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The product tour

Take the guided tour of the platform, and replay it whenever you need a reminder.

The first time you sign in, a short guided tour walks the platform, tailored by your onboarding answers. It points out the main navigation: New request and Search at the top, Sales for quotes, orders, customers and pricing, Products for your catalogue, design categories and services, and the Machinist and Commerce modules.

The tour ends on the two things worth doing first: connecting or uploading your catalogue, and sending your first request on your own data from the composer.

You can skip the tour at any time, and replay it later from the help menu.