30-min call with RobBook a proof-of-concept call
Job 01 · Inside sales

// Fastener distributors · Customer print quotes

RFQ lines and customer prints, read for the standard each part describes and drafted as a quote.

An OEM sends an RFQ in its own part numbers with a print behind each one, and someone on your desk works out what every line really is: thread, length, grade, plating and head style. In a free AI proof of concept, AI does that again on copies of 20 to 30 RFQs your team already quoted, sending specials to your buyer and flagging every line where the print and the description disagree. Your reviewer, the person on your team who knows your quoting best, checks each draft against the quote that went out.

Book a proof-of-concept call30 minutes with Rob
RFQs tested
20 to 30, already quoted
Live quotes touched
None
Substitute grades accepted
None

// The one job

From a buyer's part number to a quote draft your desk can finish

The RFQ gives a customer part number, a revision and a quantity, and the print gives the rest, or says something else. Someone reads the title block and the notes, decides which standard the part describes, finds the item you stock and works out whether it is stock at all. Anything needing a special run, a plating you don't keep or a drilled head goes to your buyer for a cost.

For the test, AI reads copies of those RFQs and prints beside your item file and drafts each quote line: the customer's part number, the standard it matched, thread, length, grade, plating, head style, your item and a price from your records. Specials land on your buyer's list with the reason. Where the print and the description part ways, the line is flagged, not settled. No quote is sent.

Customer RFQ and printPDF, spreadsheet or portal export
Part no. and rev
Print note
Plating call
Quote due
Line, as writtenQtyPrint says
Made-up example RFQ
Read against the print
matched to your items
Draft quoteFor your desk
Standard matched
Thread and length
Grade and plating
Flags for a person
Your itemPrice unitPrice source
Made-up example quote

// What makes it hard

Five places a fastener quote goes wrong on paper

A thread callout has an order. Machinery's Handbook gives the Unified designation in sequence: nominal size, threads per inch, series symbol, class symbol, with LH after the class for a left-hand thread, as in 1/4-20 UNC-2A, also written 0.250-20 UNC-2A. ASME B1.1 is the standard that sets those series and classes. A customer description that stops at 1/4-20 and a print that asks for class 3A are different instructions, so the draft carries the class the print gives and asks when neither says.

Length and thread length live in tables. ASME B18.2.1, the inch standard for hex bolts and cap screws, keeps separate tables for length tolerances, for short screws threaded full length and for maximum grip gaging lengths and minimum body lengths. A print that asks for more or less thread than those tables expect is often a special. So is one adding a drilled head or a self-locking element, which the standard treats in a nonmandatory appendix of guidelines. The draft sends those to your buyer instead of pricing them from stock.

Metric names moved. DIN 931 and 933 and ISO 4014 and 4017 describe the same hex cap screws, partial and full thread, except at M10, M12, M14 and M22, where the wrench size changes. Wermac's reference lists ISO widths across flats of 16, 18 and 21 mm for the first three, a little smaller than DIN, and 34 mm for M22, a little larger. A customer's description can say one and its print the other. The draft flags those four sizes whenever the two documents name different standards.

Grades outlive their specifications. ASTM F568M, the specification for carbon and alloy steel externally threaded metric fasteners, was withdrawn in 2012 with no replacement listed by ASTM, and its scope said seven of its nine classes were essentially identical to ISO 898-1 while 8.8.3 and 10.9.3 were not recognized in ISO standards. ISO 898-1 itself warns that some screws with low or countersunk heads might not meet its tensile or torsional requirements. Inch prints often point to SAE J429, Mechanical and Material Requirements for Externally Threaded Fasteners. The draft keeps the grade the print names and never treats a close one as the same.

Plating and partial callouts. A plating note can argue with the grade: the American Galvanizers Association wrote in 2013 that ASTM standards do not allow hot-dip galvanizing of A490 bolts, so a line asking for both goes to your quality lead. A print can also cite a standard for only part of a fastener. The Fastener Quality Act says a reference to a consensus standard for particular requirements doesn't represent or require that a fastener meets all of it, so the draft records what each citation was for. These are drafting checks, not legal or engineering advice. Your reviewer, usually the inside salesperson others take a hard print to, checks that every special reached your buyer and every disagreement was real.

// What you send

Copies from the quote desk

Copies and exports
No system logins
01

20 to 30 quoted RFQs

Each RFQ as it arrived, with every print and the quote your desk sent back. Put in one with a revision change and one with specials on it, and note any line you lost.

