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Create a Quotation in 5 Minutes with Ragic Founder

In this video, Jeff will walk you through the process of building a quotation sheet in Ragic. Just need 5 minutes, you can have your own quotation system!

0. Ragic Interface

Welcome to Ragic! Before you start creating a sheet, let us spend a few minutes introducing you to some basics on the overall interface of Ragic to help you navigate the screens more easily.

1. Creating a New Ragic Sheet

The first and most important step of creating your Ragic database is to create and customize Ragic sheets that you are going to store and process data in. In this tutorial, you will see how to design a new sheet in your Ragic database step by step.

2. Creating a Subtable

In Ragic, you can create subtables to handle one-to-many relationships, such as all the products purchased in a sales order or maintenance records of a vehicle. In this tutorial, you will see the steps of how to design a subtable in your Ragic database.

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Required Courses

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Key Concepts & Interface Walkthrough

Introducing the key concepts of Ragic, including database account vs. user account, tabs, sheets, fields, listing page vs. form page, and design mode.

Creating a New Ragic Sheet

The first step of creating your Ragic database is to create customized sheets that you are going to store and process data in. In this tutorial, you will see how to design a new sheet step by step.

Inviting Team Members & Setting Access Rights

You can easily invite team members to your Ragic database and grant them different access rights on each sheet. This setting is key to allowing your users to collaborate with each other but still simultaneously secure your data.

Subtables: Managing Many Detailed Items Under One Entry

In Ragic, you can create subtables to handle one-to-many relationships, such as all the products purchased in a sales order or maintenance records of a vehicle. In this tutorial, you will see how to design a subtable step by step.

3 Steps to Implement Ragic For Your Organization

After learning the basic Ragic features, we are going to guide you through 3 key steps to successfully implementing Ragic from demand analysis, workflow planning, and finalizing sheets.

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Elective Courses

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Tuning the Layout & White-Labeling Your Database

In Ragic, you can adjust many aspects of your database to suit your company’s needs and increase brand awareness. By creating customer-facing forms and customizing database settings comprehensively, it will be much more appealing to your clients and employees.

Search & Filter

We provide many different ways to search and filter records. In this course, you will learn the differences between these methods.

Configuring Approval Flow

Instead of distributing hard copy forms to multiple people for approval, online approvals are enabled in Ragic to ensure you have proper documentation and save time.

Using Ragic Formulas

In this lesson, we will tell you how to apply formulas to calculate order amounts. Besides, we will also demonstrate the basic string formula and conditional formula.

Creating Reports

In Ragic, you can generate many different reports such as dashboard reports, line graphs, calendars, etc. They are handy for you and your users to see the big picture and analyze your data.

Importing & Exporting With Excel

Ragic allows you to import data from an Excel or CSV file so you can build your database faster. You can import data to create a new sheet, updates an existing sheet, or create subtable entries. Alternatively, you can export data from Ragic and download them to an Excel or CSV file.

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