Help Center
Quidly in 2 minutes.
Guides to every feature — from creating your first quote to inviting your team.
Getting started
What Quidly is and how to get your first quote into the system.
Status & follow-up
Status workflow, reminder dates and AI-assisted follow-up messages.
- Proposal Status ExplainedThe six statuses, automatic transitions, and the "Follow Up Now" button.
- How the Follow-Up Date WorksHow the daily system process works, what it respects, and what it doesn't.
- Generate AI Follow-Up MessagesHow Quidly suggests follow-up emails and messages — and why you always make the final decision.
Team & admin
Invite members, assign roles, bulk-upload and the WhatsApp channel.
- Invite Team Members and Assign RolesWho can do what in Quidly — Admin, Editor, Viewer — and how the invitation system works.
- Upload Multiple Quotes Simultaneously (Batch Upload)Upload multiple PDFs at once — either create them directly or park them for review.
- Send messages via WhatsApp (and manage them)How the click-to-chat channel works and how an admin can disable it for the entire operation.
Security & FAQ
Data protection, AI safety and how to delete your account if you choose to.
- How secure is my data?Encryption, tenant separation, EU data residency, and what Quidly specifically does.
- AI at Quidly: What Happens to My Data?Vertex AI in Frankfurt, no training, separate service accounts, and strict limits.
- Delete Account or BusinessHow to delete your Quidly account — GDPR-compliant and auditable.