Questions about fit, workflow, implementation and control.

High-mix shops with recurring RFQ preparation work are a strong starting point. Look for complex document packets, repeated data entry, long response times or time spent searching for earlier jobs.

Requests can arrive as emails, spreadsheets, PDFs, specifications, shared-drive files or form submissions. Use the audit to confirm supported formats and what can be extracted reliably. Drawings that need manufacturing interpretation go to the estimator.

The system is designed to surface incomplete and contradictory requirements. Measure the fields and flags on representative RFQs against acceptance criteria before production.

Your estimator decides feasibility, costing, margin, exceptions, final approval and release.

Earlier RFQs, orders and estimator records can surface relevant comparisons when available. Their prices are context for the estimator to assess.

Email, CRM, ERP, quoting software, internal databases and document repositories can be considered. Scope, access and validation depend on your specific system.

The audit maps the current workflow and baseline. A scoped paid pilot typically tests approximately 25–50 representative historical RFQs against agreed criteria.

Timing depends on the confirmed workflow, integration access and approval process. Decide the scope and timeline after the pilot review.

Indicative USD pricing starts at $3,000 for the pilot. A typical pilot and implementation totals about $12,500, with managed service around $1,950/month. Final scope and terms are agreed during the engagement.

Agree access, provider, retention, logging and deployment requirements before transferring sensitive files. See the security page for the review topics.