User Guides
Everything you need to set up and get the most from RapidQuote3D.
Getting Started
Set up your account, connect payments, and launch your quoting widget.
5 guidesPricing & Materials
Configure technologies, materials, colours, infill options, and pricing rules.
7 guidesYour Storefront / Embed Widget
Install and customise your customer-facing quoting widget.
6 guidesOrders & Customers
Manage orders, track customers, and handle shared quotes.
5 guidesDelivery & Shipping
Set up delivery zones, VAT rates, and shipping speed options.
3 guidesMarketing & Sales
Discount codes, abandoned cart recovery, surveys, and shared quotes.
5 guidesCommunication & Templates
Email and SMS templates, template variables, and document customisation.
4 guidesAutomation & Workflows
Automate notifications, follow-ups, and business processes.
4 guidesAI Sales Agent
Configure your AI chatbot, knowledge base, and upsell rules.
6 guidesAnalytics & Reporting
Understand your business data with dashboards and performance tracking.
2 guidesTeam & Security
Manage team members, roles, 2FA, integrations, and activity logs.
4 guidesGetting Started
(5)Connecting Stripe for Payments
Learn why Stripe is required, how to connect your account through Settings, and what happens once your Stripe integration is active.
Installing the Embed Widget on Your Website
How to find your embed code, copy it, and add the RapidQuote3D quoting widget to any page on your website.
Setting Up Your Branding
How to customise your company branding in RapidQuote3D — upload your logo, set your brand colour, and fill in company details for invoices.
Welcome to RapidQuote3D
An introduction to the RapidQuote3D platform — what it does, how it works, and the key concepts you need to know to get started.
Your Dashboard Explained
A walkthrough of your RapidQuote3D dashboard — stat cards, the onboarding checklist, recent orders, and the quick stats panel.
Pricing & Materials
(7)Adding and Managing Materials
How to create materials in the Pricing Engine, configure pricing tiers, assign them to technologies, and control visibility.
Configuring Colours
How to add colour options for your materials, assign hex codes, set price modifiers, and control which colours customers can see.
Creating Service Options
How to add finishing services, rush options, and delivery speed tiers in the Pricing Engine's Service Options tab.
Pricing Brackets and Bulk Pricing
How to use the Bracket Generator to create volume-based pricing tiers and quantity discounts for each technology.
Setting Up Infill Options
How to create infill patterns in the Pricing Engine with percentages, cost multipliers, descriptions, and images.
Setting Up Printing Technologies
How to create and configure printing technologies such as FDM, SLA, and SLS in the Pricing Engine, including build volumes and machine rates.
Using the 3D Model Calculator
How to use the built-in 3D Model Calculator in the Pricing Engine to upload files, get price quotes, and validate models.
Your Storefront / Embed Widget
(6)Adding Custom Tracking Scripts
How to add Google Tag Manager, Google Analytics, Facebook Pixel, and other tracking scripts to your customer-facing storefront pages.
Configuring Infill Display for Customers
How to set up the customer-facing infill presets, images, and explainer text shown on your storefront.
Configuring the Customisation Flow
How to customise the step headings and descriptions shown to customers during the technology, material, infill, and quantity selection process.
Customising Your Storefront Design
How to configure trust cards, client logos, Google reviews, and the help box to build credibility on your customer-facing storefront.
Setting Up Material Guidance
How to configure per-material guidance content that helps customers choose the right material on your storefront.
Understanding the Customer Journey
A complete walkthrough of what your customers experience — from uploading a file to completing checkout on your embedded storefront.
Orders & Customers
(5)Bulk Actions & CSV Export
Select multiple orders at once to perform bulk status changes, assign team members, or export your order data as a CSV file for accounting and reporting.
Managing Orders
Learn how to navigate the Orders page, filter and sort your order list, and quickly access order details to stay on top of every job.
Managing Your Customer Database
Explore the Customers page to search, filter, and manage your customer records, view order histories, add internal notes, and assign customers to team members.
Order Details Deep Dive
Explore every feature on the order detail page including the 3D model viewer, pricing breakdown, status timeline, internal notes, and packing slip printing.
Understanding Order Statuses
A complete reference for every order and payment status in RapidQuote3D, including what triggers status changes and how to update them manually.
