If you work with CERM estimates (calculations), you’ve probably had this situation:
You get an estimate approved, then realise you’ll need to reuse the same setup again and again as a regular product. Until now, that usually meant:
This update removes that extra work.
You can now turn an estimate into a reusable product directly from the “My estimates” page, without placing an order or going via the shopping cart.
What this new option does
When enabled, this feature lets you:
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Pick an estimate from My estimates
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Open a simple popup
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Enter the details for the product(s) you want to create
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Save, and have new products created automatically from that estimate
No order, no basket, just straight from estimate → product.
The new products then appear on your Products page so they can be reused like any other item.
Admin setup: turning the feature on
This is controlled by a new CERM-related setting in the admin area.
Your admin will need to:
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Go to the CERM settings in Infigo.
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Find the option labelled:
“Allow create products from estimates”
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Turn this setting on and save.
Once this is enabled, users will see an extra action on the My estimates page.
How to create a product from an estimate
After the setting is enabled, here’s what users do:
1. Go to the My estimates page
Log into your storefront and open the My estimates (or estimates/calculations) page.
You’ll now see a new action next to each estimate – for example, a link or button to create products from that estimate.
Click that action on the estimate you want to reuse.
2. Use the popup to define your products
Clicking the action opens a popup.
In this popup you can:
Think of each line as:
“Create this product, based on this estimate, with this name/reference.”
You can add several lines if you want to create multiple variations from the same estimate.
3. Save and wait for confirmation
When you click Save in the popup:
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The system sends the information to CERM to create the new product(s) from that estimate.
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If everything is fine, you’ll see a success notification.
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If there’s a problem, you’ll see an error message so you can correct the inputs and try again.
Once saved successfully, the popup can be closed.
4. Find your new product(s)
After the save is successful:
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Go to your Products page.
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Search using the reference or description you entered in the popup.
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You’ll see the new product(s) that were created from the estimate.
From there, they behave like any other product:
Things to be aware of
A few practical notes for admins and power users:
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The button on the estimates page only appears when the feature switch is enabled in the CERM integration settings.
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The fields shown in the popup are driven by a lookup configuration, so they may be slightly different from site to site depending on how your environment is set up.
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Each entry you add in the popup becomes a separate product linked to that estimate, so you can create several related products in a single step.
Why this is helpful
This feature is especially useful if you:
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Regularly build complex CERM estimates first, then
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Need to re-use the same setup as a standard product without forcing users to order immediately.
Instead of re-keying or pushing everything through via the cart, you can now:
Take an approved estimate and promote it to a reusable product in one step.
This saves time for both sales/estimating teams and storefront admins, while keeping product data consistent between CERM and Infigo.