Overview

Job Link is a feature that allows you to easily share your quotes, orders, and invoices with your customers online. They can then view, approve, and even pay for their jobs directly through a secure web portal. This streamlines the entire process, reducing back-and-forth communication and saving valuable time.

This User Guide will walk you through the configuration options for Job Link, followed by the workflow for using Job Link with Printer's Plan and Print Reach Pay.

How It Works

Job Link integrates Print Reach Central features with Printer's Plan MIS. Print Reach Central is an online platform your print shop can use to send Print Reach Pay payment requests, online quotes, or jobs through Job Link. Once the integration is established, new quotes and orders can be sent directly to customers via email using the Email Job Link button. The email includes a new template formatted with your company’s branding and information. Customers can click View Job or View Quote to access and approve the information within Print Reach Central.

Printer's Plan Configuration Options

These settings are located in the SETTINGS tab under the Print Reach Pay folder. Click Job Link to open the window shown below.

Figure 1 - The Settings Tab of Printer's Plan with the Print Reach Pay Job Link menu options and the Job Link Settings window open.

• Enable Job Link: Required to use Job Link features.
• Order, Quote, and History Job Options: Each section includes the following settings:
• Email Template*: This file defines the email layout for each respective option. Place email templates for Job Link within your Printer's Plan Email folder within the Printer's Plan file directory. *Default templates are provided by Print Reach Software and attached to this knowledge base article. Order Options & History Job Options will use template "JobLink ViewOrder", while Quote Options email template will use "JobLink ViewQuote".
• Email Recipient: Default recipient for Job Link emails--This can be the job's buyer or a default customer contact.
• Attach Invoice/Quote PDF: Attaches a PDF of the related quote or invoice.
• Save: Save your changes before exiting.

Print Reach Central Configuration Options

Your Print Reach Central domain (typically PrintReachCentral.com/YourCompany) contains additional settings required for Job Link.

Figure 2a - The Online Jobs section of PrintReachCentral.com

Figure 2b - Continued options for Job Link in the Online Jobs section.

Options

• Enable Online Job View: Activates customer access to Job Link.
• Require Login To View Job: Requires customers to log in to view jobs.
• Require Login To Perform An Action: Requires login for interaction with the Job Link page.

Job Type Settings

Job Type = 0 Order Settings / Job Type = 1 Quote Settings

• Job Type Name: Naming convention for orders or quotes.
• Enable Navigation Menu: Enables or disables navigation.
• Navigation Menu Name: Name for the Orders or Quotes menu.
• Job or Quote Status Settings: Controls update sync with Printer's Plan.
• Job or Quote Detail Page Footer Text: Adds footer text to the customer-facing page.

Job Type = 1 Quote Settings

• Enable Date Limit: Sets expiration for online quote visibility.
• Only Show Quotes For: Limits quote visibility to a specific timeframe.

Job Details Page Options

• Enable Item and Quantity Selection: Allows customer interaction with quotes or jobs.
• Display Unit Price (Additional Quantities Pricing Only): Controls visibility of unit pricing.

Job Detail Page Item Options

• Edit Quotes Footer Text: Customize quote page footer text.

Email Notification Settings

• Notify Job CSR: Notifies the assigned CSR.
• Notify Job Sales Rep: Notifies the assigned Sales Rep.
• Notify Customer User: Notifies the customer user of updates.
• Other: Add additional notification recipients.

Using Job Link for Quoting and Invoicing

1. Open or create a quote.
2. Click the "Email Job Link" button.

Figure 3 - The Quote window in Printer's Plan with the Email Job Link button highlighted.

3. Review the pre-defined email message.

Figure 4 - The email window showing the Job Link Quote email template.

(Optional) Attach a PDF copy of the invoice/quote. Ensure the "Attach PDF" option is set to "Yes" if desired.

4. Click "Send". A note is left in the quote's Job Notes.

Figure 5 - The Job Notes section of the Quote screen in Printer's Plan.

The customer receives an email with a Job Link button.

Figure 6 - Sample Job Link email received with a linked quote.

Interacting with the Job Link Page

• Review Job or Quote Data: Job number, items, totals, payment info, etc.
• Approve Quantity: Approve selected quantity on quotes with multiple options.
• Request Changes: Sends customer feedback to Job Notes in Printer's Plan.
• Decline: Marks the quote as Lost and adds a note.
• Approve: Converts quote to order and opens it in Print Reach Central.
• Make Secure Online Payments: Available post-conversion using Print Reach Pay.

Figure 7 - The Job Link Quote window with quantity selection and approval options.

The Approval Process

Clicking Approve brings up a confirmation window and signature page.

Figure 8 - Approval confirmation and signature pop-up.

Figure 9 - Quote Approved confirmation.

Figure 10 - New job created from quote approval.

Figure 11 - Job in Print Reach Central with Pay Now highlighted.

Figure 12 - Payment options and document actions shown.

Completing the Transaction

• Print Reach Pay sends payment data to Printer's Plan, updating job records.
• Customer may receive a payment confirmation email (if configured).
• Once paid, the order follows the standard order processing workflow.
• Reversing: If not batched, transactions can be reversed directly. If batched, the reversal reflects in the next cycle.

Figure 13 - Printer's Plan job screen showing payment and notes from Print Reach Central.

Key Points

• Job Link simplifies job communication, approval, and payment.
• Requires configuration in both Printer’s Plan and Print Reach Central.
• Job approvals auto-convert quotes and support secure payment workflows.
• Email templates and notification settings are fully customizable.