The steps listed in the "Required Setup" section must be successfully completed to launch the widget (i.e., use the tool).
You can complete the steps in the "Additional Setup" at any time, as launching the widget is not dependent on these steps being completed.
Required Setup
The following steps can be found by going to Settings > Next-gen settings (or by clicking each of the associated blue buttons below).
Basic Information
Basic Information
1. Upload your logo.
This will be used on your widget, emails, packing slips, and all other documents.
2. Add your company name.
Your company name will be used on your widget, emails, packing slips, and all other documents.
3. Add your company website.
Adding your company website will insert a hyperlink to your logo on your widget. Customers who click the logo will be directed back to your website.
4. Set your default language and timezone.
The language and timezone settings will be used in your documents.
Contact Information
Contact Information
Add your contact details so your customers can get in touch with you.
These will be used on offer and invoice documents.
Terms & Conditions
Terms & Conditions
If you have terms and conditions, add them here.
These will be shown on the upload page.
Payments
Payments
Connect your stripe account.
All customers must connect a Stripe account in order for us to activate DigiFabster Pay. Without this, you cannot take online payments for your orders.
To create a Stripe account, click here.
For more details on connecting your stripe account, click here.
Select the type of document that you use for invoicing. If choosing Pro Forma Invoice/PO, you can also choose what to call the document.
Taxes
Taxes
Add details for the tax amount and what it is called in your region.
Note: 20% = 0.2
Invoice Details
Invoice Details
https://help.digifabster.com/en/articles/8238246-company-settings#h_5e9865e1a0
Add Company details
Add bank Details
Add these if you want to allow customers to pay by bank transfer.
Company and bank details will be shown at the bottom of your Quotes and Invoices.
New Invoice Details
New Invoice Details
In the Settings section, Payments and Taxes, we have added a new block called Invoice details while keeping the current version intact.
The Invoice details block provides a more adaptable way to showcase information on the invoice. We have added 9 text areas:
The first text area is the body section, occupying 100% width of the invoice and located immediately after the price block.
Following that is the Footer block, where we have placed 8 text areas. Each of them is adaptive and adjusts its width according to the content.
As illustrated in the screenshot below, when, for instance, two fields are completed in the first row and three fields in the second row, the content will be evenly and proportionally distributed across the document's width.
We have saved the current invoice processing method, and this block (Invoice details Deprecated) is now located at the bottom of the page, right after the new "Invoice details" block.
For both the old and new invoice blocks, the rule applies that if at least one field from the new "Invoice Details" block is filled, fields from the old block will not be displayed on the PDF invoice - only information from the new block will be shown.
Note: More Payment & Taxes options available in the Advance Setup section
Shipping Options
Shipping Options
Pick-up
Enable this option to let customers collect orders from your facility
Flat Fee
Flat Fee
Enable a flat fee to charge a standard price for shipping your orders. Multiple options can be created here for International shipments, etc.
Click Add Flat Fee
Fill in the details for the shipping option
Click Save
Note: More Shipping options available in the Advance Setup section
Additional Setup
Lead Notifications
Lead Notifications
Choose if you want to be notified via email, daily and/or weekly about quote requests.
Model Storage Policy
Model Storage Policy
Turn this option on to automatically delete files after your set time period (hours)
Note: Customers cannot reorder the parts once files have been deleted and must upload the file(s) again.
Order Status Name Customization
Order Status Name Customization
This area allows you to change the names of statuses. For example, 'On Hold' becomes 'Paused'
To change the status name:
Select the default status name in the left column
Type the new name in the right column
Click Save
Order Page Settings
Order Page Settings
Turn on this option to show numbers on the far left of each line item.
It is helpful to help identify parts that look similar.
Purchase Order
Purchase Order
Choosing this option will allow your customers to submit a 'Purchase Order' (PO) document and PO Number during checkout. You can then invoice at a later date.
Grace Period
Grace Period
The Grace period identifies when customers will be notified of their requirement to pay for the order.
For example, If the Grace period status is set to PO Provided and the grace period is 30 Days. The countdown begins when the PO has been received, and the order status is changed to PO Provided.
Day 28 - An email reminder is sent to the customer stating they must pay in 2 days.
Day 30 - An email reminder is sent stating the payment is due.
Taxes
Taxes
In the taxes section, there are a number of options to choose depending on if and how you charge tax.
