Getting started
From an empty account to a live quote on your own site. Fifteen minutes if you have your rates to hand.
The set-up guide in your console walks these steps in order and remembers where you got to. This page is the same sequence with more explanation, for when you want to read ahead or come back to something.
1 · Pick a process and start from a worked example
Do not start from an empty form. Choose the process you run and Quotometry creates a configuration from a worked template - real machines, real materials, sane rates - which you then change into yours. It is much easier to correct a number than to invent one.
2 · Swap in your machines and materials
The template came with somebody else's machines. Replace them with yours: the model, the build volume, the hourly rate, the speeds. Then tick the materials you actually stock and confirm what you pay for them. Every price from here on is built out of these numbers, so this is the step worth doing carefully.
Both live in the Library as well, which is where to put them if several configurations should share them. More on what to fill in and what to leave alone →
3 · Set your rates, then publish
Machine hour, labour by role, overhead, margin, minimums. The sample-quote panel beside the editor re-prices a real part as you type, so you can see what a buyer would pay before any buyer can. Publishing is what makes a version quotable - until you publish, nothing you have changed is live. How drafts, versions and publishing work →
4 · Say where orders should go
One e-mail address that hears about everything is enough to start. Callback URLs, per-person notifications and cart hand-offs can come later. Orders and notifications →
5 · Put the widget on your page
Two lines of HTML where the quoting form should appear. Tell Quotometry your website address first - a widget only answers the pages you list. No website yet? Switch on the hosted quoting page and send people the link instead. Widgets and theming →
6 · Make it right, not just live
Being live is not the same as being right. Two things close that gap, and they are the difference between a shop that uses Quotometry for the easy jobs and one that uses it for everything: