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// Machine shops · Quoting

Quotes from customer drawings, drafted the way your estimator builds them.

For CNC and precision machining job shops. One job, tested on RFQs your estimator already answered. Each AI draft reads the print, sizes the stock, lays out the operations and setups, lists the send-outs and works each quantity break from your own rates and past jobs. Your estimator checks every line and decides whether you quote at all.

Book a proof-of-concept call30 minutes with Rob
Past RFQs
20 to 30
Hours used
From jobs you ran
System access
None

// The one job

A print arrives. A quote worksheet comes back.

A buyer sends a drawing, sometimes a model, with quantities and a due date. Your estimator works out the bar or plate size, the machines and setups, the finish and heat treat, and the inspection, then prices every quantity. Most of that time goes into reading the print and digging up what a similar part took last time.

In the proof of concept, AI works through copies of RFQs you already quoted and drafts the worksheet in the order your estimator builds one: material, operations, outside processing, inspection, then the price at each break. Every hour figure names the past job it came from, and a line with no match stays empty.

Customer printPDF drawing, title block
Material callout
Tolerance block
Finish note
Heat treat note
FeatureToleranceNote
Invented print, no customer's part
Read and laid out
from your past jobs
Quote worksheetFor your estimator
Stock size
Setups
Send-outs
Qty breaks
OperationHoursSource job
Invented worksheet, for illustration

// What the print hides

Where a machined-part quote is won or lost

The cost sits in the tightest callout. A dimension with no tolerance beside it takes the title block's default, and every customer's block is different, so the draft reads the block before any dimension. Then it lists what picks the machine and the inspection: the tightest tolerance and where it falls, surface finish in microinches Ra, thread classes such as 3B, position and profile callouts, and notes like edge breaks.

Finish callouts change the machining. Commercial prints often say only "clear anodize" or "black anodize", or point to the customer's own finish spec or to ASTM B580, which sorts anodic coatings into lettered types by use and minimum thickness, with Type A as the engineering hard coat. Hard coat builds up roughly half its thickness above the surface and the rest goes into the metal, so a tight bore is machined to a pre-finish size or masked, and masking is often a separate charge at the finisher. Stainless parts called out for passivation to ASTM A967 add their own send-out line, priced from your passivator's list.

Heat treat sets the order of operations. 17-4 PH bar to ASTM A564 Type 630 is often bought in Condition A, machined, then aged to a condition such as H900 or H1025, and it shrinks slightly as it ages: the Precision Machined Products Association gives about 0.0004 to 0.0006 in. per inch from Condition A to H900. So the routing has to show which features are finished after heat treat. The heat treat itself goes on the worksheet at the price your heat treater quoted, and a vendor's lot charge lands hardest on the smallest quantity break.

Hours come from jobs you ran. The draft follows your own quoting rules. ECI's page for JobBOSS² lists burden rate, labor rate, quantity breaks, setup time, run time and outside services among the values a shop can preset for quick estimates, and a quoting spreadsheet usually holds the same pieces. Setup and run hours come from a past job on a similar part, named by job number with the hours actually logged, or the line stays blank. When the print or PO asks for material certs, the material line says so and names the bar's spec: ASTM B211 covers rolled or cold-finished aluminum bar and B221 extruded bar, and both treat certification as something the buyer orders.

Your reviewer. The owner names the estimator who knows your quoting best. They hold each draft against the quote that went out, line by line, and for RFQs you won, the job's logged hours show whether the draft borrowed from the right past jobs. Include a few parts you passed on, to see whether the draft gives the reasons your estimator gave.

// What you send

What your estimator pulls together

Copies only
Wins, losses and no-quotes
01

20 to 30 past RFQs and your answers

The prints and any models, with the quote your estimator sent. Include a part you passed on, one with heat treat and one with a finish spec if you have them.

02

The jobs behind the wins

For RFQs you won, the job routing and the setup and run hours logged against it, exported from JobBOSS², E2, ProShop, Global Shop Solutions or your own sheets.

03

Your rates and send-out prices

Shop rates, how you spread setup, the material prices you quote from, and your anodizer's and heat treater's price lists or recent quotes.

