Related Articles
Quote - Create Custom Quote
There are two ways to produce quotes in printIQ: Simplified, also known and Quick Quotes ‘Simplified’ is as it says, a very simple, straightforward process with very few options. This will be the main quoting method used by customers and Account ...
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. ...
Quote Approval/Pre-Approval in printIQ
Summary When a quote’s value is greater than the Sales Person/Account Manager’s (AM) approval value, the AM is required to seek approval before sending the quote to their client. In situations where a quote is created by a Senior Estimator for an ...
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 ...
Custom Shapes
Introduction When quoting for packaging, formulas are required to calculate the flat size of a carton as these products are 3 dimensional and often include glue tabs and interlocks. Using the shape creator, users can configure the formulas for use ...