Estimate Checklisttest user2025-03-24T15:10:02+00:00 Estimate Checklist Job/Estimate Number:(Required)Your Name(Required)General Estimate Setup(Required) Project Name matches form? Sales Rep and CSR assigned? Client Info correct? Estimate TypeEstimate TypePrintSignageMerch/ApparelPrint Line Item(s)(Required) Category and Product selected? Correct substrate on all line items? Correct press selected? Line item Descriptions match Project Name? Finishing added (cutting, scoring, folding, setup, etc.)? Ink colors added as finishing (press jobs only)? Prepress added/reset to quantity of 1? All quantities match the form and other lines (if applicable)? Pricing checked against previous order (if applicable)? Need taxes included (exclude install)? Over $1,700 reviewed by another team member? Signage Line Item(s)(Required) Category selected? Correct substrate on all line items? Line item Descriptions match Project Name? Correct press (promo, reveal) selected? All setups added? Shipping included? Prepress added and matches proposal ticket? Vendor keys complete? Install includes all fees (ladder, drive time, etc.)? All quantities match the form and other lines (if applicable)? Need taxes included (exclude install)? Over $1,700 reviewed by another team member? Merch/Apparel Line Item(s)(Required) Category selected? Correct substrate (promo, apparel) on all line items? Line item Descriptions match Project Name? Correct press (promo) selected? All setups added (setup, screens, digitizing)? Shipping included? Prepress added/reset to quantity of 1? Vendor key complete? All quantities match the form and other lines (if applicable)? Need taxes included? Over $1,700 reviewed by another team member? Back
