Before you begin
Who this is for: Owners, admins and managers with Quoting access.
A supported Han’s workbook under 2 MB, your shop’s rates and customer details.
1. Save the company and user profiles
Open Quoting → Company & user profiles. Save the company name and address, then your name and title. Only owners and admins can edit the shared company profile. These details are captured when you save a quote revision.
2. Import and review the report
Choose your Han’s quotation workbook. The Import → Review report → Price → Preview → Issue & share bar shows the next task. Check the parts, millimetre dimensions, requested versus nested quantities and warnings. Select I reviewed the imported parts… when you have checked them.
3. Enter the customer and rates
Enter the customer name, reference if needed, quote validity and currency. Load saved profiles or enter your material, machine, gas and electricity costs. Report-filled values are suggestions to confirm; do not treat missing consumption values as zero.
4. Calculate and save
Select Calculate quote. Resolve the Still needed list, review the breakdown and confirm the final review checkbox. Select Save revision. The saved quotation number and revision should appear. Working drafts autosave, but a draft is not a saved or issued quotation.
5. Preview and issue
Select Preview customer quotation. Check the price, quantities and terms. Close the preview and choose Mark issued when ready. Issuing does not send email.
6. Share and check the response
Select Create / replace approval link, copy the private link and share it yourself. Alternatively download the one-page PDF. Under Customer approval, select Refresh responses to check for acceptance, a decline or a change request.
Check your result
You should have a saved revision and, if issued, a customer approval link. Internal cost rates and margin are excluded from the customer-facing view.