Quotes are the starting point for almost every job in Printavo. This article walks through the basics of creating and managing quotes, including customer information, line items, pricing, production details, payments, and other tools that help keep your shop organized from the first quote through production.
In this section, we will cover:
- How to initiate a quote in Printavo
- Adding/Editing customer information
- Adding/Editing due dates, delivery methods, and payment terms
- How to use contractor profiles*
- Editing the job name, internal, and external notes
- Adding/Editing production files*
- Adding/Editing job tags*
- Line items and line item groups
- Adding imprint information, mockups, and pricing
- Fees, discounts, and tax overrides
- A full recap of building a quote in Printavo
*Indicates a feature available on Printavo's Premium tier of service.
If you have any questions about optimizing your account, please reach out to your dedicated Success Manager or to our Customer Success Team at success@printavo.com.
If you are not yet a Printavo customer and would like to learn more, please reach out to our Client Concierge at sales@printavo.com.
If you are experiencing technical issues, please reach out to our Customer Care Team at support@printavo.com or call us at 800.213.9317.
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