In this document we will cover how to create, edit, and copy estimates. PrintJobManager uses the product engines that you have created allowing anybody to create and send an estimate from a computer, smartphone, or tablet.
The client will receive the estimate link in an email where they can accept or reject the estimate. If the customer accepts the estimate it will automatically convert to a job in PrintJobManager.
All Estimates, as with Jobs, start in the same way as a “New Order” by clicking on the green “New Order” button.
Once your customer information has been entered, and you select “Save and Start Estimate” button, then you will move to the estimate screen.
Once you choose the selected pricing engine then the rest of the pricing options and calculations will then appear.
By selecting “Edit Estimate” you will be returned to the Estimate pricing screen. You may then edit and change any of the options, due date, notes, markups that is required then have the same Save options as before.
Please Note, you can see the previous submitted price for both estimates and jobs. This is a non-editable field for reference only.
To make a copy of an Estimate, select "Copy Estimate" from wheel icon, see below. Once copied you can make any changes and save.
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