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Details
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Job Title *
Client *
Select client...
Contact (who is this job for?)
General / All contacts
Status
Quote
Design
Proof
Approve
Print
Deliver
Payment
Complete
Due Date
Currently Waiting On
Not waiting — actively being worked
⏳ Waiting on Client Files
✏️ In Design
👁 Internal Review
📤 Proof Sent to Client
⏳ Waiting on Proof Approval
📦 Sent to Vendor
⏳ Waiting on Vendor
✅ Ready for Pickup / Delivery
🔴 On Hold
💰 Waiting for Payment
Delivery Method
Pickup
Delivery
Shipping
Outside Vendor
None / In-House
All for Signs
B2Sign
Signs365
Sinalite
City Colors
Executive Advertising
FireSprint
PrintKK
PrintPPS
4over.com
Halo (Promotional)
ND4C
Presentation Folder Inc
Unique Print on Demand
Other — see notes
Google Drive Link
Description
Internal Notes
Estimated Hours
Actual Hours
🚨 Rush Job
Rush Reason
Reorder
Reorder of Previous Job
Not a reorder
Product & Size
Product Type
Select...
Business Cards
Letterhead
Envelopes
Notepads
Folders
Flyers
Brochures
Postcards
Door Hangers
Rack Cards
Sell Sheets
Catalogs
Banners
Posters
Yard Signs
Window Clings
Vehicle Magnets
Retractable Banners
Foam Board
Coroplast Signs
Labels
Stickers
Roll Labels
Sheet Labels
Booklets
Manuals
Annual Reports
Newsletters
Magazines
Books
NCR / Carbonless Forms
Tickets
Calendars
Invitations
Menus
Table Tents
Packaging
Other
Custom Size / Dimensions
Quantity
Color Mode
Select...
4/4 Full Color Both Sides
4/0 Full Color One Side
1/1 Black Both Sides
1/0 Black One Side
Spot Color
2 Color
PMS Match Required
Paper Stock
Stock Category
Select category...
Text / Book Weight
Cover Weight
Specialty
Wide Format / Signage
Label / Sticker Stock
NCR / Carbonless
Custom / Other
Paper Stock
Select category first...
Custom Stock Notes
Coating & Laminating
Coating
None
Gloss UV
Matte UV
Spot UV
Raised UV
Aqueous Gloss
Aqueous Matte
Aqueous Satin
Foil Stamping — Gold
Foil Stamping — Silver
Foil Stamping — Custom Color
Holographic Foil
Other
Laminating
None
Gloss Laminate
Matte Laminate
Satin Laminate
Soft Touch Laminate
Velvet Laminate
Anti-Scratch Laminate
Glitter Laminate
Holographic Laminate
Other
Laminate Side
N/A
Front Only
Back Only
Both Sides
Embossing / Debossing
None
Embossing
Debossing
Combination
Binding & Folding
Binding
None
Saddle Stitch
Staple Bind — Corner
Staple Bind — Side
Perfect Bind
Case Bind (Hardcover)
Thermal Bind
Burst Bind
Spiral Coil
Wire-O / Twin Loop
Lay-Flat Bind
Three-Ring
Screw Post
Tape Bind
Coptic Stitch
Japanese Stab Bind
Coptic
Other
Folding
None
Half Fold
Tri-Fold / Letter Fold
Z-Fold / Accordion
Roll Fold
Gate Fold
Double Gate Fold
Barrel Fold
Parallel Fold
French Fold
Map Fold
Broadside Fold
Custom Fold
Finishing
Die Cutting
None
Standard Die Cut
Custom Die Cut
Kiss Cut
Laser Cut
Perforation
None
Single Perforation
Double Perforation
Custom Perforation
Scoring
None
Single Score
Double Score
Multiple Score
Hole Drilling
None
1 Hole
2 Hole
3 Hole
Custom
Numbering
None
Sequential Numbering
Starting at Custom #
Padding
None
25 Sheets
50 Sheets
100 Sheets
Custom
Mounting
None
Foam Board Mount
Gator Board Mount
Aluminum Mount
Acrylic Mount
Laminate Mount
Packaging
None
Shrink Wrap
Rubber Band
Boxed
Bagged
Custom
Bleed & File Setup
Bleed
Standard 0.125"
No Bleed
0.0625" Bleed
0.125" Bleed
0.25" Bleed
Custom
File Format Required
Any
PDF/X-1a
PDF/X-4
Print-Ready PDF
Packaged InDesign
Packaged Illustrator
High-Res JPG
TIFF
EPS
Additional Spec Notes
+ New Quote
Line Items
💲 From Price Book
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Description
Hrs
Amount
🚨 Rush Shipping Upgrade
$
⚡ Setup Fee — job under $80
$35.00
Quote Notes / Terms
Estimate Status
📝 Draft
📤 Sent to Client
✅ Approved
❌ Rejected
🔁 Revised (replaced)
Date Sent
Materials Subtotal
$0.00
Markup
(135% on materials)
$0.00
Before Tax
$0.00
Tax
%
$0.00
Total Investment
$0.00
Profitability (Internal)
Your Cost
Actual Cost
Est.
