Managing Quote Parts in D3M
Quote parts are the building blocks of your quotes. You can manage them in your company’s Quote Settings page.
(Only Admins can access and edit Quote Settings)
Adding Quote Parts Manually
To add a part, enter a unique Part Number, Name, and optionally a Description, Unit Price, and Unit Cost. Press Enter to save. The part will then be available to you and your team when creating quotes.
Adding a quote part manually
Importing Quote Parts in Bulk
Manually entering many parts can be time-consuming. Instead, you can import them from a CSV file.
Creating Your CSV
If you already use another quoting system, export its part list as a CSV. Otherwise, create one in Excel (or any spreadsheet software). Your CSV should include the following columns:
Part Number (required): A unique identifier for the part (letters/numbers).
Name (optional): The part’s name.
Description (optional): A short description.
Price (optional): The customer-facing price.
Cost (optional): Your internal cost.
An example CSV file
Excel tip: If your part numbers are numeric-only, Excel may reformat them (e.g., into scientific notation). Learn how to prevent this.
Need a starting point for your CSV?
Uploading Your CSV
In Quote Settings, drag and drop your CSV into the upload area (grey dashed box). D3M will prompt you to match your CSV columns to D3M fields. A CSV template can be downloaded to help you get started in importing Quote Parts if you click the link directly below the upload area.
Note that only the Part Number field is mandatory and required to contain valid values in its respective CSV column. Select "Keep current value" for other columns if you wish to not overwrite these Quote Part values with the ones from the uploaded CSV.
Once mapped, click "Done mapping headers". You can update your CSV and re-upload at any time. D3M will update your parts list in the background and notify you when the updating process is complete.
Maintaining your company’s quote parts
Keeping your quote parts up to date is simple:
Edit in D3M: Search, update, or delete parts directly.
Re-upload CSV: Import an updated CSV to sync changes.
Parts not in the new CSV will be deleted.
Existing parts will be updated and you only need to provide the part number and the information you want to update.
New parts will be added.
To start from your current list, use the Export CSV button, make changes, and re-upload.
