Packaging
How do we quote custom packaging without a rep retyping every spec?
Eva asks for the missing specification, answers with what your company published and leaves the packaging request in the CRM with follow-up scheduled.
We reply instantly, at any hour.
Eva from $191 USD a month, billed yearly, AI credits included. See plans
A packaging quotation does not start with a price, it starts with a specification. Before a number exists somebody has to know what goes inside, the dimensions, the quantity, the substrate, the strength and whether it prints. The same person is also chasing artwork, mockups, production and deliveries.
The quote is built from your data
Catalog
E-flute 30×20×15
Spec
1 color · 5,000 pcs
Terms
Delivery: 10 business days
E-flute box 30×20×15 with one-color print: 8.40 pesos per piece at 5,000 units, 42,000 pesos with delivery in 10 business days.
The answer is built from your data, never invented.
Alimentos Del Valle
online
Today
I need 5,000 E-flute cardboard boxes, 30×20×15, one-color print. Can you quote me?
11:26
Sure. E-flute box 30×20×15 with one-color print: 8.40 pesos per piece at 5,000 units, 42,000 pesos with delivery in 10 business days. Can you share your artwork so I leave it ready?
11:27
Sending the artwork as a PDF. Do you take a deposit?
11:28
Got your artwork, it is attached to the order. Here is the quote and the 50 percent deposit link.
Quote_9012.pdf
11:29
Deposit confirmed · 21,000 pesos
Done, I just paid.
11:35
Deposit received and your artwork is in prepress. Tomorrow I confirm the delivery date; the balance is due on delivery.
11:35
I need 5,000 E-flute cardboard boxes, 30×20×15, one-color print. Can you quote me?
11:26
Sure. E-flute box 30×20×15 with one-color print: 8.40 pesos per piece at 5,000 units, 42,000 pesos with delivery in 10 business days. Can you share your artwork so I leave it ready?
11:27
Sending the artwork as a PDF. Do you take a deposit?
11:28
Got your artwork, it is attached to the order. Here is the quote and the 50 percent deposit link.
Quote_9012.pdf
11:29
Deposit confirmed · 21,000 pesos
Done, I just paid.
11:35
Deposit received and your artwork is in prepress. Tomorrow I confirm the delivery date; the balance is due on delivery.
11:35
What Eva did meanwhile
Catalog
E-flute 30×20×15 · 1 color
8.40 pesos/pc · 5,000 pcs
Looked up in your real catalog
Payment and invoice
Quote_9012.pdf generated
Deposit link · 21,000 pesos
CRM
Alimentos Del Valle · 42,000 pesos
Example. A custom request with artwork included: full spec, deposit collected and prepress moving.
- Quotes
- Charges
- Books
- Logs it in the CRM
- Follows up
Setup included · live in up to 5 business days once access and catalog are ready
The problem
The daily problem
- «We need boxes» is not a quotable request yet: dimensions, quantity, substrate, strength and printing are missing, and collecting them turns into a back-and-forth that starts whenever somebody has a free minute.
- Between interest and production sit states that blur easily: artwork received, approved version, color proof, physical mockup and the file the die is cut from are not the same thing.
- Customized product has no alternative buyer: if it is overproduced or produced wrong, there is nobody else to sell that box to.
A day with Eva
A day with Eva
A buyer fills in the web form at eleven at night, or replies to a sales email, or messages the chat app your market uses, asking for a price on boxes to ship their product. Eva answers in seconds and asks what is missing before anything can be quoted: what goes inside, length, width and height, quantity, substrate and strength, and whether it prints. If they send a photo of the box they use today or a PDF of the artwork, Eva takes both as context and leaves them in the thread for your team.
With a complete specification, Eva answers with what your company published: box styles, substrates, finishes and any reference prices you loaded. What is not loaded does not get invented. When the job needs engineering, such as a new dieline, a special substrate or a run outside your range, Eva says so, asks for a person on your team and hands over the thread with the specification already assembled, instead of improvising a number.
The request then does not go cold. Eva creates or updates the contact and the opportunity, schedules follow-up and comes back on its own, with sequences of up to five steps and delays of up to 180 days. Each follow-up runs a full agent turn, so it can check what is loaded, update the CRM, reschedule or decide that writing again is not the right move yet.
For Mexican operations, Eva can also create a SPEI bank-transfer payment link and issue the CFDI tax invoice once the tax profile is complete. The moment a person on your team replies in the thread, Eva goes quiet: your rep steps in when there is a specification to work with.
Concrete workflows
Three concrete workflows
Capture the request with a complete specification
Eva asks for product, dimensions, quantity, substrate, strength and printing, and leaves the requirement recorded on the opportunity before anyone reads it.
The quote is built from your data
Catalog
E-flute 30×20×15
Spec
1 color · 5,000 pcs
Terms
Delivery: 10 business days
E-flute box 30×20×15 with one-color print: 8.40 pesos per piece at 5,000 units, 42,000 pesos with delivery in 10 business days.
Take artwork, photos and documents in the same thread
Eva takes photos and documents (the artwork, a photo of a sample, the spec sheet) in the same chat, as context. Approving artwork and the color proof stays on your side.
Artwork and documents, in the same chat
Follow-up, payment and invoice
Eva leaves the opportunity in the CRM, follows up for days or months without anyone remembering, and in Mexico creates the SPEI payment link and issues the CFDI when the tax profile is complete.
Connected payment and invoicing
Payment link · bank transfer
Payment confirmed
Invoice_A241.pdf
CFDI 4.0 invoice issued and sent
We configure everything for you.
Technical details
Technical details
Typical integration
What Eva knows about your offer arrives through the catalog, with styles, substrates, finishes and reference prices, and through the knowledge base, with your spec sheets and documents. The agent's tools can call HTTP endpoints in your ERP or your quoting system to check a price, a capacity or an order status. What gets connected is decided during implementation rather than promised beforehand.
Before you start
FAQ
Does Eva quote a custom box on its own?
No, and it should not. Custom packaging is priced against substrate, run length, tooling, inks and plant capacity, and that lives in your costing rather than in the agent. Eva does the part that is genuinely its own: it captures the complete specification, answers with what you published, and escalates to a person when the job needs engineering.
Can it take artwork and dimensions in the same thread?
Yes, as context. Eva processes images, audio and supported documents and leaves them in the conversation. What it does not do is approve: artwork review, the color proof, the mockup and any regulatory check that applies stay a decision for your people.
Will it publish a minimum order or a lead time?
Only yours, and only if you load it. We publish no sector minimum and no sector lead time because neither exists: both move with substrate, printing, customization and plant capacity. Eva answers with what you configured and, when that value is missing, says so and escalates instead of filling it in.
What happens when my prices change because raw material changed?
Catalog sources connected through an API sync every 24 hours, and file sources refresh when you upload them again. If an update fails and a catalog already exists, Eva keeps serving the last good version. For a price recalculated from material cost, expose a live lookup from your system and connect it as a tool.
Does it handle invoicing?
In Mexico, Eva issues and stores CFDI tax invoices through Facturapi for eligible charges, triggered by the confirmed payment and keeping the PDF and XML. It requires a complete tax profile and valid configuration; when the tax data is incomplete the invoice stays pending instead of going out wrong.
Related pages
Put Eva to work.
Send us the last ten quotation requests you received. We will show you how Eva would answer them, with your prices and your rules.
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