Documentation

MetronQ Documentation

Setting up the shop, calibrating pricing, working with quotes and embedding the quoting tool. Every screen described exactly as it looks in the panel.

Getting started

Getting started

Setting up a new account: the setup wizard, the trial limits and the first test quote.

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How a quote is produced

The path a file takes from the customer to a price and a decision.

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Pricing setup

Machines and materials

Machine and material settings, from which every price is calculated.

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Rates, times and quality

The Quoting rules tab: commercial parameters, operation times, quality classes and subcontracted operations.

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Pricing calibration

Fitting the pricing model to the prices the shop actually quotes.

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Safety gates

The settings that decide which prices are shown automatically and which wait for approval.

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Day-to-day work

Dashboard

The quotes waiting for a decision, the engine's accuracy and the main quoting figures.

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Working with quotes

The quote list, the quote screen, price adjustments, sending the quote to the customer, and Trash.

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Orders

Order statuses, customer notifications and the payment marker.

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Customer files

What files the quoting tool accepts

The accepted file types (STEP, IGES, DXF, PDF drawings, scans and photos) and how each of them is processed.

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Sharing

Widget and hosted page

Two ways to offer the quoting tool to customers: the widget on the shop's website and the hosted page.

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What the customer sees

The four configurator steps and everything a customer can set in them.

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Integrations

Integrations and data exchange

Import and export of the price list as CSV or JSON, API keys, and the reference of the integration API.

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Account and plan

Plan and billing

The trial, the plans, quote allowances and invoices.

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Team and permissions

Staff accounts and access to individual tabs.

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Referral program

The referral link and code, how referral credit is calculated, and the affiliate portal.

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Security

Files and security

Retention, access, encryption and storage location of files and customer data.

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Legal

Terms of Service

Rules for using the MetronQ service, including the Referral program terms. The Service is addressed exclusively to businesses.

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Privacy Policy

How we process personal data and CAD files, and how we use cookies.

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Data Processing Agreement (DPA)

Annex to the Terms of Service: how end-customer personal data is processed on the Shop's behalf (Art. 28 GDPR).

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Education Account Rules

How the free MetronQ education accounts work - the accounts lecturers and students open under an education licence for university courses.

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