Build-a-Quote

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? 

Our program uses textbook thresholds to provide manufacturability feedback for milling. These programmable rules appear in the Part Viewer when geometric interrogation triggers the thresholds of the file you are viewing. They also appear above the quote line-item. To learn more about manufacturability thresholds, see our help document here. If your shop would like to customize these thresholds, please contact support@paperlessparts.com
When interrogating a part file’s geometry, we assume a three-axis mill, a typical toolset, and very conservative ‘speeds and feeds’ to produce an estimated runtime. For simple, three-axis parts, our runtimes will be accurate. However, many of our customers work on very complex parts, which may need more intricate tooling and/or machines with more available axes. In these situations, our initial assumptions might not apply and our runtimes are likely less accurate.
Paperless Parts designed its runtime estimates to be a starting-point to think about and build quotes. From there, users can collaborate on the quote with their machinists and programmers to easily adjust runtimes and add any other operations which might influence the true cost of the project. Historically, ERP systems have forced users to change runtimes to adjust cost. While there is nothing inherently wrong with this approach, it is possible that there are in fact several other different levers which can more accurately influence cost, such as attendance percentage, machine utilization rate, or material cost. We would be very interested to speak with you about what factors you have identified influence the true cost of different projects. If you are interested in learning more, please reach out to us at support@paperlessparts.com.

5. How can I change an operation’s pricing template from the Build-a-Quote?

It is possible that you may run into a situation where you want to edit the pricing formula for a certain operation while you are building a quote. No problem! Simply open the operation in the line-item, and click ‘Edit Operation Template’. You are now back in the Operations page. Make the necessary changes, and then click back into the Operations home page. While our system does auto-save any changes you make to operations, it is a best practice to always go back to the Operations or Processes homepage after making adjustments. 
Now, let’s go back to the quote. To reflect the changes we made, we need to either a) re-add the operation and delete the old one, or b) reload the page. Many of our customers collaborate on quotes. We built the platform this way to ensure that two users working on the same quote could never use different data or pricing formulas. For more information on building and editing quotes, please see our Resources page. 

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 support@paperlessparts.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’. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us