How it works
A clear path from files to your first quote.
The goal is a setup you can trust. Start with your own data and a known configuration, then move through these four steps.
1. Create your workspace
Sign up with your name, company, email, and password, then verify your email. The current customer preview supports one owner per workspace. You can explore the public door demo before creating an account.
2. Upload and review
Bring your product combinations and supported rule files as CSV or Excel. Confirm the detected columns and file roles. Use the import feedback to correct missing data or replace a file before moving forward.
3. Check a known configuration
Preview a draft using choices and an expected result you already know. Confirm rule interpretations and compare the calculated details and price. Publish once the required verification checks pass.
4. Configure and quote
Choose valid options, enter quantity and customer details, and save your quote. Download a CSV or print to PDF. When your product data changes, review and publish a new revision while retaining prior published versions.
See it with your own data.
Start with one spreadsheet and a result you already know.