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Get help with Cadlyx QuotePrep

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Get instant answers about file formats, billing, PMI, Bid Advisor, ShareView, and other QuotePrep workflows. The assistant pulls from product documentation and your signed-in account context when available.

Email support

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Product roadmap

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System status

Live uptime + service health

Frequently asked questions

101 questions across 15 categories. Search or browse by section.

Getting Started

CAD Files & Formats

Supported formats, assemblies, drawings, file failures.

Analysis & Estimating

How geometry analysis works, Bid Advisor, accuracy.

Quote Editor & Versioning

Preparing quotes, versions, finalize, geometry lock.

ShareView (Buyer View)

What buyers see, accept/decline, persistent links.

Billing & Plans

Pricing, overages, upgrades, refunds, invoices.

Team & Permissions

Inviting members, roles, switching organizations.

Settings & Configuration

Workcenters, materials, finishes, templates.

Integrations

QuickBooks, HubSpot, webhooks, future connectors.

Security & Compliance

Where data lives, retention, encryption.

Troubleshooting

Upload failures, missing emails, login issues.

Account Management

Password, email, 2FA, deleting your account.

API & Developer

Webhook events and the future public API.

Roadmap & System Status

Known limitations, upcoming work, status page.

Contact & Escalation

When to email, response times, security disclosures.

Did not find what you needed? Email [email protected] and we usually reply within one business day.

Get help with Cadlyx QuotePrep

Ask the AI assistant

Frequently asked questions

Getting Started

How do I sign up for Cadlyx?

Is there a free trial? Do I need a credit card?

What happens when I upload my first CAD file?

What is an organization vs a workspace vs a team?

What is free and what costs money?

What are the best practices for the most accurate quote?

CAD Files & Formats

Which CAD file formats does Cadlyx support?

What format gives the most accurate quote?

What is PMI / GD&T and how do I include it?

How do I upload an assembly with multiple parts?

What is the file size limit?

Should I upload a drawing PDF too?

How do I quote multiple revisions of the same part?

My CAD file failed analysis. Why?

Can I upload controlled / export-restricted CAD files?

Analysis & Estimating

How accurate are the estimates?

What do the DETERMINISTIC and AI_ESTIMATED badges mean?

Does QuotePrep support sheet metal?

When is injection molding available?

What is Bid Advisor and how does it work?

Can I edit the AI-generated line items?

How does material selection work?

How do I configure finishes (anodize, plate, paint)?

What is the difference between setup and run pricing?

How does quantity-break pricing work?

How does Cadlyx learn from my actuals?

Quote Editor & Versioning

What is the Quote Editor and how do I open it?

Can I edit line items differently in the quote vs the estimate?

What does "Refresh from Estimate" do?

What happens when I click "Finalize"?

How do quote versions work?

Can I hide a quote version from the buyer if I made a mistake?

What is the Geometry Lock 60-day window?

What documents does the export bundle include?

What is the Technical Part Document?

ShareView (Buyer View)

What is ShareView and what does the buyer see?

Does the ShareView URL change when I send a new version?

Can the buyer see previous quote versions?

What can the buyer do on ShareView?

How do I see and respond to buyer change requests?

Can the buyer download the documents?

Billing & Plans

What are the current plans and prices?

Should I pick PAYG or a subscription?

What happens if I run out of quotes mid-month?

Why am I seeing a "quota almost full" banner?

How does credit consumption work? Can I get charged twice for the same file?

Is there an annual billing discount?

How do I upgrade or downgrade my plan?

How do I cancel my subscription?

What is your refund policy?

Where do I update my credit card or billing email?

How do I get my invoices for accounting?

Team & Permissions

How do I invite team members?

What can each role do?

How do I change someone's role or remove them?

I belong to multiple shops. How do I switch?

Settings & Configuration

How do I set up my workcenters?

How do I add custom materials?

How do I configure finish operations?

How do I add outsource vendors?

What are pricing rules?

Can I save reusable estimate templates?

How do I add my shop logo and branding?

How do I configure webhooks?

Integrations

Does Cadlyx integrate with QuickBooks?

Does Cadlyx integrate with HubSpot?

Can I integrate with my ERP (ProShop, JobBOSS, E2)?

Can buyers email RFQs directly into Cadlyx?