Working With Quote Templates

Quote templates are not required, but allow for the definition of data for common printing industry jobs, which are used on the Printing Estimate Workbench form.

To set up quote templates, sections, and operations:

  1. Open the Quote Templates form.
  2. Create a new record.
  3. Specify an identifier and a description for the new quote template.
  4. Specify the minimum sheet count required to use this template.
  5. Save the record.
  6. Click Sections to open the Quote Template Sections form.
  7. Add a section to the quote template.
  8. Specify the section number and description.
  9. Specify an item and quantity.
  10. Add additional sections as needed.
  11. Click Operations to open the Quote Template Operations form.
  12. On the General tab, specify the Operation, Operation Type, and Operation Type Code.
  13. On the Paper, Color, and Operation Data tabs, specify additional information as needed.
  14. Repeat steps 12 and 13 for each section in the template.
  15. Save the record and close the form.
Related topics
About the Printing Industry Pack
Preparing Printing and Packaging Quotations
Setting Up Operation Type Formulas