Instant Quote Builder
Produce accurate, branded quotes in minutes instead of days.
How it works
A secure web tool where estimators pick part type, material, quantity and finish. It applies your machine rates, material prices and margin rules automatically, then generates a branded PDF quote and logs it in your CRM.
Expected impact
Quote time falls from ~3 hours to ~20 minutes for standard parts, so roughly 70% of RFQs are quoted same day.
Build plan
- Map pricing rules from your current spreadsheets
- Build the quoting interface
- Connect material price list
- Branded PDF generation
- CRM logging
- Train estimators & launch
Connects to
Risks & how we manage them
- • Pricing spreadsheets may contain inconsistent rules
- • Complex bespoke parts still need an engineer
