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Designed tool lines

Know how a tool designed in Design Engineer sits on a quote, how it is priced and what happens when its price moves.

Updated 10 November 2026

Why
A special has no catalogue price, so its line has to carry its own working.
How
Add a saved design to a draft quote from the Design area or have Claude put it there through the connector.

How the line is priced

  • The design module works the unit price out at the line's own quantity. Change the quantity and it is worked out again, so setup and the design's own quantity breaks are honoured.
  • The customer's whole customer discount then applies. Catalogue quantity rules do not.
  • A design whose price cannot be established goes on unpriced, with a note to set the price before sending. It is never shown as a price of nothing.

The line links back to its design and its drawings and files come from Design Engineer.

In a round tool workspace

Every line on a quote is a designed tool and each one records exactly what it was priced on.

What you seeWhat it means
Special price on a lineA price you set by hand. It is recorded as a special discount against the calculated price and never changes what the tool costs. You choose whether the customer sees the discount or only the net price.
Price movedThe live check worked the line out again from today's stock and settings and the answer differs. The quote says by how much.
Honour the quoted priceKeeps the price knowingly. It is recorded and the quote stays quiet until something moves again.
Requote at today's priceA draft reprices in place. A sent quote is fixed, so a new draft replaces it and the old one points at the new one.

A note on a line prints under it on the quote PDF and at the customer's link, under Requirements noted.

Claude reads and writes the same lines through the connector and every figure on them is Kabaido's. See Kabaido calculates.