Quotes

What Is Quotes?

Estimating custom jobs can be a time-consuming and frustrating process. The Quotes system can help simplify and speed it up by allowing the end user to see an immediate price estimate based on a combination of defined printing specifications. A basic Quotes item allows customers to select from multiple product sizes, materials, inks, or finishing options. Advanced setups allow for more finite control of available fields and drop-downs, changing the available options based on previous selections.

Advantages of Quotes

  • Quotes offers the ability to add clarifying inline tool tips for individual user options and choices.
  • Quotes allows for a more thorough breakdown of cost tracking to show individual item ROI.
  • Quotes allows for entering multiple price points and volume discounts on finishing options.
  • The system offers the ability to quote more complex jobs offline, using “Hold for Quote,” with the ability to easily convert the provided quote to a live order.
  • The system contains numerous default options to build out pricing and add custom selections.
  • The system utilizes a centralized material list, called the Paper List, making maintaining material prices and specifications easy across all items on the storefront.
  • The Conflicts feature allows you to ensure certain combinations of paper, printing, or finishing options cannot be made by the user.

Availability

Quotes is included in all PageDNA plans and is available to all customers and storefronts.

Have More Questions?

For additional uses, limitations, and information on setting up Quotes, visit our documentation:
https://pdna.me/Docs-Quotes
…or contact us via a method of your choice below.

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