3.2 Starting Your Quote

Starting Your Quote introduces the first steps of building an organized quote workflow inside Printavo, from selecting customers to assigning ownership and setting up production details. This article walks through how to create a new quote so your team can manage customer information, organize workflow visibility, and prepare accurate quotes more efficiently.

There are 3 primary ways to initiate a quote natively in Printavo: via the +Quote button, the customer profile, and job duplication. Premium tier subscribers have more options via Zapier integrations and custom API builds.

Via the + Quote button:

This is the most frequently used (and fastest) way to initiate a quote in Printavo. Simply click the + Quote button in the top of your Printavo application to initiate the quote.

Via the Customer Profile:

You can use the green "New Quote" button next to the relevant contact within a customer's profile to initiate a new quote. The advantage to initiating a quote this way is that the customer information is automatically filled out for you.

Via Duplicate Invoice (found in More Actions):

If a customer loves the work you did and asks you for a reprint, duplicating the information from the original invoice to a new quote takes only 2 clicks. Just head to "More Actions" > "Duplicate Quote/Invoice" and all relevant data will copy over onto a brand new job for you. Note: You can edit the job information on a duplicated invoice. They want 50 more larges this time? That's OK! Just change the quantities to get your new pricing.