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How to take a complete print order, with paper, finishes, artwork and delivery

This template asks your customer for everything your shop needs to print: product, quantity, size, paper, sides and finishes, the artwork with bleed or a brief if they need design, the date and delivery. The order arrives complete before you quote, and your team checks the artwork before production.

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Describe how you work today and we'll suggest the questions

Use an example without your customers' personal details. Between 20 and 2,000 characters.

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The problem

The order arrives as “how much for some brochures?” and the WhatsApp questioning begins: how many, what size, which paper, one or two sides, laminated or not. The artwork arrives as a low-resolution JPG with no bleed, and the delivery address shows up once the job is already printed. Every missing detail is another round of messages and another day of delay.

When to use it

  • You run a print shop and take orders for business cards, flyers, brochures, posters, banners or labels.
  • You need artwork with bleed and outlined text before production.
  • Some customers bring their own file and others need you to design it.
  • You offer pickup and delivery, and the address tends to arrive late.

How it works

  1. 1. Adjust your products and papers

    Start from the print quote template. Keep the products, sizes, papers and finishes you offer, change the file formats and publish it. Imprenta Ceiba, for example, can remove banners if it does not print them.

  2. 2. Receive the order

    Add a button to your website or embed an intake form, or send the link by email or a prepared WhatsApp message. If a required answer is missing or the file is not an allowed format, the request flags it for both of you.

  3. 3. Check the artwork and quote

    Your team checks the print-ready file and accepts or rejects it with a reason, such as missing bleed. With the order complete you build the quote, and your customer approves it and confirms the delivery details.

The template, question by question

This is how it arrives in your workspace. Change questions, options and approvals to fit the way you work.

What it asks

The template moves from product to delivery. After contact details it asks for the product type, the quantity in pieces, the size, from business card to tabloid or a custom size in centimeters, the paper or material, whether it prints on one or two sides and the finishes, such as matte lamination, spot UV varnish, die cut or folding. If the customer is unsure which paper to choose, they can ask you to recommend one. Then it asks whether they have their file: if they do, they upload a high-resolution PDF, AI, PSD or PNG with 3 mm bleed and outlined text; if they need design, they write what it should say and upload their logo and references. Finally they choose the date and whether to pick up or have it delivered, and only for delivery do they give the address, postal code and delivery notes.

Approvals

  1. 01Delivery details confirmation (your customer)
  2. 02Artwork check (your team)
  3. 03Quote approval (your customer)

What reopens when something changes

  • Delivery details confirmationReopens if this changes: When do you need it?, Delivery method, Delivery address, Postal code
  • Artwork checkReopens if this changes: Print-ready file
  • Quote approvalReopens if this changes: the quote
QuestionAnswerRequired
Your details
Full nameShort textYes
EmailShort textYes
Phone or WhatsAppShort textYes
Company or businessShort textNo
What you want printed
Product typeOne option: Business cards, Flyers, Brochures or trifolds and 4 moreYes
Which product do you need?Short textIf it applies
QuantityQuantityYes
SizeOne option: Business card (9 x 5 cm), Half letter (14 x 21.5 cm), Letter (21.5 x 28 cm) and 2 moreYes
Custom sizeShort textIf it applies
Paper or materialOne option: Coated 150 gsm, Coated 300 gsm, Bond 90 gsm and 4 moreYes
Printed sidesOne option: One side (front only), Two sides (front and back)Yes
FinishesSeveral options: Matte lamination, Gloss lamination, Spot UV varnish and 3 moreNo
Design and artwork
Do you need us to design it?One option: No, my file is ready, Yes, I need designYes
Print-ready fileFile: PDF, AI, PSD, PNG, 50 MBIf it applies
What should it say and how do you picture it?Long textIf it applies
Logo and referencesFile: PDF, AI, SVG, PNG, JPG, JPEG, 20 MBNo
Date and delivery
When do you need it?DateYes
Delivery methodOne option: I will pick it up, Deliver to an addressYes
Delivery addressLong textIf it applies
Postal codeShort textIf it applies
Delivery notesShort textNo
Additional commentsLong textNo

Common mistakes

  • Accepting files without bleed

    Ask for 3 mm bleed and outlined text in the file question itself, and reject files that miss it with that reason.

  • Quoting without paper or finishes

    A brochure on coated 300 gsm with lamination does not cost the same as one on bond. Ask for both before giving a price.

  • Asking pickup customers for an address

    The template only asks for an address and postal code when the customer chooses delivery.

  • Promising a date before the artwork is approved

    Make it clear that turnaround starts once the artwork is approved. The template says so in the date question.

Frequently asked questions

Which file formats does it accept?

By default, PDF, AI, PSD or PNG, up to 3 files of 50 MB each. You can change formats and limits in your version of the template.

What happens if the file is not usable?

You reject it with a reason, for example missing bleed, and your customer lands right on that question to upload a new one. The earlier version is kept.

Can I receive orders from my website?

Yes. Copy the website button or embed the intake form. Each submission creates a new request, with no need to rebuild your site.

How does my customer get in?

They open the link and confirm their email with a 6-digit code. They do not create an account or pay anything, and what they fill in saves automatically.

How much does it cost?

MXN 299 per month, VAT included, with a 14-day trial and no card. Every template is included in the trial.

Start with this template

It lands in your workspace ready to adjust. Your customers answer it for free from their phone.

Use this template