Key Features of PrintPLANR’s Print Estimation Software
Create Print Estimates Faster with Draft Quotes
Waiting for all job details before creating a quote is inefficient. PrintPLANR addresses this with its Draft Quote feature—allowing your team to start with partial data and refine the quote over time. Drafts are excluded from financial reports and analytics, enabling risk-free iteration until the quote is ready for client presentation or internal approval.
- Generate and save estimates even with incomplete information
- Update drafts progressively without disrupting reporting metrics
- Preserve financial data integrity by excluding unfinalized quotes
- Maintain quoting momentum for complex print jobs
These defaults streamline quoting and job creation, helping your team work faster and more accurately, whether you're managing a single client or a multi-branch enterprise. PrintPLANR CRM adapts to your workflow, not the other way around.
Automated Print Pricing Engine for Accurate Cost Estimations
PrintPLANR’s robust pricing engine removes manual intervention by fetching live material costs, applying predefined markups, and calculating margins—all tailored to your business logic. Whether you're quoting for digital, offset, or wide-format print production, the engine delivers structured, transparent, and reliable cost estimates in minutes.
- Supports rule-based margin and markup logic for precision pricing
- Automatically adjusts for press type, material size, and job specifications
- Eliminates human error in complex print calculations
Print Job Cost Breakdown with Auto-Generated Bill of Materials (BOM)
Every estimate includes an automatically calculated Bill of Materials, giving your team complete visibility into resource allocation and consumption. The system accounts for variable usage, waste factors, and item-specific markups—ensuring the quote is both competitive and profitable.
- Detailed BOM generated for every estimate based on job inputs
- Tracks material quantities, cost per unit, and total usage
- Automatically adjusts custom specs
- Enhances pricing transparency for internal audits or client approvals
Smart Description Auto-Fill for Quoting Accuracy and Speed
PrintPLANR reduces repetitive data entry by auto-filling line item descriptions as materials and parameters are selected. This built-in intelligence streamlines your quoting workflow, reduces input errors, and maintains professional presentation standards—while still allowing room for custom notes or overrides where needed.
- Dynamically populates item descriptions based on selected specs
- Maintains consistency across departments and team members
- Reduces clerical workload for the sales and prepress teams
- Enables quick edits for client-specific requirements
Other Benefits of PrintPLANR’s Quotation Software
Multi-Format
Print Job Support
Handle quotes for digital, offset, wide-format, and large-scale printing with tailored workflows. PrintPLANR ensures precise cost breakdowns regardless of job type, helping you manage diverse print operations with confidence and consistency.
Customizable
Pricing Rules
Define pricing logic based on customer profiles, job types, or volume tiers. Whether you need fixed markups or dynamic margins, PrintPLANR allows complete control over how quotes are calculated to suit your business model.
Quote-to-Job
Conversion
Streamline operations by converting approved quotes into jobs with a single click. This eliminates duplicate data entry, ensures seamless workflow transitions, and reduces the time from client approval to job execution.
Audit Trail &
Quote History
Maintain full traceability with a detailed history of quote versions, changes, and approvals. PrintPLANR’s audit logs help you track revisions, manage accountability, and support better decision-making across your sales team.
User Roles
With a focus on the user, you can set up user roles and permissions to manage who can create, edit, and finalize quotes. This gives you better control over the process, reduces the risk of unauthorized pricing changes, and helps ensure that all quotes are aligned with your company's policies.
Client Portal for
Instant Quote Access
Enable customers to access, review, and approve quotes directly via a secure client portal. Improve transparency, speed up communication, and offer a seamless experience that builds client trust and satisfaction.
Fast, accurate, and flexible—quoting made smarter. Get started with PrintPLANR’s all-in-one print software.
How PrintPLANR’s Estimation Software Stand Out:
Streamlined User Experience
Enjoy a smooth quoting workflow with an intuitive interface designed to reduce manual input and speed up quote creation across departments.
Secure, Cloud-Based Access
Access your quoting system securely anytime, anywhere, from any device—ideal for distributed teams and mobile operations.
Tailored to Your Business Needs
Whether you manage complex B2B pricing tiers or fast-moving B2C orders, PrintPLANR adapts to your unique business model with fully customizable workflows, pricing rules, and job specifications.
Accurate, Real-Time Estimations
Make quoting more reliable with automated pricing logic, live cost updates, and real-time data for improved accuracy.
Accelerated Quotation Turnaround
Generate detailed, professional quotes in minutes—reducing response time and improving your chance of conversion.
Seamless Third-Party Integrations
Connect effortlessly with CRM, MIS, and accounting systems for a fully integrated end-to-end print business workflow.
Trusted by the Industry – Backed by Real Numbers
800,000+
Quotes generated with faster turnaround times
92%
Users report fewer pricing errors and improved accuracy
400+
Businesses rely on PrintPLANR daily for workflows
200,000+
Customer records securely stored for easy tracking
99.9%
Reliable system uptime, quote anytime, anywhere
Reliable Uptime
With 99.9% system availability, teams can quote from anywhere, anytime—no missed opportunities or delays.