Made-to-order product enquiry to accepted order
We take off your hands: logging made-to-order enquiries, drafting quotes from similar past jobs and checking orders against them.
You get: a ranked list of enquiries, draft quotes with margin checks for your estimator to approve, and orders checked before acceptance.
Get a price for thisOr check first: Are we ready for AI?
The problem
Our engineers are buried in quotes and good enquiries wait a week.
How the steps join up
It starts when: a customer sends an enquiry for a made-to-order product.
Log and check every product enquiry before it reaches an engineer
Rank incoming enquiries by likelihood to win and value to the factory
Find the closest past jobs, drawings and quotes for a new enquiry
Draft quotations for custom products from the enquiry, drawings and similar past jobs
Your team checks and decides at this step.
Flag quotes and orders priced below your margin floor before they go out
Follow up open quotes and record why orders were won or lost
Check customer purchase orders against the quote before accepting them
Your team checks and decides at this step.
What you end up with: Enquiries are logged and ranked, quotes are drafted from similar past jobs with margin checks, open quotes are chased, and orders are checked against the quote before acceptance.
Who signs it off: Your estimator approves each quote, and a director approves any price below the margin floor.
What it needs to work
- A searchable archive of past jobs and quotes
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?