Terrace3D Help & documentation

Guides for Terrace3D: packages, company portal, Studio configurator, price management, projects, quotes, and website publications.

Before purchase

  • Terrace3D at a glance

    Get to know the three base configurators, the shared company portal, and the journey from an internal configuration or web inquiry to a checked project and finalized quote.

  • Packages, prices & included services

    Understand included configurators, package features, additional users, optional services, and billing for new and existing contracts.

  • Inquiries before purchase

    Apply for trial access, order a package online, discuss individual projects, and correctly interpret payment, provisioning, and follow-up questions.

  • Setup & getting started

    Distinguish ordering, confirmed payment, and account provisioning, and prepare your own setup of models, prices, company branding, and website, along with any optionally commissioned work.

Dashboard

  • Overview

    Use quick access, next actions, project analysis, and system notices, and check monthly creation, total storage, AR, and AI usage in their respective detailed areas.

  • Additional services

    Order additional services and package and user changes, track payment and processing, and manage recurring services under Contract & access.

  • Settings

    Manage appearance, domain, configurator and inquiries, and enabled company SMTP, and save and check the respective changes deliberately.

  • User management

    Check user seats and invitation status, invite colleagues with suitable rights, change access, and move users to Trash or restore them, with optional project handover.

  • Configurator management

    Select a configurator and model variant, manage model slots and status, and open their associated settings, images, environments, and pricing tariffs.

  • Website publication

    Open the publication area, distinguish shared and individual model links and publications with starter designs, and check permissions, prices, and public availability.

  • Company details

    Check company details under Contract & access, resolve missing contracting party details through Support, and manage the logo, domain, and personal account separately.

  • Contract & access

    Check contracting party, monthly amount, term, additional subscriptions, contract documents, and actually enabled rights, and use the appropriate cancellation route.

  • Invoices & payments

    Check payment history and outstanding and processed payments, complete existing payments, manage the payment method, and download invoices.

  • Support

    Find support tickets by access type, create them with suitable files, reply in their history, and deliberately transfer public guest conversations to the company account.

  • My account

    Edit your personal name, phone, and job title, check the unchangeable login email and access type, and change your own password.

Configurators

Automatic price calculation

  • Automatic price calculation

    Maintain pricing tariffs and net prices, download and check Excel files and import them with a reason for the change, and distinguish base currency, sales markets, and saved quotes.

Projects

  • Projects

    How to find projects and web inquiries, associate versions and quotes, maintain project workflow, and distinguish deletion effects and quotas.

Quotes

  • Quotes

    Check quotes from saved projects, edit drafts, finalize, prepare PDFs, and send through Terrace3D or enabled company SMTP.

Publication & extensions

  • Website publication: overview

    Choose the appropriate public entry point: shared model selection, direct model link, or starter design. Set up and test the Terrace3D link, iframe, and optional custom web address separately.

  • Website publication: shared model selection

    Show active models on a shared selection page, save their order and price display separately, and use the publication via a Terrace3D link or custom web address.

  • Website publication: individual model variant

    Publish a particular model variant directly, save its own price display, and manage the Terrace3D link and any enabled custom web address.

  • Website publication: prepared publications

    Publish a model variant with a defined starter design, share the permanent Terrace3D link, and manage changes, model settings, and the archive.

  • Website publication: iframe, subdomain & testing

    Embed or share the current publication link, set up your own configurator address with DNS and SSL, and check language, market, and the inquiry route.

  • Visitor view & web inquiries

    Understand the visitor workflow in the published configurator with optional attachments, message, required contact details, and location, and continue handling saved web inquiries in the company portal.

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