About The XML Job Creator

Note: The XML Job Creator is an optional add-on feature for iQuote. Please contact your support representative or the Streamline Sales department to activate this feature.  

Tip: Before using the XML Job Creator feature, you must first preconfigure your iQuote system to include the functions specific to your environment. Refer to the iQuote system documentation, or contact the iQuote support team for more information.

The iQuote XML Job Creator enables you to use XML files to automatically create and update Job, Estimate, and Sales Order records. The system uses eFlow to send these Create or Update XML files to process in iQuote, which then returns an XML Success or Failure message.

Benefits

Mailing market customers often order very similar jobs multiple times in a short time period and  change only the variable printed data and the total quantity. For example, a bank may print and send a large number of credit cards with customer-oriented flyers and forms every month.

To make the estimating process easier for these types of customer requests, the XML Job Creator includes an automated workflow that gathers data and uses a preset product structure for generating the respective estimates and jobs. This feature also enables the system to adapt the necessary technical details, such as quantity and shipping values, for the estimates and jobs that the system generates.