What the platform does
ImplementedThe app keeps each job in a project. A shop can receive DXF or SVG files, check the drawing, choose materials and services, make a quote, talk with the customer, and track the approved work.
Preparing workspace
We are getting the latest files, prices, and production details ready.
QuotifyCnc Documentation
Learn how to receive files, check DXF drawings, set up parts, make quotes, work with customers, and track production.
Related workflows
How pricing rules, quote previews, approvals, and PDFs work.
How QuotifyCnc checks DXF drawings for cutting problems.
How to check bend lines and see a folded 3D view.
How a part moves from ready to in progress and done.
How customers upload files, request quotes, and track work.
How workshop users review files before saving them to projects.
Introduction
QuotifyCnc helps CNC shops receive work, check files, price parts, send quotes, and track jobs in one place.
The app keeps each job in a project. A shop can receive DXF or SVG files, check the drawing, choose materials and services, make a quote, talk with the customer, and track the approved work.
Shop owners, estimators, managers, and production teams use the private dashboard. Customers use shared links to upload files, add notes, view quotes, ask for changes, send messages, and check part status.
The flow is Upload -> Check -> Set up -> Price -> Quote -> Approve -> Make -> Track -> Archive. The file, price, quote, and messages stay with the job at every step.
Workshop tip
Use a project as the job folder. Each part moves through checks, quoting, and production.
Getting started
A new shop should finish setup, add its prices, create a project, upload a part, and make its first quote.
First, add your shop name, logo, currency, materials, thicknesses, service prices, bend rules, and bulk discounts. Then create a project and test one upload before you send a shared link to a customer.
Smart Upload is for your shop team. Shared project links let customers send files, notes, quote requests, and orders.
Workshop setup
Shop settings control how your business looks and how prices appear on quotes and files.
Add your shop name, details, website, country, size, and services during setup. QuotifyCnc uses this information in the dashboard, customer pages, quotes, and files.
Workshop Settings -> Pricing Preferences -> Currency controls how prices are shown to workshop users and customers. Use this to keep quotes, reports, and customer-facing totals consistent with your workshop’s preferred currency.
A future update will use machine rate, pierce time, travel speed, and cut speed. These fields do not change quote totals yet.
Job organization
A project keeps the parts, quotes, customer files, shared links, job status, and history for one job.
A project is the main job folder. It can hold many parts, shared links, customer files, quotes, and history. Your team can receive, check, price, and track the job in one place.
A project can be NEW, ONGOING, COMPLETED, or ARCHIVED. This is the state of the whole job. Each part also has its own production state.
Part production statuses include READY, PROCESSING, COMPLETED, SUSPENDED, and REJECTED. A part with blocking validation errors can be suspended so the workshop reviews it before production.
Archived projects do not appear with active jobs. You can still use them to find old parts, quotes, and job history.
Intake
An upload becomes a part that your team can check, measure, set up, price, and prepare for production.
QuotifyCnc checks DXF files for cutting and pricing data. Some pages also accept SVG files for a preview, but DXF gives the best checks and measurements.
Choose the material, type, thickness, amount, services, and bend details for each part. A customer note becomes the first message on the part.
The app finds repeated part names in a project. You can rename or replace a file when that option is shown.
Part review
The Part Details page is the main place to view a part, its measurements, setup, checks, messages, quotes, and downloads.
The Part Details page is the main review page for a part. It shows the drawing, checks, material, services, bends, messages, requests, history, and quotes.
The 2D view shows the drawing and marks any found problems. Use it to check outlines, holes, bend lines, and other cut shapes before you quote or make the part.
The 3D view gives the flat part its set thickness. It can also show bends when the bend lines are clear. You can move, turn, and zoom the view.
Width, height, cut length, bends, pierces, and area help you check the part and its cost before quoting or production.
Important limitation
Area helps with pricing. Please check complex shapes and sheet layouts yourself.
Quality checks
DXF validation checks for drawing problems that can affect cutting, bending, pricing, or production.
QuotifyCnc checks each uploaded DXF for problems that may make a part hard to price or make.
The engine checks for missing usable geometry, open contours, overlapping paths, self-intersecting contours, tiny holes, bend lines crossing holes, holes too close to bends, holes too close to edges, and bend safety margin warnings.
CLEAN means no issue was found. WARNING means you should check the part. ERROR means a serious issue was found and the part should not move to production until it is checked or fixed.
Workshop tip
A warning asks for a careful check. An error must be fixed or reviewed before production.
Sheet metal
The bend tools find bend lines, save bend choices, check bend risks, and show a folded 3D view.
The app finds bend lines on layers such as BEND or FOLD. You can add bending, then set an angle and direction for each line.
The 3D bend view shows how the sheet may fold after you set the bend angles and directions.
The preview is only a guide. Your shop must still check the bend plan, tools, and complex parts.
Important limitation
Please check complex shapes, unclear bend lines, and holes that cross a bend by hand.
Estimating
The pricing tool uses part measurements and your shop rules to make quote prices.
Pricing uses material and thickness settings, cut length, pierce count, bend count, selected services, quantity, quantity discounts, setup fee, tax percentage, and workshop currency.
Cutting cost is based on cut length and the workshop’s minimum cutting charge. The minimum helps prevent very small parts from being underpriced.
Material cost uses the part area. Pierce cost counts each place where the machine starts a cut, such as a hole, slot, or inner shape.
Bending, tapping, deburring, coating, and other services can add their own cost. The quote shows each paid service by name.