04

An NDA before any print moves

Signed first. Customer prints usually carry the customer's own proprietary notice. No login to your ERP, your CAM software or any customer portal.

05

Look-alike RFQs, if prints stay put

If a customer's terms keep its prints inside your shop, we build look-alike RFQs with you that keep the same kinds of features, finishes and heat treats.

// Before it starts

Settled before the first print is copied

The owner and your lead estimator sign off on each of these before any drawing is shared.

Before the proof of conceptOwner decides
Your reviewer
Named by the owner, usually the lead estimator
Success criteria
In writing: lines that must match, and how close hours must come
Hours
Only from your past jobs and quotes, each one cited
Price
A range for live quoting, given before the test
RFQs
Commercial work chosen by your reviewer, losses and no-quotes included

// How it's scored

The quote you sent, beside the draft

RFQ by RFQ
your worksheet against the draft
Compared on the same RFQsWhat your estimator sentThe AI draft
Time from RFQ received to worksheet ready for reviewFilled in from your RFQsFilled in from your RFQs
Stock size and material, with its spec and any cert requirementFilled in from your RFQsFilled in from your RFQs
Operations and setups, in the order your estimator planned themFilled in from your RFQsFilled in from your RFQs
Send-outs listed with spec, type and classFilled in from your RFQsFilled in from your RFQs
Setup and run hours traced to a named past jobFilled in from your RFQsFilled in from your RFQs
Price at each quantity break, by your own rulesFilled in from your RFQsFilled in from your RFQs
Buyer questions and no-quote reasons your estimator also raisedFilled in from your RFQsFilled in from your RFQs
No numbers yet. This table fills only after drafts from your own past RFQs are scored.Your estimator marks every row, and that call stands.

// After a yes

About 30 days on incoming RFQs

After a yes, each new RFQ gets a draft worksheet as it comes in, for about 30 days.

Your estimator checks, changes and prices each one, decides what to pass on, and sends every quote from your own system. The scoring table keeps running, so the live month is judged the same way the test was.

// Later, ranked

Where quoting could lead

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

    Outside processing POs

    Send-outs to your plater, passivator or heat treater written from the print, with due-back dates set and returned certs checked.

    Next
  2. 02

    Travelers from won quotes

    The quoted routing, send-outs and inspection points drafted into the job traveler, with the print's notes carried along.

    Then
  3. 03

    Certificates of conformance

    A C of C for each shipment drafted from the customer PO, the traveler and the vendor certs, for your quality lead to sign.

    After that

// One hard limit

It never decides whether you can make the part.

Whether a tolerance is within reach of your machines, which machine a part runs on and whether to quote it at all are your estimator's calls. Every hour comes from a past job or stays blank, and margin, lead time and the final price stay with your people. Defense and aerospace prints and specs never come in, as on every manufacturing page.

Quoting is priced as its own job: a range before the test starts, and a fixed price before you sign.

Two things set the range: how many RFQs reach your estimators each month, and how many part numbers a typical RFQ carries.

// Questions

Quoting questions from job shops

Can AI quote a part we have never made?
It drafts the worksheet: stock, operations, setups, send-outs and questions. Hours come only from past jobs on similar parts, each named, and a line with no match is left blank for your estimator.
Does it write CAM programs or estimate cycle time from the model?
No. Nothing in this test programs a machine or simulates a toolpath. If your programmer already has CAM run times for some parts, the draft can use them as a source and say so on the line.
Our quoting lives in a spreadsheet, not JobBOSS² or ProShop. Is that a problem?
No. The test runs on copies and exports, and each draft comes back as a sheet laid out like your own quotes. Which system the live month writes to, if any, is settled after a yes.
Our customers' prints carry confidentiality notices. Can we send them?
Most shops can, once the NDA is signed, but your customer's terms decide. Where they forbid it, we build look-alike RFQs with you that keep the same features, finishes and heat treats.
Will it tell a customer our lead time?
No. Nothing reaches a customer during the test, and in the live month a person sends every quote. Lead time stays with whoever schedules your shop.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Test it on RFQs your estimator already answered.

A 30-minute call with Rob. The booking form asks for your company and role, the job you want tested and about how many RFQs come in each month. Keep every print back until the NDA is signed.

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