Managed RFQ workflow

Every RFQ arrives estimator-ready.

Quote requests come in from everywhere. This puts each one in order, flags what is missing, and runs the routine follow-up as far as you allow. Your estimator still owns the quote.

A working sample you can click through. No signup, nothing to install.

The RFQ mess

You know this inbox.

One morning of intakeSample
  • EmailA thread, three replies deepThe drawing is in reply two, the quantity is in reply three, and the finish never comes up.No finish called out
  • Drawing uploadRev B drawing, Rev A cut listTwo files that disagree with each other. Nobody flags it until material is on the saw.Revision conflict
  • Web formA sketch and a phone numberMaterial reads "steel, whatever works." Your estimator gets to guess the rest.Specs incomplete

Each of these turns into back-and-forth before anyone can price it.

The clock on a quote

Most buyers give a shop about a day before they send the work elsewhere. A thread like this takes three.

Industry surveys of manufacturing buyers. The first solid quote usually wins the job.

The shift

The thread becomes a spec sheet.

As it arrives
Procurement, Alder Robotics

Need ~40 alum brackets off the attached drawing, 3mm, standard tol. Hoping to have them by Friday. Let me know on finish.

Attachment

bracket_drawing_revA.pdf

Attachment

bracket_model.step

Spec sheet · RFQ-1001Sample
Material6061 aluminum
Thickness3 mm
Quantity40
FinishNot stated
Delivery3 days
Files2 attached, classified
Drawn byThe workflow
Checked byYour estimator
StatusQuote-ready
From the sample queue
9:14 AMRequest lands9:15 AMFields proposed, files classified9:30 AMEstimator approves the spec9:34 AMQuote-ready packet

RFQ-1006 in the live demo. Sample data.

How it works

From inbox to quote-ready, one clean path.

  1. 01

    Intake

    Every request lands in one queue, time-stamped and sorted, however it arrived.

    Sample data in this demo. Your inbox stays yours.

  2. 02

    Readiness

    Files and specs are checked against what a quote actually needs. Anything missing is surfaced and labeled.

    The system flags gaps. It never invents a spec.

  3. 03

    Clarification

    When something is unclear, a short, specific question to the customer is drafted for you.

    Routine asks can run under your rules. The rest waits on your estimator.

  4. 04

    Quote-ready packet

    Approved specs, open risks, and the full decision trail come together in one packet.

    Your estimator owns pricing and the final quote.

Straight answers

Your estimator decides. The rest, answered up front.

You set how far it runs on its own. Routine acknowledgements and follow-ups can go out under your rules; pricing, promises, and anything unclear always wait for your estimator. The workflow handles the busywork around the quote so your team spends its time on the quote itself.

  • Who decides what goes out on its own?

    You do, and you can change it any day. Most shops let routine acknowledgements run and keep everything near the quote in review. Pricing and final quotes always wait for your estimator, at every setting.

  • Do we have to change how we quote?

    No. There is no new pricing system to adopt. This organizes the intake around the way your shop already quotes.

  • What does it cost?

    A flat diagnostic first, then a flat monthly rate if the numbers make sense. Month-to-month after the pilot. If the diagnostic says your intake is fine, we will tell you and stop there.

  • How long does setup take?

    Setup is ours to do, not yours. You keep quoting the way you do now, and nothing switches over until your estimator has seen it work.

  • Is any of this demo real?

    No. Every customer, part, and file is made up, and nothing you click is stored.

Start here

A quoting diagnostic, then a plan.

We map how RFQs move through your shop, show where quotes stall, and lay out what a managed workflow would change for your estimator. One focused session, and you keep everything we produce.

  1. 01

    Walk us through your intake

    How RFQs reach you today and where they stall. Plain talk, no forms.

  2. 02

    See the managed version

    Your kind of requests, running on the board you just watched.

  3. 03

    Leave with next steps

    What we would fix first and what it costs. Yours either way.

The call is 20 minutes. Bring how quoting runs in your shop today. No prep beyond that.

No sales pressure. If it is not a fit, we will tell you.

You talk to the people who build and run this. No sales team.

Prefer email? contact@teamdct.ca

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