FAQ
Frequently asked questions
From installation to exchange rates, from teamwork to data. If you can’t find the answer here, write to us; you can also see everything for yourself in the 14-day trial.
Getting started
Do I need to install anything?
No. ColdPlans runs in the browser. If you prefer, you can install the Windows or Mac app; both open the same account.
Are there Windows and Mac apps?
Yes. A desktop app with its own window. On Windows it is installed per user and the setup wizard is in Turkish and English; on Mac you drag it to Applications. Projects stay on the server, and it opens the same account as the browser.
Which languages are available?
The program and this website are available in Turkish, English, German, Italian, Russian and Arabic. The Windows setup wizard is in Turkish and English.
How does the trial start?
Fill in the trial request form and we’ll open your account. All modules are unlocked for 14 days; no credit card required.
What happens when the trial ends?
If you move to the per-user plan, you continue with the same account; your projects and quotes stay where they are. If you do not, your account is suspended and you are not charged. Your data is kept for 30 days; if you choose a plan within that time, you continue where you left off. After that it is deleted.
Catalogue and pricing
Can I use my own products and prices?
Yes. The product catalogue and price lists belong to your company; you can import them from Excel. You can set customer, group and campaign prices, plus quantity breaks.
How do price lists work?
Sales and cost lists are versioned: when you put a new version into effect, the old one closes and quotes already sent do not change. Prices are resolved in this order: customer-specific price, customer group, campaign, sales list; quantity breaks can be set. Products priced in foreign currency are converted to TRY on the quote.
Can I import products and customers from Excel?
Yes. Products and customers are imported from Excel; the wizard shows the result first and writes only after you confirm. You can add new records or update existing ones. Every list can be exported as Excel or CSV.
Where do the exchange rates come from?
From the Central Bank of the Republic of Turkey (CBRT), updated on business days at 09:30 and 15:35. Each quote keeps the rate of the day it was prepared.
Quotes and customers
How does my customer see the quote?
As a PDF. You send it from the program as an email attachment, or forward the PDF yourself; your customer sees the line items and the total. You mark the quote accepted or rejected in the program. Your costs are never shown. You can share the 3D view with a separate link.
Can we send quotes from our own email address?
Yes. If you enter your own mail server (SMTP) in the company settings, quote and reminder emails are sent from there under your company’s name. Otherwise they are sent from the ColdPlans server.
Who can see my costs?
Your customer never does: costs are not included in the quote PDF. Within your company, you decide in the company settings whether users can see costs.
Team and data
Can several people work at the same time?
Yes. You can see who is in which record; if two people change the same record, the second one is warned, so nobody’s work is overwritten.
Can other companies see my data?
No. Each company works in its own workspace; projects, customers and quotes never leave your company.
Help
Where do I get help if I get stuck?
The help centre inside the program has videos, documents, FAQs and release notes. On any screen, F1 opens help for that screen and Shift+F1 lists the keyboard shortcuts. You can also write to [email protected].