02

Your item file

An export with item numbers, descriptions, thread, length, grade, finish, head style and box quantity, in whatever columns you keep them.

03

Your customer crosswalks

The part-number lists you keep for OEM accounts, plus any notes on which substitutions an account has agreed to in the past.

04

An NDA first, and no logins

Signed before any print moves. We never log in to your ERP, bin management system, quoting tool or a customer's portal. A print under its own confidentiality note stays home and gets a look-alike built with your reviewer.

// Before it starts

Settled before the first print is copied

A wrong thread class or grade on a quote can turn into a real part on a real line, so the owner puts these in writing first.

Print quote test termsOwner signs off
Your reviewer
Named by the owner, often the senior inside salesperson
Success criteria
Written and agreed: standard matched, attributes read, specials routed, conflicts flagged
Sample
Picked by your reviewer, with specials and at least one revised print
Who prices
Your records only; specials go to your buyer
Price
A range for the live job, before any print moves
NDA
Signed before the first copy

// How it's judged

Every draft line beside what your desk quoted

RFQ by RFQ
Line by line
On the same 20 to 30 RFQsWhat your desk quotedThe AI draft
Customer part number matched to the standard it describesScored on your RFQsScored on your RFQs
Thread size, pitch and class read from the printScored on your RFQsScored on your RFQs
Length and thread length, in the print's termsScored on your RFQsScored on your RFQs
Grade or property class exactly as called outScored on your RFQsScored on your RFQs
Plating and head style exactly as called outScored on your RFQsScored on your RFQs
Specials routed to your buyer, with the reasonScored on your RFQsScored on your RFQs
Lines flagged where print and description disagreeScored on your RFQsScored on your RFQs
Blank until it runs. No cell is filled before RFQs from your own desk have been drafted.Your reviewer marks each row and makes the call.

// After a yes

About 30 days on new RFQs

With a yes against the success criteria, the same job runs on new RFQs and prints for about 30 days.

A person on your desk checks every quote, and only your team sends one. Specials still go to your buyer, and every flagged line waits for someone to settle it.

The live month has a fixed price agreed before signing. Each later job is priced on its own, and monthly support follows once a job is running.

// What could come next

Possible next jobs, ranked

Ideas to weigh together
Each priced alone
  1. 01

    Lot traceability and certs

    The lot on each label matched to its test report, the grade and the coating before the order ships.

    Next
  2. 02

    Bin and kanban replenishment

    Bin scans and two-bin cards read into a draft replenishment list for your rep to confirm.

    Then
  3. 03

    Customer part-number crosswalks

    A new OEM's part list matched to your item file once, for your team to confirm, so its first RFQ starts further along.

    After that

// One hard limit

It never sends a quote or accepts a substitute grade.

Drafts land on a review sheet and stop there. The proof of concept never touches your ERP, bin management or quoting system or a live quote or shipment, never accepts a substitute grade, and never rules a part or a print acceptable. A person on your team checks every quote, and specials stay with your buyer.

Customer print quoting has its own price: a range before the proof of concept, a fixed figure before you sign.

What sets the range: how many RFQ lines your desk handles in a month, how many come with a print, and how many end up as specials.

// Questions

Questions from the quote desk

Our customers' part numbers mean nothing outside their own systems. Can it still match them?
Yes, when the print, an old quote or your own crosswalk says what the part is. If none of them does, the line comes back as a question. A draft never guesses a standard from a number alone.
What happens when the print and the description disagree?
The line is flagged with both versions side by side and no price on it. Your salesperson decides whether to go back to the customer or quote one of them. The draft never picks a winner.
Will it quote specials?
No. A line needing a special run, a plating you don't carry or a drilled head goes to your buyer with the reason. Stock lines get a price from your records, and specials get a person.
Will it suggest a substitute when we don't stock the exact grade?
It may list what you stock nearby, labeled as not the same thing. It never accepts a substitute grade or marks one acceptable. That decision stays with your team and your customer.
Some of our customers' prints are confidential. What then?
Check your agreements with those customers first. An NDA covers us before any print moves, and prints you can't share can be replaced by look-alikes your reviewer helps us build, with the same kinds of notes and conflicts.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Bring the RFQ your desk argued about longest.

Half an hour with Rob on your company, your role, which job you'd test and roughly how many RFQ lines you quote in a month. Prints, quotes and item files stay with you until the NDA is signed.

  • Co-owned a 60-employee financial services firm and sold his share to his partner.
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  • Takes every proof-of-concept call himself.