For manufacturers who live and die by the RFQ.
For contract manufacturers and job shops, every order starts with an RFQ and an estimate. Estimators are the bottleneck, and once a quote goes out it is easy to lose track of which ones are still in play.
Where quotes and customers slip.
Estimators buried in intake
Time goes to reading drawings and RFQ packages before any real estimating starts.
Quotes that go unanswered
Buyers request quotes from several shops, and a quote with no follow-up is easy to pass over.
No win/loss history
Without recorded outcomes, it is hard to see which work you win and at what price.
Where we would start.
AI for RFQs and quoting
Reps spend hours retyping RFQs from emails, PDFs and spreadsheets into the ERP. AI can do the reading and the first draft. A person still checks...
See how → 02Quote tracking and win/loss
If you can't see your open quotes, you can't manage them. We give sales managers a single list of every open quote, who owns it and when it was...
See how → 03CRM and ERP integration
Quotes and orders live in the ERP. Customers and conversations live in the CRM. Reps end up checking both, or neither. We connect them so the rep...
See how →Twenty minutes. Three automations. Your numbers.
We walk through how inquiries, quotes and follow-ups move through your team and name the three automations that would pay back fastest. If nothing is worth automating, we say so.
Book a free review