Quotes
From DXF to approved proposal: revisions, sending, reminders, PDF, and Excel.
12 articles
Creating a quote from a DXF file
From drawing to price: line items, DXF processing, and cost components.
Revisions: what changes after sending
Why a sent quote cannot be modified, and how to create a revision.
Sending for approval via WhatsApp
The public link where customers approve or decline quotes.
Unanswered quote reminders
How the dashboard highlights pending sent quotes awaiting a response.
Customers and pipeline
Each customer's stage, next action and what is overdue.
Quote PDF and Excel spreadsheet
What appears on the PDF, how to save it, and how to export to ERP.
Calculated time versus actual time
Logging actual machine cutting time and adjusting calibration.
Send quote to ERP
The approved quote becomes an order in Omie, without retyping.
Quotation portal on your website
A public page where customers upload their DXF and receive an instant price.
Margin by material, customer, and salesperson
Where margins get tight, with cost frozen at issue.
Nesting: fitting parts on the sheet
How many sheets a job needs and how to get more out of each one.
CAD: drawing the part
Draw the flat part in Kine and send it to a quote or to nesting.