Settings / Estimating / Default Values

Estimating Defaults

Set the quote-builder defaults that pre-populate new lines and guide estimator behavior.

Status

Default Material Settings

Bleed (inches)

Gutter (inches)

Trim Margin (inches)

Waste Factor (%)

Default Quote Settings

Quote Valid For (days)

Default Margin Group

Quote Loading (%)

Added to all quotes as a default and can still be overridden per customer.

Customer-facing quote PDF wording now lives in Settings > Documents > Printed PDFs so the approval note and terms stay global across all quotes.

Estimating Behavior

Auto-calculate imposition when dimensions entered

Show material cost breakdown in quote builder

Show machine time in quote builder

Warn when margin falls below minimum

Require a machine selection on every quote line

AI Quote Intake

AI Provider

Controls the request format used for natural-language quote intake.

AI Model

Store the default parsing model name here so estimators can change it without code edits.

Minimum Auto-Ready Confidence

Drafts below this confidence stay flagged for manual review.

Required Fields Before Builder Handoff

These must be captured before an intake can continue into the quote builder.

Allow approved AI intakes to continue into the quote builder

Win Probability Engine

Enable quote win probability predictions

Allow future retraining jobs to be configured

Prediction Engine Phase

Phase 1 stays rules-based. The same UI payload is ready for a future trainable model.

Future Retraining Window (days)

Reserved now so future retraining jobs can use a configurable historical window.

Rules-Based Scoring Weights

JSON object of factor weights used by the explainable rules engine. Higher numbers increase that factor’s impact.

Overview