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Documentation Index

Fetch the complete documentation index at: https://docs.runsubstrate.com/llms.txt

Use this file to discover all available pages before exploring further.

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Quoting

The Quoting section is where you create new jobs, price them, send quotes to customers, and track whether you’ve won or lost the work.

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The Quote Kanban

Navigate to Quoting in the top nav. The default view is a Kanban board with three columns:
ColumnMeaning
UnpricedQuote created but no pricing added yet
Ready to PriceReady for someone to add line items and pricing
Ready to SendPriced and ready to send to the customer
Drag a card left or right to move it between columns.
Use the star icon on a card to flag high-priority jobs. Starred cards appear highlighted so they stand out.

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Creating a New Quote

  1. Click New Quote (top left of the Kanban board).
  2. Select an existing customer from the dropdown, or type a new name to create a customer on the spot.
  3. Enter a job description.
  4. Click Save. The new quote appears in the Unpriced column.

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Adding Line Items & Pricing

Open a quote by clicking its card, then use the Edit Work Order button to add:
  • Line items (substrate, laminate, size, quantity, finishing options)
  • Pricing (auto-calculated from your settings, or entered manually)
  • Notes and purchase order reference

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How AutoCalc Works

When you add a line item, Substrate can calculate the price automatically based on your shop’s rates. AutoCalc uses three values configured by your admin:
SettingWhat it does
Labour Rate (per sq ft)Calculates labour cost based on the item’s dimensions
Default Margin (%)Applies a markup on top of material cost to reach your sale price
Global Minimum FeeEnsures no work order is priced below a floor amount
AutoCalc runs as soon as you enter a substrate and dimensions — the price field populates automatically. You can override the calculated price manually if a job requires custom pricing.
If your calculated prices don’t look right, ask your admin to review the AutoCalc settings under Settings → AutoCalc.

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Sending a Quote

When a quote is in Ready to Send:
  1. Open the work order.
  2. Click Send Quote (or use the Send button on the card directly).
  3. A Quote PDF is generated and the job moves to the Sent tab.

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The Sent / Review Tab

Click the Sent tab at the top of the Quoting page to see all quotes waiting on a customer response. The table shows: Customer, Job, Date Sent, Days Outstanding, and Value. For each quote, you have two actions:
  • Won ✓ — The customer accepted. The job moves to the Design Pending tab, ready to start design work.
  • Lost ✗ — The customer declined. The job is archived.
The Days Outstanding badge changes colour as the quote ages — use it to spot quotes that need a follow-up call.

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Switching to List View

Click List near the top right to switch to a sortable table of all active quotes. This is useful when you have many quotes and want to sort by customer name, value, or date.