How do I save my plans to the cloud with Live Pricing?

If you are starting a new plan:

1. Open Live Pricing by clicking the 'CRM' button at the top of your design screen.

2. Begin a new project by selecting the 'Projects' module and selecting 'New Project'.

3. Select a pre-existing client, or create a new one by selecting 'New'

4.Select your door manufacturer/range as you usually would in ArtiCAD. In the pricing window, select your pricelist and the relevant pick options such as Door Supplier and Door Range. 

5. Begin designing in ArtiCAD, as you add items, the pricing will update.

6. When complete, save your plan as you usually would. This will store it against that client record in KBBConnect/Live Pricing.

  

If you have already started a plan:

1. Open Live Pricing by clicking the 'CRM' button at the top of your design screen.

2. Begin a new project by selecting the 'Projects' module and selecting 'New Project'.

3. Select a pre-existing client, or create a new one by selecting 'New'

4.Select your door manufacturer/range as you usually would in ArtiCAD. In the pricing window, select your pricelist and the relevant pick options such as Door Supplier and Door Range. 

5. Click the drop down arrow next to the CRM button and click 'Re-Sync Live Pricing' - this will update the pricing with the current plan that is loaded.

6. When complete, save your plan as you usually would. This will store the current plan against that client record in KBBConnect/Live Pricing.

ArtiCAD's Live Pricing is powered by sister company KBBConnect. You must have an active subscription of KBBConnect for this feature to work.

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