Estimating Section: Printshop Workflow Menu
Printshop workflow > Estimating tab
- Create New Estimate: Button to initiate a new estimate creation.
- Requested: Estimates that have been requested but not yet processed.
- Waiting for Response: Estimates that are awaiting a customer's response.
- Rejected: Estimates that have been rejected by the customer or internally.
How to Use the Estimating Section
Accessing the Estimating Menu
- Navigate to the
Printshop Workflow
dropdown menu from the top navigation bar. - Select the relevant section under
Estimating
for the desired action.
Creating a New Estimate
- Click on
Create New Estimate
to start a new estimate. - Follow along with one of three articles to create an Odyssey estimate:
Managing Estimates
- Requested: Click to view all requested estimates that need to be processed.
- Waiting for Response: Click to view estimates that are awaiting a response from the customer.
- Rejected: Click to view and manage estimates that have been rejected- either by the customer or internally.