Applies to: Core, Advanced, Enterprise
After installing Quote & Cut, connecting your account, running the setup wizard, and adding the quote form to a page, you should run a test quote.
Do this before accepting real customer orders.
Step 1: Open the quote form page #
Visit the page where you added the Quote & Cut shortcode:
[quoteandcut]
Step 2: Upload a DXF file #
Upload a test DXF file.
The form should show part information and a preview after the file has been read.
Step 3: Choose a material #
Select one of your configured materials.
Quote & Cut uses a material picker to help customers find the right material. Customers can choose by material type, thickness, and material grade.
If you uploaded multiple parts, you can choose a material per part or use Apply to All.
Step 4: Enter quantity #
Enter the quantity required for each part.
Step 5: Add Secondary Processes, if available #
If Quote & Cut Advanced is active and configured, choose any required Secondary Processes.
Depending on your settings, this may include:
- Folding.
- Powder coating.
- Folding drawing upload.
- Powder colour and finish selection.
If Secondary Process options are missing, check that Advanced is active, your account includes Advanced processing, and the Secondary Processes settings are complete.
Step 6: Calculate price #
Click Calculate Price.
Quote & Cut will process the job and return a price.
Depending on your form layout, you may see progress information while the quote is being calculated.
Step 7: Review the quote result #
Check that the result looks sensible.
Review:
- Uploaded part count.
- Quantities.
- Selected materials.
- Price per part.
- Total price.
- Any Secondary Process pricing.
- Any preview or nesting output shown on the frontend.
If the result looks wrong, review your material, pricing, machine, gas, markup, and sheet settings before continuing.
Step 8: Add to cart #
Add the quote to the WooCommerce cart.
Then go to the cart and checkout.
Step 9: Place a test order #
Place a test order using your normal WooCommerce test payment method.
After checkout, open the WooCommerce order in the WordPress admin area.
Step 10: Review the order #
In the order, check that the Quote & Cut job data is present.
Depending on your settings, you may also see original DXF files, generated nesting files, production files, pricing breakdowns, or related order output.
Enterprise inventory check #
If Quote & Cut Enterprise is active and sheet inventory is enabled, check that inventory behaviour matches your expectations.
Review stock before and after the test order, and make sure your WooCommerce order-status workflow is correct before using inventory with live orders.
Before going live #
Before sending customers to the quote form, confirm:
- Your API key is connected.
- Your site binding is active.
- Materials are accurate.
- Sheet sizes are accurate.
- Pricing model is correct.
- Markups and minimum prices are correct.
- Gas costs are correct.
- Delivery and checkout behaviour is correct.
- Generated order files are enabled as required.
- Styling matches your website.
- Test orders create the expected WooCommerce order data.
Once your test quote and test order look correct, you can start using the form with real customers.
