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.
Log into your Calcumate Dashboard
Navigate to your calculator configuration
Step 1: Go to the calculator configuration
Step 2: Go to the Advanced Settings
Look for Allow the user to bookmark their result in the features list
Toggle Allow the user to bookmark their result
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.
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
User completes a calculation The calculator produces the loading plan visualization and selected product list.
User clicks “Save Loading Plan” A small form opens requesting basic contact details (name, email, phone—depending on your configuration).
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
User shares the link Anyone with the URL can open the loading plan on the same calculator page.
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:
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.
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