Quoting

New Quote

Build the job first. Pricing and customer defaults update as you work.

Quote List
Start another way AI intake or a saved product template ▾
Quote Header

Pulled from the customer record.

Start typing to search by company name or account code.

Status

Quote #

Assigned on save

Uses the higher of the minimum charge or subtotal percent. Set rules in Settings > Production Library > Rush Charges.

Internal notes Optional
Line Items

Product Template

Save This Quote Build

The current material, machine, process, hardware, prepress, and pricing setup becomes a reusable product recipe.

Fixed template prices override the line subtotal when reused. Customer commission, loading, discount, tax, and conversion to order still use the selected customer and recalculated material requirements.

Notifications