Welcome to the ReshapeX documentation. This site will guide you through everything from setup to quoting — whether you’re a sales rep, solution engineer, or workspace admin.
Get Started
Set up your ReshapeX workspace and start managing clients, contacts, and opportunities.Creating Clients
Add your customers to ReshapeX to begin tracking opportunities and solutions.
Creating Opportunities
Log and manage potential projects tied to client needs and requirements.
🛠 Build & Quote Solutions
Use the BOM builder, layouts, and document editor to build and deliver quotes.Using the BOM Builder
Build structured quotes with grouped equipment, services, and pricing.
Using Templates
Generate consistent proposals with auto-filled data from your workspace.
🧩 Admin & Data Configuration
Manage vendors, pricebooks, and collaborators as a ReshapeX admin.Uploading Pricebooks
Import product data by CSV to streamline BOM creation.
Creating a New Collaborator
Invite your team and assign permissions by role.