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PrintSmith Vision

A web-based software system designed by EFI for commercial & service companies.
Questions about PrintSmith Vision? Call (800) 827-1151 and talk to a software expert now.

Powerful, Browser-Based Business Management Software

PrintSmith Vision is flexible, feature-rich business management software that offers powerful estimating, point-of-sale, account management, production management, receivables and sales analysis tools within a single, easy-to-use application. Plus, the new, browser-based platform can be accessed from any server, at any time, giving you even greater control over billing accuracy, cash flow, and customer service. This affordable solution can automate all the detail-laden aspects of your business, while offering optional modules, like PrintSmith Site, an eCommerce platform, to extend the power of your system to help grow your business over time.

Companies running PrintSmith Vision find they are able to:

  • Attain greater visibility into business performance;
  • Improve customer service;
  • Increase billing accuracy and cash flow; and
  • Make informed decisions that improve their organization’s profitability.

PrintSmith Vision (Full) System

The PrintSmith Vision (Full) System can automate your entire print shop, saving your company time and money on your day-to-day management of business operations. The flexible, pricing & estimating tool gives you the power to create fast and accurate quotes for all printing and copying services, products and merchandise. It´s fully integrated functionality also ensures that invoicing can be done accurately and quickly.

PrintSmith Vision comes equipped with accounts receivable, customer lists, work-in-progress reports, automatic stock order functions, account history and aging, point of sale management (including support for the optional cash drawer and receipt printer), valuable up-to-the-minute sales analysis, sales summaries, statements, management reports, mailing labels and mail merge - everything you need to successfully manage your print business.

PrintSmith Vision Digital System

PrintSmith Vision Digital is an ideal solution for a busy copy shop environment requiring a business management system, just on a slightly smaller scale. PrintSmith Vision Digital´s estimator supports all types of copiers, large format printers, pre-press, bindery, merchandise, rubber stamps and miscellaneous charges. The intuitive application includes capabilities to automate estimating, invoicing, job tickets, customer lists, work-in-progress reports, stock ordering and a complete cash register (including support for the optional cash drawer and receipt printer).

PrintSmith Vision Digital´s accounts receivable process also includes daily, weekly and monthly sales summaries, account aging, statements and several management report formats. PrintSmith Vision Digital also possesses an upgrade path to the PrintSmith Vision (Full) System.

To accommodate your growing business, both platforms allow you to add either three user licenses with the optional multiple user module or to expand your platform one user at a time by using the additional user module.

Estimating and Quoting

With PrintSmith Vision, you can quickly and accurately provide estimates for all of your jobs, from business cards and letterheads to complex projects. It includes automatic multi-bidding capabilities for up to forty different quantities, invoice templates for repeat jobs and the capability to track every estimate created. You can even see win/loss ratios by client to discover which clients have the greatest profit potential.

The robust estimating and quoting capabilities in PrintSmith Vision enable your organization to maximize revenue potential from clients and prospects, while making sure won work is profitable to produce.

Financial Management

PrintSmith Vision includes financial management capabilities to enable your organization to automate the management of your job costing, invoicing, accounts payable and accounts receivable operations.

Handling invoicing and payments becomes an easy and automated process since invoicing is driven by information already collected in the system throughout the estimating and production processes. Plus, tracking and collection of invoices also becomes fast and easy with detailed aging reports and displays of all unpaid items for each account. You can even post partial and full payments, spread payments over invoices, process refunds or post to several accounts being paid through one master billing account.

PrintSmith Vision also links with many leading accounting packages to give you complete financial reporting while maximizing your investment.

Integrated Credit Card Processing

PrintSmith Vision offers an optional integrated credit card processing module to make credit card transactions as simple as swiping or typing a credit card number, allowing your organization more ways to make payments fast and convenient for your customers.

You can quickly collect credit card information, send it to the credit card processing software, and receive results with either an approval code or reason for objection. And, when you add a magnetic stripe reader, you can automate input. Additionally, a plug-and-play cash drawer and receipt printer can be added to your professional point-of-sale system so your company can offer improved service to your customers while facilitating payments to your organization.

Management Reporting

PrintSmith Vision offers an optional report manager module so you can make decisions in support of your business objectives, based on timely and accurate information, reducing the need for spreadsheets, and eliminating the question of “Which version of the numbers is the correct one?”

By fully integrating and automating your business, you gain complete and immediate visibility into every aspect of your company’s performance. From production statistics, work-in-progress and materials costs by vendor, to on-time deliveries by client and payment status by account, you can understand how and where your company can improve its business performance.

Order Management

PrintSmith Vision makes it fast and easy to turn estimates into profitable orders for your organization, while providing complete visibility into the sales order, scheduling and production processes, to allow your organization to gain efficiencies, reduce errors and improve capacity, without increasing overhead.

By leveraging estimates to produce orders, your organization eliminates the need to rekey information, enabling your company to automate order management. Your company can convert more estimates to orders, in shorter times, with fewer people and fewer errors.

The order management module is integrated with the financial management module, allowing you to see and take into consideration the payment history of each account and invoice status, prior to placing an order for a customer. With PrintSmith Vision you can take advantage of a fully integrated system and access information from all areas of your company, easily and on-demand, so you can make informed decisions in support of your business objectives.

Production Scheduling

PrintSmith Vision offers an optional scheduling module that replaces whiteboard or tag-based solutions with a computer-based scheduling process that increases your ability to deliver more jobs on time while utilizing your resources more effectively, allowing your company to improve customer satisfaction, while increasing the margins on your jobs.

Use PrintSmith Vision to optimize your scheduling, produce your jobs more profitably and increase the productivity of your employees.

Shop Floor Data Collection

PrintSmith Vision offers an optional shop floor data collection module that provides real-time shop floor data and comprehensive job costing information. Add in the optional bar code reader hardware to provide instant visibility into the production process so your shop team can document the location of jobs as they move through the production cycle, allowing your staff to identify where jobs are in production and on the floor, saving time and improving their response to customers inquiring about job status.

The tracking capabilities allow produced quantities to be automatically counted and tracked against production schedules and jobs, then updates the schedule in real-time. Gone are the manual and paper-based processes. Your company can gain full automation and complete, real-time visibility into all aspects of your operations, by all key personnel needing access to the information.

Reviews of PrintSmith Vision

An anonymous PrintSmith Vision user says...

We’ve used PrintSmith for 17 years. It used to be great. It went down hill when EFI bought it. We use it extensively. We’ve purchased all of the upgrades and support over the years. We’ve attended the annual EFI conference (Connect) several times. Year after year, promises were made about release dates for Vision and year after year the promises were broken. When Vision was finally released, it was full of problems. EFI continues to send fixes for the problems but they have a long way to go. The software is clunky, quirky, slow and crashes often. EFI claims that the PC version was more successful than the Mac version, so they are rebuilding the Mac version with a release date of…who knows. We’re a Mac-based business because we’re in the graphic arts industry. It’s time to stop complaining, spend the money and buy a new management information system.

The good: The fact that it can be accessed remotely.

The bad: The software is clunky, quirky, slow and crashes often.