Quantity discounts reduce the subtotal when a matching quantity range applies. Tax can be applied automatically from the workshop’s pricing setup so quotes remain consistent.
Your team can change a price before the quote is closed. You can change the subtotal, discount, setup fee, tax, or final total. The app keeps the first price in the history. Customers see the new total, but only your team sees the reason and private notes.
A future update will use machine rate, pierce time, travel speed, and cut speed. These values do not change quote totals yet.
Commercial workflow
Quotes give customers a clear price that they can view, approve, or reject. Your team can also email or download the quote.
A quote preview uses your saved pricing rules. The final quote stores totals, price lines, customer details, and price details.
Quote PDFs include workshop branding, quote metadata, customer information, project information, line items, summary totals, and notes. If manual pricing is applied, the PDF shows the final adjusted pricing without exposing internal override reasons.
A quote variant is another choice for the same quote item. The primary variant is the first choice. A duplicate keeps its own material, size, quantity, preview, and price. Editing one variant does not change the others. Use the variants page to search, filter, and compare them.
You can send, approve, reject, copy, or turn a quote into active work. The quote stays linked to the job when production starts.
The private history shows who changed a price, when it changed, what changed, and why. Customers only see the final price.
Important limitation
Online payment collection is not currently part of the quote workflow.
Shop floor visibility
Production tracking shows which parts are ready, in progress, stopped, rejected, or done.
The Production page uses a table with search, filters, paging, drawing previews, due dates, progress, and row actions. Workshop users with the right access can update part status through the action menu.
For parts with a quantity above one, the workshop can enter how many units are finished. The page shows produced and remaining amounts. The part is complete when the produced amount reaches the full quantity.
A part becomes production-ready when it is configured and not blocked by validation errors. Suspended parts are useful for files that need review before cutting or bending.
Customers can see each part status on their upload page. This means they do not need to ask your team for every update.
Communication
Messages and change requests stay with the right part, so your team has the full job story.
Part messages support CLIENT and WORKSHOP sender labels and one-level replies. Messages are always allowed, even when a part is locked from editing.
Customers cannot change a locked part. They can ask to change the file or part setup. If your shop agrees, the part becomes editable. If your shop says no, it stays locked.
A note added during upload becomes the first part message. The first job request stays easy to find during later changes and approvals.
Review
Quality Control groups drawing problems so your team can quickly find parts that need a check.
Quality Control shows only parts with open warnings or errors. The health summary shows clean parts, error parts, warning parts, production blockers, old issues, and recurring checks.
Search by part, project, or issue. Filter by severity or project. Sort the table, change the row limit, open a part, inspect issues, or run validation again.
Open Inspect Issues to load the part in a 2D viewer. Choose one warning or error to highlight its affected drawing items, or choose Show all to see every marked item.
Private upload
Smart Upload lets your team check and set up parts before saving them to a project.
Smart Upload is private to signed-in workshop users. It helps the workshop upload, review, configure, and save parts into a selected project before quoting or production.
Smart Upload keeps work in IndexedDB while you review it. This supports more data than local storage. The app warns you before you leave with unsaved parts and shows a clear message when browser storage is full.
DXF units such as inches are converted to millimetres and the displayed size explains the change. Drawings above 10,000 by 10,000 mm are not accepted. Long conversions show a check or retry action.
Administration
Shop settings control your shop details, prices, services, alerts, team, security, billing, and support.
Implemented settings areas include general workshop settings, workshop profile, pricing preferences, services and capabilities, notifications, team members, security, and billing/subscription.
Owners and allowed admins can invite team members, choose a role, and set access for each workshop area. Allowed members can work with workshop projects and parts even when another team member created them. Activity records still show who performed each action.
The workshop can choose which normal work emails to receive, including part status and quote updates. Sign-in, password, security, and invitation emails cannot be turned off.
Account access, password changes, and security-related settings are available through the workshop settings and sign-in flows.
Commercial setup
The app can show plan and billing details, but online self-service billing is not live yet.
The billing page can show your plan and its status. Billing is handled by our team until online self-service billing is ready.
Documentation can present plan families such as Trial, Starter, Growth, and Workshop for sales conversations. Current in-app settings may label tiers as Trial, Starter, Professional, and Enterprise while billing remains manual.
Online self-service billing and automatic payments are planned.
Help
Your team can ask for help with accounts, bugs, billing, setup, or other app problems.
Workshop users can submit support requests with a category, priority, subject, message, and optional attachments. Requests can be tracked through status updates.
A bug report can include the steps, how serious it is, a screenshot, and basic browser or device details. This helps support find the problem faster.
Email change requests are handled through support so the account update can be reviewed safely. The request collects the current email, requested new email, and reason for the change.
Transparency
This list shows what is ready now and what still needs more work.
Drawing measurements and checks help with quotes. Your shop must still review complex files, special jobs, and unclear customer requests.
The bend preview is a guide. It does not replace your bend plan, tool check, or final check for a complex part.
Billing is manually managed until self-service billing is complete. Support for one account to manage several separate workshops still needs more work.
Customers see the status your team enters. They do not see live machine data.
Coming soon
The roadmap lists planned tools for pricing, teamwork, billing, and daily shop work.
A future update may use machine rate, pierce time, travel speed, and cut speed to estimate machine time.
A future update may let one account move between several separate workshops more easily.
Planned work includes online billing, better support tools, more alerts, and better bend views for complex parts.