Fast quoting should not mean blind quoting. The purpose of a guided workflow is to ask only the questions that can change scope, cost, schedule, or client expectations, while preserving a clear audit trail for the operator.
A formula-first cost view
Rates and rules provide the starting point for labor, production, purchased components, outside work, fulfillment, and minimums. This keeps routine pricing instant and consistent.
- Shop-specific materials and machine rates
- Labor and outside-work cost categories
- Clear cost, margin, rush, and total lines
Human review where it matters
Quote accuracy improves as material questions are answered. Operators can inspect assumptions, make grouped adjustments, and keep the calculated project cost visible alongside the finalized price.
- Assumptions and risks stay reviewable
- Adjustments are intentional
- Client data is shown separately from internal economics
Built for short quote cycles
The workflow is designed to avoid duplicate entry: use the same approved project information when preparing a quote, a client message, a PDF, or an invoice.
- Request to quote in one workflow
- Saved workspaces and prior quotes
- Formula changes do not require AI processing