AI Quote — Printcore Walkthrough

Step 1 of 7AI Quote

Open the AI Quote inbox

AI Quote lives behind New Quote. The AI Quote inbox row sits right under Describe the job, with a red count of requests nobody has opened yet — forwarded emails, AI phone-line calls, and portal requests. The notification bell announces each new one too.

app.printcore.ai/quotes

What to do

Click New Quote, then AI Quote inbox. (Describe the job opens the same page on the Ask tab, with Paste an email and Upload a file links.)

Why it matters

The count tells you at a glance whether customers are waiting on a quote.

Step 2 of 7AI Quote

The inbox and the input tabs

AI Quote is two steps: Quote Input → Review & Create. The input tabs are Ask, Inbox, Paste Email, Upload File, and Archived. Emails forwarded to your shop's quotes@ address and requests customers send from the portal land in the Inbox — New until someone opens them, Parsed once the AI has read them.

app.printcore.ai/quotes/ai

What to do

Click Open on an Inbox item to work it. Taking a request over the counter or on the phone? Use the Ask tab — see the Ask Printcore walkthrough.

Why it matters

You stop re-typing what the customer already wrote down. Five minutes saved per quote, every quote.

Step 3 of 7AI Quote

Give it the request

Paste Email takes the subject and body. Upload File takes a PDF or image — scanned PDFs and phone photos work. Emails in the Inbox are read with their attachments too — a spreadsheet pasted as a screenshot becomes one line per row. Click Parse with AI and a progress line shows Reading → Classifying → Extracting → Matching materials → Finding customer, usually 10–20 seconds.

app.printcore.ai/quotes/ai

What to do

Paste the whole email — greeting, list, and signature — and click Parse with AI.

Why it matters

AI works best with the whole request. The signature is how it finds the customer; the list is how it finds the lines.

Step 4 of 7AI Quote

Review & Create: one page to check and fix

Step 2 is one page. The Parse Confidence at the top, then the customer — matched on email, company name, and phone; an existing customer folds to a one-line Quote for strip with a Change link, a new one opens the form already filled in — then the project details, and every line as chips: quantity, size, material, sides, finishing. Anything the parser assumed is a dashed (assumed) chip, and each line shows an estimate from your own calculators with the AI $ price beside it — click the AI chip to use that price (it shows a check), click again to go back.

app.printcore.ai/quotes/ai

Review & Create: one page to check and fix

What to do

Confirm the customer. Check each line's quote type chip — Digital print, Wide format, Cut vinyl, Vehicle wrap, Channel letters, or Booklet — and change it if the AI guessed wrong; Create Quote waits until every line has one. Click any other chip to change it, and accept a Matched preset when a line is one of your catalog products.

Why it matters

Everything the AI decided is on one screen, so you read it once and fix what's wrong in a click — no second page repeating the same lines. 80%+ confidence means the request was clear; below 60%, read every line.

Step 5 of 7AI Quote

Lines that need a material

A line reading Needs material can't be priced until it has one. Pick material opens a short list of the closest matches from your inventory, with sizes and stock on hand.

app.printcore.ai/quotes/ai

What to do

Pick the substrate and the estimate appears. The Estimated total at the bottom counts how many lines are priced.

Why it matters

Every price comes from stock you actually carry, at the cost you actually pay.

Step 6 of 7AI Quote

Create the quote

Create Quote puts every line straight into the Quote Builder's cart — at the price the customer's PO states when there is one, from the calculator otherwise. Finishing the customer asked for, like hemming or grommets, arrives as its own priced lines.

app.printcore.ai/quotes/wide-digital

What to do

Review the lines, click any line's AI $ chip to use the AI price, name the job, then Save Quote or send it. Apparel & Promo lines go onto the same quote with their size runs and decoration.

Why it matters

A request that mixes categories lands on one quote, not three — ready to send back while the customer is still thinking about it.

Inbox to quote in 60 seconds ✨

This is one of the most-loved features. Next: managing customers and their history.

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