Delivery & Shipping
(3)Adding Delivery Speed Options
Create delivery speed tiers like Standard, Express, and Next Day with estimated times and cost markups so customers can choose their preferred shipping speed.
Configuring VAT by Zone
Set up VAT rates per delivery zone so customers are charged the correct tax based on their location, and control how VAT appears on invoices.
Setting Up Delivery Zones
Create and configure delivery zones to define where you ship, set base delivery costs per region, and control zone priority and availability.
Marketing & Sales
(5)Creating & Managing Discount Codes
Create percentage or fixed-amount discount codes with usage limits, expiry dates, and material restrictions to drive sales and reward loyal customers.
Creating Customer Surveys
Build custom surveys with various field types, collect customer feedback, and review response analytics to improve your service.
Recovering Abandoned Carts
Monitor abandoned carts across every stage of the checkout funnel, set up automated recovery emails, and track conversion rates to win back lost revenue.
Setting Up Feedback Discounts
Reward customers with automatic discount codes when they complete a feedback survey, encouraging reviews while driving repeat purchases.
Sharing Quotes with Customers
Generate shareable quote links from orders or carts, track when customers view them, set expiry dates, and convert quotes into confirmed orders.
Communication & Templates
(4)Creating Email Templates
Learn how to create and manage email templates using the rich text editor, insert dynamic variables, and assign templates to automated triggers.
Creating SMS Templates
Set up SMS templates with concise messaging, template variables, and smart formatting to keep customers informed via text message.
Customising Document Templates
Learn how to customise invoice, quote, and packing slip PDF templates with your branding, company details, and custom CSS.
Using Template Variables
A complete reference of all available template variables for emails, SMS, and documents, organised by category with examples and fallback behaviour.
Automation & Workflows
(4)Configuring Workflow Actions
Learn about all available workflow actions, from sending emails and SMS to creating discount codes and tagging customers, with configuration options for each.
Creating Your First Workflow
Get started with workflow automation by creating your first trigger-and-action workflow to automate repetitive tasks in your 3D printing business.
Monitoring Workflow Executions
Track your workflow executions in real time, view detailed logs, troubleshoot failures, and retry failed actions from the execution history page.
Understanding Workflow Triggers
Explore all available workflow triggers, from cart abandonment to payment events, and learn how trigger conditions and filters let you target specific scenarios.
AI Sales Agent
(6)Building the AI Knowledge Base
Upload documents and manage knowledge base entries so your AI Sales Agent can accurately answer customer questions about your services and materials.
Configuring Upsell Rules
Set up keyword-triggered upsell rules so your AI Sales Agent can intelligently recommend premium materials, finishes, and services during customer conversations.
Creating Q&A Training Pairs
Improve your AI Sales Agent's accuracy by creating question-and-answer training pairs that teach it how to respond to specific customer queries.
Monitoring AI Conversations & Analytics
Review AI conversation transcripts, take over from the AI for manual responses, and use analytics to identify knowledge gaps and improve agent performance.
Setting Up Quick Replies & Services
Configure quick reply buttons and service listings for your AI Sales Agent chat, making it easy for customers to explore your offerings with a single tap.
Setting Up Your AI Sales Agent
Enable and configure the AI Sales Agent that answers customer questions, recommends materials, and drives sales directly from your storefront.
Analytics & Reporting
(2)Tracking Manufacturing Performance
Monitor your manufacturing efficiency by comparing actual versus estimated print times, tracking performance by technology and material, and using data to refine your time estimates.
Understanding Your Analytics Dashboard
Learn how to navigate the RapidQuote3D analytics dashboard, interpret key metrics, and use date filters and charts to gain actionable insights into your business performance.
Team & Security
(4)Adding Team Members & Roles
Invite team members to your RapidQuote3D account and assign roles that control their level of access to orders, customers, pricing, and billing settings.
Managing Integrations
Connect RapidQuote3D with third-party services like Stripe, manage API keys and webhooks, and test your integrations to ensure seamless data flow.
Setting Up Two-Factor Authentication
Strengthen your account security by enabling two-factor authentication (2FA) using an authenticator app, and learn how to manage backup codes and enforce 2FA across your team.
Viewing Activity Logs & System Health
Review your account's audit trail to track team actions, monitor system health indicators, and export activity logs for compliance and troubleshooting.
Need More Help?
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