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Job 02 · Quotes from customer specs

// Machine builders · Configured quotes

Customer specs into configured machine quotes, clause by clause.

For builders who answer a customer's specification with a base machine, a set of options and a list of exceptions. One job, tested on RFQs your applications engineers already answered. Each AI draft reads every clause, maps it to a standard option or marks it for engineering, prices the options from your own book and lists the exceptions and questions. Your engineers check every line, and the design stays theirs.

Book a proof-of-concept call30 minutes with Rob
Past RFQs
20 to 30
Clauses
Each one answered or routed
System access
None

// The one job

A specification lands. An answer to every clause goes back.

A buyer sends a user requirements specification, or an RFQ with a spec behind it: the products and sizes, the rate, utilities, controls, documents and acceptance tests. Your applications engineer reads it, picks the base machine, works through the options, marks what you won't meet and writes both the quote and the clause-by-clause answer. Some specs run to hundreds of numbered requirements.

In the proof of concept, AI goes through copies of specs you already quoted and drafts the answer to every clause, with the configured quote behind it: base model, options from your price book, utilities, documents, acceptance test terms, then exceptions and questions. A clause that no option covers is marked for engineering, never answered.

Customer specificationURS or RFQ spec
Products and formats
Rate and utilities
Controls standard
Acceptance tests
ClauseRequirementRef
Invented spec, no customer's plant
Answered clause by clause
from your options
Configured quoteFor your applications engineer
Base machine
Options
Exceptions
FAT and SAT
ClauseAnswerOption
Invented quote, for illustration

// What the spec hides

Where a configured machine quote goes wrong

A URS says what; your quote says how. Pharmaceutical buyers who work to ISPE's GAMP 5 guide write a user requirements specification that states what the machine must do, not how to build it, and give each requirement its own number, such as FR-01. The functional specification that answers it is often the supplier's to write. Many food and consumer goods buyers write specs the same way. So the quote answers each numbered clause as met by the standard machine, met by a named option, met with a clarification, or taken as an exception, in the customer's own numbering.

The electrical clauses set the panel. A spec states the plant's supply, such as 480 V three-phase at 60 Hz in the US or 400 V at 50 Hz across much of Europe, and often the available fault current. Under NEC 409.22 a control panel can't be installed where the available fault current is higher than its marked short-circuit current rating, and NFPA 79 puts that rating on the machine nameplate. A spec that names a higher fault current than your standard panel carries, or IEC 60204-1 in place of NFPA 79, changes components and price. The draft lists those clauses for your electrical engineer and prices only options you have already engineered.

Plant standards name the controls. Large end users often publish engineering standards of their own: the PLC family, HMI, drives, safety relays and pneumatics they accept, and how a machine reports its state. Packaging buyers often ask for PackML, published by ISA as ANSI/ISA-TR88.00.02, which standardizes machine states, modes and tag names. A required PLC brand other than yours can mean new software as well as new parts, so each such clause sits beside the option that answers it or goes to engineering. Dairy and food buyers may call for the 3-A Symbol, which a builder can show only after a third-party verification inspection by a Certified Conformance Evaluator, so that inspection gets its own line or question.

Acceptance tests and the calendar carry cost. The quote says what the factory acceptance test covers at your plant before shipment and what the site acceptance test covers after installation. Published machinery terms often make the buyer supply the containers, caps, labels and product for the FAT. For machines bound for the EU, Regulation (EU) 2023/1230 replaces the Machinery Directive from 20 January 2027, so the ship date can decide which rules the CE file follows. The draft reuses your past FAT and SAT terms, flags a delivery date past that changeover, and leaves the conformity route to your engineers.

Your reviewer. The owner names the person who knows your quoting best, usually the lead applications or sales engineer. They hold each draft against the quote and clause answers that went out: base machine, options chosen, exceptions and clarifications, questions raised, acceptance test terms and option prices. Include a spec you declined, one with a customer's controls standard and one for a machine bound for Europe, if you quote them.

// What you send

What your applications engineers gather

Copies only
Wins, losses and declines
01

20 to 30 past specs and your answers

Each URS, RFQ or spec as it arrived, with the quote and the clause-by-clause answer that went back. Mix wins, losses and one you declined.

02

Your base machines and price book

Models, standard options and option prices as they stood on each quote date, from Infor LN, IFS Cloud, SAP variant configuration, a CPQ tool or a workbook.

03

Your standard terms

The FAT and SAT terms, documentation list, warranty and exclusions your quotes normally carry, so drafts follow your own wording.

04

An NDA before any spec moves

Signed first. Customer specs often carry their own confidentiality terms. No login to your ERP, CAD, PDM or a customer's sourcing portal.

