For Organizations
Product guides for companies using WinFactor to sell and quote
This section is for the companies that use WinFactor as their workspace.
Use these guides if you are:
- completing onboarding
- creating templates and layouts
- configuring pricing
- reviewing submissions
- creating and sending quotes
- setting up your public company presence
Core workflows
- Onboarding and first setup
- Dashboard and sharing
- Creating templates
- Layout editor
- Pricing rules and calculation types
- Managing submissions
- Creating, sending, and tracking quotes
- Contacts and activity feed
- Organization profile, public page, and contact leads
- Materials, colors, and component options
- Settings and workspace