Managing Submissions
Review incoming customer requests and prepare them for quoting
Submissions are the structured requests customers send after finishing the configurator.
What you can expect on a submission
A submission can include:
- customer contact information
- selected template
- dimensions
- configuration details
- notes
- a visual preview
Common statuses
Most teams work with a simple progression:
- New
- Quoted
- Closed
In practice, quote activity is what usually drives the status forward. When a customer accepts a quote, the submission moves to Closed. If a customer rejects a quote, the submission stays in Quoted status so your team can follow up or create a revised quote.
How to work submissions efficiently
For each new submission:
- confirm the contact details are usable
- review the dimensions and configuration
- check whether the customer notes affect scope
- decide whether you can quote immediately or need clarification
Editing a submission
From the submission detail page you can reopen the configuration in the configurator, adjust it (dimensions, layout, finishes, options), and save it back to the same submission — useful when a customer calls with a change, or when you correct something together before quoting. Quote auto-fill then calculates from the updated configuration.
You can also update the customer's contact details on the submission; completed address details flow into the quote's customer block.
What to do when details are missing
Use the submission as a structured starting point, not as proof that every commercial detail is settled. If the configuration is incomplete or ambiguous, contact the customer before you send a quote.