05

Look-alike specs, if the real ones stay in

If a customer's terms keep its spec inside your company, we write look-alike specs with you that keep the same awkward clauses.

// Before it starts

Settled before the first spec is shared

The owner and your lead applications engineer agree each of these in writing first.

Before the proof of conceptOwner decides
Your reviewer
Named by the owner, usually the lead applications engineer
Success criteria
In writing: clauses that must be answered right, and ones that must go to engineering
Options
Only options you have engineered and priced before, each one named
Price
A range for live spec quoting, stated up front
Specs
Commercial machines picked by your reviewer, no defense or aerospace work

// How it's scored

Your quote and clause answers, beside the draft

Spec by spec
your engineer against the draft
Compared on the same specsWhat your engineers sentThe AI draft
Time from spec received to draft answer ready for reviewFilled in from your specsFilled in from your specs
Every numbered clause answered, in the customer's own numberingFilled in from your specsFilled in from your specs
Base machine and options chosen as your engineer chose themFilled in from your specsFilled in from your specs
Electrical, controls and sanitary clauses routed to the right engineerFilled in from your specsFilled in from your specs
Exceptions and clarifications your engineer also tookFilled in from your specsFilled in from your specs
FAT, SAT, documents and delivery terms as you quoted themFilled in from your specsFilled in from your specs
Option prices from the book in force on the dayFilled in from your specsFilled in from your specs
No marks yet. This table fills only once drafts from your own past specs are scored.Your reviewer scores each row, and their call settles it.

// After a yes

About 30 days on incoming specs

Once your reviewer says yes, each new spec gets a draft answer and a configured quote as it comes in, for about 30 days.

Your applications engineer checks, changes and prices every quote, engineering reviews each clause the draft routed to it, and your team sends the quote from its own system. Every live draft is scored on the same table as the test.

// Later, ranked

Where spec quoting could lead

Possibilities, not a plan
One job live before the next
  1. 01

    Spare parts quotes

    Parts requests matched to the machine's serial number and as-built BOM, priced from your lists for your parts desk to send.

    Next
  2. 02

    Order handoff from the won quote

    The options, clause answers and terms the customer accepted drafted into the sales order and a kickoff list for your project manager.

    Then
  3. 03

    FAT protocols from the spec

    A draft test list built from the spec's acceptance clauses and the options sold, for your project engineer to edit and run.

    After that

// One hard limit

It never answers a clause that needs engineering.

Whether a machine can meet a rate, a safety requirement, a sanitary design rule or a standard is your engineers' call, and so are risk assessment, guarding, CE marking and any statement of conformity. The draft prices only options you have engineered before. Defense and aerospace specs never come in, as on every manufacturing page.

Spec quoting is priced as a job of its own: a range before the test starts and a fixed price before you sign.

Two numbers set the range: how many RFQs reach your applications engineers each month, and how long a typical spec runs.

// Questions

Spec quoting questions from machine builders

Most of our quotes are engineer-to-order. Does this still fit?
It fits the parts of each quote that repeat: base machines, options you have built before, utilities, documents and terms. New engineering goes on the draft as an open item for your engineer, never priced. Your reviewer picks specs that match your real mix.
Can it tell us whether we meet a customer's safety or validation requirements?
No. It lists those clauses with the answer your past quotes gave to similar ones, marked for engineering. Conformity statements, risk assessments and validation documents stay with your engineers and quality team.
Customer specs come as long PDFs and Word files with their own numbering. Is that a problem?
No, that is the usual case. The draft keeps the customer's clause numbers, so your reviewer can check each answer against the spec page by page, and anything it couldn't read is marked.
We price options in a CPQ tool or a workbook. Do you need access?
No. You send exports of the price book as it stood on each quote date, and drafts come back as files. How live drafts reach your CPQ tool, ERP or workbook is settled after a yes.
Will it send the quote or our questions to the customer?
No. Nothing reaches a customer during the test. In the live month your applications engineer sends every quote and every question from your own email or system.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Test it on specs your engineers already answered.

Half an hour with Rob. You'll be asked for your company and role, the job you want tested and about how many specs or RFQs arrive each month. Hold every spec and drawing back until the NDA is signed.

  • Co-owned a 60-employee financial services firm and sold his share to his partner.
  • Ran GOSO Technologies, a Boston solar company rated 5/5 across 24 Google reviews.
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  • 4.3/5 from 6 Google reviews of Massmarket AI.
  • Every directory and Google review, critical ones included, is shown word for word at massmarket.ai/reviews.
  • Takes every proof-of-concept call himself.