Working With Quotes

Set up Quote Template Data

1. On the Quote Templates form, specify an identifier and description for the quote template.
2. On the Quote Template Sections form, add sections for the quote template, and specify a description and quantity.
3. On the Quote Template Operations form, specify the operation type and code for each section.

Create a Committed Formula

1. Open the Operation Type Formula Workbench form.
2. Select the operation and formula type.
3. Select a row in the Base Factors, Section Factors, Operators, Constants, or Operation Factors group boxes.
4. Click Add Selection to Formula to add the selected row to the Pending Formula field.
5. Repeat steps 3 and 4 until you have completed your formula.
6. Click Commit to copy that formula into the Committed Formula field.

Edit a Committed Quote

1. Navigate to the committed formula you wish to edit.
2. Click Retrieve Committed to copy the committed formula and paste it into the Pending Formula field.
3. Edit the Pending Formula field.
4. Click Commit to copy that formula into the Committed Formula field.

NOTE: Quote templates are not required, but allow for the definition of data for common printing industry jobs, which is used on the Printing Estimate Workbench form.

Related Topics

About the Printing Industry Pack

Estimating a Printing Job

Setting Up Operation Types and Codes