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Manage your setup resources and review inbound orders.

Make a quote

Team

Manage company users and admin-app access.

Invite user
Permissions Select explicit access for limited roles.
Company team

Members

0 users

My factory

Set company details, shared costing, workflow statuses, numbering, payment defaults, and customer guidance.

Factory workspace

Manage factory settings.

Set company details, shared costing, workflow statuses, numbering, payment defaults, and customer guidance.

Brand and identity

Company profile

Branding, contact details, logo, address, and calendar.

Used in

  • Quote portal branding and browser title.
  • Customer communication and pickup instructions.
  • Invoices, documents, and official business details.

Keep current

  • Communication email for customer-facing messages.
  • Working hours shown around pickups and support.
  • Registered address and website for trust signals.
Identity

Core company details that shape how the tenant appears across the workspace.

Calendar

Control the working-week and cutoff rules used to calculate production and delivery promises.

Working days
Branding

Upload the logo used to reinforce the tenant brand in documents and customer touchpoints.

Address

Keep the legal and customer-facing address consistent across invoices and portal details.

Shared pricing inputs

Factory costing

Set overhead, electricity, and labor once, then reuse them across FDM, SLS, MJF, and future technologies.

Used by

  • FDM hourly pricing, machine class energy cost, and required production labor.
  • Powder-bed build cost calculators where electricity is needed.
  • Additions labor-time components.

Keep separate

  • Machine ownership stays in machine classes.
  • Material cost stays in materials.
  • Sellable finishing stays in additions.
Facility, overhead, electricity and labor

Shared production overhead, electricity tariff, and labor rate used by pricing engines.

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Factory overhead basis Allocated annual facility cost split by technology ÷ each technology's annual billable machine hours

Machine purchase, lease, depreciation, and service contracts are not entered here. Configure FDM machine ownership in Machine classes and SLS/MJF machine cost in the Full build cost calculator.

Annual cost pool

Technology split and billable capacity

Split the allocated production overhead by technology, then enter each technology's own annual billable capacity.

Calculated overhead rate Enter annual cost and billable hours
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Order operations

Workflow statuses

Shape the production and payment stages shown in admin reporting and the customer order journey.

Where they appear

  • Order tracking and production progress views.
  • Payment reporting and admin dashboards.
  • Operational workflows inside the tenant admin.

Editing rules

  • Required statuses stay protected and cannot be removed.
  • Color labels make lists easier to scan quickly.
  • Use short names so status chips stay readable.
Operations

Maintain the two status groups used across order progress and payment follow-up.

Production statuses

Payment statuses

Finance and numbering

Administration

Define the numbering logic and payment defaults that keep orders, RFQs, and invoicing references aligned.

Order and RFQ logic

  • Prefixes are optional and help separate numbering series.
  • Padding controls how many leading zeroes appear.
  • Keep numbering stable once customers already reference it.

Finance notes

  • Quote numbering is used for internal and integration references.
  • PO payment terms should match the invoice due-date logic you use.
  • Review changes before applying them to live order flows.
Orders

Set the order series customers and the admin team will see going forward.

Preview: —
RFQs and finance

Keep RFQ numbering and payment term defaults aligned with your internal workflow and invoicing tools.

3D model downloads

Set how downloaded order and RFQ line-item model files are named for the admin team.

Preview: —
Customer guidance

Customer notes

Write the notes customers see while configuring models so expectations stay clear before they place an order.

Where it appears

  • Below the Model properties card in the quote app.
  • As guidance for technical and finishing expectations.
  • As a reminder for approvals or delivery constraints.

Writing tips

  • Keep each line short and action-oriented.
  • Use one point per line for better scanning.
  • Focus on rules customers should notice early.
Guidance

Use short lines for requirements, finishing reminders, or other information customers should review before ordering.

Integrations

Set email, support, payments, shipping, analytics, and finance connections.

Available 6
Connected 0

Integration directory

Customer communication

Mailgun

Set sender domain, API access, and default from address.
Unlinked

What this powers

  • Transactional email delivery from your tenant.
  • Verified sender identity for automated templates.
  • Region-aware API routing for US or EU Mailgun accounts.

Before you start

  • Use a verified Mailgun domain such as mg.example.com.
  • Choose the region where that domain is hosted.
  • Leave the API key blank when you only want to keep the stored secret.
Credentials

Domain and API access

Save Mailgun domain, region, and API key.

Customer messaging

Intercom

Set the tenant Messenger widget and secure mode.
Unlinked

What this powers

  • Live messenger inside the quote app.
  • Tenant-owned conversations and support workflows.
  • Secure mode when a Messenger API secret is configured.

Field guide

  • The App ID comes from Intercom Messenger settings.
  • The API base is optional; leave empty to use the default endpoint.
  • Leave the secret blank unless you want to replace the stored secure mode value.
Credentials

Messenger setup

Set App ID and optional secure mode.

Insights

Google Analytics

Track quote activity in GA4.
Unlinked

What this powers

  • Tenant-level quote funnel tracking.
  • Customer behavior analysis in your own GA4 property.
  • Simple setup with a single measurement ID.

Before you start

  • Open the correct GA4 data stream in Google Analytics.
  • Copy the measurement ID in the format G-XXXXXXXXXX.
  • Refresh after saving if you want to confirm the stored state.
Credentials

Measurement ID

Paste the GA4 measurement ID for this tenant.

Operations

Sendcloud

Set shipping credentials, sender profile, and origin defaults.
Unlinked

What this powers

  • Shipping quotes using your sender profile.
  • Parcel labels and shipping service setup.
  • Origin defaults used for outbound shipments.

Field guide

  • Public and secret keys come from Sendcloud API integrations.
  • The sender address ID points to the sender profile to use.
  • Use a two-letter ISO origin country code.
Credentials

API keys and sender profile

Set API keys, sender profile, and optional origin defaults.

Commerce

Stripe

Connect hosted checkout and payouts.
Unlinked

What this powers

  • Hosted checkout for card and local payment methods.
  • Payout onboarding for the tenant account.
  • Payment account linking without storing sensitive keys here.

How setup works

  • Optionally add an account email to prefill onboarding.
  • Select Connect Stripe to open onboarding in a new tab.
  • Come back here and refresh to confirm the linked account.
Connection

Payout account onboarding

Use hosted Stripe onboarding for checkout payments.

Connected account: --

Operations and finance

Moneybird

Sync invoices, ledgers, tax policy, and custom fields.
Unlinked

What this powers

  • Invoice and quote sync to Moneybird.
  • Ledger defaults, Stripe fee accounting, and customer overrides.
  • Domestic, intra-EU, and export VAT mapping.

Before you start

  • Copy the administration ID from the Moneybird administration URL.
  • Use an API token with invoice access; bank access is needed for Stripe payout bookkeeping.
  • Refresh after connecting to pull tax rates and ledger metadata.
Credentials

Administration and API token

Save the administration ID and API token.

Configuration

Ledger accounts and custom fields

Set ledger defaults and customer overrides.

Connect Moneybird to edit ledger accounts.

Customer-specific ledger overrides

Assign a dedicated ledger when certain customers require special bookkeeping.

Verification

Tax policy and synced VAT rates

Map VAT rates to domestic, EU, and export orders.

Connect Moneybird to edit tax policy.

No VAT rates synced yet.

Technologies

0

Set customer display, quote guidance, production rules, and pricing models.

Available 0
Live 0

Technology directory

Filament technology

Technology settings

Set customer card, model guidance, and pricing logic.
Needs setup
Profile
Read more link Shown as a "Read more" link on the technology card.
Summary Maximum 180 symbols. Character limit reached (180/180).
Card lead-time text
Technology build envelope (mm)
Maximum accepted model size for this technology.
Minimum bounding box warning
If any model axis is below these values, this tooltip is shown to customers.
Maximum bounding box warning
If any model axis is above these values, this tooltip is shown to customers.
Tolerances
Allow custom material Show a “Custom material” option for customers with no pricing available.
Lead-time rules Enable the lead-time options this technology can offer, choose its default option, and set production timing for each enabled option.
Machine classes
Machine classes

Internal FDM routing classes. Customers do not see these; materials must point to one class, and the pricing engine can move to another compatible class when model size requires it.

Pricing
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Usable build volume basis Build chamber volume × usable operating area
Calculated usable build volume 0.00 cm³
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Live powder formula Basic powder volume
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Pricing readiness Ready for direct quoting
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Powder price test Upload an STL and price it with this technology.
Upload a model, choose material and finishing, then run the test.
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True cost per hour: —
Pricing readiness Ready for direct quoting
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Factory overhead & electricity Shared from My Factory
Configure these shared values in My Factory > Factory costing.
Calibration & QA Calibration / QA total: —
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Required production labor Required labor total: —
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Commercial margin Target gross margin: —
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FDM price test Upload an STL and price it with this technology.
Upload a model, choose material and finishing, then run the test.
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Select technology type

Calculate full build cost

Machine hourly cost basis Annual cost ÷ productive build hours
Calculated machine hourly cost €0.00/h
Calculated full build cost €0.00

Logistics

Set lead times, shipping options, pricing uplift, and checkout messaging.

Options 0
Live 0

Lead-time options

Add or edit lead-time options.

Lead-time option

Lead-time option

Set checkout label, uplift, and technology scope.
Draft
Overview
Commercial rules

Shipping

Add or edit delivery, pickup, and EXW options.

Shipping option

Shipping option

Set checkout label, destinations, and carrier rules.
Draft
Overview
Destination scope
Transit timing
Carrier connection
Parcel rules
Defaults

Production

Set catalogs, stage policy, and workflow actions for job cards and machine builds.

Production workspace

Manage production rules.

Set catalogs, stage policy, and workflow actions for job cards and machine builds.

🏷️ Workflow

Stages

Core job card states.
⚡ Urgency

Priorities

Queue priority labels.
⛔ Exceptions

Blocked reasons

Reasons work is blocked.
⚙️ Post-build steps

Operations

Post-build steps before QC.
🛑 Machine issues

Cancellation reasons

Reasons for cancelled or returned machine work.
🔎 QC issues

Defect reasons

QC failure reasons.
↔ Planner overrides

Machine override reasons

Reasons for assigning work outside the priced machine class.
🧭 Main lifecycle

Stage policy

Rules for the main Production stage.
Current workflow

Workflow

Next update

Make a new draft to start editing the production workflow.
Overview
Workflow logic

Select a trigger to edit its route.

Drag nodes to place them. Use Organize to clean the graph.

🧪 Simulation

Test the selected graph

Test the selected event route before publishing.
Save or select a workflow version to run a simulation.

Fleet

Manage your machines, workspaces, states, and planning availability.

Fleet workspace

Manage production machines.

Set machine details, capabilities, locations, states, and planning availability.

Machine registry

Select a machine to edit its production setup.

Machine workspace

Machine workspace
Registry

Machine setup

Set the machine basics first, then keep capability and planning rules in the supporting sections.

General
Capabilities
Production material approvals
Leave empty only when this physical machine may run every material configured for the selected technology.
Planning
State workspace

Machine states

Configure state badges and automatic live-state rules.
States

State badges

Set names and colors for live states and manual override states.

Print settings

0

Set customer controls, diagnostics, and powder defaults by technology.

Available 3
Configured 0

Print settings directory

Filament printing

FDM print settings

Set diagnostics, customer controls, and defaults.
Needs setup
MJF / SLS defaults These values are locked for customers and used directly in pricing.
Estimator engine Choose whether FDM quotes use the AM Pilot estimator or the native PrusaSlicer calculation path.
AM Pilot vs native slicer (PrusaSlicer) AM Pilot estimates print time from setup controls and pricing rules. Native slicer uses the saved PrusaSlicer profile for toolpath timing, while build volume still comes from technology limits and density from the selected material.
Native slicer print settings Dedicated PrusaSlicer profile used only when Native slicer is selected.
Simple mode Optional native customer-facing simple mode for Quality and Strength.
Enable native simple mode Shows a Simple/Advanced switch in quote-app for Native slicer too.
Infill Customer-facing infill defaults and native infill toolpath style.
Perimeters Customer-facing advanced ranges used directly by the native slicer profile.
Travel events Optional native slicer travel-event settings. Leave blank when the printer profile does not define the value.
Supports
Enable supports in native slicer Turn this off to force support-free slicing even if the overhang angle would normally trigger supports.
Filament
Layer height Customize layer height stepping, explanation labels, that is what customer sees in the portal. Customer layer height choices are validated against the routed FDM machine class during quoting.
Infill Customize infill stepping, explanation labels, that is what customer sees in the portal.
Simple mode for LH/Infill
Enable simple mode Shows a Simple/Advanced switch in quote-app. Pricing logic remains unchanged.
Wall thickness (mm) AM Pilot Engine uses wall thickness in mm.
Top / bottom defaults Used by AM Pilot Engine. Not shown to customers.
Supports

Materials

0

Set families, pricing, colors, density, process data, and quote copy by technology.

Materials 0
Live 0
Families 0
Bulk edit
Bulk editor 0 materials
Color catalog

Global colors

Manage shared color identities once, then attach them to materials. Materials no longer create private color names.

Material directory

MT

Material settings

Define commercial inputs, process limits, colors, and customer-facing content for the selected material.
Catalog
Required machine capabilitiesi

Commercial
Use powder refresh pricingi
Request custom quote onlyi
Pricing readiness Ready for direct quoting
Attached global colors

Colors are shared across all materials. Attach the global colors this material can be ordered or loaded in, then set the material-specific uplift and default.

Quote copy

Select technology type

Category

Color

Additions

Configure finishing services that can be applied after printing, with pricing components and technology availability.

Additions workspace

Manage additions across technologies.

Set finishing availability, customer uploads, and pricing components by process.

Total 0
Live 0

Additions directory

New addition

Add addition

Define a finishing or internal process, its pricing behavior, and where it can be used.
Catalog
Added to checkout production lead time when this process is selected or automatically required. Shipping time is added after production.
Compatibility and customer options
Leave scope fields unchecked to make this process available for every technology or material.
Technologies
Materials, families, categories
Customer input requirements
Reference upload
Customer notes
Review workflow
Native calculation
Use this for drawings, placement notes, special requirements, or processes that need review before production.
Multi-material mixing rules
Custom groups allow all selected slot materials only when they are covered by one group. Use groups for combinations such as PLA with PETG, or a whole material family.
If: application rules
IF the selected technology, material scope, and rules match this line item THEN the process is applied and the pricing components below are charged.
When should this process apply? Add rules only when this process should apply automatically under specific model, support, quantity, or price conditions.
Then: pricing result
What should be charged when it applies? These pricing components are used only when the process is selected or its IF rules match.
No pricing components added yet.
Variable options Use this for selectable priced units inside the process, such as insert sizes or finish variants.
Customer choices Use this for alternatives such as remove supports or keep supports attached.
Decision summary max(minimum line charge, setup + per part x qty + volume x cm³ x qty + surface x cm² x qty + variable options)
    Test calculator

    Orders

    Review recent submissions, monitor statuses, and coordinate follow-up with customers.

    Order ID Date Customer Price Lead time Status Payment
    / 1

    Select an order

    Pick an order from the table above to view billing, delivery, and activity details.

    Order

    Placed date unavailable

    —
    — —

    Customer

    Delivery

    Tracking

    Billing

    Line items

    Line items: 0 Total parts: 0 Total weight: 0 g

      Order details

      Price updates Press "Send to customer" to notify customer.
      Total
      €0.00
      VAT
      €0.00
      Due total
      €0.00

      Customer input

      Financial summary

      Notes & downloads

        No notes or attachments yet.

        Danger zone

        Delete this entry permanently including related files and activity.

        Activity

        Order updates and status changes

          Request payment

          Create the Moneybird invoice for manual customer-portal upload.

          Production Overview

          Real-time view of your production environment

          Printer Fleet

          Live status of all printers

          Job Queue

          Upcoming and in-progress jobs

          Job ID Part / Project Material Printer Status Progress Scheduled

          Production Schedule

          Live timeline of printer utilization

          Production Metrics

          Alerts

          Metric breakdown

          Production metric

          Analytics

          Business performance from governed order, customer, and cost signals.

          Filter analytics

          Revenue over time

          Revenue by technology

          Revenue by material

          Top customers

          Shipping charged

          Strict order shipping fields

          Bulk discounts

          Order and line discounts

          Data quality

          Margin readiness

          Job cards

          Plan active production work, machine allocation, priorities, and downstream workshop status.

          Production readiness Checking
          0 job cards eligible Filtered allocation uses only open, unallocated remaining qty.
          No production items yet. Active order line items will appear here.
          Job card workspace

          Production job card

          Select a job card from the queue to plan machine allocations and workload splits.
          Select a job card from the queue to plan machine allocations.
          Job card

          Review the commercial source data and current workshop plan before splitting this line item across machines.

          Plan allocation

          Use one allocation per machine for this job card. Split quantities across machines when the run is distributed.

          History

          Operational history

          Recent build, workflow, and storage events for this job card.

          Danger zone

          Reset job card progress to clear machine allocations and live production metrics. The order line item stays intact.

          Reset returns this job card to a clean operational state so it can be planned again.

          Fleet

          Monitor active machines, queued builds, runtime readiness, and workshop workload.

          Production readiness Checking
          No machines configured yet. Add them in Setup → Fleet.
          Machine workspace

          Fleet machine

          Select a machine.
          Select a machine from the board to review its workload.

          Overview

          Runtime state, setup, capacity, and planning signals.

          Workload

          Allocated job cards, build draft, and queued production.

          Build reconciliation

          Record the good and failed qty per job card before closing the build.

          History

          Operational history

          Recent machine and build events.

          Storage

          Set bin groups, fixed locations, and movable bins for production handoffs.

          Storage workspace

          Manage storage locations and bins.

          Set bin groups, fixed locations, and movable bins for production handoffs.

          🏷️ Workflow language

          Bin groups

          Allowed groups for workflow routing.
          🗺️ Layout

          Locations

          Zones, racks, shelves, and slots.
          🧺 Registry

          Bins

          Movable bins for work in progress.

          Operations

          Handle workflow-generated post-build tasks like depowdering, bead blasting, dyeing, or tumbling before parts move into QC or fulfilment.

          No operation tasks yet. Add an Open operation task action in Workflow when parts need a post-build step before QC or the next handoff.
          🧰 Operations workspace

          Operation task

          Select an operation task to record the completed post-build step.
          Select an operation task from the queue to review it.
          Operation task

          Review the required post-build step, then complete it when the physical operation is done.

          Completion

          Operation result

          Complete the operation task when the physical post-build step is done. Notes stay optional.

          QC

          Review workflow-generated inspection tasks, record accepted and failed quantities, and send remaining quantity back into the correct next step.

          No QC tasks yet. Workflow logic can create them after builds or later steps.
          🔎 QC workspace

          QC task

          Select a QC task to record inspection results and next steps.
          Select a QC task from the queue to review it.
          QC task

          Capture inspection results, assign workflow-required source and destination bins, and decide any remaining-quantity routing requested by the QC route.

          Inspection

          Quality result

          Record accepted and failed quantity. The workflow will ask for any extra decisions it needs before completion.

          Fulfilment

          Handle workflow-generated packing, dispatch, pickup, and direct handoff tasks. Storage stays optional when the factory does not use it.

          No fulfilment tasks yet. Add a Create fulfilment task action in Workflow when parts should go straight to packing, dispatch, pickup, or direct handoff.
          📦 Fulfilment workspace

          Fulfilment task

          Select a fulfilment task to complete the downstream packing, dispatch, pickup, or direct handoff step.
          Select a fulfilment task from the queue to review it.
          Fulfilment task

          Review the downstream handoff requirement, identify the part, and complete the fulfilment step with only the storage fields the workflow actually asks for.

          Fulfilment

          Handoff result

          Complete the packing, dispatch, pickup, or direct handoff step. Only choose a bin or location when the workflow requires it.

          Storage

          Track where work is stored, which bins hold it, and any workflow-requested storage moves that still need a handoff.

          No storage bins or moves to show yet. Configure bins in Setup > Storage, then let workflows record or request storage as needed.
          🗂️ Storage workspace

          Storage move

          Select a bin or workflow-requested storage move to review it.
          Select a bin or storage move to review it.
          Storage move

          Handle a later workflow-requested storage move when another person or team still needs to place the work physically.

          Bin contents

          What is inside

          Review the live tasks and recorded storage contents currently linked to this bin.

          Danger zone

          Reset clears current bin contents and unlinks recorded storage contents or completed workflow history from this bin. Open tasks must be resolved first.

          Storage move

          Bin and location

          Only capture what this task actually requires. Workflows can keep this step optional when the factory does not use storage routing.

          3D Models

          Review every STL uploaded by customers and admins. Filter the list or download the original files for auditing.

          3D Model Usage Dimensions Owner Uploaded Actions

          / 1
          No models uploaded yet.

          Customers

          All registered customer accounts with their contact details and activity overview.

          Name Email Company Orders Registered Last login

          / 1

          Select a customer

          Pick a customer from the list to review contact details, saved addresses, uploads, and the current build.

          Customer

          Loading customer data…

          Customer

          Overrides

          Allow this customer to open the Diagnostics panel in the Quote app.

          Allow this customer to place orders without Stripe payment.

          Allow this customer to place orders with purchase order payment.

          Automatic email invoices on delivery. Manual upload waits for Request payment.

          Apply minimum order value adjustments for this customer in checkout.

          Select a Moneybird sales invoice workflow for this customer.

          Delivery addresses

          Billing addresses

          Uploaded 3D models

          / 1
          No uploads yet.

            Current build

            No items in the cart.

              Digital inventory

              Items
              No inventory items yet.

                Orders

                Order ID Date Price Status Payment
                No orders or RFQs yet.
                  / 1

                  Danger zone

                  Delete this customer and remove related files. This cannot be undone.

                  Material Inventory

                  Track material stock, lots, shelf locations, reorder links, and inventory value.

                  Track material stock, lots, shelf locations, reorder links, and value in one auditable inventory view.

                  Total items 0
                  Low stock 0
                  Total value €0.00
                  Total kg 0 kg

                  Stock directory

                  Review on-hand stock, lots, locations, and purchase links.

                  No material inventory items yet.

                  Purchase log

                  Track bought material, supplier references, and receive purchases into lots.

                  Received lots

                  Review received material lots, quantities, shelf assignments, and correction actions.

                  Shelf locations

                  Review, edit, and remove unused material shelf locations.

                  □

                  Add material stock item

                  Create a new stock item and link it to a pricing material.

                  Color preview #000000

                  Item information

                  Additional information

                  i After saving, you can receive lots and assign this item to shelf locations.
                  □

                  Log material purchase

                  Record bought material before it is received into physical stock.

                  Supplier reference

                  Ordered quantity

                  Additional information

                  i Purchases do not increase stock until they are received into a lot.
                  □

                  Receive purchase

                  Receive bought material into a physical lot.

                  Additional information

                  i Receiving creates the physical lot and updates purchase progress.
                  □

                  Receive lot

                  Add a new lot or spool into inventory.

                  ◇

                  Reusable QR tag

                  Assign a reusable QR tag to this lot.

                  Additional information

                  i This lot will be available in the selected location once saved.

                  Update lot stock

                  Choose a lot to update.
                  ▣

                  Add shelf location

                  Create a new shelf or bin location for storing materials.

                  Location hierarchy

                  Define where this location is physically placed.

                  ⌖

                  Location path

                  This location will be created under the selected site, rack, and shelf.

                  Site › Rack › Shelf / Bin

                  Reusable QR tags

                  Create reusable physical tags for shelves or spool clips. Assign an available tag when receiving a lot, then release it when the spool is consumed.

                  Create new tag

                  Tag registry

                  All available reusable tags in your inventory.

                  iTags can be assigned to lots. After the lot is used, the tag becomes available again.

                  Print reusable QR labels

                  Inventory scan

                  Scan a reusable QR tag to view its current material lot.

                  Digital Inventory

                  Manage customer-approved repeat-order parts.

                  Items0Live inventory items
                  Live0Available to reorder
                  Expiring soon0Within 60 days
                  Customers0With inventory items
                  Repeat orders0All time
                  Revenue (90 days)€0.00From repeat orders
                  Inventory workspace
                  Customers
                  Inventory tags

                  Inventory catalog (0 items)

                  All customers

                  No digital inventory items yet.

                  Add digital inventory item

                  Production setup Locked print settings used for repeat orders.
                  Additions Optional repeat-order operations and locked per-piece prices.

                  Discounts

                  0
                  Discount type Maximum discount Maximum parts Technologies Status Last updated Actions

                  Select discount type

                  Choose a discount type to add.

                  Add discount

                  Communication

                  Template library

                  Map Mailgun templates to customer and internal notifications.

                  No templates available.

                  Select a template

                  Select a template to assign Mailgun mappings.

                  Select a template to start editing.

                  This template can include attachments (PDF).

                  Customer

                    Connect your Mailgun account to assign templates.

                    Internal

                      Internal notifications use the email from My factory > Communication email.

                      Merge fields

                      Account settings

                      Manage your administrator account.

                      Profile

                      Update the display name and email linked to this admin workspace.

                      Model preview

                      Loading model…

                      Maintenance mode

                      Temporarily block customer access to the quote app.

                      Make a quote

                      Please choose Existing or New customer

                      Select a customer

                      / 1

                      No matching customers. Adjust your search or add a new contact.

                      New customer

                      Edit line item

                      Line item additions

                      Cancel item on machine

                      Select why this allocated work should return to Production planning.

                      Cancel current build

                      Select why this live machine run should be cancelled.

                      Add item to build

                      Select whether this allocated work starts a new build draft or joins an existing queued build.

                      Move work to another machine

                      Select the target machine for this work.

                      Add additional service

                      Generate packing slip

                      Generate customs docs

                      Pricing diagnostics

                      Snapshot of the pricing inputs and output for this line item.

                      
    
                      
                        

  
    
                      
      
                      
        
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                      Edit delivery details
                      
        
      
                      
      
                      
        
        
        
        
        
        
        
        
        
        
        
      
                      
      
                      
        
        
      
                      
    
                      
                        

  
    
                      
      
                      
        
                      Edit billing details
                      
        
      
                      
      
                      
        
        
        
        
        
        
        
        
        
        
        
        
      
                      
      
                      
        
        
      
                      
    
                      
                        

  
    
                      
      
                      
        
                      Send update to customer
                      
        
      
                      
      
                      
        Share a short update for the customer. They will receive an email and see the updated order details.
      
                      
      
      
                      
        
        
      
                      
    
                      
                        

  
    
                      
      
                      
        
                      Send offer to customer
                      
        
      
                      
      
                      
        Add an optional message for the customer. It can be used in communication templates as {{rfq_message}}.
      
                      
      
      
                      
        
        
      
                      
    
                      
                        

  
    
                      
      
                      
        
                      Attach purchase order
                      
        
      
                      
      
                      
        Enter PO number and upload purchase order PDF.
      
                      
      
      
      
                      
        
        
      
                      
    
                      
                        

  
    
                      
      
                      
        
                      Reject purchase order
                      
        
      
                      
      
                      
        Provide a rejection reason. The customer will receive it by email.
      
                      
      
      
                      
        
        
      
                      
    
                      
                        

  
    
                      
      
                      
        
                      Mark RFQ as lost
                      
        
      
                      
      
                      
        Add a reason. The customer will receive this in the RFQ lost email as {{lost_reason}}.