Set the default markup percentage and minimum setup charge for each product. Changes apply to all new calculations.
Product
Markup %
Setup Charge (£)
Users
Name
Email
Role
Create roles and control which sidebar pages and PDF templates each role can access. Only admins can view this tab.
Roles
Name
Menu pages
PDF templates
Order statuses
Bitrix24 CRM Integration
Enter your Bitrix24 webhook URL below. Once saved, use the ↑ Bitrix24 buttons next to each price tier in the Quote Builder to create a Deal directly in your Bitrix24 CRM with that pricing applied.
In Bitrix24, open the Sign Shapes pipeline. The ID is the number in the URL: /crm/deal/category/5/ → enter 5
Sync from Bitrix24
When enabled, you can pull deals from your Sign Shapes pipeline in Bitrix24 directly into this app. Deals already in the app will have their status updated; new deals will be added as orders.
Enter the Bitrix24 API field names for each custom field (e.g. UF_CRM_XXXXXXXXXX).
Stage set on Invoice when status → Invoiced
Applied to all product rows (leave blank for 0%)
Bitrix24 company field containing the Companies House reg number (used for Sales Widget)
Bitrix24 company field for the price tier (synced when tier changes)
Bitrix24 company field containing the website URL (used for Prospect Products)
Bitrix24 company field containing the customer credit limit (used for the Money Owed traffic-light indicator)
API keys (Companies House, Anthropic, Gemini) are managed on the AI & Integrations tab.
Load the stages from your Sign Shapes pipeline below, then choose which app status each Bitrix24 stage should map to. Set stages to Ignore to exclude them from the sync.
API keys and AI prompt templates. Keys are stored on the server and never exposed to the browser after saving.
Used by the Drawings/Visuals AI feature (Gemini 2.5 Flash Image). Get a key from aistudio.google.com/apikey
AI Drawing / Visual Prompts
Standard prompts used by the Drawings/Visuals button on the Files section. Gemini 2.5 Flash Image reads the attached files and returns a written product brief plus a generated image.
Brand & Style
Applied to document title headings.
Document Titles
Customise the heading printed on each document — e.g. rename "QUOTATION" to "ESTIMATE".
Section Visibility
Toggle which sections appear on each document type. A dash (—) means that section does not apply to that document.
Section
Quote
Confirm
Job
Delivery
Proforma
Invoice
Footer Text
Deals
0 deals
ID
Ref
Customer
Created Date
Price Tier
Items
Total
Status
Due Date
Dispatched Date
Invoiced Date
Documents
Showing 1–25 of 100
Show
📦
No orders yet.
Build a quote and click Save to add items here.
Dashboard
Sales Today—
Quotes Today—
Shipped Today—
Sales This Month—
Quotes This Month—
Shipped This Month—
Daily Sales — This Month
Yearly Sales
Orders In Production—
Production Value—
Due This Month—
ID
Reference
Customer
Created Date
Price Tier
Items
Total
Status
Due Date
Dispatched Date
Invoiced Date
📋
No records found for this period.
—
Logs
Date & Time
User
Action
Details
No activity recorded yet.
User
Email
Role
Login Time
Time Ago
IP Address
Browser
OS
No login history recorded yet.
Automation
0 rules
How rules work: When a trigger event occurs (e.g. a quote status changes), any enabled matching rules run automatically.
Rules are executed in order — you can create multiple rules for the same trigger.
Bitrix24 integration must be configured in Settings → Bitrix24 for sync actions to work.
On/Off
Rule Name
Trigger
Action
Actions
No automation rules yet. Click + New Rule to create one.
Activities
Type
Subject
Customer
Due Date
Status
No activities found.
Add User
Passwords are stored locally in this browser. Leave password blank when editing to keep the existing password.
Add Role
The built-in Admin role has unrestricted access and cannot be edited.
Left Menu Items
Pages this role can access from the sidebar.
PDF Templates
Document types this role can download or print.
Visible Order Statuses
Only orders with these statuses will be visible on the Sales page.
Permissions
Extra restrictions applied on top of page and status access.
Add Customer
Enter a Bitrix24 company ID to pull the company details into a new customer record.
No contacts added yet. Click “+ Add Contact” to add one.
New Automation Rule
When this rule fires, the Invoiced Date will be set to today's date automatically. If a Invoiced Date field is configured in Settings → Bitrix24 → Sync, the date will also be pushed to the linked Bitrix24 deal.
Common codes: DRAFT · APPROVED · FAILED · SENT · ACCEPTED
Stage IDs use the format C{pipelineId}:{STAGE} for custom pipelines,
or just NEW / WON / LOSE for the default pipeline.
A new Bitrix24 Deal will be created using the quote data (customer, total, quote ref). Select a pipeline above, or leave blank to use the default.
A new Bitrix24 Lead will be created using the quote data (customer name, total price, quote reference).
Send a status-change email to the deal's primary contact, every ticked contact at the order's company, or both. Tick contacts via the notify toggle on each customer record. Sends are skipped silently if no recipients are resolved and no CC is set.
When set, a tokenised viewer URL is generated per send and made available as {docLink} in the subject/body.
Formatting: **bold**, *italic*, [text](url) — sent as both plain text and HTML.
Placeholders: {quoteRef}{customer}{contactName}{status}{totalPrice}{dueDate}{docLink}
Add Part
Details
Suppliers
Set a primary supplier and optionally add secondary suppliers with their prices.
Stock Control
Track stock levels and set reorder thresholds for this part.
Used In
Configurable products that include this part as a component.
Notes
Book Stock In / Out
Add or remove stock for one or more parts. Use positive quantities to book in, negative to book out.
Part
Current Stock
Qty (+/-)
New Stock
Bulk Add Parts
Add multiple parts at once. Fill in as many rows as needed then click Save All.
Part Name *
Type
Category
Supplier
Size
Unit
Unit Cost
Min Charge
Status
Import Standard Products from CSV
Upload a CSV file with columns: code, name, category, list_price, description.
The first row must be a header. code and name are required.
Download template
