RFQ-to-Quote Implementation.
A fixed-price, 90-day implementation of the RFQ-to-ERP quoting workflow for CNC and precision shops: RFQ intake, quoting, and entry into your ERP, with anything that doesn’t match held for your team.
From the inbox to your ERP.
One job, illustrated. Clean work moves on its own; anything that doesn’t match waits for a person.
- 01
RFQ in
Drawings and specs pulled from the inbox
- 02
Quote
Drafted for your estimator to finalize
- 03
Order entry
PO checked against the quote, entered in ERP
- When something doesn’t match
Price differs from quote. Held for a person to review.
Approved by your team, then entered in ERP.
What’s included.
- Working quoting workflow, installed in your systems
- Quoting playbook
- Quoting dashboards
- Follow-up templates
- Full system documentation
At least 15 hours of manual work removed per week, with the entire system documented, within 90 days.
Hours are measured against the project’s defined scope. If the guarantee isn’t met, you get a full refund.
Start and finish
Starts when an RFQ reaches your inbox. Ends when the won order is entered in your ERP.
Pricing
It depends on your shop. Some shops have the workflow draft prices from their own pricing rules; others keep pricing manual. Either way, your estimator approves every price before a quote goes out.
Time from your team
A couple of hours a week, including a weekly meeting. Early on, more time with key people and decision makers to document how the process runs today.
Software
Software licenses and ERP integration are included, but neither is required: the work is built around the tools you already use.
Ownership
Your company owns the finished workflows.
After launch
Maintenance and monitoring are available on a one-year retainer.
Scoped separately as add-ons
- Purchasing and material ordering
- Scheduling
Start with a free review. Launch quickly.
- 01
Free review
A free, 60-minute workflow review looks at where your team’s hours are actually going and where work stalls.
- 02
Map and build
Map how your key people work and the judgment behind it, then configure workflows to your systems, with clear rules for what runs automatically and what waits for review.
- 03
Launch and hand over
Workflows launch with live dashboards and full documentation, so the system runs without me. Exceptions are flagged and held for your team.
Every project starts with a free, 60-minute workflow review of where your team’s hours are going.
Book a free workflow review