Think Build Implement Repeat
London, UK +44 7367 067226
WhatsApp FOLLOW f in X
  1. Home
  2. Blog
  3. How Do We Manage Print Quotes, Proofs and Deliveries for Client Jobs Without Losing Track of Every Supplier?
Problems We Solve

How Do We Manage Print Quotes, Proofs and Deliveries for Client Jobs Without Losing Track of Every Supplier?

Marketing agencies juggle printer quotes, proofs and deliveries by email for client print jobs. We build a production tracker from quote to delivery and rebill.

Updated 3 min readBy SpiderHunts Technologies

Free estimateNo obligation

Get a free estimate

Tell us what you need. A senior engineer reads every enquiry.

Takes under a minute. We never share your details.

  • Free consultation
  • No commitment
  • NDA on request

Prefer to talk? Book a free 30-minute call →

Quick answer — TL;DR

Print and physical production at a marketing agency runs on emails with printers: specifications, several quotes, proofs, delivery addresses and invoices, with the cost rebilled to the client. We build a production tracker that sends a standard spec to your suppliers for quotes, compares them side by side, tracks proofs and deliveries, and carries the cost through to the client invoice.

A leaflet, a banner and a trade show stand

A client needs leaflets, pull-up banners and printed stand graphics for a trade show. The artworker emails three printers with the specs, each slightly differently worded. Quotes come back in three formats, one with a different paper weight, one with delivery extra, one missing the banners. The producer compares them in a spreadsheet.

Proofs arrive by email and go to the client for sign-off. The stand graphics need to be delivered to the venue on a specific day with a specific reference, which is in one email thread. The printer's invoice arrives a month later and has to be matched to the job and rebilled with a handling fee. By then the producer is on another job.

Why print production is hard to keep straight

  • Specifications are written freehand in emails, so quotes are not comparable.
  • Each printer quotes in its own format with its own assumptions.
  • Proof approvals go through the client and back, with the risk of an old proof being approved.
  • Delivery details are specific and time-critical, and live in email threads.
  • Supplier invoices arrive late and need matching to jobs for rebilling.

Print is a small share of many agencies' work, which is exactly why there is no system for it. It runs on a producer's inbox.

Where it goes wrong

Quotes are compared unfairly and the agency pays more than it needed to, or misses a cost that appears on the invoice. Wrong proofs get approved and the reprint cost is argued over. Deliveries go to the wrong address or miss the venue slot. Printer invoices are not rebilled, or rebilled without the agreed handling fee.

The production tracker we build

  1. A job is created with a structured spec: item, size, quantity, stock, finish, delivery address, date and any venue reference.
  2. The spec is sent in the same format to the printers you choose, with a link for them to submit a quote against each line.
  3. Quotes are shown side by side, with differences in spec or missing items highlighted.
  4. The accepted quote becomes a purchase order to the printer and a cost line against the client, marked rechargeable with your handling rule.
  5. Proofs are uploaded by the printer to the job, sent to the client for approval, and the approved version is recorded. Older proofs are marked superseded.
  6. Delivery confirmation is requested from the printer, and the producer is alerted if it has not arrived by the date.
  7. The printer's invoice is matched to the purchase order, and the rebill line goes to the client's next invoice.
StepBeforeWith the tracker
SpecWritten freehand per printerOne structured spec for all
QuotesThree formats to compareSide by side, gaps highlighted
ProofsEmail chainsVersioned, approved version recorded
DeliveryDetails in a threadTracked with an alert
RebillRemembered, sometimesLinked from PO to client invoice

A trade show job with a tracker

The producer enters the spec once and sends it to three printers. The quotes come back comparable, and the one missing banners is obvious. The client approves the right proof from a link. The stand graphics are confirmed delivered to the venue the day before set-up. When the printer invoices, it matches the order and the rebill appears on the client's invoice without anyone remembering to add it.

Is this your print production?

  • Print specs are written freehand in emails to each printer.
  • Quotes come back in different formats and are hard to compare.
  • Proof approvals have gone wrong.
  • Delivery details live in email threads.
  • Printer invoices are not always rebilled.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

Still have a question?

Ask us directly — a senior engineer will get back to you.

Ask about your project

Will our printers use a quote link?

Many will, because it saves them retyping. For those who prefer email, their quote can be entered by the producer against the same spec.

Can it cover other suppliers, like merchandise or event build?

Yes. The same structure works for any physical production supplier.

Does it connect to our accounts package?

Yes. Purchase orders and bills can be created in Xero or QuickBooks, and the rebill line added to client invoices.

What if the client wants to approve proofs on paper?

The approval can be recorded by the producer against the proof, so the record is still complete.

What does the cost depend on?

How many suppliers and job types you run, and which accounts and project tools it needs to link to.

Keep reading

More on Problems We Solve

Start here

Tell us where the admin leaks out of your agency

Describe how a normal month runs at your agency: how retainers are sold, how time is logged, where client work is tracked and which tools you already pay for, such as Harvest, Float, Asana, Xero or HubSpot. We will tell you what we would build, what we would leave alone, and if a setting in a tool you already own would fix it, we will say so.

  1. You tell us what you needTwo minutes on the form, or a message on WhatsApp.
  2. A senior engineer reviews itAnd comes back with questions, a realistic range and an honest view on fit.
  3. Free 30-minute scoping callWe talk through scope, options and a realistic estimate — with no obligation.
Free estimateNo obligation

Talk to someone who builds this

Send a short brief and we will come back with an honest view and a realistic range.

Takes under a minute. We never share your details.

  • Free consultation
  • No commitment
  • NDA on request

Prefer to talk? Book a free 30-minute call →