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Managing Pending Estimate Customer Approvals
User Guide: Estimates Waiting for Customer Response Screen Overview The Estimates Waiting for Customer Response screen in Odyssey's estimating module allows users to view and manage estimates that are pending a response from customers. This screen provides essential details about each estimate, including customer information, company, estimate name,...
1 min reading timeManaging Rejected Estimates
User Guide for Rejected Estimates Screen Overview The Rejected Estimates screen in Odyssey's estimating module allows users to view estimates that have been rejected by your customer or if an estimate was rejected by the printshop on behalf of the customer. This screen provides essential information about each rejected estimate, including customer d...
1 min reading timeEstimates: Creating a New Estimate From an Existing Product Workflow Path
Overview Odyssey allows a printer to create a new estimate by way of using an existing product workflow path. This process reduces creating an estimate entirely from scratch, relying on previous workflow paths to help streamline the process of creating an estimate from an already existing workflow path. Step 1: Selecting or Creating a Customer The f...
7 min reading timeManaging Requested Estimates
User Guide: Requested Estimates Screen Overview: The Requested Estimates screen in Odyssey's estimating module provides an overview of all estimates that have been requested but not yet processed. This screen allows users to manage and track requested estimates efficiently, offering essential details such as customer information, company, estimate n...
1 min reading time