Quoting - Custom (Update Quote)

This documentation explains how checking/unchecking checkboxes will affect your Custom Quote.

To show checkboxes below, click “Update Quote”.

Maintain Selected Paths 

If the path has been changed within the Pricing Grid, keeping the Maintain Selected Paths checked then printIQ will keep this path.

For example, after updating the quote and selecting a different Press then keeping the button checked will keep this Press after any subsequent Updates to the Quote as long as pricing is available.
Below I have changed the Press from the 'Konica' to the 'Xerox', so keeping the button checked will 'Maintain Selected Path'

Outsourced Operation Information 

Checking this box will copy the changes to the updated quote. (All Operations outsourced.)

Outsourced Section Information

Checking this box will copy the changes to the updated quote. (All Sections outsourced.)

Estimator Notes

Checking this box will copy all notes made in this table  to the updated quote.

Edited Operation Pricing

Checking this box will copy price information from the table below  to the updated quote.

Quote Margins

Checking this box will copy the Pricing Summary Table from the Pricing Details Table  to the updated quote.

Please note " Margin = Sale Price – Cost Price."

You can reset this by clicking the reset button.

Product References

Checking this box will copy the product references  to the updated quote.

To find out more about Product References please refer to this article.

Quote Questions

Checking this box will copy information in the Quote Question  to the updated quote.

To find out more about Quote Questions, please refer to this article.

Edited Product Descriptions

Checking this box will copy the product description section  to the updated quote.

Selected Production Paths

Checking this box will copy the selected production path  to the updated quote.

Edited Component Records

Check this box will copy any changes made in the operation component  to the updated quote.

Please note, the changes made in this quote will stay in this quote. It will not affect the operation component outside this quote.

Uploaded Files

Checking this box will not remove the artwork uploaded in this quote  to the updated quote.

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