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An RFQ comes in. Somebody means to get to it.
In a job shop the estimator is usually also the programmer, the setup person or the owner. RFQs wait for a gap in the day, and quotes go out with nobody assigned to chase them.
Where the week goes
The work around the work.
RFQs arrive by email with drawings attached, sometimes to the wrong inbox. Someone has to notice them, tell the customer they arrived, get them to whoever quotes, and then remember to follow up. The quoting is skilled work. Everything around it is the part that gets dropped.
The skilled part stays with your estimator. Everything around it, the logging, the acknowledgement and the chasing, stops depending on somebody remembering.
Count it yourself
The answers are in your records.
We are not going to quote you a statistic about your industry. Open your inbox and answer these.
- 01
How many RFQs came in last month, and how many got an answer the same day?
- 02
Where is the list of every quote you have out right now?
- 03
How many quotes did you send last quarter that nobody followed up on?
- 04
When a customer asks about a quote from three weeks ago, how long does it take to find it?
What we automate
No Lost Quotes
One package, built around how your shop quotes today.
01
Every RFQ logged
Every RFQ is logged automatically, and the customer gets an acknowledgement within minutes saying it arrived and when to expect a quote.
02
One list of open quotes
Every open quote on one list, so nothing sits forgotten in an inbox.
03
Follow-up at 3, 7 and 14 days
Unanswered quotes are followed up automatically at 3, 7 and 14 days, in your words, until the customer answers or says stop.
04
Optional: order-status updates
Once a quote becomes an order, status updates can go to the customer from your ERP or your spreadsheet.
Problems we fix
What it looks like here.
Who this fits
And who it does not.
Best fit: a job shop or machine shop that quotes every week and has no one whose whole job is chasing quotes.
- Does it write the quote?
- No. Your estimator still prices the job. This handles everything around the quote: logging it, acknowledging it and following it up.
- Our RFQs come in through several inboxes.
- That is common, and it is usually the first thing we fix. Every RFQ ends up on one list no matter which inbox it landed in.
- Can we change the follow-up schedule?
- Yes. 3, 7 and 14 days is where we start. You set the timing, the wording and when it stops.
- What does this cost?
- Book the free 30-minute front-office review. Every build is custom, so it is quoted after we have seen how the work runs today.
Next
Book a free 30-minute front-office review.
We find the one workflow worth automating first. If there is not one, we say so.