—
Actual
—
Margin
—
✉️ Email Quote
🔁 Revise
🗑
Artwork & Working Files
Link to Google Drive folders or files for each stage. These do not replace your Drive — they just give you quick access from inside the job.
📥 Client Artwork
🎨 Working / Designer Files
✅ Final / Press Ready File
📦 File Sent to Vendor
🖼 Finished / Delivered Artwork
Proof Versions
Track every proof version sent to the client.
+ Add Proof
No proofs yet.
Pre-Press Checklist
Check each item before sending to press. All items must be confirmed before job moves to Print.
Additional Checks
+ Add Custom Check
📝 Internal Note
📞 Phone Call
🚶 Walk-in / In Person
✉️ Email
💬 Text Message
📤 Proof Sent
✅ Approval Received
📦 Job Picked Up
🚚 Job Delivered
💰 Payment Received
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Profile
Contacts
Address
Brand
Billing
Relationship
Touch Log
Jobs
Client Type
Type
Individual (solo person)
Company (multiple contacts)
Identity
Name / Company Name *
Title / Role
Company (if individual at a company)
Industry
Number of Employees
Unknown
1 (Solo)
2–10
11–50
51–200
200+
Website
Primary Contact
Email
Phone
Mobile
Preferred Contact
Email
Phone
Text
Best Time to Reach
Service Preferences
Proof Delivery
By email
In person
Both
Hands-on — wants to be involved in every step
Supplies their own print-ready files
Needs full design services
People at this Company
+ Add Contact
No contacts yet. Add people who work here.
Each contact can be selected when creating a job — e.g. "Business cards for Bill Smith at Smith Law."
Mailing / Shipping Address
Address Line 1
Address Line 2
City
State
ZIP
Billing Address
Same as mailing address
Billing Address Line 1
Billing Address Line 2
City
State
ZIP
Brand Assets
Preferred File Formats
Preferred Paper Stocks
Brand Colors on File
Proof Approval
Proof Approver Name
Approver Email
Approval Notes
Billing Contact
Billing Contact Name
Billing Email
Terms
Payment Terms
Select...
Due on receipt
Net 15
Net 30
Net 45
50% upfront / 50% on delivery
Prepaid
Tax Exempt
PO Number Required on Invoices
Billing Notes
Client Standing
VIP Level
Regular
⭐ VIP
Occasional
Satisfaction
😊 Happy
😐 Neutral
😟 Needs Attention
Client Since
Referred By
Lapsed Alert (days)
60 days
90 days
120 days
180 days
Last Contacted
Personal Details
Birthday
Business Anniversary
Spouse / Partner Name
What Matters to Them
Top Priority
⚡ Speed
✨ Quality
💰 Price
🤝 Relationship
Institutional Memory
What Makes Them Happy
Past Complaints / Issues to Avoid
Personal Notes
General Notes
Human Touch Log
+ Log Interaction
Personal interactions — calls, cards, visits, milestone moments. Not job notes.
No interactions logged yet.
Job History
No jobs yet.
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First Name *
Last Name
Title / Role
Email
Phone
Mobile
Birthday
Preferred Contact
Email
Phone
Text
Notes
Primary contact for this company
Log Interaction
×
Type
📞 Phone Call
💬 Text
✉️ Email
🚶 In-person Visit
💌 Card / Gift Sent
Other
Note *
Follow-up Date (optional)
New Product
×
Product Name *
Category
Specs
Priced By
Set quantities (250, 500, 1,000...)
Square foot (signs, banners)
Quantity Tiers
Vendor Pricing — your cost
Lowest price in each column is highlighted. ★ marks your preferred vendor — quotes use it by default. Prices older than 60 days are flagged as stale.
+ Add Vendor
Notes
Add from Price Book
×
Product
Quantity
Width
Height
Units
Inches
Feet
How Many
Choose Vendor
Adds a line item at your cost — the 135% markup and setup fee apply automatically.
New Template
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Template Info
Template Name *
Category
General
Business Cards
Flyers
Brochures
Postcards
Banners
Signs
Booklets
Labels
Other
Print Specs
Size
Quantity
Paper Stock
Coating
None
Gloss UV
Matte UV
Soft Touch
Aqueous Gloss
Aqueous Matte
Spot UV
Foil
Other
Laminating
None
Gloss Laminate
Matte Laminate
Soft Touch Laminate
Velvet Laminate
Other
Binding
None
Saddle Stitch
Perfect Bind
Spiral Coil
Wire-O
Other
Color Mode
Select...
4/4 Full Color Both Sides
4/0 Full Color One Side
1/1 Black Both Sides
1/0 Black One Side
Spot Color
Vendor
None / In-House
All for Signs
B2Sign
Signs365
Sinalite
City Colors
Executive Advertising
FireSprint
PrintKK
PrintPPS
4over.com
Halo (Promotional)
ND4C
Presentation Folder Inc
Unique Print on Demand
Default Spec Notes
Default Internal Notes
Add Proof Version
×
Version #
Google Drive Link
Status
Pending Review
Approved
Changes Requested
Client Feedback
