Estimate Checklisttest user2025-03-24T15:10:02+00:00 Estimate Checklist Job/Estimate Number:(Required)Your Name(Required)Step 1: Verify client information is accurate(Required) Does the Project Name match the name provided on the form? Does Sales Rep match the form? Is the CSR selected? Does the Customer Info match the form (including name, email address, and phone number)? Step 1, complete! Step 2: Adding Line Item(s)(Required) Is the correct Category selected? Is a Product (with correct size) created/selected? Is the Description updated and specific? Is this on the correct Press? Did you check the price difference between Press, Digital, and 4-Color? Do Front/Back Inks match the form/artwork? Is the correct Substrate listed? Do the quantities match the form and project name? Are all required Finishing Tasks added? Is the Pricing/Cost accurate? Did you compare this to their previous order (if applicable)? Is the Vendor Key filled out completely? Does all information match the form? Step 2, complete! Step 3: Verify estimate has all items needed(Required) Does this client get “all in” pricing (prepress, shipping, tax, etc.)? Is this account a COD? If so, has shipping been added to the estimate? Step 3, complete! Step 4: Checking(Required) Does the total price exceed $1,700? If yes, has someone else checked this? Step 4, complete! Back
