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Please refer to the article About Quote Items for information related to these examples.
Please note that any pricing used in these examples is completely fictional and is used for the sole purpose of illustrating various ways of setting up pricing in Quote Manager.
Most banner shops price their banners by the square foot (height x width). To set up banner pricing in Quote Manager for square foot pricing you would choose the Calculation Type "HXW", and then provide an Item Price for the per square foot price. Here's an example of how you might consider setting up pricing for a single-sided, 13oz banner. Note that, when preparing the quote, you can decide what, if any of this, is printed on the customer facing quotation.
Your shop may have "extras" that can be applied to banner pricing. Examples of extras might include grommets, pockets, ropes, etc. Each of these extras can be created as individual items that can be added to a quote. You may decide that grommets are set up with a Calculation Type of "QTY" (per item) so that, when creating a quote, you simply choose the quantity of grommets used on the banner. Here's an example of a setup for grommets as a quote item:
Using the above two examples, the user would add the following items to the quote when preparing the estimate:
- Vinyl Banner - 13 oz (single sided) and then enter in the height and width dimensions (ex 4' x 8')
- Vinyl Banner - Grommets and then enter the quantity of grommets used (ex 8).
Most sign shops price their channel letters by the inch (and may depend on letter style, script, serif, sans-serif, etc). To set up channel letter pricing in Quote Manager for channel letter pricing you would choose the Calculation Type "1Dimension", and then provide an Item Price per inch of dimension. For example, a standard 24" sans-serif letter might sell for $45 per inch. Here's an example of how you might consider setting up pricing for standard sans-serif channel letters. Note that, when preparing the quote, you can decide what, if any of this, is printed on the customer facing quotation.
The channel letter job might involve "extras" such as a raceway, variations in installation (concrete wall, height, etc), and more. Each of these extras can be created as quote items and then added to the quote to arrive at a final price (again, hiding whatever line items on the customer facing quote as deemed appropriate).
Most sign shops price pylon or cabinet signs by the square foot (height x width). Variations might include the type of sign face (polycarbonate, flex, embossed, flat, pan, routed, etc), as well as mounting method (monument, double pole, etc). All these variations can be set up as separate quote items to facilitate quick and accurate quoting. To set up pylon or cabinet sign pricing in Quote Manager for square foot pricing you would choose the Calculation Type "HXW", and then provide an Item Price for the per square foot price.
Here's an example of how you might consider setting up pricing for a double sided, pan face, monument sign with a brick foundation. In this example, the sign shop is contracting out for the brick work but will handle the foundation and installation of the main sign. This quote will utilize several different line items to arrive at a final price, including documenting, and marking up, the brick contractor. Note that, when preparing the quote, you can decide what, if any of this, is printed on the customer facing quotation.
First, we create the cabinet sign used in the monument structure in Quote Manager:
Then we create an item for subcontractors. For subcontractors that we are marking up, we would use the Calculation Type of "Markup", and, if applicable, a standard markup percentage. Note that, if granted permission, the user creating the quote can change this percentage.
Using the above example, we could then build the quote by adding the following items:
- Monument Sign - Double Sided PAN FACES and then enter in the height and width dimensions (ex 4' x 8')
- Subcontractor - and then enter in the amount of the quote from the brick company, which will apply a markup of 25% to that number.
Pricing vehicle wraps varies from shop to shop. Some shops price it out per square foot, others may setup a vehicle "type" (ex cargo van), and more. Here are a few suggested options:
Square Foot Price using the Calculation Type of QTY
A square foot calculation could utilize a QTY for price per square foot (QTY), simply inputting the total square footage for the entire vehicle (or for locations such as "engine hood", "door", "trunk" etc., adding each line item to the quote as you "build" the quote). Here's an example of a setup using locations on the vehicle:
Left Side
Right Side
Using the above example, and assuming that the wrap is only on the left and right sides of the vehicle, the user would add the following items to the quote when preparing the estimate, and then hide line item pricing so that the customer facing quote only has the total price for the wrap job:
- Vehicle Wrap - left side (enter sq ft)
- Vehicle Wrap - right side (enter sq ft)
Another option that uses the Calculation Type of QTY might be for a company that prices their wraps out by a "type" of vehicle (example "Cargo Van"). Here's how that might be setup in Quote Manager:
Square Foot Price using the Calculation Type of HXW
Another option utilizes the Calculation Type of HXW to derive the square footage of the stated dimensions. Here's how that might be setup in Quote Manager:
View our video tutorials on certain quote types by clicking the corresponding link: