Design & Quoting
The drag and drop design tool your retailers work in, and the quote requests that come out of it.
- Creating a DesignA design is a monument configured from the catalog, priced as it is built. This page walks through the design tool from choosing a shape to saving the finished design, and covers the base, accessories, text, and artwork that go on it along the way.
- Advanced Design ToolsThe design canvas carries more than the panels that build a monument. This page covers the toolbar across the top, working on the front and back of a stone, custom sizes, uploading your own artwork, layer order, and the view controls around the edge of the canvas.
- Creating a Quote From a DesignA design becomes a quote when it is priced against the catalog, and either a retailer or a wholesaler can build the design it starts from. This page covers who can create one and how a finished design is turned into a quote.
- Creating a Manual QuoteA manual quote is built line by line rather than from a design, and only wholesalers can create one. This page covers the two kinds of line item, how price and weight are worked out for each, and the overrides, notes, and attachments available before the quote is created.
- Quote ManagementOnce a quote exists, both kinds move through the same lifecycle. This page covers the states a quote passes through, the steps each side has to take, the revision loop, approving a quote into an order, and what happens to the price along the way.
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