After configuring your machines, substrates, and products, the next step is to refine the AI-Estimator with additional configurations. These adjustments ensure the system reflects your commercial agreements, learns the specifics of your operations, and delivers a branded, professional experience to your customers.
This article is organized into two parts corresponding to the video walkthroughs.
Part 1: Pricing Rules
(Video) Walkthrough: Setting Up Pricing Rules
What Are Pricing Rules For?
Your configuration sheets establish default pricing—your standard costs and markups. But most PSPs have exceptions: specific customers get better rates, certain products have different margins, volume orders receive discounts. These rules typically exist as tribal knowledge in estimators' heads.
Pricing Rules let you codify these exceptions so any team member can create accurate estimates without memorizing every special agreement.
Creating a Pricing Rule
Navigate to Estimate Configuration → Pricing Rules and click "Create New Pricing Rule."
Define Conditions: Specify when the rule applies. You can set conditions based on:
Customer (specific account or customer group)
Product category (include or exclude specific categories)
Sheet size or paper type
Quantity ranges
Product dimensions
Time periods
Define Actions: Specify what happens when conditions are met. Actions include:
Increase or decrease all markups by a percentage
Increase or decrease specific cost bucket markups
Set VA percentage or VA per press hour to specific values
Adjust gross profit percentage
How Multiple Rules Interact
When an estimate meets conditions for multiple rules, all applicable rules are applied in priority order (top to bottom in the rules list). Drag rules up or down to change priority.
Important Exception: If a rule uses "Set" actions (setting a value rather than increasing/decreasing), that rule stops further processing. Use "Set" sparingly and only when you need to override all other adjustments.
Viewing Applied Rules
When creating an estimate, you can verify which rules were applied by opening the Price Breakdown. Scroll to the bottom to see a list of all rules that affected the calculation and their impact.
Nested Rules with Price Tables
For quantity-based pricing curves, use Price Tables instead of creating multiple separate rules. Within a single rule, you can create a table that varies markups based on:
Product price (the base price before rules)
Quantity
Other parameters
For example, increase markups by 20% for products under $1,000, by 10% for $1,000-$2,000, and decrease by 5% for products over $5,000. The system interpolates between points to create smooth pricing curves rather than abrupt step changes.
Part 2: Settings
(Video) Walkthrough: Configuring Settings
Settings are found under the Settings section in the Estimate Setup sidebar. There are four areas to configure: Email Template, General Settings, Guidance, and Connections.
Email Template
When you generate a PDF quote from an estimate, it uses the template configured here. Customize it to reflect your brand:
Header — Upload a custom header image (transparent PNG or SVG, 300 DPI, minimum 35px height), or use a simple text-based header with your company name and contact details.
Footer — Add a custom footer image, or use a simple footnote with terms, conditions, payment details, or thank-you notes.
Sign-off — Configure how the quote letter closes.
The estimate-specific fields (date, estimate number, customer name, product specifications, pricing) are populated automatically by the system — much of it formatted by AI. The preview on the right shows how your quote letter will appear.
General Settings
These are system-wide settings that affect how estimates are created:
Measurement Unit — Metric or Imperial. This is set correctly for your region by default. Don't change this partway through your configuration.
Currency — Your default currency is pre-populated. Override here only if you need to estimate in a different currency.
Tax Label and Tax Rate (optional) — If you use a flat tax rate, enter the label (e.g., "GST") and percentage. This adds the tax to your quote letters. Leave blank if you don't need tax on quotes. Note: only flat tax rates are supported — not region-based sales tax.
Self-Quote Branding — Customize the look and feel of your Self-Quote customer portal: primary color, website name, headline text, background image, example request shown to customers, and custom translations for different languages. These settings only affect the Self-Quote portal — they don't impact internal estimation.
Guidance
Guidance lets you train your AI Estimator to better understand your customers' language and your specific business rules. For example, if a customer says "dull" you can teach the AI that it means uncoated paper. If a large format request doesn't specify quantity, you can instruct the AI to assume quantity is one. Our most successful customers have tuned their AI guidance to match their specific operation.
For a detailed explanation of how to configure guidance, see the dedicated article:
Connections
Connections allow you to export estimates to an external MIS system, so you can convert won jobs into job tickets automatically. Configure your destination URL, authentication, triggers, and custom field mappings here.
For a detailed explanation of how to set up connections, see the dedicated article: