RFQ-to-Quote Engine
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Sales & Quoting
RFQ-to-Quote Engine
Parse the RFQ and the drawing, price it against your rules, draft the quote, in minutes.
Reads incoming RFQs from email/portals (including PDFs, Excel BOMs and 2D drawings), extracts specs and quantities, prices them against your costing rules (material, process, margin, MOQ), and drafts a ready-to-send quotation.
Days → hrs
quote turnaround
2–3x
more RFQs quoted per engineer
95%+
spec capture accuracy (reviewed)
The impact
Cuts quote turnaround from days to hours and stops your sales engineers from being the bottleneck on every enquiry.
Days → hrs
quote turnaround
2–3x
more RFQs quoted per engineer
95%+
spec capture accuracy (reviewed)
Who it's for
- Job shops and component makers quoting from drawings and BOMs
- Sales engineers who are the bottleneck on every enquiry
- OEMs losing orders because rivals quote first
- Exporters needing multi-currency, Incoterms-aware quotes
What you get
- RFQ parser for email, PDF, Excel BOM and 2D drawings
- Costing engine encoding your material/process/margin rules
- Drafted quotation in your branded template with T&Cs
- Auto clarification emails for incomplete RFQs
- Quote log to CRM/Tally with follow-up reminders
The pipeline
How it works, end to end.
Every step is built, benchmarked, and wired into your stack. Here is exactly what happens.
RFQ lands
An RFQ arrives by email or portal with a PDF/Excel BOM and often a 2D drawing or part list.
Extract specs
The AI parses material grade, dimensions, tolerances, finish, quantity and delivery terms, even from messy PDFs and drawing title-blocks.
Price against rules
It applies your costing logic (raw material rates, process/machine-hour costs, scrap, MOQ, freight and margin slabs) and pulls current rates where connected.
Draft quotation
A formatted quote with line items, lead time and T&Cs is generated in your template, with assumptions made explicit.
Engineer reviews
Your sales engineer reviews/edits the draft and any low-confidence items the AI flagged, then sends.
Log & follow-up
The quote is logged to CRM/Tally, and a follow-up reminder is scheduled if the customer goes quiet.
RFQ lands
An RFQ arrives by email or portal with a PDF/Excel BOM and often a 2D drawing or part list.
Extract specs
The AI parses material grade, dimensions, tolerances, finish, quantity and delivery terms, even from messy PDFs and drawing title-blocks.
Price against rules
It applies your costing logic (raw material rates, process/machine-hour costs, scrap, MOQ, freight and margin slabs) and pulls current rates where connected.
Draft quotation
A formatted quote with line items, lead time and T&Cs is generated in your template, with assumptions made explicit.
Engineer reviews
Your sales engineer reviews/edits the draft and any low-confidence items the AI flagged, then sends.
Log & follow-up
The quote is logged to CRM/Tally, and a follow-up reminder is scheduled if the customer goes quiet.
Under the hood
The data flow, wired into your tools.
Reads
- RFQ emails, PDFs and Excel BOMs
- 2D drawing title-blocks and part lists
- Your costing rules (material, machine-hour, scrap, MOQ, margin)
- Live raw-material rate feeds where connected
Produces
- Ready-to-send drafted quotations
- Extracted spec sheet per RFQ
- Clarification emails for missing details
- CRM/Tally quote log with follow-up timers
Before & after
What changes once it ships.
RFQ sits 3–4 days waiting for the senior estimator
Drafted quote ready in hours for engineer review
One engineer can quote only a handful of RFQs a day
Same engineer covers 2–3x the RFQs by reviewing drafts
Incomplete RFQs quoted blind or quietly dropped
Auto clarification email pulls the missing specs fast
Why it matters
The business case
In job-shop and component manufacturing, the firm that quotes first usually wins, and a 3–4 day turnaround loses orders to faster competitors before pricing is even discussed. Each senior estimator is a bottleneck who can only process a handful of RFQs a day, so enquiries pile up and conversion suffers. Cutting quote turnaround from days to hours and letting one engineer cover 2–3x the RFQs directly lifts win-rate and revenue, which is why this is often the first automation a sales head asks for.
FAQ
RFQ-to-Quote Engine: your questions, answered.
Can it actually read engineering drawings?+
It reads 2D drawing PDFs and title-blocks to pull dimensions, material and notes, and handles Excel/PDF BOMs well. For complex 3D/STEP geometry it extracts what it confidently can and flags the rest for your engineer.
How does it know our pricing?+
We encode your existing costing rules (material rates, machine-hour and process costs, scrap %, MOQ, freight and margin slabs) into the engine, and connect to live material rates where you have them. It prices the way your senior estimator would.
Does it send quotes automatically without us checking?+
By default no: it drafts and a human approves. You can enable auto-send for simple, repeat parts within tolerance bands, but high-value or novel RFQs always route to a person.
Will it work with our quotation format and CRM?+
Yes. Quotes are generated in your branded template with your T&Cs, and logged to your CRM, Tally or spreadsheet so nothing falls through the cracks.
What if the RFQ is incomplete or ambiguous?+
It auto-drafts a clarification email listing exactly what’s missing (tolerance, finish, quantity break-up), so you get answers fast instead of quoting blind or losing the lead.
Can it quote in multiple currencies and Incoterms?+
Yes. For export enquiries it handles currency, Incoterms (FOB/CIF/EXW), and applies freight/insurance and export margin rules accordingly.
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