Automating quote preparation.
For an enquiry with a drawing, the software reads the email and title block, flags missing details and drafts a quote in your business software.
A use case shown with sample data.
Try it out.
The demo with sample data runs only in your browser.
Draft in the business software; sales sets the price
Sample data
Read by AI · may contain errors
Inbox · quotes@
Muster GmbH · A. Muster, purchasing
today, 08:12
Enquiry: bearing cover as per drawing
Hello, please quote 250 pieces of the bearing cover as per the attached drawing, turned and drilled, edges deburred. We would need them by week 48. Best regards, A. Muster
Zeichnung_1234-01.pdf
- Title
- Bearing cover
- Drawing no.
- 1234-01
- Material
- S235JR
- General tolerance
- —
- Surface
- —
- Scale
- 1:2
Missing for pricing
- missing
Everything the checklist asks for is there.
Question to the customer Draft; a person sends it
- Customer Muster GmbH
- Part Bearing cover · drawing 1234-01
- Material S235JR
- Quantity 250 pieces
- Requested date Week 48
- Machining Turning, drilling, deburring
Missing for pricing
- General tolerance missing
- Surface finish missing
Question to the customer Draft; a person sends it
Hello, drawing 1234-01 does not state the general tolerance or the surface finish. Could you add both?
from your file; terms would come from your saved customer data
Item 1
Price priced by sales
Preview: this is how the draft quote would reach your business software. The demo creates nothing.
from your saved customer data
- Customer
- 10233 · Muster GmbH
- Contact
- A. Muster, purchasing
- Payment
- 30 days net
- Delivery
- ex works
Item 1 Bearing cover, drawing 1234-01 · S235JR · 250 pcs · week 48
Price priced by sales
Draft in the business software; sales sets the price
How much manual work is in it for you?
What could be automated at your company?
- You answer five short questions about your business
- An AI compares your answers with around 140 typical automations
- Suggestions that fit your company usually appear in under a minute
How it is built.
How it often runs today
Enquiries arrive by email, often with a drawing as a PDF, for example in metalworking, toolmaking or contract manufacturing. Someone pieces together part, material, quantity and date, chases missing details and creates the quote in the business software by hand.
What the software does
The software reads the email and the title block of the drawing. A fixed checklist shows whether material, quantity, date and the other details are there. For any gaps, the software drafts a question to the customer. It creates the draft quote in the business software with the customer’s saved data. Your sales team works out the price and approves the quote.
Typical software
- Outlook or another mailbox
- Business software with saved customer and item data
- Folder for drawings
Product names are trademarks of their respective owners. We are not a partner of these companies.
Before and after
Today · by hand
- Open email and drawing
- Find part, material, quantity and date
- Ask the customer for missing details
- Find or create customer and part in the business software
- Price and write the quote
With software
- Enquiry arrives by email, as before Software
- Read customer, part, material, quantity, date and machining AI
- Flag missing details, suggest a question AI
- Create a draft quote with saved customer data in the business software Software
- Sales works out the price and approves Person
What it is made of
-
Connection to the inbox
The software spots enquiries in the inbox and takes the drawing PDF along.
-
Reading with a checklist
The software reads the email text and the title block. It does not evaluate dimensions or geometry. A fixed checklist shows which detail is missing, such as tolerance or surface finish.
-
Question as a draft
The software puts the question in your inbox as a draft, and a person sends it.
-
Connection to your business software
Customer number, contact, payment and delivery terms come from the saved customer data. The price field stays empty for your sales team.
Common questions
-
Does the software work out the price?
Your sales team prices the quote. The software creates the draft with customer, part, material, quantity and date and leaves the price field empty.
-
Does it read the drawing itself?
It reads the title block: title, drawing number, material and the other details there. It does not evaluate dimensions or geometry.
-
Does the question go to the customer by itself?
No. The software puts it in your inbox as a draft, and a person sends it.