1. How can I upload a PDF file for interrogation?
You can upload any file type you want. Certain file types will not pass interrogation (e.g. PDF). However, you can put values in the ‘Edit Part Attributes’ button within a quote line-item to run the part through an estimated interrogation.
2. How are manufacturing notes displayed on the shop floor?
Users on the shop floor must have access to Paperless Parts in order to access the manufacturing notes. Users can share the link to the quote to see all notes related to the project. All manufacturing notes are also populated on the router, per quote item.
3. Can I bulk upload supporting part files?
Unfortunately, bulk uploading supporting part file documents is currently broken. Our product management team is aware of the issue and taking steps to resolve it.
4. How does the Paperless Parts geometric interrogation engine generate runtimes?
5. How can I change an operation’s pricing template from the Build-a-Quote?
6. Can I work on quotes with other team members?
Collaborative quoting is a powerful tool to use when building quotes! You can work with team members to finalize details and send those quotes to customers. If your partner is working on a quote, simply take over the process and put those finishing touches on. Note that both team members cannot work on the same line-item at the same time. To share a quote, copy the link address and send it to your teammate.
7. How does the Paperless Parts platform gather material pricing?
Paperless Parts takes a high-level reference from Online Metals based off the requested quantity and calculated make quantity. Material recommendations should serve as a guideline to think about pricing. Some of our most successful customers work with their local vendors to upload per pound prices for their most common materials. This saves time during quoting and allows users to account for a confident material RFQ price. If you’d like to learn more about material pricing, please reach out to us at email@example.com
8. How do I set an expiration date?
All quotes have an expiration date. The default is 30 days, but you can change the expiration date on any quote to whatever you like. After that date is reached, the quote will be moved to the Expired folder. However, the link to the Digital Quote will still be live even after the quote expires. This means that the customer can access it, but cannot interact with it. They can request a re-quote, at which point the Paperless Parts platform will draft a quote with the same pricing which was used on the original quote. This is so that you have a reference for the previous prices you sent the customer. These can of course be changed in the Build-a-Quote. You will receive an email notifying you that a customer has requested a re-quote.
9. Does the program estimate welding cost?
We do not currently estimate welding cost, but our team is hard at work building out these features. It’d be great to connect and hear about how your price welds.
10. Can multiple quotes / parts be put together for an assembly quote?
Multiple parts can be put together for assembly quotes. Within the quote line-item, you can add more part files to the assembly by clicking ‘Upload Files’.