Creating a simple quote

4 simple steps for creating a quote.

Step 1: Create a new quote

After logging into ToolBox with your username and password, click the button on the top right hand side of the page,
A new quote will be created, you can now choose a customer from the dropdown opposite the quote name or continue without a customer selected (customers can be added to a quote later).
Note: If you are already logged in to ToolBox and on a different page, navigate to the main dashboard by clicking the ToolBox logo.

Step 2: Load part files into the quote

Now drag the DXF or DWG file(s) onto the quote page. Your parts will be uploaded and checked by ToolBox.
The status column will show if the part is ready for calculation or if it might have some issues:
  • If issues are found that cannot be corrected by ToolBox the part(s) will be given a red icon
    . The issue should then be resolved with your drawing program before attempting to upload again.
  • If issues are found that can be corrected by ToolBox or ignored by you, the part(s) will be given a orange icon
    . Each issue is listed below the part.
  • If no issues are found, the part(s) will be given a green icon

Step 3: Set the material for the parts being quoted

Select all parts at once to make changes in bulk by checking the checkbox on the left hand side of each part:
Alternatively, select one part at a time, before taking the following steps to assign a material to each part. Over on the right hand side of the page select the:
  1. 1.
    Cutting technology (this will be pre-populated with your default cutting technology)
  2. 2.
  3. 3.
  4. 4.
    Sheet size

Step 4: Calculate

Click the calculate button
and your quote is done!