Quick Start Guide

This guide walks you through the essential steps to start using WinFactor: creating a template, configuring pricing, and processing your first customer submission.

Step 1: Create Your First Template

A template is a product configurator that defines what customers can configure and the constraints they must work within.

1. Go to your dashboard and click Templates
2. Click Create Template
3. Fill in the basic information:
   • Name: A descriptive name (e.g., "Standard Sliding Window")
   • Slug: URL-friendly identifier (auto-generated from name)
   • Description: Optional product description
4. Set dimension constraints:
   • Minimum/Maximum Width: The allowed width range in millimeters
   • Maximum/Maximum Height: The allowed height range in millimeters
5. Click Create

Your template is now created with a default window section. You can customize it further by:

• Adding more section types (windows, doors, panels)
• Configuring the layout structure
• Adding selectable options for customers

Step 2: Configure Pricing (Optional)

Set up automatic pricing so customers see real-time prices as they configure products.

1. Open your template and click Pricing
2. Click Add Rule to create a pricing strategy
3. Select the pricing level:
   • Template-wide: Applies once to the entire configuration (e.g., base frame price)
   • Per-fragment: Applies to each window/door/panel (e.g., glass pricing per m²)
   • Per-option: Applies when customer selects specific options (e.g., safety glass surcharge)
   • Per-material: Applies for color/material selections (e.g., color surcharges)
4. Choose a calculation type (e.g., "Area pricing", "Fixed price", "Running meter")
5. Enter the required values (e.g., rate per square meter)
6. Save the rule

You can add multiple pricing rules that combine to form the total price.

Step 3: Share With Customers

Once your template is ready, share it with customers:

1. Go to your template
2. Click Customize to preview the customer experience
3. Copy the customize URL to share with customers

Customers can access this link to:

• Set their desired dimensions within your constraints
• Choose from available options
• See real-time pricing (if configured)
• Submit their configuration request

Step 4: Handle Submissions

When a customer submits a configuration:

1. You receive a notification (if configured via ActivePieces)
2. The submission appears in your dashboard under Submissions
3. Click on a submission to view:
   • Customer contact information
   • Configured dimensions and selections
   • Visual preview of the layout

Step 5: Create and Send a Quote

Turn a submission into a professional quote:

1. Open the submission
2. Click Create Quote
3. Choose how to generate line items:
   • Auto-generate: Uses your pricing rules to calculate line items automatically
   • Manual entry: Add line items yourself
4. Review and adjust:
   • Line item descriptions and prices
   • Tax rate
   • Validity period
   • Notes and terms
5. Click Send Quote
6. Enter the customer's email address(es)
7. Confirm to send

The customer receives an email with a secure link to view, accept, or reject the quote.

What Happens Next

• Quote Viewed: You're notified when the customer opens the quote
• Quote Accepted: The customer signs and accepts - submission is marked as closed
• Quote Rejected: The customer declines - you can follow up or create a new quote

Next Steps

• Core Concepts - Understand templates, submissions, and quotes in depth
• ActivePieces Integration - Set up automated notifications and workflows