Quoting

Edit Q-2026-0013

The quote snapshot stays frozen unless you switch customers. Every line is recalculated on save.

Quote Header

Pulled from the customer record.

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Quote #

Q-2026-0013

Uses the higher of the minimum charge or subtotal percent. Set rules in Settings > Production Library > Rush Charges.

Internal notes Optional
Line Items

Product Template

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The current material, machine, process, hardware, prepress, and pricing setup becomes a reusable product recipe.

Fixed template prices override the line subtotal when reused. Customer commission, loading, discount, tax, and conversion to order still use the selected customer and recalculated material requirements.

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