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QuotesOverview

Quotes

A quote is what you propose: the products, the quantities, the print locations, the fees, and the price. You build it, send the customer a link, and they approve it in two taps.

Why quotes matter

The quote is the front door to everything else. When a customer approves a quote, ManagePrint automatically creates an invoice and a job from it. You never re-enter line items, the order is billable and in production the instant it’s approved.

That one-approval-creates-two-records idea is the core of the platform. If you read one concept page, read The job lifecycle.

A quote’s life

  1. Draft — you’re building it.
  2. Sent — it’s out with the customer, waiting on a yes.
  3. Approved — they signed off. An invoice and job are created.
  4. Rejected — they declined.

These four statuses are fixed, they describe the pre-sale path every quote takes.

Where to go next