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Client CRM & Quoting
Convert your 3D designs into professional, trackable quotes.
Managing Customers
Navigate to the Customers tab in your Admin Workspace. Here you can add new clients, track their vehicle details, and view their total lifetime spend with your shop.
Generating Quotes
- Attach a Build: Create a new quote and click "Attach Build". Select a saved 3D enclosure from your library to link it directly to the proposal.
- Add Line Items: Include costs for MDF wood, labor, carpeting, and terminal cups.
Dispatching to Clients
Once the quote is finalized, use the "Export PDF" button to download a branded document containing your company logo, the quote totals, and the 3D dimensions, ready to be emailed to your client.