Your diagram is done, and now it needs a price. Instead of counting every icon and cable by hand, you can attach quote parts to the icons and connections in your diagram, and D3M builds the quote for you. Add or delete a quoted icon, and your quote updates to match.

Quoting starts with your organization's parts list. If your Organization admins haven't uploaded one yet, you'll see a reminder at the top of the "Quote" tab. Once it's uploaded, you're ready to go.

If you have Edit access to the project, double-click any icon or connection in your diagram to open it in the editor. In the "Quote Parts" section, start typing a part number or name in "Add a part..." and pick the part you want from the results. You can add as many parts to an icon as you need, and change the quantity on each one.

You can add as many parts here as you need and you can increase the quantity of a part on a single item by adjusting the quantity field on the part. 

You can also quote connections in the same way that you quote icons. Double-click the link, add parts in the "Quote Parts" section in the editor. You can also use part quantity to quote cable lengths. 

Usually you will need to quote things like service hours or support packages that typically are not related to a specific icon or connection in your diagram. In order to quote those elements, navigate to the Quote section of your project where you will see a "Add a line item" button.

Clicking that button will open a form for adding a line item. Either fill out the form in full to create a custom line item that does not match any of the parts that you have uploaded, or start typing the name or part number of a part to perform a search, then select a result that appears underneath the form. You can also adjust the name, description, price, and cost of a line item to fit special cases.

NOTE: Any time a line item's data becomes out-of-sync with the quote part that created it, you will see a warning indicating the difference as well as a banner at the top. You can click the warning to bring the data in the line item up-to-date, or the banner to update all line items out of sync.

Use quote sections to keep your quote organized. Sections are simply for splitting up your line items into related groupings that will be sub-totalled individually. By default, D3M starts off every quote with two sections: "Products" and "Services". To add a section, look for the Add a Section button found just below your last section. You can then rename a section, drag and reorder the sections, or delete entire sections.

If you want to discount a line item you have two options: Bulk and Per Item. Access discount options by hovering over the line item you want to discount and click the tag icon, then click the option you would like.

Use bulk discounts to apply a single total discount to a line item. 

Use per item discounts to apply a discount for a certain quantity of items in that line item. The quantity of items you discount does not need to be the same as the number of items that are being quoted.

Finally, at the bottom of your quote, you can apply a flat or percentage discount (use the % icon to toggle between flat and percentage discounts), at shipping and handling charges, or set a tax percentage. 

Once you have your quote looking just right, you can use the Export CSV button in the top right to import your quote into your own accounting system, or you can switch over to your Documents and insert your quote into a document and export it as PDF with your logo and other information. Having a document template to wrap your quotes in is great way to save time and quickly provide professional quotes to your customers.