Quotes overview

Quotes are the main workflow in NanoQuote: upload drawings, review pricing, and share a customer-ready link.

Statuses

• Draft: editable and not yet sent to the customer.
• Sent: customer can view the quote using the share link.
• Accepted / Rejected: customer decision (or your internal status update).
• Archived: hidden from default lists (can be restored).

Quotes list and filters

Use tabs to filter by status:

• All
• Draft
• Sent
• Accepted
• Rejected
• Archived

Optional filters:

• My quotes: only quotes you own (or created).
• Tab counts show how many quotes are in each status.

Create a quote (file upload wizard)

Select New Quote, then follow the wizard:

1) Upload

Supported file formats:

• DXF - 2D drawings (lines, arcs, polylines)
• STEP (.step, .stp) - 3D CAD models (automatically flattened to 2D cut profiles)

Drag/drop files or use the upload button.

STEP file processing: For STEP files, NanoQuote analyzes the 3D geometry and attempts to auto-detect the optimal cut view for flat, sheet-like parts. If the part is complex or the cut direction isn't obvious, you'll see a 3D perspective picker to select which face to project from. See Working with STEP files for details.

2) Configure sources (files and layers)

NanoQuote may detect multiple sources in a DXF:

• The whole file
• Individual layers (if your DXF is layered)

For each source you can:

• Enable/disable it (include it in the quote or not)
• Pick units (mm vs inches) if the file units are ambiguous
• Review an estimated preview and cut metrics
• Optionally include paper space entities

3) Customer and defaults

Set defaults that apply to the quote and new parts:

• Customer name/email (or pick an existing contact)
• Material (sheet goods)
• Machine
• Default quantity

4) Processing

NanoQuote parses the DXF, extracts geometry, and creates part line items.

If processing takes a bit, you will see progress updates.

Sending and sharing quotes

From a draft quote, select Send Quote.

After sending:

• The quote becomes Sent
• A customer share link becomes available (and the customer quote page can be opened)

If you need to pull access back:

• Use Retract to return a sent quote to draft (customer link access is removed).

If you changed a sent quote:

• Use Send Update to notify the customer the quote has been revised.

Note: a quote must have a customer/contact selected before it can be sent.

If a quote is accepted or rejected:

• Use the quote actions menu to revert it back to Draft or Sent.

Next: Quote editor