Managing Saved Designs in Konfiwear
Saved designs are configurations that your customers save before submitting a quote. When a customer finishes designing a product but isn't ready to commit, they can save their work and all customization choices — and return to it later via a unique link.
What Is a Saved Design?
A saved design captures the complete state of a customer's customizer session at the moment they click "Save." It includes:
Data Captured | Description |
Product | Which product the customer was configuring |
Design | The selected design template |
Colors | Zone-by-zone color selections |
Graphics | Placed graphics with positions, scale, and rotation |
Text | Text elements with font, size, and placement |
Patterns | Pattern selections per zone |
Sizes | Selected sizes and quantities |
Contact Info | Name and email (if provided) |
Preview | A visual preview snapshot of the configuration |
Saved designs are not quotes — they're pre-submission drafts. A customer can return to a saved design via a shareable link and either continue editing or submit it as a quote request.
💡 Tip: Saved designs are a powerful lead generation tool. Every saved configuration represents a customer who's actively interested in your products but hasn't committed yet — a warm lead your team can follow up on.
Navigating to Saved Designs
Go to Saved Designs from the Leads section in your account sidebar. The page shows a data table of all saved configurations.
Caption: The Saved Designs list with preview thumbnails, customer info, and action menus.
The Saved Designs List
The data table shows the following columns:
Column | Description |
Preview | Thumbnail image of the saved configuration |
ID | Internal reference identifier |
Name | Customer's name (if provided) |
Customer's email (if provided) | |
Date | When the configuration was saved |
Actions | View detail, open in customizer, delete |
Available actions per row:
View Detail — Opens a detail page showing the full configuration breakdown (product, design, colors, sizes, and all customization choices)
Open in Customizer — Launches the customizer with this saved configuration pre-loaded, so you or the customer can continue editing
Delete — Permanently removes the saved design
Viewing a Saved Design
Click View Detail on any row to open the full configuration breakdown. The detail page shows:
Product and design selections
Color swatches applied per zone
Graphics placed on the garment with thumbnail previews
Text elements with font and placement information
Size selections and quantities
Customer contact information (name, email)
Caption: A saved design detail showing the complete customization snapshot.
Opening a Saved Design in the Customizer
Click Open in Customizer to launch the public customizer with the saved configuration pre-loaded. This is useful for:
Internal review — your team can see exactly what the customer configured
Sales follow-up — share the customizer link with the customer to help them finalize
Customer re-engagement — customers can return to their saved design and pick up where they left off
The customizer restores all saved state: product, design, colors, graphics, text, sizes, and quantities.
Bulk Management
The Saved Designs list supports checkbox selection for bulk operations:
Check the rows you want to act on
Use the bulk action toolbar to delete selected configurations
⚠️ Important: Bulk delete is permanent. There is no undo or recovery for deleted saved designs.
How Saved Designs Connect to Quotes
Saved designs and quotes serve different stages of the customer journey:
Stage | Feature | What Happens |
Exploring | Saved Design | Customer saves their work-in-progress to return later |
Committing | Quote Request | Customer submits the final configuration for pricing |
Processing | Quote Pipeline | Your team manages the request through the status workflow |
A saved design can become a quote when the customer returns to the customizer, finalizes their configuration, and clicks the CTA button (e.g., "Request Quote"). At that point, the data flows into the Quotes module as a new quote group.
💡 Tip: Monitor your saved designs list regularly. Configurations older than a few days represent customers who might need a nudge — reach out via email to help them finalize their order.
Tips & Best Practices
Treat saved designs as warm leads — every saved configuration is a potential order. Follow up with the customer proactively.
Use the "Open in Customizer" link in sales calls — walk the customer through their saved design and help them finalize
Clean up old saved designs periodically — configurations more than 60 days old are unlikely to convert. Bulk delete to keep the list manageable.
Check contact info — if the customer provided their email, add them to your outreach pipeline
Review saved designs before client meetings — if a customer mentions they "started a design", check the saved designs list to find their configuration