Getting Started
Start using WinFactor as an organization user
This section is for organization users setting up WinFactor for the first time.
What WinFactor Helps You Do
- create product templates customers can configure visually
- receive structured submissions instead of long email threads
- generate and send quotes with clear pricing and version history
- automate follow-up with webhooks and ActivePieces
Recommended Reading Order
- Quick Start
- Core Concepts
- Onboarding and First Setup
- Creating Templates
- Pricing Rules and Calculation Types
If You Are a Customer or Visitor
Start in For Customers. That section explains measuring, configuring, quote review, quote acceptance, and the free drawing builder.