Requests Overview
The Requests section in the dashboard is your central inbox for all form submissions, quote requests, and customer enquiries. It provides full lifecycle tracking, bulk actions, CSV export, email logs, and detailed views of every submission.
Request Lifecycle
Each request moves through a status pipeline. Use statuses to track progress from initial receipt to completion.
| Status | Meaning | Next Steps |
|---|---|---|
| New | Just received — not yet opened or read. | Open the request to review details. |
| Read | Opened and reviewed by a team member. | Start working on the quote or response. |
| In Progress | Being actively worked on (quote being prepared, order being processed). | Complete the work and respond. |
| Completed | Fully handled — quote sent, order fulfilled, or enquiry answered. | Optionally archive. |
| Archived | Moved out of the active queue for record-keeping. | Can be un-archived if needed. |
Dashboard Overview
The Requests dashboard provides:
- Stats cards at the top showing counts per status (New, Read, In Progress, Completed).
- Tabs for filtering by status (All, New, In Progress, Completed, Archived).
- Search by customer name, email, or project name.
- Filters by project, date range, and status.
- Bulk actions — select multiple requests and change status, archive, or delete in bulk.
- CSV export — download all filtered requests as a CSV file for spreadsheets or CRM import.
Request Detail View
Click any request to open its detail view. The detail view contains:
| Section | What It Shows |
|---|---|
| Contact Info | Customer name, email, phone, company, and all form field responses. |
| Configuration | Every option the user selected — materials, colours, sizes, toggles — with the exact variant IDs and labels. |
| Pricing | The total price at time of submission, with per-line breakdown showing each price block contribution. |
| Screenshots | Auto-captured 3D screenshots of the configured product from different angles. |
| Attachments | Any files the customer uploaded via file-upload form fields. |
| Notes | Internal notes added by your team. Only visible to admin users, not customers. |
| Email Logs | History of all emails sent related to this request (notifications, confirmations, follow-ups). |
PDF Generation
Generate a professional PDF document from any request. The PDF includes your company branding (configured in Project Settings > PDF tab), the configuration breakdown, pricing, and screenshots. Use this for sales quotes, order confirmations, or production sheets.
Email Notifications
Receive email notifications whenever a new request is submitted:
- 1Go to the project editor > Project Settings > Email tab.
- 2Choose the SMTP driver: Default (Simplio3D servers), Custom SMTP, or SendGrid.
- 3Enter the notification email address(es) — comma-separated for multiple recipients.
- 4Customise the email subject and body templates using variables like {project_name}, {customer_name}, {total_price}.
- 5Click "Send Test Email" to verify delivery.
Email Logs Tab
Each request has an Email Logs tab that shows every email sent for that request: notification emails to your team, confirmation emails to the customer, and any follow-up emails. Each log entry shows the timestamp, recipient, subject, and delivery status.