Brand logoQuotifyCnc

QuotifyCnc Documentation

Run CNC quotes and jobs in one simple workflow.

Learn how to receive files, check DXF drawings, set up parts, make quotes, work with customers, and track production.

Manufacturing workflow

1Customer upload
2Validation
3Configuration
4Pricing
5Quote
6Approval
7Production
8Tracking
9Archive

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Introduction

Platform overview

QuotifyCnc helps CNC shops receive work, check files, price parts, send quotes, and track jobs in one place.

What the platform does

Implemented

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.

Who uses it

Implemented

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.

Manufacturing workflow

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

Getting started

A new shop should finish setup, add its prices, create a project, upload a part, and make its first quote.

Recommended setup order

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.

Private vs public workflows

Smart Upload is for your shop team. Shared project links let customers send files, notes, quote requests, and orders.

Workshop setup

Workshop setup

Shop settings control how your business looks and how prices appear on quotes and files.

Branding and profile

Implemented

Add your shop name, details, website, country, size, and services during setup. QuotifyCnc uses this information in the dashboard, customer pages, quotes, and files.

Currency preferences

Implemented

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.

Machine time inputs

Coming soon

A future update will use machine rate, pierce time, travel speed, and cut speed. These fields do not change quote totals yet.

Job organization

Project system

A project keeps the parts, quotes, customer files, shared links, job status, and history for one job.

What a project is

Implemented

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.

Project statuses

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 statuses

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

Archived projects do not appear with active jobs. You can still use them to find old parts, quotes, and job history.

Intake

Upload workflow

An upload becomes a part that your team can check, measure, set up, price, and prepare for production.

Supported file handling

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.

Configuration during upload

Choose the material, type, thickness, amount, services, and bend details for each part. A customer note becomes the first message on the part.

Duplicate handling

The app finds repeated part names in a project. You can rename or replace a file when that option is shown.

Part review

Parts and viewers

The Part Details page is the main place to view a part, its measurements, setup, checks, messages, quotes, and downloads.

Part Details page

Implemented

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.

2D viewer

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.

3D viewer

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.

Metrics used by workshops

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

Validation engine

DXF validation checks for drawing problems that can affect cutting, bending, pricing, or production.

Validation workflow

Implemented

QuotifyCnc checks each uploaded DXF for problems that may make a part hard to price or make.

Checks performed

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.

Validation statuses

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

Bending system

The bend tools find bend lines, save bend choices, check bend risks, and show a folded 3D view.

Bend detection and configuration

Implemented

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.

Foldable sheet visualization

Experimental

The 3D bend view shows how the sheet may fold after you set the bend angles and directions.

What it is not

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

Pricing engine

The pricing tool uses part measurements and your shop rules to make quote prices.

Pricing inputs

Implemented

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 formula

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 and pierce formulas

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.

Service pricing

Bending, tapping, deburring, coating, and other services can add their own cost. The quote shows each paid service by name.

Quantity discounts and tax

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.

Manual Quote Pricing Overrides

Implemented

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.

Machine Time Pricing

Coming soon

A future update will use machine rate, pierce time, travel speed, and cut speed. These values do not change quote totals yet.

Commercial workflow

Quote system

Quotes give customers a clear price that they can view, approve, or reject. Your team can also email or download the quote.

Quote previews and creation

A quote preview uses your saved pricing rules. The final quote stores totals, price lines, customer details, and price details.

Quote PDFs

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.

Approval and conversion

You can send, approve, reject, copy, or turn a quote into active work. The quote stays linked to the job when production starts.

Manual override auditability

Implemented

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

Production tracking shows which parts are ready, in progress, stopped, rejected, or done.

Kanban production queue

Implemented

The production page groups parts into READY, PROCESSING, COMPLETED, SUSPENDED, and REJECTED columns. Workshop users can update part status through action menus.

Manufacturing readiness

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.

Customer visibility

Customers can see each part status on their upload page. This means they do not need to ask your team for every update.

Communication

Customer collaboration

Messages and change requests stay with the right part, so your team has the full job story.

Part messages

Part messages support CLIENT and WORKSHOP sender labels and one-level replies. Messages are always allowed, even when a part is locked from editing.

Edit requests

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.

Upload descriptions

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

Quality Control groups drawing problems so your team can quickly find parts that need a check.

Validation report sections

Implemented

The Quality Control page groups parts with errors, parts with warnings, recently fixed validation events, and suspended parts awaiting workshop review.

Actions

Your team can open a part or check it again. The disabled Approve Override button shows a planned feature that is not ready yet.

Private upload

Smart Upload

Smart Upload lets your team check and set up parts before saving them to a project.

How it differs from customer upload

Implemented

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.

Session persistence and leave protection

Smart Upload keeps your work while you review it. The app warns you before you leave with unsaved parts.

Administration

Settings and team management

Shop settings control your shop details, prices, services, alerts, team, security, billing, and support.

Settings areas

Implemented settings areas include general workshop settings, workshop profile, pricing preferences, services and capabilities, notifications, team members, security, and billing/subscription.

Team members and roles

Experimental

You can see team members and their role names. Better access rules, invites, and support for more than one shop are planned.

Security

Account access, password changes, and security-related settings are available through the workshop settings and sign-in flows.

Commercial setup

Billing and subscriptions

The app can show plan and billing details, but online self-service billing is not live yet.

Current subscription foundation

Implemented

The billing page can show your plan and its status. Billing is handled by our team until online self-service billing is ready.

Plan language

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.

Provider integration

Coming soon

Online self-service billing and automatic payments are planned.

Help

Support system

Your team can ask for help with accounts, bugs, billing, setup, or other app problems.

Support tickets

Implemented

Workshop users can submit support requests with a category, priority, subject, message, and optional attachments. Requests can be tracked through status updates.

Bug reports and diagnostics

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 workflow

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

Current limitations

This list shows what is ready now and what still needs more work.

Geometry and metrics

Drawing measurements and checks help with quotes. Your shop must still review complex files, special jobs, and unclear customer requests.

Bending visualization

The bend preview is a guide. It does not replace your bend plan, tool check, or final check for a complex part.

Billing and permissions

Billing is manually managed until self-service billing is complete. Advanced role permissions, invitations, and multi-workshop management are planned for future releases.

Real-time updates

Customers see the status your team enters. They do not see live machine data.

Coming soon

Roadmap

The roadmap lists planned tools for pricing, teamwork, billing, and daily shop work.

Machine-time pricing

Coming soon

A future update may use machine rate, pierce time, travel speed, and cut speed to estimate machine time.

Permissions and multi-tenancy

Coming soon

Planned team tools include better access rules, invites, and support for companies with more than one shop.

Billing, support, and bending improvements

Coming soon

Planned work includes online billing, better support tools, more alerts, and better bend views for complex parts.