Running the Setup Wizard

4 min read

Applies to: Core, Advanced

The setup wizard helps you configure the first version of your Quote & Cut settings.

You can run it after installing the plugin, and you can return to it later if needed.

Go to:

Quote & Cut → Setup Wizard

Step 1: Connect this site #

The first step lets you enter:

API key.
Site binding or activation token.
Currency.

You can find your API key and binding details by logging in at quoteandcut.com and going to:

My Account → Quote & Cut API Keys

You can connect the site immediately, or skip this step and connect later from:

Quote & Cut → Settings

Step 2: Choose your machine profile #

Choose the machine profile closest to the laser you quote on.

Available starter profiles include:

3kW.
6kW.
12kW.
Custom.

The machine profile sets starter assumptions such as hourly rate, handling cost, gas rates, markup, cut data, pierce assumptions, and related pricing defaults.

These values are starting points only. Review them before taking real orders.

If you are running the setup wizard for the first time, the selected machine profile can help populate your starter pricing and machine settings. If you are re-running the setup wizard on a site that is already configured, Quote & Cut lets you choose whether to apply the selected machine profile’s starter settings again.

Step 3: Choose your pricing model #

Choose the pricing model you want to start with.

Available models are:

Full Sheet
Charges the full sheet cost whenever a sheet is used.

Prorated
Charges based on the nest footprint and can apply uplift when utilisation is below your threshold.

Straight Cut Off
Uses nest length across the sheet width as the charged area.

You can change and fine-tune the pricing model later from:

Quote & Cut → Settings

Step 4: Pre-populate your materials #

Choose the material families, subgrades, and thicknesses you want to add to your material list.

You will also choose a default sheet size for starter materials.

Available starter sheet sizes include:

3000 × 1500 mm.
2500 × 1250 mm.
4000 × 2000 mm.
6000 × 2000 mm.

If you already have materials saved, Quote & Cut adds newly selected materials without overwriting your existing material settings by default. This helps protect materials you have already edited. If you want the wizard to refresh existing starter materials with the preset prices and cut-data, you can enable the refresh option on the review step before applying the wizard settings.

Advanced step: Secondary Processes #

If Quote & Cut Advanced is installed and your account includes Advanced processing, the setup wizard may also show Secondary Process setup.

This can help you start configuring:

Folding.
Powder coating.

The wizard can set starter limits such as foldable length, powder coating size limits, powder coverage rate, and optional RAL palette loading.

Important: the wizard does not fully configure all folding and powder coating prices.

After finishing the wizard, go to:

Quote & Cut → Secondary Processes

Then complete the full pricing, material, colour, finish, setup fee, surcharge, and minimum charge settings.

Step 5: Re-running the setup wizard #

You can re-run the setup wizard later if you want to add starter materials or review your initial setup.

When re-running the wizard, Quote & Cut is designed to preserve your existing setup unless you choose otherwise.

On the review step, you may see these options:

Apply the selected machine profile’s starter pricing & machine settings Leave this switched off if you want to keep your current hourly rate, gas prices, markups, and machine settings exactly as they are. Turn it on if you want to reset these values to the selected machine profile’s starter values.

Refresh prices and cut-data for materials that already exist Leave this switched off if you want to keep existing materials exactly as they are. Turn it on if you want selected starter materials that already exist in your material list to be refreshed with the wizard’s preset prices and cut-data. This is useful if you want to restore starter values, but it may overwrite material prices or cut data that you have already edited.

Step 6: Review and finish #

The final step shows a summary of your choices.

Review:

Connection status.
Machine profile.
Pricing model.
Starter materials.
Add-on starter settings, if available.

Then click Apply settings and finish.

After finishing, you will be taken to the main Quote & Cut settings page.

Important before going live #

Starter material costs and cut data are designed to help you get moving quickly.

Before accepting production orders, review the imported values against your real shop rates, material costs, sheet sizes, gas costs, and pricing rules.