Quick Start
- Setting up Your Email for Quote Assistance
- Adjust Properties After File Upload
- Search and Copy Quotes
- Quote Summary Options when Completing a Quote
- How to Use the Shape Library
- How to Navigate Line Items
Quote Detail
- How to Import DXFs with a Corresponding CSV File in SecturaFAB
- Importing Format: Products, Costs, and Materials
- Creating and Managing Materials and Products
- Types of Operation Calculators
- Options in Quote Details
- Set Sales Terms
Preferences
- Understanding Vendors in SecturaFAB
- Auto Save DXF Properties
- Options in Preferences
- Set Report Viewer or Report Download
- Price Breaks
- How to Handle Duplicate Part Names (Make Part Names Unique)
Customization
Organization Settings
Cost
- How to Create and Edit Costs
- Cost and Margin Settings in SecturaFAB
- How to Edit Cost and Apply Price in SecturaFAB
- Set Up a Price Book
- Set Up Cost Rules
- Add a Cost Lookup