Create a new quote (Manufacturer's backend)

Phasio’s platform offers two quote generation methods to meet diverse business needs:

• Manufacturer-Generated Quotes: Authorized users from the manufacturer’s team create and customize quotes through the administrative backend.
• Customer-Initiated Quotes: Customers upload files and submit requests through your customized Phasio Storefront.

This guide explains how manufacturers create and submit quotes using the backend system.

Ways to create a quote

You can create a new quote using any of the following methods:

• Sidebar: Go to Quotes > Add New from the main sidebar.
• Quote List: Navigate to Quotes > List and click the + button in the top-right corner.
• Customer Details: Navigate to Customers > Quotes and click the + button. [🔹 NEW]

1. Select customer account

Begin by selecting a customer account from your verified customer database.

2. Add parts

Under the Parts section, add parts via:

• Digital File Upload: Import customer part files in industry-standard formats (STL, STEP, IGES, 3MF), or
• Catalog Selection: Use the approved parts catalog to quote repeat orders faster.

3. Configure part specifications

Click on each individual part to define manufacturing specifications:

• Technology: Select the manufacturing process (e.g., MJF, SLA).
• Material: Specify the material composition required for production.
• Color: Select from available colors.
• Post-processing: Select finishing operations.
• Lead time: Establish delivery time expectations.
• Manual pricing: Use when you need to set custom prices outside the default equation logic.

☝️ Power user tip: Right-click on parts to quickly access actions and boost efficiency.

4. Add supplementary charges

Add supplementary charges by clicking + under the Expenses section to account for:

• Special tooling.
• Setup costs.
• Non-standard manufacturing requirements.

5. Configure quote settings

• Recipients: Select who will receive the quote document and notification updates via email.
• Discounts: Apply additional discounts as appropriate.
• Shipping: Select appropriate shipping options based on customer requirements.
• Billing Address: Confirm customer billing address for accurate financial documentation and payment processing.
• Internal Only: Toggle if the quote is for drafting or record-keeping rather than customer communication.

6. Generate the quote

Click Create in the top-right corner to validate inputs and generate the official quote document, completing the creation process.

👉 Once created, quotes are visible in both the manufacturer and customer dashboards—to keep both sides aligned on progress.