Client notes

Let customers provide critical order details — right where you need them.

DigiFabster’s Client Notes feature allows your customers to include custom messages and instructions when submitting quotes or placing orders. From special part requirements to shipping preferences or production requests, it’s an easy way to capture important details that may not be included in uploaded CAD files or technical drawings.

Perfect for machine shops, fabrication services, 3D printing providers, and any manufacturing company offering custom parts or on-demand production.

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🔧 What It Does

With this feature enabled, customers can:

• Add notes directly through the widget during part configuration or checkout
• Share important details such as:
  • Part-specific requirements
  • Manufacturing preferences
  • Delivery instructions
  • Special handling or packaging needs
  • Custom post-processing or finishing requests
• Submit instructions along with their RFQ or instant quote
• Keep all information centralized in one place — tied to the job

Notes are fully visible in your admin dashboard, making them easy to reference during production planning, cost estimation, and order management.

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🏭 Problems This Solves

Problem: Important order details are sent separately or forgotten
✅ Solution: Clients can share all instructions directly through your online quote system, improving efficiency and communication.

Problem: Lack of context leads to production delays or errors
✅ Solution: Notes provide essential information that supports accurate cost calculation, scheduling, and delivery.

Problem: Customers want more control and flexibility during ordering
✅ Solution: Give them a dedicated space to explain needs and expectations — improving customer satisfaction and trust.

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🚀 How It Works

1. It works out of the box
   – A “Client Notes” field is included in the ordering flow on both order and line-item level
2. Customers enter their instructions
   – For each part or for the full order
3. Notes are stored with the order
   – Viewable in your dashboard for job tracking, production setup, and communication

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💡 Pro Tip

Use Client Notes to reduce back-and-forth emails and clarify details on custom fabrication, small-batch production, and prototype manufacturing. It’s a lightweight feature that adds a layer of confidence to every quote.

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