Create a new quote (Customer Storefront)

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

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

This guide explains how customers create and submit quotes through your Storefront.

Prerequisites for manufacturers

1. Your Storefront must be set up and published so customers can access it.
2. Make your Storefront accessible by sharing the URL with customers or embed it on your website.

Customer experience: Create a new quote

As a customer, you can request a quote in three quick steps:

1. Upload your model.
2. Set part requirements: Pick the technology, material, color, and any specific options.
3. Proceed to checkout: Submit your request, pay online, or download the quote.

After submitting, you’ll find your quotes in the Dashboard, where you can track progress and message the manufacturer directly.

Upload a model

Upload your model by clicking Browse Files or drag and drop the file into the upload section.

• Supported formats: STEP, IGES, SolidWorks part files (.SLDPRT), Parasolid files (.x_t), STL and 3MF.
• Multiple models: Upload several models in a single quote.

Set part requirements

Choose a part and define its manufacturing specifications:

• Technology: Select the manufacturing process.
• Material: Specify the material composition.
• Color: (Optional) Select from available colors.
• Infill: (Optional) Select the percentage infill.
• Layer Height: (Optional) Select the desired layer height.
• Post-processing: (Optional) Select finishing operations.
• Lead time: (Optional) Select delivery time expectations.

Then, select the part to set its quantity:

• Adjust Quantity: Use the + and − buttons to update the amount.
• Bulk pricing: Hover to view and select from manufacturer pre-set quantity tiers.
• Apply to All: Copy current specifications to all other parts.

☝️ Power user tip: Use Ctrl+Click to select multiple parts for bulk changes.

⚠️ Final price may vary based on selected options and the manufacturer’s pricing settings.

Proceed to checkout

Depending on the manufacturer's settings, customers will see one of three different checkout flows:

• Select delivery method and make payment: Standard checkout with upfront delivery and payment.
• Submit request without payment: Submit quote details for manufacturer evaluation.
• B2B ordering flow: Save and download a PDF version of the quote for offline processing.

👉 Submitting the quote makes it visible to both customer and manufacturer. The manufacturer can review, accept, reject, or follow up as needed.

Case 1: Select delivery method and make payment

1. Click Continue after finalizing part configuration.
2. Select a Delivery Type for order delivery.
3. (Optional) Enter your Tax Number to appear on the quote summary.
4. (Optional) Add Notes for special instructions to the manufacturer.
5. (Optional) Apply a discount code.
6. Review the final summary, including quote breakdown and total amount.
7. Click Continue to submit the quote.

Make Payment

Depending on the manufacturer’s payment settings, customers may see:

• Digital or manual payment options.

  Learn more about Phasio’s supported payment types.

• Download invoice button.

  Lets customers save a PDF copy of the invoice. Learn how to customise your invoice template.

Case 2: Submit request without payment

1. Click Submit Request after configuring your quote.
2. Enter your ****contact details (email, phone number, or WhatsApp).

Case 3: B2B ordering flow (download quote PDF)

For estimates or quotes requiring internal review:

1. Finalize your part configuration.
2. Click the Download PDF icon (⤓) instead of Continue, to save a PDF copy of the quote.

Don’t have a model or part file? Submit a Custom RFQ

If you don’t have a model file ready, you can still reach out to the manufacturer to collaborate on a project.

To get started, select Custom RFQ to submit a manual request and begin the conversation. Learn more about creating requests.