The MakerOS Autoquoter is for 3D Printing and CNC Machining
The Autoquoter is the tool that allows you or your customers to easily and instantly quote parts from the Files tab or within a custom invoice from the Billing tab of a Project.
Note: This section is optional, and will only be useful to 3D printing or CNC service providers - you can start taking orders once you've completed the other steps to Setting Up, but you'll need to configure your AutoQuoter in order to quote 3D files from Projects.
You will also need either a Pro or Business account in order to gain access to the Autoquoter feature. Learn more about our plans and what is included here.
Get Free Help to Set Up Your Autoquoter
If you'd like to go through this process on your own, read on, but if you're interested in receiving some help, we offer a free onboarding session to ensure you get the most out of your account. You will speak with our experts that have built several companies just like yours.
How to Access the Autoquoter Configurator
Selecting "Autoquoter" from the left-side navigation menu will bring you to the AutoQuoter Configuration page, which will be empty the first time you come to it. From here you'll see a few options along the left. To start, we'll click "Settings", at the bottom of those options.
Create Any Process
Processes refer to the fabrication technologies, machines, or material methodology offered through your Autoquoter. You can create any type of process including FDM, SLA, CNC, etc..
The process name can be the type of fabrication technology (FDM, SLA, CNC), a specific machine (Fortus 400mc, Formlabs Form 3, Tormach 1100m), or a material methodology (Thermoplastics, Resins, Metals).
You can name a process anything you want and you can be as descriptive as necessary. The process name will be the first required selection before a material or color. The process name can be the type of fabrication technology (FDM, SLA, CNC), a specific machine (Fortus 400mc, Formlabs Form 3, Tormach 1100m), or a material methodology (Thermoplastics, Resins, Metals).
While quoting a part for your process, there will be an informational icon that users can click to learn more.
Start Up Price:
You can and should include a start up price that compensates for your time to set up that process for fabrication. It takes time to take the file through CAD/CAM or slicing software. You could also consider this your "floor" for pricing on that process.
Build Plate Thresholds:
These are the minimum and maximum part sizes that your process will allow to fabricate. For instance, you would not want to make anything smaller than a few millimeters on a Fortus 400mc FDM machine because of the time/cost/machine limitations.
When a part is being quoted within the Autoquoter interface, it will check the bounding box of the object and check the build plate thresholds to see if the part can be made within that space. If the part does not meet the size requirements, then it will let the user know in which dimensions the part is either too big or too small.
Infill / Density:
For FDM machines, this is easy to understand since it is a standard slicing parameter within your slicer. You can set a minimum infill and allow/disallow the ability to change infill while quoting. For most other processes, you want to think of this as "Density". Of course for a SLA, SLS, or CNC, the part will be 100% dense with the selected material; so you should also deselect the "allow users to change infill" checkbox. Whichever process you are adding, this Infill/Density option is calculating how much material/time will be used to produce the part and is the primary parameter in which the Autoquoter calculates the price along with the material cost (among all the other pricing modifiers).
Once you're done, click "Save" to view the Process you just created on the main Autoquoter Configuration page. From there, if you'd like to change anything about this Process, just click on the "Edit" button on the top-right when this Process is selected to come back to the main Autoquoter Configuration Page.
Add Any Material
Next, you'll need to add a Material category to your Process by clicking the "+ New Material" button. If you have not added any 3D printing or CNC inventory products yet, you will receive the below notification.
Please read this article on how to add 3D printing or CNC products to your inventory. You will need to do this step first before you can add a material category to your Autoquoter.
Once you have completed the above-required step and have created a 3D printing or CNC material in your inventory, you can proceed to create a new material category. When you have done that, you should see a similar screen below.
Similar to creating a new Process, here you'll name and give a description to your new Material. If you change your mind and decide to add this Material to a different Process, you can also do that here. Down below, you'll associate Products to the Material.
Each Product associated with the Material category will show up as a different color option in the Autoquoter interface. Select from the dropdown the Product you want to associate to this Material category.
Note: While quoting a part within the Autoquoter's interface, the price is generated by selecting the color of the Material category (because it is referencing that specific product within your inventory with its pricing) and the infill/density setting.
After associating a Product, you can remove it by clicking on the garbage can () icon. You will need at least one associated Product in order to have this Material category show up in the Autoquoter.
Once you are done, click "Update" to go back to viewing this process on the main Autoquoter configuration page. From there, if you'd like to add or remove any associated Products, just click on the pencil icon on the right of the Material category's box to come back to this page.
Qualities are modifiers for your Autoquoter which lets you offer different qualities or finishing options for this Process. This may include variable tolerances, layer heights, structural integrity, polishing, etc..
Enter a name, a layer height (which you can enter as "0" if a Quality doesn't relate to layer height), and a percentage modifier. The modifier is a percent of the overall output price from the Autoquoter and can be additive or subtractive. You can also toggle the checkbox on the left-hand side to have this Quality be active (visible in your Autoquoter) or not.
If you don't want to offer different Quality options, that's okay, too! Just don't add any Qualities and the option won't show up when you go to quote a part within the Autoquoter interface.
If you'd like to edit or delete a Quality, click on the pencil icon on the right-hand side of that Quality.
In this section, you'll be able to edit some of the defaults which will be applied to your Autoquoter. These defaults will affect and override every Process, Material category, Quality, and advanced pricing settings.
There are two ways to access this page; one is through the Autoquoter configuration page with the link on the left that says "Settings" or through the Admin tools menu on the left.
Tax & Shipping
At the top of the list of settings on the left will be the "Tax & Shipping" settings. When you enter these values, they will appear as separate items within the Autoquoter interface when a price is generated for a part.
Shipping rates can either be flat-rate and or combine a weight option to compensate for heavy parts. Since the Autoquoter is calculating how much material and mass a part will be once produced, it can calculate how much you would like to charge per ounce.
You can choose if you would like all invoices or quotes that are generated by the Autoquoter to be manually approved by an employee or admin on your team. This setting can protect against when a client may quote a part that would not work for a specific process, material, or if you would want to upsell them to other options that you know will work out better for the client. If the toggle is not switched on then any quote submitted will be automatically accepted and the customer can pay.
Advanced Pricing Options
The advanced pricing options on this page will be overridden by any other Advanced Pricing you may have set at a Process or Product level. Setting the options up here is a good way to set the Advanced Pricing rules for all Processes.
Please read this article to learn more about Advanced Pricing.
Public AutoQuoter Settings
The Public Autoquoter provides an alternate user experience for your customers to receive instant quotes. These settings only affect the Public Autoquoter and will not affect the Autoquoter found within projects. This allows you to further customize the experience for your customers.
The Public Autoquoter is accessible through the URL: [YOURSUBDOMAIN].makeros.com/start-a-quote.
Note: You are required to connect your bank account and finish the setup of any Processes and Materials for your Autoquoter for the URL to become active.
Within the Integrations page, you will find how you can integrate the Public Autoquoter directly onto your website.