Create a new project

Projects let you group multiple quotes and orders under one umbrella, making it easier to manage work related to a specific customer or initiative.

Projects can be created in two ways:

• Manually by the manufacturer.
• Automatically when a customer submits a quote via the Storefront.

This guide explains how to effectively create and use projects.

Create a project manually

1. Go to Projects from the main sidebar
2. Click + Add New
3. Enter the following details:
   • Organization
   • Project Name
   • Description (Optional)
4. Toggle Notifications on or off to control whether the customer receives status and activity updates.

Automatically created projects via Storefront

When a customer submits a quote through your Storefront, a new project is created automatically. The submitted quote is linked to the project and appears in your Projects dashboard.

When to use a project

Use a project when one piece of work needs more than one quote or order. For example:

• A customer's product development programme with prototype and production orders.
• A repeat customer whose quotes and orders you want to see together.
• A request that starts as a discussion before there is a model to quote.

What a project contains

Each project has these sections:

• Orders and Quotes — everything linked to the project.
• Activity — a conversation log where you can message the customer.
• Files — supporting documents and assets.
• Designs — 3D renders of uploaded files.

Proposals from customers

Customers can also start a project with the Custom RFQ button on your Storefront, or through the AI Assistant. These requests arrive with Proposal status. See Manage and edit projects to accept a proposal and create quotes and orders inside the project.