ILLUSTRATIVE WORKFLOW

Illustrative workflow: An RFQ arrives prepared for the estimator

A manufacturer receives an RFQ email with a spreadsheet and several drawings.

AN EXAMPLE IN PRACTICE

Illustrative workflow: An RFQ arrives prepared for the estimator

A manufacturer receives an RFQ email with a spreadsheet and several drawings. The workflow creates a request record, captures the stated quantities and dates, and organizes the attached files by their supplied references. It flags a missing material specification and two drawings with conflicting revisions. The estimator receives a structured packet and an exception list instead of manually sorting the inbox. Clarification follows an approved staff decision; the automation does not choose a drawing version or infer a manufacturing tolerance. Once reviewed, approved information can prepare the quotation workflow. The operational benefit is less administrative preparation and fewer estimating starts based on incomplete information, helping protect scarce technical capacity.

Illustrative workflow — proposed design, not measured client results.

BUSINESS VALUE

What changes for your team

We measure RFQ preparation time, requests missing required specifications, revision conflicts, purchase-approval queue aging, and report assembly effort. Quote turnaround and margin use actual job context. The operating test is whether estimators receive complete, correctly referenced requests with less sorting and avoidable clarification.

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AUTOMATION DISCOVERY

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