10 checks before sending a print quote to a customer

A good quote tells the customer what they are buying and gives the shop a clear basis for production. Before sending it, review both the price and the work that price covers.

1. Product identity. Name the item, variant and related order reference.
2. Quantity. Make each option clear and distinguish units from packs or sets.
3. Finished size. State dimensions in consistent units.
4. Material. Identify the stock or board specification.
5. Print requirements. Confirm sides, colors and intended production quality.
6. Finishing. Include the agreed cutting, folding, coating or other operations.
7. Artwork responsibility. Explain what the customer must supply and what preparation is included.
8. Proofing requirements. State when approval is needed before production.
9. Timing. Make dependencies such as artwork approval and material availability clear.
10. Price and terms. Check the total, included scope and applicable commercial conditions.

Review changes as a new scope

A different material or quantity can change the production route as well as the total. Update the estimate before issuing a revised quote, and make the changed scope clear.

AutomatePrint's estimating workflow helps connect product choices, materials and production assumptions to the quote. Inspect the result before sending it rather than treating a generated document as automatically ready.

Make acceptance useful to production

The accepted quote should describe the job the team will prepare. If the customer later requests a change, resolve its effect on price and timing before work proceeds.

Use a completed order to review your quote template. Ask whether a new staff member could identify the product, quantity, stock and finishing without reading the original conversation.

Read the quote guide for preparing and managing quotes in AutomatePrint.