How to
Five short tasks: product, prices, quote, PDF or link, team.
Five common tasks with the current button names. The menu shows Products, Quotes, Library, Help and Settings. If your account has the classic menu, the same pages are called Configurations, Calculations and Materials (plus 3D Materials and 3D Models); the addresses and your data are the same.
Create a product
Products → Create product
Open Products and choose Create product (Create configuration in the classic menu). Choose how to start: Create with AI to describe the product or attach a price list (when AI is enabled for your company), Choose a template, or Start from scratch. Review the draft and its price before you save it.
Add your prices
Library → Materials & prices → Import
Open Library → Materials & prices. Choose Import to load an Excel or CSV price list (while the list is empty, the button is Import price list), or Add material to enter a price by hand. Check the unit and price of each material. Product costs are calculated from these prices; Finishes only change how 3D looks.
Make a quote
Quotes → New quote → Create quote
Open Quotes and choose New quote (New Calculation in the classic menu). Optionally enter the customer or project, pick one or more products and choose Create quote (Create Calculation). Set sizes and options in the quote: the price, material list and 3D update right away.
Get a PDF or a customer link
Quote → Share, or Actions → Export PDF
Open the quote in Quotes. Share creates a view-only link for the customer; once the link exists, Copy link copies it again. For a document, open Actions and choose Export PDF; Excel and CSV are in the same menu. Check the price and customer details before sending. Links and export need Pro or an active trial and the required permissions.
Invite your team
Settings → Team → Invite
Open Settings → Team. In Invite a team member, enter the email address, choose a Role and press Invite. The invitation is valid for 7 days. Owners and Admins can invite; the available roles and seats depend on your plan.
Each link opens the page in your account. If a button is missing, your role or plan does not allow that action: ask the account owner.