Custom DesignerCustomDesignerDocumentation

Integrations

Settings → Integrations. Nothing here is required to create quotes. Choose how you collect payment on orders, then connect the tools you already use.

How you collect payments

Three paths. Pick one; you can change it later.

  1. QuickBooks — customer payment links plus invoice and payment sync to QuickBooks Online.
  2. Stripe — Stripe Checkout on order invoices (and online stores). No QuickBooks connection required.
  3. Cash, check, Venmo — record payments on the Invoice tab. Customers do not see a pay-online button.

The dashboard setup checklist completes when the chosen path is ready (QuickBooks connected, Stripe key saved, or offline selected).

QuickBooks Online

Connect QuickBooks / Disconnect.

When connected:

  • Customers can sync from Clients
  • Orders push as estimates, then invoices
  • Tax codes and optional Automated Sales Tax
  • Payment methods can include Paid by QuickBooks

The workspace runs fully without QuickBooks.

If you use QuickBooks Sandbox for testing, connect that company instead of your live books.

EasyPost (shipping labels)

POC: paste an EasyPost API key (prefer test EZTK…), set a structured ship-from address, and enable.

Then use the order Shipping tab to estimate postage from garment weight and buy a label. See Shipping labels.

SanMar, S&S Activewear, and Printful

Enable each catalog, save credentials, and use test mode for purchase orders until a test PO succeeds.

  • SanMar: customer number, username, password; Test SanMar connection
  • S&S: account number, API key
  • Printful: private API token and Store ID (account-level tokens need the numeric id from Printful → Stores); Test Printful connection. Invoice Add Item applies your Orders Settings markup to Printful catalog prices. Assign a design on each Printful invoice line (placement print files, not the product photo). Enable Test fulfill orders to submit a Printful draft from Create PO (not charged). Approval does not auto-send to Printful — confirm the print file on the purchase order first. Simple catalog products only — extra placements and embroidery options can be added later.

Used by order Add Item, Quick Quote, My Catalog, and Purchase orders.

Stripe (charges your customers)

Paste your Stripe key, Enable Stripe for invoice and online store payments, then Test Stripe connection.

When the workspace payments path is Stripe, this also powers pay-online on order invoices (customer view + staff-generated Checkout links). It still powers online store Collect at checkout and payment links.

This is not the same Stripe account as Settings → Subscription (your Custom Designer bill).

Twilio (SMS)

Paste your Twilio Account SID, Auth Token, and a From phone number (or Messaging Service SID). Enable Twilio SMS for client order updates, then Test Twilio connection. Optionally send a test SMS to your own phone.

When enabled, transactional order updates can go by text:

  • The client has no email but has a phone number
  • The client’s Order updates preference is SMS or Email and SMS

This covers approval requests, status changes, completion notices, payment reminders, and invoice forwards. Feedback / review requests still use email.

US production SMS requires Twilio A2P 10DLC registration.

Artwork storage

Choose where artwork files are stored. Most shops can leave the default. Order Files use the same storage.

Gmail and Google Voice

There is no Connect Gmail card on Integrations. Two different features touch email and texts:

  • Chrome extension — a side panel on Gmail and Google Voice that looks up the open conversation in Custom Designer. Staff install it in Chrome and paste an API token from Settings → Developer. See Gmail & Voice extension.
  • Order Messages tab — a record of a Gmail thread after it is linked to a job. See Messages & email.

Facebook and Instagram are not in the app yet.

Website embeds and API keys

Settings → Developer has two different credentials. Do not mix them up.

Website embed key (safe to put in HTML): generate a snippet and paste it on a page such as /design, inside your own header and footer:

<div id="custom-designer"></div>
<script
  src="https://customdesigner.ai/embedded/design.js"
  data-key="cdpk_…"
  async
></script>

Visitors can save a design with their name and email. Those submissions appear on the same Developer page.

The same key also powers a Client login button (#custom-portal-login + /embedded/login.js). That button opens a branded Custom Designer sign-in (your logo and name) so invited clients can see their orders. It is a top-level redirect, not an iframe. Catalog and chat embeds will use this same key later.

API token (secret): copy it once. Use it only on your server to:

  • Put Quick Quote on your own website
  • Share a public order editor link
  • Connect an outside tool

Never put the API token in a browser address bar or a public page.