Creating a Custom Quote in printIQ

Creating a Custom Quote in printIQ

There are two ways to produce quotes in printIQ:

 Simplified, also known as Quick Quotes

‘Simplified’ quoting is a simple, straightforward process with very few options. This is the main quoting method used by customers and Account Managers for ‘catalogue’ work.

 

Custom/Bespoke

‘Custom/Bespoke’ quoting gives the estimator access to all the options contained within the printIQ database. This includes all equipment, finishing processes and stocks entered into printIQ. Custom Quoting is and estimator's quoting tool as opposed to Simplified, which is more locked down to be product specific.

 



 

 

 



 

Building a Quote

You can select from a list of templates as a starting point:


 


Depending on which of the above options you choose, the screen will appear slightly different.


Info
For more training on creating Custom Quote Templates see this article:




In this example we have chosen ‘Flat Sheets’.

 


 

 

You will see when you select a stock, a list of all the stocks contained within IQ is available. You will see the same in the other fields as well, all options will be shown:

 



 

 

 

 

Fill out all the required finishing to complete the quote:



 

Once complete, click ‘Get Price’.


Info

If you want to override IQ default calculated imposition options, you can do so by clicking on the ‘spanner’ icon next to the ‘Production Method’ box:

 



 

 

This will open up the 'Advanced Production Options' window:



Info
For further training on this, see document: QUOTING - Custom - Advanced Production Options

  

‘Production Method’ (selectable without having to open the ‘spanner) lets you select a preferred method:

 


 


A detailed breakdown of the costs will show.



 

You will see a description of the job along with the price:

 




Warning
The option to Publish or Not Publish your quote (see screenshot below) warns the customer won't be able to see the Not Published Quote. 
Be aware that if you choose to Not Publish your quote no-one, (including the Quote Creator) without an Admin or Factory Admin User Role selected will be able to see the quote.



 

Below that you will see the breakdown of the component pricing. You can a variety of additional operations within this section of the screen:



 


The top line will show you details of how the job will be produced.



 


You can see in this example that it states:


Xerox C1000 (450 x 320) (747 sheets Req I 1200 on  hand) (23up)


This is saying the job is quoted to print on the Xerox C1000 on a sheet size of 450x3208. This stock needs 74 sheets and there is currently x1200 sheets on hand of this stock.
The job is also printing 23up on the sheet.

 

If you click on this line of information you will see a drop-down of all other possible print options for this job:

 



 

 

It will be ordered by cheapest path to the most expensive:

 



 

 

You can click on any of these options to change the quote.

 

You can click the ‘Edit’ button to open up the costing of the quote:

 



 


You can now manually adjust the pricing components:

 



 

 

*Auto balance will retain the relationship between unit/time costs to charge rates. Turning this off will make all fields ‘free type’ with no relation to each other.

Click the ‘+’ button to open the section to reveal more information:

 



 



 

 

Click ‘Outsource’ to select a component on the quote to be outsourced:





Click ‘Print’ to print a copy of the quote workings:



 


You can add and edit any mark-ups at the bottom of the screen.



 

Once you are happy with the quote, click ‘Proceed’ to continue.

 



From here you can edit the ‘Job Title’ and also the ‘Description’ and select your dispatch address.

 



 


You can select additional options related to the quote and email/print a copy of the quote:



 

 

You can ‘Add More Products’ to the quote by clicking the '+' button next to the shopping cart at the top of the screen:



 

If you have a quote with more than one product on it, you can access the other items by clicking on the shopping cart icon. Here you can choose to 'delete', 'Edit' or 'Copy' the item:



 

 

Click ‘Complete Order’ to accept the quote and turn it into a job.




    • Related Articles

    • Create User

      What is a user? A user is a person who has been given permission to log in to printIQ. Access permissions depend on the user's role. The types of users are: staff, customers, suppliers and Shop Floor (please see linked article about Shop Floor ...

    • Manage your own Custom Quote Templates

      Access to the Custom Quote Template definitions is available from the Factory Capabilities -> Custom Templates menu item. The board lists the active custom templates in the order they are presented to the user when creating a custom product quote. ...

    • Smartsite Implementation guide

      SmartSite Implementation Guide Your marketing website powered by printIQ Contents 1 Introduction: What is SmartSite 2 Why use SmartSite 3 Getting started 4 Under the hood 5 Authentication and security 6 Styling 7 Widget samples 8 Widget configuration ...

    • Gang Based Estimating Template Setup

      Settings In order to have gang-based estimating work properly, a template and descriptions must be set up. Template Setup There are various settings inside the ‘Production Admin’ screen related to ganging. Here you can set the default bleed and grips ...

    • Quoting with Lanes: Configuration and Setup

      Label printing utilises the concept of lanes when laying up the run imposition for production. To enable this we have included a lanes calculator into our quote templates. In this example we have x3 kinds of label at a size of 100mm x 100mm. QTYS ...