Product: Quoting Engine

Your best estimator's logic, working around the clock.

Quoting Engine turns RFQs, drawings, and specs into priced quotes in hours instead of days, using your pricing rules, your margins, and your people approving every number before it ships.

  • RFQ Automation
  • Your Pricing Rules
  • Human-Approved
The Problem

Every day a quote sits in the queue, someone else is winning the job.

Buyers send the same RFQ to four shops and take the first credible number. If yours arrives on day five, you're not competing on price or quality. You never made the race.

Quoting Engine doesn't replace your estimator. It captures how they think and applies it instantly to every RFQ.

Observation 01

The knowledge is real. It's just trapped. Material behavior, setup times, which customers always push tolerance, what the last job actually cost, it's all in one or two heads. Every quote waits its turn for that person's attention.

Observation 02

The easy RFQs steal time from the big ones. Your estimator spends half the week re-pricing repeat work and small jobs that follow known rules, while the complex, high-margin opportunities that deserve real judgment sit waiting.

Observation 03

Nobody knows why you win or lose. Quotes go out through email and disappear. No record of hit rate by customer, margin by part family, or which numbers got beat. You're pricing on instinct without the feedback loop.

How It Works

From inbox to approved quote, with your people in control.

The system does the reading, the math, and the paperwork. Your team does the judgment. Nothing goes to a customer without a human clicking approve.

01Intake

RFQ arrives

Email, portal, or upload. Drawings, specs, and quantities are read and structured automatically, PDFs, prints, and spreadsheets included.

02Extract

Specs become data

Materials, tolerances, finishes, quantities, and due dates pulled into a structured job record. Anything ambiguous gets flagged, not guessed.

03Price

Your rules run

Routing, setup, material, outside processes, and margin policy applied the way your best estimator would, because we built the rules with them.

04Review & send

Human approves

Your estimator sees the draft, adjusts anything, and sends. Unusual jobs get routed straight to them with the reason flagged.

Every quote gets logged. Every outcome gets learned from, so pricing gets sharper every quarter instead of retiring with your estimator.

What It Handles

Built for how shops actually quote

Quoting Engine doesn't replace your process, it captures it, so it can run continuously without waiting on any one person.

Reads real-world RFQs

PDF prints, emailed specs, customer portals, Excel BOMs. It handles the messy formats your customers actually send, not an idealized intake form.

Repeat work priced instantly

Known parts and repeat customers follow your established rules end to end. Your estimator only touches what's new or unusual.

Margin policy enforced

Floors, ceilings, and customer-specific pricing baked in. No more quotes that accidentally give away the shop's margin at 4:45 on a Friday.

Connected to your ERP

Won quotes become jobs without rekeying. Costs, routings, and customer records stay in sync with Sage 100, Epicor, Business Central, Spire, and others.

Win/loss intelligence

Hit rate, margin trends, and turnaround by customer and part family, the feedback loop most shops have never had on pricing.

Approval built in, not bolted on

Every quote carries a review trail: who approved, what changed, and why a job was flagged. Auditable by design for regulated environments.

Route Plan

Live on real quotes in weeks, not quarters.

We don't sell a license and wish you luck. We build the system around your shop's actual rules, prove it on one product line, and expand from evidence.

012–3 weeks · Fixed fee

Discovery sprint

We sit with your estimator and map how quoting really works, the rules, the exceptions, the tribal knowledge.

  • Quoting workflow documented end to end
  • Pricing logic captured and validated
  • Fixed build cost and milestones, yours to keep either way
02Weeks, not quarters

Pilot on one product line

The engine goes live on a single part family or customer segment, running side by side with your current process.

  • Real RFQs, real quotes, human-approved
  • Accuracy measured against your estimator
  • ERP connection proven in production
03Expand on evidence

Roll out and sharpen

Once the pilot's numbers hold, coverage expands: more part families, more customers, more of the queue handled instantly.

  • Win/loss reporting switched on
  • Rules refined from real outcomes
  • You own the code, the data, and the docs

Works alongside Sage 100 · Epicor · Business Central · Spire · NetSuite · QuickBooks.

Days → hoursTypical quote turnaround once estimating logic is captured
First to respondThe shop with the credible number on day one wins the race
100%Of quotes reviewed and approved by your people before sending
Field Questions

What owners ask before they say yes.

Does this replace my estimator?

No, and we'd push back if that's the goal. The engine handles the repetitive pricing that follows known rules; your estimator approves everything and keeps the complex, high-judgment work. Most shops find their estimator becomes more valuable, not less, they finally have time for the quotes that deserve real thought.

Our quoting is complicated. Engineer-to-order, lots of exceptions.

That's exactly the profile we build for. The discovery sprint exists because your rules aren't in a manual, they're in someone's head. We capture them, validate them against past quotes, and anything the system isn't confident about gets flagged to a human instead of guessed.

Our data is a mess. Do we need to clean it up first?

No. We build against your data as it exists, the same PDFs, spreadsheets, and ERP records you use today. Part of the pilot is proving the system works on your real inputs, not a sanitized demo set.

Do we have to change or replace our ERP?

No. The engine sits alongside your ERP and pushes won quotes into it. We've built against Sage 100, Epicor, Business Central, Spire, and others. If your ERP is the problem, we'll tell you, but replacing it is almost never the answer we recommend.

What does it cost, and who owns it?

Discovery is a fixed fee, and the build is quoted from the discovery document with milestone pricing, so you know the full cost before any code is written. You own everything: the code, the pricing rules, the data, and the documentation. No per-seat licenses, no lock-in.

How fast until it's quoting real work?

Discovery runs 2 to 3 weeks. The pilot typically goes live on a first product line within weeks after that, running side by side with your current process so nothing is at risk while it proves itself.

Final Waypoint

Send us a real RFQ. We'll show you what hours look like.

Bring one of last month's quotes to the fit call and we'll walk through exactly how the engine would have handled it, where it runs on rules, and where it hands off to your estimator.

If a simpler tool would solve it, we'll tell you and point you there.

Book a Fit Call