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.

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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.

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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

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How to Enable Save Loading Plans

You can activate this feature directly in the Calcumate Dashboard.

1. Log into your Calcumate Dashboard

2. Navigate to your calculator configuration

Step 1: Go to the calculator configuration

Step 2: Go to the Advanced Settings

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

1. Toggle Allow the user to bookmark their result

2. 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

   

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

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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.

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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.

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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.

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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

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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

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