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Quote-to-order · RFQs and quoting

Quote ready. Customer already ordered elsewhere.

Standard items priced from list and contract. Sales engineers spend their time on engineered RFQs.

Got a bottleneck that costs you $1M or more, and you want it solved?

Talk about quote turnaround
  1. Engineered RFQ
  2. Simple
  3. Simple
  4. Simple
  5. Simple
  6. Simple
Waiting behind one expert

Triage first.

Not every RFQ needs your best engineer.

Incoming RFQ
  1. SimplePriced by rules from list and contract
  2. ConfiguredDrafted by AI, checked by sales engineering
  3. EngineeredYour engineers quote it

Your experts’ rules, written down.

Know-how that lives in one head becomes a rule your experts review.

  1. Rule of thumb in one head
  2. Written as a rule
  3. Reviewed by your expert
  4. Applied to every quote

Who does what on a quote.

Tap a step.

RFQ intake

Rules
Log every RFQ with customer, due date and product family.
AI
Reads drawings, specs and emails and lists what’s missing.
People
Decide bid or no-bid.

Requirements check

Rules
Check the request against what you make and certify.
AI
Flags requirements that need an engineer.
People
Clarify open points with the customer.

Pricing

Rules
Price standard items from list, contract and cost.
AI
Drafts configured options with their assumptions.
People
Set price and margin on non-standard work.

Engineering review

Rules
Send only engineered items to engineering.
AI
Summarizes spec deviations for the engineer.
People
Engineer the solution.

Approval

Rules
Apply your approval limits.
AI
Assembles the quote pack with its sources.
People
Approve.

Send

Rules
Send from the approved version and track the follow-up.
AI
Drafts the follow-up email, for review.
People
Negotiate.

Five stages. You decide at every gate.

Each ends in evidence and your decision. Tap a stage.

  1. Diagnose

    Map the process, owners, systems and today’s performance.

  2. Redesign

    Define the target process and who decides what: rules, AI or people.

  3. Prove

    Test one hard case, including what fails.

  4. Integrate

    Connect systems with monitoring, limits and rollback.

  5. Operate

    Train people, release by scope, review results against the baseline.

For corporates and large organizations

We solve quoting bottlenecks worth $1M or more. Not for small businesses.

Stop after any stage. Scope and investment come from a costed statement of work.

Security & data

  • Permissions and data boundaries designed in diagnosis, tested before production.
  • Access, data boundaries and retention agreed in writing per engagement.
How we handle data

Questions buyers ask

Will AI send quotes on its own?

No. Rules price standard items within limits you set; anything outside them waits for a named approver.

Bring your RFQ queue.

30 minutes with our team.

Book a 30-minute call

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