Creating a Quote
This guide is for end user customers & network partners only.
If you are a staff member based at our Grenada North production hub or,
one of our Corporate Studios, you will need to login to view our internal User Guide here.
If you can't login, please contact the Online Solutions Team.
Introduction
We have a suite of products and services we’ve built to help you generate quick and easy quotes. Any job that goes through the system must be quoted first. There are no limits to how many quotes you can create, and creating a quote does not mean in any way, that you have to print it. It is just the first step.
Some of our customers may have custom products created that only they can see. So their view may be slightly different, however, the quoting process is the same.
Creating a Quote
To start a new quote click either Get Price or Create Order > Quick Quotes
The screen will populate with the Quick Quote products that are available to you.
By default you should see a series of icons indicating various product types. There are a few ways to find the product you are looking for.
Product Folders
Probably the most straightforward option is just looking at the icons on the screen, choosing a product type that suits and clicking it. You may see slightly different icons or colours, depending on your personal needs, but again, the quoting process is the same.
Once you have clicked a folder, you will be presented with some choices to make. These may be different product types, binding or print processes etc.
Keyword Search
You can run a search in the left side menu for a particular product type. We recommend you keep it simple and use a keyword instead of a long phrase.
A window will pop up with all the products and folders matching your search.
Click Select next to the option you want to choose.
Expand Side Menu
Another way to search is simply expanding the categories in the side menu. Click any of the + symbols to expand and see what sub-folders there are.
Choosing your print specifications
However you decide to search, keep making selections until you get down to a screen of drop-down Filters.
Using the drop-downs, make all of your selections. Don’t leave any drop-downs on Select. This means a choice hasn’t been made and your quote won’t generate. Choose an option, even if it is just None.
Tip: Click on the arrow pathway at the top to go back to a previous selection.
Info: If you try to change an option and are locked out, another choice you have made might be hindering you. Click the X next to each drop-down to reset the selections.
Click Get Price to generate your quote.
This quote amount will be for the default quantity only to start with. This can be changed soon.
A Quote Number will appear at the top right.
Before you do anything else, update your Quote Title. This differentiates your quote from others in your list. It will also carry through to the Order and Invoice if you decide to go ahead with printing.
Read through your quote specifications very carefully. If you need to make adjustments, change the Filters above and click Get Price again to update.
If there are changes you need that are not available to choose on this product, choose another product or, you may need to submit a ‘Request for Quote’
Tip: Make sure you have your specifications correct before changing the quantity, because a specification update will revert all your quantities back to the default.
To change the quantity, select an option from the drop-down. Or to compare pricing for up to 4 amounts, click the + symbol to add other options.
If the amount you want to quote for is not in the drop-down list, scroll to the bottom of the list and click Other. Then you can type the number you want.
Click Get Price to update.
Additional Info
Under your price, you may see an area titled Additional Info. This is where we might ask you a few questions regarding your potential order. This information will populate onto your quote.
Most commonly, if you have selected that you want a PDF proof sent, it will ask you who you want to send that to. If the contact you wish to send the proof to is not on the list, click the + symbol to add a New Contact.
Other questions may be what colour bind you want, or what start number your Invoice book needs to begin with.
You must answer all questions, if you miss any, you will have trouble later when you are placing your order.
Adding more items to your quote/cart.
If you have multiple products that you want on the same quote, click the + button next to your shopping cart (top right corner), then choose Add Simplified Product.
Note: The dispatch date for your full order will match the latest estimated date provided in your quote. For example, if one product requires 1 working day and another requires 7 working days, both items will be dispatched together after 7 working days. If you need the quicker item sooner, please quote it separately.
This feature will combine shipping costs for all the products on the quote. When you place your order, you will see the job numbers all appear in a Series; 01, 02, 03 etc - like this example.
Info: Please do not use this feature for Variations.
When you have all the items needed in your quote, Click Checkout to save.
Checkout (Order Details)
First of all, don’t panic - just because you are on a Checkout page, does not mean you have placed an order. This is just where you finalise a few extra details.
Your order will not be placed until you click ‘Place Order’.
Scroll to the Questions section. If you answered all the Additional Info questions on the previous page, you shouldn’t have anything here to answer.
But just in case, click the Questions (X)* text to expand. You will need to do this for each item to make sure all questions are answered.
You must answer all questions, if you miss any, you will have trouble later when you are placing your order.
Info: Address details can easily be updated when placing an order without needing to go into or change any quote details. See ‘Delivery’ section.
Delivery
Scroll down to the Delivery section. Select either Single, Multiple or Pickup for your delivery option.
Single Delivery
Using the drop-downs, select a Delivery Address and a Contact. If the options you need are not on the list, click the grey + symbol next to the drop-down to add a new one.
Enter your new delivery details ensuring that you do not leave any of the mandatory fields empty. You can even select whether or not you want the system to remember this address so it is selectable next time.
Tip: You can also click into the text field next to the Location Icon (Top), start typing your address and Google will auto-fill the correct address details.
Click Save and Close.
Repeat the above process for adding a new Contact.
If you have an address loaded already but it needs to be updated, click the grey Pencil Icon.
Enter your updated delivery details, ensuring that you do not leave any of the mandatory fields empty.
Multiple Delivery
To split your delivery and send parts to multiple addresses, see Deliver to Multiple Addresses (Split Delivery)
Pickup
Selecting Pickup assumes you will collect your order from the Factory location where it is being printed, at zero cost. Our main Factory hub is in Grenada North, Wellington. However, some studios do print on site as well so you will need to confirm this with your account manager first.
Summary
This section, simply gives a summary of the quote so far. Here, you can set a Quote Contact. This can be different to the Proof Contact and the Delivery Contact because all three serve a different purpose. This is your main contact who the invoice will be made out to and who order confirmations will be sent to.
Adding a Purchase Order
In the lower left corner of the Summary, there is a field for adding a Purchase Order. Should you decide to send this quote to print, this P/O will carry through to the job and invoice.
Email & Print Quote
Print Quote
To print a copy of your quote, click on either the Printer Icon or the thumbnail of the quote letter itself, to open. There you will be able to print or download a PDF letter
for your records.
Email Quote
To email the quote to yourself or someone else, click on the Envelope Icon.
In the pop-up window, you can choose a pre-loaded contact from the drop-down or, enter a new email address in the Email Address field.
You can also send the quote to yourself as well by checking the box Email To Me.
In the Message box, feel free to add an extra note to whomever you are sending the quote to.
Click Send.
Do you want to place this order now?
At this point you will need to decide whether you would like to convert this quote into an order now, or come back to it at a later date.
To come back later, just close the tab/window. Your quote will be saved on the quotes board which can be accessed under Quoting on the menu bar.
For more information see Quotes: View Quotes Board
To place the order, click Place Order on the bottom right. For information on how to proceed past this point, see Placing an Order
Questions?
If you have any technical difficulties using the online portal, you can leave us a message in the chat module at the bottom of your screen - we are online during normal business hours. For all other queries, please get in touch with your account manager.
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