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Quote faster with smart quoting

D3M learns how you quote icons and automatically builds quotes for you.

David Chapman avatar
Written by David Chapman
Updated over 3 weeks ago

Once you have set up quoting by uploading your parts list, D3M still doesn't know which parts to assign to icons and connections in your projects. However, once you assign a part to an icon that you have added to a project, D3M will remember that decision and quote it for you and your colleagues automatically the next time you use the same icon.

No setup is needed! Build your first quote by manually assigning parts to icons and connections, and the next quote will automatically quote for all the icons that you have quoted before.Β 

NOTE: Automated quoting does not yet work for connections

How to override automated quoting

If you have icons that you frequently attach different parts to depending on the solution you are designing, you might run into a situation where D3M seems to be randomly selecting from those parts that you frequently quote. The best way to mitigate this is to create custom icons for the different situations that you deal with.

Copying an icon from an official D3M library

Click the icon that you want to make copies of in the library and click the Copy button at the bottom of the library.

Editing an icon in your personal or an organization library

Click the icon that you want to edit and click the Pencil button at the button of the library. If you do not see this button you either do not have permission to edit the selected icon or you have selected a bundle rather than an icon.

Setting quote parts

When you create the custom icon, you can lock in the quote parts that you want to be automatically quoted, or leave it blank and let automated quoting take over.

Remember that you can add multiple parts to an icon and give each a quantity if you want a single icon to represent a bundle of parts that you sell.

Additional Reading

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