category exception.

The price-rule evaluation step after routing. May add or remove discount lines on the quote.

Settings → Email Template

The quote-letter template (subject, body, branding).

When you change quote-letter branding or wording.

Every outgoing quote letter PDF and email.

Settings → General Settings

Storefront and tenant-wide configuration switches.

When tenant-wide behaviour needs to change.

Whatever subsystem the setting controls.

Settings → Guidance

Rules that shape AI assistant behaviour during quote intake.

When the AI assistant is mis-interpreting a recurring phrase, or when you want it to default a field a specific way.

The fields the assistant populates on Create new estimate.

Settings → Connections

MIS handoff and other integration endpoints.

When you connect a new MIS, change export credentials, or replace a connection.

Every export action on a quote, and any scheduled export jobs.