QuoteLayerRFQ inbox
Emails, RFQ forms and shared folders can contain a mix of drawings, part lists, spreadsheets and specifications.
QuoteLayer product
The preparation layer between RFQ intake and estimator review.
QuoteLayer organizes incoming requests, records the requirements behind each part and flags gaps for an estimator to resolve. Your team decides what can be made, what it costs and when to release a quote.
01 / Workflow
From the inbox to the estimating desk.
The exact inputs and connections depend on your shop. One job packet brings the source material and open questions together.
Prepared job packet
Collect the attachments, organize the fields and flag missing or conflicting information. Keep each requirement tied to its source.
Estimator review
The estimator resolves exceptions and approves the job details before costing or release.
02 / System layers
Seven steps in a scoped workflow.
Start with the preparation steps your team repeats. Use the audit to decide which connections and follow-up actions are worth implementing.
01 · Capture
Identify the request, its attachments and its current revision.
02 · Understand
Read supported source material. Route ambiguous or unsupported details to the estimator.
03 · Structure
Organize part numbers, quantities, materials, finishes and dates into job fields.
04 · Verify
Flag gaps and conflicting requirements before estimating starts.
05 · Match
Where suitable records exist, surface relevant historical RFQs for comparison.
06 · Prepare
Assemble the source documents, reviewed fields and outstanding questions.
07 · Follow through
Route approved work using the tools and handoffs agreed for the implementation.
03 / Decision support
Your quoting history gives estimators context.
A five-axis aluminum housing may resemble a prior job. Revision, quantity, finish or tolerances can still make its old price a poor guide.
Find comparable work
Use past RFQs, orders and estimator folders to discover relevant candidates. Access and matching quality are validated on customer examples.
Keep the decision human
The estimator checks whether the comparison is meaningful. Historical matches never set the new quote price.
04 / Integrations
Work with the tools your shop already uses.
Inputs and records
Email, RFQ forms, shared drives and document repositories are candidate sources.
Business systems
A CRM, ERP, quoting application or internal database can be scoped during the audit. A connection requires a specific agreement and validation.
05 / Business case
What would additional RFQ capacity be worth?
Use your own volume, preparation time and estimator cost. The model gives an illustrative estimate for the audit to test.
Where does preparation slow down your quotes?
Walk us through one RFQ, from receipt to the moment your estimator can start pricing.
Request a workflow audit