Quoting Tool
Acutec Precision Grinding
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Rush

Customer

Pricing

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Sales Funnel

Top Customers
Needs Attention
Open quotes with no activity in 7+ days
Total Quotes
Open
Need Attention
Stale 7+ days
Win Rate
Pipeline Value
🔴 Needs Attention
7+ days without update
Quote Customer Stage Last Touch
🏆 Recent Wins
Last 30 days
Quote Customer Value When
Pipeline by Stage
Click a bar to filter the Quotes tab
Average Days in Stage (Open)
Red = over 30 days · Orange = 14-30 days · Teal = healthy
No open quotes.
Top Customers
# Customer Open Won Total Value
Recent Activity

Customer Questions

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Last sent

Global Changelog

Settings

Active Carbide Price ($/lb)
Market check:

Configure the stages a quote moves through. Terminal stages (Won/Lost) end the workflow.

Order Stage Name Color Terminal? Is Won?

Quote Pricing Display

Show Instant Price Estimate
When enabled, customers see a calculated price estimate on the quote form. When disabled, pricing is provided after internal review.

Notifications

Comma-separated. These addresses receive an email when a new quote is submitted.

Quote Numbering

Alert when carbide price hasn't been reviewed in this many days.

Customer Form ↔ Settings Mapping

This tab shows how the customer-facing quote form fields map to back-end settings. All pricing parameters below are configurable in the Pricing tab above.

Form Field / Option Pricing Category Notes
Diameter, OAL, Qty material labor Drives carbide weight calculation using active carbide price ($/lb)
Coating (TiN, TiAlN, etc.) coating One pricing row per coating type in Pricing → coating category
Coolant Through labor Coolant_thru options (Single Center, 2/3 Flute, Lateral) are priced per row
Additional Features (chip splits, edge prep, etc.) feature Each feature is a separate pricing row in the feature category
Rush Service rush Rush upcharge applied to eligible items when rush_service is true
Shipping shipping Flat or % shipping estimate added to subtotal
Tax tax Tax rate applied to subtotal + shipping
Show Instant Price toggle App Settings Controls whether customers see the calculated estimate or a "contact us" message
Quote number prefix App Settings Prefix applied to auto-generated quote numbers (e.g., APG-2026-001)

ℹ Tool Types & Options

Tool categories (Common / Specialty), tool types (Square, Ballnose, Drill, etc.), coatings, coolant options, and additional features shown in the customer form are currently defined as constants in the application code (quote-form.js). Future enhancement: expose these lists as configurable settings so they can be managed without a code change.

Tool Diagram Images

Bulk Upload Images

Assign each file to a diagram slot, or leave Unassigned to add it to the library.

Add User

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Users with Access

No users assigned yet.
Name Role

Import Quotes from CSV

CSV should include columns: customer_name, customer_email, and optionally: company, phone, role, status, notes, assigned_to.

📂
Drag & drop a CSV file here, or click to browse
Preview (first 5 rows):

Create New Quote