Practical guidance for fabrication workflows.

Notes on CAD intake, estimating and customer portals, for the people who run them.

  • Quoting and customer experience
  • CAD and geometry workflows
  • Pricing and manufacturing checks
  • Hosting and CAD-file security
  • Fabrication portal implementation
  • Integrations and operations
Fabrication portal implementation5 min read

RFQ form vs fabrication customer portal

An RFQ form collects an enquiry; a customer portal can preserve the project, files and decisions that follow it. Choose between them by examining what customers and estimators need to do after the first submission.

See how the workflow fits together.

Explore customer workspaces, CAD intake and fabrication decisions in a managed portal.

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