Quick Start

This guide is the shortest reliable path to getting real value from WinFactor as an organization user.

Step 1: Complete onboarding

Use the onboarding flow to define the basics of your catalog:

• products you manufacture
• materials and profile systems
• glass, hardware, security, and accessories
• company details that appear in your workspace and public presence

If you want the fastest start, use Onboarding and First Setup as your companion guide while you work.

Step 2: Create your first template

Create a template your customers can actually use.

When you create or edit a template, focus on:

• Name: what customers and staff will recognize
• Slug: the URL-friendly identifier used in the template link
• Description: short product context
• Minimum/Maximum Width: the allowed width range
• Minimum/Maximum Height: the allowed height range

Then review:

• components and their abbreviations
• default layout
• frame or frameless behavior
• images and public presentation

See Creating Templates if you need the full workflow.

Step 3: Test the customer flow yourself

Open the template's Customize flow and act like a customer before you share it.

Check that:

• dimensions accept the ranges you expect
• layout separators stop where your constraints should stop them
• finishes and options appear correctly
• the review step produces a sensible summary
• the submit step collects the contact details you need

If your template will be shared publicly, test it from a visitor point of view, not only while signed in.

Step 4: Add pricing rules

Pricing is optional at the start, but it is what turns the configurator from a lead form into a quoting tool.

Start simple:

• one template-wide base rule
• one component-level rule for glass or core product cost
• one or two option or material surcharges

See Pricing Rules and Calculation Types and the Pricing Rules Reference.

Step 5: Share, receive a submission, and send a quote

Once the template is ready:

1. share your public organization page or template link
2. wait for a customer submission
3. open the submission and review the configuration
4. create a quote
5. save the quote and let the PDF generate
6. send the quote to the customer

The customer receives a secure link where they can review, accept, or reject the quote.

Next steps

• Core Concepts
• Managing Submissions
• Creating, Sending, and Tracking Quotes