> For the complete documentation index, see [llms.txt](https://help.calcumate.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.calcumate.co/features/save-loading-plans.md).

# Save Loading Plans

The **Save Loading Plans** feature allows your customers to **save, revisit, and share** the optimization results generated by Calcumate. When enabled, users can submit a small form after completing a calculation and receive a **shareable link** that preserves their selected unit, items, configuration, and visual loading plan.

This makes it easy for customers to continue a conversation with your team, request quotes, or collaborate internally without repeating the entire calculation.

***

### **What Is the Save Loading Plans Feature?**

Save Loading Plans allows an end user to:

* Generate a **shareable URL** of their calculation results
* Save the selected items and unit configuration
* Return to the same loading plan later
* Provide key contact details to your business

The shared link opens the calculator **pre-loaded with the exact configuration** the user originally created.

This provides continuity between the user's initial exploration and your sales or operations workflow.

***

### **Why This Feature Is Valuable**

#### **For your business**

* Great for internal quoting, validation, or operational planning
* Improves conversion by letting users “save progress” and return later
* Works well in multistep funnels, internal apps, and email-based workflows

#### **For your customers**

* They don't need to repeat the calculation
* They can send their loading plan to partners or family members
* They can revisit the exact configuration later
* It becomes easier to compare units and configurations

***

### **How to Enable Save Loading Plans**

You can activate this feature directly in the **Calcumate Dashboard**.

1. [Log](https://calcumate.co/login) into your Calcumate Dashboard
2. Navigate to your calculator configuration

Step 1: Go to the calculator configuration

<figure><img src="/files/XM7heHc9HhKy0f5LKFuW" alt=""><figcaption></figcaption></figure>

Step 2: Go to the Advanced Settings

<figure><img src="/files/UNUaKzorYxu0KvWBuxi6" alt=""><figcaption></figcaption></figure>

3. Look for **Allow the user to bookmark their result** in the features list

<figure><img src="/files/typQWsCYfSYedhJhA4P9" alt=""><figcaption></figcaption></figure>

4. Toggle **Allow the user to bookmark their result**
5. Configure the notification email(s) you want to receive saved plans

   * These emails must be added in the *Where would you like their details emailed to* section

   <figure><img src="/files/WrsfouPnt8V49xmH6jYV" alt=""><figcaption></figcaption></figure>

Once enabled, the “Save Loading Plan” action automatically appears in your calculator after a calculation is completed.

<figure><img src="/files/imHDcGg3nRHnCDSTlkGu" alt=""><figcaption></figcaption></figure>

***

### **How the Save & Share Flow Works (End User Experience)**

After completing an optimization, your customer sees a **Save Loading Plan** button.

#### **Step-by-step flow**

1. **User completes a calculation**\
   The calculator produces the loading plan visualization and selected product list.
2. **User clicks “Save Loading Plan”**\
   A small form opens requesting basic contact details (name, email, phone—depending on your configuration).
3. **User submits the form**\
   Calcumate:
   * Generates a unique, shareable URL
   * Sends this URL to the user’s clipboard (copy prompt)
   * Sends the same URL to the email(s) you configured in your Dashboard
4. **User shares the link**\
   Anyone with the URL can open the loading plan on the same calculator page.
5. **Your team receives the saved plan**\
   The email includes:
   * Customer details
   * Shared link
   * Context of the calculation (unit, items, etc.)

> **Note:** The link works on any calculator because it stores all relevant data, but it is **intended** to be used on the calculator where the optimization originally happened.

***

### **Example of a Shared Link**

A typical shared URL looks like:

```
https://yourcalculator.com/?planId=abc123xyz
```

Opening the link loads the calculator **pre-filled** with the exact items and unit used by the user.

***

### **Frequently Asked Questions (FAQ)**

#### **Can users edit their loading plan after opening the shared link?**

No. They can modify items or units, and run a new optimization. But that will not be updated on the plan.

#### **Does the link expire?**

Currently, save links do **not expire**.

#### **Is personal information included in the shared URL?**

No. Personal details are only sent to your configured email(s) and are never stored in the URL.

#### **Can we customize the form fields?**

Field customization is currently not supported for loading plans.

#### **Can we use the shared link in internal tools?**

Yes. Many clients embed these URLs in CRM notes, email threads, or quoting systems.

***

### **Troubleshooting**

#### **The Save Loading Plan button does not appear**

Check:

* Feature is enabled in the Dashboard

#### **We are not receiving emails**

Verify:

* Your notification emails are correctly added in Dashboard settings
* Emails are not being filtered by your mail provider

***

### **Best Practices**

* Add your team’s shared inbox to the notification list (e.g., sales@, operations@)
* Use shared URLs internally for quotes, cross-team reviews, or validation

***

If you need help enabling the feature or customizing the workflow, contact our Support team.