Save and manage in-progress quotes before they’re ready to send.
DigiFabster’s Drafts feature allows your internal team to save quotes and orders that aren’t finalized — without notifying the customer. Whether you’re adjusting pricing, configuring parts, or waiting for internal approval, drafts help your team stay organized while keeping the customer-facing side untouched.
This feature is primarily used together with Internal Quick Quoting, giving your team a safe space to build, review, and refine quotes before sharing them externally.
🔧 What It Does
With Drafts, your team can:
- Save unfinished quotes while working in Internal Quick Quoting
- Make changes freely — pricing, materials, quantities, tolerances, and more — without triggering client notifications
- Add:
- CAD files and part configurations
- Discounts, payment terms, post-processing, and additional services
- Reopen drafts at any time to finalize and submit
- Filter and search by:
- Customer name
- Order ID
- Date
- Export draft data for reporting or review
You’ll find all draft quotes under Orders → Drafts — fully searchable and exportable to CSV for integration with ERP, CPQ, or CRM systems.
🏭 Problems This Solves
Problem: You want to build and refine quotes internally without alerting the customer
✅ Solution: Save progress privately using drafts until the quote is ready to send.
Problem: Sales and estimating teams work on complex quotes over multiple sessions
✅ Solution: Pause quoting at any point, then return later without losing any work.
🚀 How It Works
- Begin a quote using Internal Quick Quoting
- Click “Save as Draft” instead of submitting
- Go to Orders → Drafts to view and manage all saved work
- Reopen a draft anytime to finish quoting or submit as an order
💡 Pro Tip
Use Drafts to stage high-value or multi-line part quotes before a customer presentation or procurement review. It’s ideal for teams quoting metal components, precision machining, or custom fabrication projects with multiple review steps.
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