Parts Viewer
What's the easiest way to get the dimensions of a part's bounding box from a 3D model?
While looking at the 3D model, Toggle the "Optimal Bounding Box" button in the Part Viewer
A part you are quoting is made of Carbon Steel 1018. What should I type in to assign the material as efficiently as possible?
1018
Where will team members receive notifications if they are not logged into the platform when they get tagged?
What is different about copying a quote and creating a revision?
Copying a quote creates a brand new quote which is not connected to the old quote. A revision also creates a new quote, but you are able to view all previous revisions from that quote.
Where can you change the tax rate for an account in Paperless? Be specific.
Accounting Settings
You're looking at a PDF and are having trouble finding the finishing instructions for a part you are quoting. What should you do?
Use the search capability in the PDF viewer to lookup "Finish"
What’s the difference between a quote and quote-item?
The quote encompasses multiple quote items. The quote contains costing/pricing for all of the parts, whereas each quote item addresses one individual part.
You're an engineer looking at a part and aren't sure what tool is best to use for the job. How can you use Paperless Parts to help you?
Chat with PEMConnect or MSC TechMate
Somebody on your team clicks on the “Preview” button after a quote has been sent out. What will happen to the “Last Viewed” graphic for that outstanding quote?
Nothing. Previewing a quote doesn't count as a view.
What happens if you mark a part as ITAR?
It adds a banner to the part in the parts library and removes all part data from the quote. We really should get that into the KB - good callout.
You need to send a PDF to an external vendor to get a finishing quote, but there is sensitive information about the customer on the file. What should you do?
Redact the sensitive information and send the redacted version.
How can you tell whether or not a customer can see notes that you leave on the quote?
The eyeball icon
How can I tell where my teammate was in the platform when they left a collaboration message?
If you hover over an annotation, a button will appear in the top right corner that will take you to wherever your teammate was when they left their message.
So, if a part can be found in quote 5 and quote 9 but my teammate leaves me a message from quote 9, I can get context for their annotation by hovering over the collaboration and clicking in the top right corner.
Kind of a tricky one but important because just clicking on the collaboration alert will take you directly to the part, not necessarily the context of the message itself.
Your customer has a portal and is requesting a quote for 40 different line items. What’s a quick way to download all of that information locally once you’re done quoting it in Paperless?
Download a CSV
What quote filter would you set up on your dashboard to efficiently check up on a certain estimator's outstanding work from the past week?
Hint: Outstanding work is quotes that have been sent, but have not become orders yet
Filter on "Sent", last 7 days. Also filter on that particular estimator.
Say you're looking at a part and you haven't selected a Process or Material on the quote yet. How would you run a geometric analysis on the part without returning to the quote?
Go to CAD > Geometric Features > Choose a Process and Material > Run Analysis
What step do you need to take on your quote in order to be able to add operations?
Add at least one part file
You're working with an outside vendor for finishing using an External Chat. They need to be able to send you back a quote - how would you facilitate this in the chat?
Check the "Allow upload of supporting files" box
Let’s say your customer requests an inspection step or additional cost that isn’t part of your standard process and that you most likely won’t repeat. How would you incorporate that cost into your quote?
On the quote, go to Facilitate Order and "Add Additional Charge".
[or]
On a single part, go to Add-ons and add a Manual Add-on
Why is it important to fill in the Part # and Rev if you have an ERP integration?
This is how the integration knows to associate the information with the right record in the ERP
What are 2 ways you can upload multiple files into Paperless as one part?
Any 2 of the following are acceptable:
1. Upload files ensuring they have the same name, Paperless will bundle them together
2. Upload 1 file, then associate additional supporting files from the quote item page.
3. Upload 2 separately and merge them
What are the three ways to get from one quote-item to another in a quote?
1. From the left sidebar
2. Scrolling to the quote items from the main quote page
3. Arrows at the top (Next, Previous buttons)
What is the main advantage of annotating a measurement in Paperless, even if it’s just a note for yourself?
The annotation is saved and associated with the part forever, and will be available in the future if you ever quote a matching part or need to look it up for reference.
(Compare this to highlighting something on a piece of paper)
Name two ways that you can quickly cost multiple assembly components. What are the main differences between the two methods?
Copy pricing and bulk assign process. Copy pricing will take the process, material, and overrides from one component and bring it over to a recipient part/component. Bulk updating a process would allow you to assign 15 components as 5-axis at the same time, but not with any overrides.
How should you talk about runtime calculations for a CNC part? Why is this different from sheet metal?
Something along the lines of CNC is more of an art, whereas sheet metal is a science. Sheet metal run times can be much more exact, whereas CNC run times can vary greatly depending on who's running the machine, what tool they chose to use, etc.