# 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
Step 2: Go to the Advanced Settings
3. Look for **Allow the user to bookmark their result** in the features list
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
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**
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.
---
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