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.