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Sales Order Worksheet
Step 1 of 2
50%
Worksheet Type
Estimate
Order Request
Today's Date
*
Date Format: MM slash DD slash YYYY
Due Date of Project
*
Date Format: MM slash DD slash YYYY
Sales Person
*
Logan Titus
Celmer
Belleisle
Beard
Clark
Aparicio
Coltrin
Smith
Churchman
Sales Person Email
*
ltitus@espdirectmail.com
bcelmer@espdirectmail.com
sasmith@espdirectmail.com
gclark@espdirectmail.com
bbeard@espdirectmail.com
saparicio@espdirectmail.com
ccoltrin@espdirectmail.com
esmith@espdirectmail.com
Business/Customer Name
*
Job Contact Name
*
Job Name
*
Is This Order...
Click all that apply
Tax Exempt
Reseller
Out of State
Government Entity
other:
Is This Order Other:
Red Tag / Political
Yes
Service
*
Print & Mail
Print Only
Mail Only
Graphic Design
Fulfillment
Other
Customer Supplied Piece
Yes
Quantity Printing
*
Quantity Mailing
*
Special Reports
NCOA Moves & Changes
NCOA Detailed Moves & Changes
Clean List Report
other:
Special Reports other:
Media Type
Postcard
Letter & Envelope
Tri-Fold Mailer
Half-Fold Mailer
Stitched
List Info
Client Supplied
Purchased List
Variable Data
List Purchase
Single-use
Multi-use
List Purchase Price (charge to client)
List Prep
NCOA
Or Current Resident
Res List
other:
List Prep other:
Resident List Description
DPV
Yes: Mail Non-DPV
No: Non-DPV
Duplication Removal
1 Per Address
1 Per Person
1 Per Family
No Duplication Removal
Non Profit Mailing
Yes
Postage
Check All That Apply
Meter
Stamp
Presort Standard
First Class
Indicia 220
Indicia DMS
Indicia Client
Client Permit Number
Include Postage Estimate
Mail Only
Yes
SCF Quantity
NON-SCF Quantity
Foreign Mail
Yes
Inkjet
Gloss
Non-Gloss
Postcard
Envelope
Newsprint
Self-Letter
Self-Flat
Catalog
Custom
other:
Inkjet other:
Inkjet Info
Address
Return Address
Permit
Fixed Message
other:
Inkjet Info other:
Data Processing Instructions
Envelope Descriptions
#10
6x9
9x12
A6
Machine
other:
Envelope Descriptions other:
Hand Work
Yes
Hand Work Description
Tabbing
1
2
3
Sortation
Letter Automation
Letter Saturation
Letter Auto CRRT
Flat Automation
Flat Saturation
Flat CRRT
Insert
1
2
3
other:
Insert other:
Insert Descriptions
Delivery
Deliver to USPO
Drop Ship USPO
Drop Ship
Additional Notes & Instructions
PROJECT PIECE 1
01 Mark Up %
45%
35%
25%
other:
01 Mark Up % other:
01 Description
01 Quantity
01 Additional Quantity
01 Flat Size
01 Finished Size
01 Ink
1/0 black
1/0 color
2/0
4/0
1/1 black
1/1 color
4/2
4/4
Other-See Notes
01 Bleeds
Yes
No
01 Stock
01 Additional Services
Folding
Stitching
Drilling
Perforating
Coiling
Padding
other:
01 Additional Services other:
01 Fold Instructions
Fold Text In
Fold Text Out
other:
01 Fold Instructions other:
01 Proof
click all that appy
PDF Only
Coated & PDF
Uncoated & PDF
Actual Stock Requested
Epson Proof
other:
01 Proof other:
01 Piece Notes & Special Instructions
PROJECT PIECE 2
02 Mark Up %
45%
35%
25%
other:
02 Mark Up % other:
02 Description
02 Quantity
02 Additional Quantity
02 Flat Size
02 Finished Size
02 Ink
0/1 black
1/0 color
2/0
4/0
1/1 black
1/1 color
4/2
4/4
other:
02 Ink other:
02 Bleeds
Yes
No
02 Stock
02 Additional Services
Folding
Stitching
Drilling
Perforating
Coiling
Padding
other:
02 Additional Services other:
02 Fold Instructions
Fold Text In
Fold Text Out
other:
02 Fold Instructions other:
02 Proof
click all that appy
PDF Only
Coated & PDF
Uncoated & PDF
Actual Stock Requested
Epson Proof
other:
02 Proof other:
02 Piece Notes & Special Instructions
PROJECT PIECE 3
03 Mark Up %
45%
35%
25%
other:
03 Mark Up % other:
03 Description
03 Quantity
03 Additional Quantity
03 Flat Size
03 Finished Size
03 Ink
1/0 black
1/0 color
2/0
4/0
1/1 black
1/1 color
4/2
4/4
other:
03 Ink other:
03 Bleeds
Yes
No
03 Stock
03 Additional Services
Folding
Stitching
Drilling
Perforating
Coiling
Padding
other:
03 Additional Services other:
03 Fold Instructions
Fold Text In
Fold Text Out
other:
03 Fold Instructions other:
03 Proof
click all that appy
PDF Only
Coated & PDF
Uncoated & PDF
Actual Stock Requested
Epson Proof
other:
03 Proof other:
03 piece Notes & Special Instructions
PROJECT PIECE 4
04 Mark Up %
45%
35%
25%
other:
04 Mark Up % other:
04 Description
04 Quantity
04 Additional Quantity
04 Flat Size
04 Finished Size
04 Ink
1/0 black
1/0 color
2/0
4/0
1/1 black
1/1 color
4/2
4/4
other:
04 Ink other:
04 Bleeds
Yes
No
04 Stock
04 Additional Services
Folding
Stitching
Drilling
Perforating
Coiling
Padding
other:
04 Additional Services other:
04 Fold Instructions
Fold Text In
Fold Text Out
other:
04 Fold Instructions other:
04 Proof
click all that appy
PDF Only
Coated & PDF
Uncoated & PDF
Actual Stock Requested
Epson Proof
other:
04 Proof other:
04 piece Notes & Special Instructions
Residuals
Recycle
Sales Rep Shelf
Sales Rep Office
Package For Client Pick Up
Inventory For Future Job
Graphics Upload Here
List Upload Here
Print Only Routing
Front counter w/ delivery slip
Sales rep office w/ delivery slip
Notify rep when complete
Receiving area for courier delivery
Delivery Instructions