Automated Sales Tax Estimation
This determines the proper tax rate for every customer automatically. It handles important sales tax rules like origin-based versus destination-based locations and additional rate requirements determined by zip code.
You can also select if you charge tax on shipping and if you require a Tax number from your customer.
Order Settings
Order Settings
Here, you can set minimum order limits for your online store and per-part fees that are applied to all parts.
The pre-offer title is what you call the order when it has been sent to you for review. This is displayed at the checkout stage to identify that your order has gone for manual review.
The offer title is what you call your quote or offer.
Order Review
Order Review
You can choose when payments are made for orders that require manual reviews.
Instant Payment
This will prompt the customer to pay for the order before it is submitted to you for manual review.
Payment After Manual Review
This prompts the customer to submit the order for manual review and doesn't require payment. Once you have reviewed the order, you can then send an offer with a payment link.
Payment or manual review Decided by the customer
This allows the customer to pay or submit the order for review without payment.
Manual Review Threshold
Orders over the selected amount will automatically be flagged for manual review. This allows you to check them before committing to large quanitties or high-value orders.
Shipping options
Shipping options
To enable automated shipping prices and additional features like importing tracking numbers and creating shipping labels from DigiFabster, you must have an EasyPost integration set up. To find out more about our EasyPost integration, click here.
To enable this, please sign up for EasyPost here and let one of our team members know you want to automate shipping using EasyPost. We will then guide you on the setup.
Packing List Options
Packing List Options
The packing list can be used as a 'traveler' during the manufacturing process, and a packing note can be used to inform the customer of what they are receiving. You can add additional checks to the packing list for technicians or your quality department to sign.
To add these additional checks, type the name of the check, for example, "Part Finish", and click enter.
This check will then be added to the packing list.
Email Notifications
Email Notifications
Email notifications can be used to follow up with customers to see if they want to continue their order and why they abandoned their cart.
To change the outgoing email address, contact the DigiFabster team, and we will guide you through how to change the email address.
Email Templates
Email Templates
You can use the email templates editor to customize the emails sent to your customers. We recommend only changing the email text unless you know how to edit HTML or CSS code.
First, select which email you would like to modify and check that you have the correct language.
Edit the email text. See below the before and after for lines 8 & 9 of the Cart notification email.
Before
<p style="Margin-top: 0;color: #565656;font-family: Georgia,serif;font-size: 16px;line-height: 25px;Margin-bottom: 25px">
We have noticed that you uploaded model(-s) to {{ company_name }}. Here's the content of your cart:
After
<p style="Margin-top: 0;color: #565656;font-family: Georgia,serif;font-size: 16px;line-height: 25px;Margin-bottom: 25px">
Thanks for uploading model(-s) to {{ company_name }}. Here's what is in your cart:
To revert to the original message, click "Reset to Default".
Other changes that can be made are:
Color - Using HEX code
color: #565656
Font Family
font-family: Georgia,serif
Font Size
font-size: 16px
When happy with your edited email, click save.
PDF Document Templates
PDF Document Templates
To customize the quote & invoice PDFs that are sent to your customers, you can use the PDF Documents Templates editor. We recommend only changing the PDF text unless you know how to edit HTML or CSS code.
First, choose between HTML or CSS editor
In the HTML editor, find the text you wish to change and edit as required.
Other changes that can be made are:
Color - Using HEX code
color: #565656
Font Family
font-family: Georgia,serif
Font Size
font-size: 16px
To revert to the original message, click "Reset to Default".
When happy with your edited PDF, click save.
API Key
API Key
Your DigiFabster API key is unique to your account. This key is essential to allow third-party software access to DigiFabster data and will be required for Integrations.
Xero Integration
Xero Integration
Growth and Enterprise plan customers can connect DigiFabster to Xero in order to track all financial data in Xero.
Click here to see our guide on connecting DigiFabster to Xero.
Quickbooks Integration
Quickbooks Integration
Growth and Enterprise plan customers can connect to Quickbooks and begin tracking all your financial data in your Quickbooks account.
Click here to see our guide on setting up your Quickbooks integration.
HubSpot Integration
HubSpot Integration
Growth and Enterprise plan customers can connect to HubSpot to begin tracking all order data in your HubSpot account. This allows for continued nurturing of your customers throughout the order lifecycle and beyond.
Click here to see our guide on setting up your HubSpot integration.