Contract Pricing – Print Reach Help Center

Contract Pricing allows you to create customer-specific pricing agreements that can be applied to estimates and orders. This is useful when a customer has negotiated pricing, minimum charges, setup fees, or volume-based discounts that differ from your standard pricing.

Enable Contract Pricing

Before using Contract Pricing, verify the feature is enabled.

Click the gear icon in the upper-right corner to open Admin.
Navigate to Global Settings.
Select the Estimates/Orders tab.
Verify that Contract Pricing is checked.
If necessary, enable the option and click Save.

Create Contract Pricing

Go to CRM.
Select Contract Pricing Search.
Click Add Contract Pricing.

Enter Contract Information

Select the Customer.
Enter a Project Name.
Select a Project Type.
Enter a descriptive name for the pricing agreement.
Select a Project Date.
Ensure the Active box is selected.

Add Contract Pricing Services

For each service included in the pricing agreement, configure the service and its contracted pricing in the Services section.

Click Select.

Search for and choose the service by clicking its blue Service Code.

Configure the pricing details:

Rate: The current rate is auto-populated. Replace this rate with the contracted unit price.
Minimum Price: Enter a service minimum if applicable. The minimum price will be applied until the calculated service price exceeds the specified minimum, including any quantity-based discounts.
Setup Fee: Enter any setup charge associated with the service if applicable. This fee is added to the service price and is not reduced by quantity discounts.

If the service uses a Print Calculator, you can also select a specific Print Product Template.

Click the Select hyperlink next to the template field.

In the Template List, locate and double-click the desired Print Product Template.

After selecting the template, click the Quantity Rates hyperlink and configure the quantity-based pricing for the contract.

Configure Quantity Discounts

If the customer receives volume-based pricing:

Click the Quantity Rates hyperlink.

Enter the quantity breaks and corresponding rates.

Click Save & Close.

Repeat these steps for each service included in the pricing agreement.

When all services have been configured, click Save & Close on the Contract Pricing record.

Apply Contract Pricing to an Estimate or Order

When Contract Pricing has been configured for a customer, you can apply it to any estimate or order created for that customer. If no contract pricing is selected, the system will use your standard pricing rules.

After selecting the customer on an estimate or order, an Attach Contract Pricing option will be available. This option only appears for customers with one or more Contract Pricing records configured.

To apply a contract:

Click Attach Contract Pricing.

Select the desired contract pricing agreement.

Click Save & Close.

You can then complete the estimate or order as you normally would. Any services included in the selected Contract Pricing agreement will use the pricing defined in the contract, including any quantity-based discounts. Production details may still be updated by Wizards, but contract pricing will remain unchanged.

How Contract Pricing Works

Services included in the contract use the pricing defined in the Contract Pricing setup.
Quantity discounts and pricing breaks are automatically applied based on the contract rules.
Services not included in the contract continue to use standard pricing.
Wizards update production details but do not alter contract pricing.
Contract Pricing is only applied when a specific contract is attached to the estimate or order.

Benefits

Contract Pricing eliminates the need for manual price overrides and helps ensure negotiated pricing remains consistent across newly created, updated, and copied estimates and orders.