Create and review quotes
Create estimates, review the production route, and read the price breakdown.
By Styrbjörn1 author15 articles
Create and edit a quoteUse this article when an estimator needs to turn a single-product RFQ into a saved, priced quote.
How everyday quote creation worksUse this article when you want to understand the daily loop your estimators run for routine single-product quotes.
Quote creation referenceThis reference describes the controls on the everyday-quote workspace — the form fields and totals-panel actions an estimator uses to build, calculate, refine, and save a quote.
Troubleshoot missing or incomplete quote optionsUse this article when an estimator tries to build a quote and a substrate, finishing option, or product variant they expected to see is not in the list.
Validate a quote before you send itUse this article when an estimator is ready to send a quote and you need a quick sanity check on the total, the route, and the breakdown.
Compare route details to setupUse this article when a quote's assigned route looks wrong and the spec on the quote itself is correct — for example, when an offset-sized Stitched Book lands on the…
How Estimator chooses a production routeUse this article when an estimator wants to understand how the engine turns a spec into a specific sequence of machines.
Review the estimation path on a quoteUse this article when an estimator needs to see exactly which press, finishing machine, and binding machine Estimator chose for a calculated quote — and which alternatives were ruled out.
Route selection referenceThis reference describes the surfaces an estimator uses to inspect the route Estimator picked, and the Estimate Setup levers that control which route the engine returns.
Troubleshoot wrong route selectionUse this article when a quote calculated successfully but Estimator picked a press, finishing machine, or binding line that does not match what your shop would actually run.
How price adjustment models workUse this article when you need to choose how a category turns its raw step costs into a final quoted price, or want to understand which markup the price breakdown…
How to read the price breakdownUse this article when you have a calculated quote and need to understand how Estimator built the total — materials, step costs, markups, rebates, and pricing rules.
Open and review price breakdown linesUse this article when you have a calculated quote and need to walk the price breakdown table to confirm the route, the step costs, the rebate, and any pricing rules.
Review make-ready, run, and markup linesUse this article when validating a quote against the shop's reference, or when confirming the make-ready, run, and markup math came out as configured.
Troubleshoot unexpected price breakdown totalsUse this article when the price breakdown total on a finished quote is higher or lower than expected, or disagrees with what your MIS produced for a similar job.