1. How to Build a Quote
There are two different ways that a customer can submit an RFQ.
1. Traditional - email submission.
a. Hit 'Create Quote'. First, we'll add a customer.
b. There are two different ways to upload a part. You can either hit 'Upload a Part', or drag and drop a file from your drive.
c. Select a Process, Material, Finish (if applicable), quantities, and hit confirm. The part will be put through Paperless Parts' geometric interrogation. The operations associated with that process will automatically populate.
2. Smart RFQ submission.
a. The quote will automatically be drafted in Paperless Parts.