Versatile Estimating Tool
Create estimates for a multi-piece order as easily as a single-item order. Each line item includes job costs by types of processes used, amounts of materials required, labor costs, and target profit margins.
Know Your Customers and Prospects
Build marketing profiles with data that help you see what types of printed products they buy and their roles in researching and recommending print-service providers.
Understand the Companies They Work For
Easily add processes, machines, materials, and pricing formulas. Set up expedited pricing. Send RFQs for outsourced work. Enable customers or authorized CSRs to create estimates.
Analyze Each Company’s Order History
Apply the same target profit margin for all jobs produced with each process, Or apply different target profit margins to different types of jobs (e.g. business cards and presentation folders).
Customize Terms and Conditions
Request deposits before starting a big project. Set estimate expiration dates. Set limits for online orders based on customer’s credit history. Set up approval processes for each client.
Set templates for estimating frequently re-ordered items. Easily compare the costs of running a certain job with a different print process, e.g. wide-format printer or digital press.
Manage Cash Flow, Profits, and Sales Priorities
Track which estimates are accepted and rejected and why. Track how many estimates for each customer are accepted and how frequently each customer orders. Set sales team action items.