30-min call with RobBook a proof-of-concept call
Job 02 · Estimating

// Manufacturing · RFQ automation

RFQs into draft quotes: what a test can and can't prove.

Quoting a part you have made before is mostly lookup. Quoting a new one takes an estimator. This free AI proof of concept tests the first kind only: repeat and catalog parts priced from your own quote history, with each new part handed to your estimator as a clean summary.

Book a proof-of-concept call30 minutes with Rob
Past RFQs
20 to 30
New parts
Stay with your estimator
ERP access
None

// The one job

An RFQ arrives. A draft quote, or a summary, goes back.

A buyer sends an RFQ package. Today someone opens every file, works out which parts you have quoted before, digs out the last quote and re-prices the new quantities. New parts go to the estimator's pile.

For the test, AI goes through copies of those packages. For repeat and catalog parts it drafts the quote from your history and marks what changed. For new parts it writes the estimator's summary. No customer sees any of it.

Customer RFQEmail, drawing, STEP file
RFQ no.
Quote due
Material
Finish
Part no., revQty breaksCerts
Invented example, no customer's data
Matched to
past quotes
Draft quoteFor your estimator
Customer
Past quote
Lead time
Changed since
Part, revQty breakUnit price
Invented example of a draft quote

// The hard parts

Why quoting is harder to test than orders

An RFQ is a package, not a page. A typical one from an OEM buyer holds an email or portal posting, an RFQ form, a PDF drawing, often a STEP model, a material and finish callout, quantity breaks such as 50, 250 and 1,000 pieces, a quote due date, and quality requirements like material certs or a first article. The facts are scattered across the email body, the drawing's title block and notes, and the buyer's terms. Pulling them together is half the job.

Repeat parts and new parts are different work. The easy RFQs are a part you have made at the same revision, a re-quote at new quantities, or a catalog item with a price list. The hard ones are new geometry, tight tolerances, a material you don't stock, or an outside process you have never sourced. Those need an estimator to build a routing, judge setup and run time, and get prices from platers, heat treaters or coaters. This proof of concept prices only the first group, from the past quote or job for the same part number and revision.

The trap in a repeat quote is a quiet change. The revision moved from C to D. The finish went from clear anodize to black. The material went from 6061 to 7075 aluminum. A cert requirement was added. Any one of these can change the cost, and a reused price would hide it, so any difference from the last quote sends the part to your estimator with the change written out.

Pricing from history needs your rules. Your reviewer (whoever on your team knows your quoting best) settles them first: start from the last quoted price or the last price you won at, how old a quote can be before material gets re-priced, whether setup is its own line or spread across the breaks, and how tooling or NRE is shown. Those rules become the success criteria, so drafts are judged by how your shop quotes.

New parts still get help. For each RFQ it does not price, the draft is a one-page summary: parts, revisions, material, finish, quantities, certs and due date, with anything missing listed as a question for the buyer. The summary is judged too: did it miss anything your estimator had to dig out of the package?

// What you send

What your estimating desk sends

Copies only
Commercial work only
01

20 to 30 past RFQ packages

Drawings and STEP files included, with the quote your team sent back. Mix repeat and new parts, and a few you lost. We read the title block and notes; we don't measure the model.

02

Quote history for those parts

Earlier quotes or job costs for the same part numbers, so every repeat price can be traced.

03

Your pricing rules

How you handle quantity breaks, setup, tooling and old quotes. A paragraph from your estimator will do.

04

An NDA before any drawing moves

Customer drawings often carry the customer's own confidentiality terms. No login to your ERP or quoting software is needed.

05

Look-alike packages, if needed

If customer drawings must stay in your shop, we put together look-alike RFQs with you, keeping the same mix of easy and hard parts.

// Before it starts

Agreed before the first package moves

The owner signs off on each of these before any package is shared.

Before the proof of conceptOwner decides
Your reviewer
The owner's pick, usually the estimator
Repeat part
Defined in writing, such as same part number, revision, material and finish
Success criteria
Agreed in writing, using your pricing rules
Price
A range for live quoting, given up front
Packages
Picked by your reviewer from commercial work

// Scoring

What your reviewer compares

Quote by quote
your quote beside the draft
Compared on the same RFQsWhat your team sentThe AI draft
Turnaround from package received to draft quoteFilled in from your RFQsFilled in from your RFQs
Repeat parts matched to the right past quote and revisionFilled in from your RFQsFilled in from your RFQs
Quantity breaks priced the way your estimator prices themFilled in from your RFQsFilled in from your RFQs
Changes since the last quote caught: revision, material, finish, certsFilled in from your RFQsFilled in from your RFQs
New-part RFQs sent to the estimator instead of pricedFilled in from your RFQsFilled in from your RFQs
Questions for the buyer that your estimator also raisedFilled in from your RFQsFilled in from your RFQs
No results are shown here. The table is blank until your own RFQs run through the test.Your reviewer scores each row, and that verdict stands.

// After a yes

About 30 days on live RFQs

Once your reviewer signs off, incoming RFQs run through the same steps for about 30 days.

Draft quotes for repeat parts wait for your estimator or sales lead to approve, edit or reject them, and nothing reaches a customer unless a person sends it. New-part summaries go to the estimator's queue.

// Later, one at a time

What could come next

Ideas to weigh, not commitments
One live before the next begins
  1. 01

    Won quotes into orders

    When the PO arrives, it is checked against the quote it came from and drafted as an order for your desk.

    Next
  2. 02

    Outside-process quote requests

    Requests to your platers, heat treaters and coaters drafted from the RFQ, for your buyer to send.

    Then
  3. 03

    Open-quote follow-ups

    Follow-ups on quotes nearing their expiry date, drafted for whoever owns the account.

    After that

// One hard limit

It never estimates a new part.

It prices only parts your shop has quoted before at the same revision, and catalog items with a price list. Anything that needs an estimator's judgment goes to your estimator. Defense, aerospace and ITAR-controlled RFQs never come in at all.

Quoting gets its own price: a range before the test, and a fixed price before you sign.

Two numbers set the range: RFQs per month, and the rough share that are parts you have quoted before.

// Questions

Quoting questions

Can AI quote a new part from the drawing?
Not in this proof of concept. A new part needs a routing, setup and run times and outside-process prices, and those calls stay with your estimator. It prices repeat and catalog parts instead, and summarizes new-part packages.
What counts as a repeat part?
Your reviewer decides before the test starts. A common line is the same customer part number at the same revision, with material and finish unchanged.
Our old prices are out of date. Is history still useful?
Yes, with a rule from your estimator: quotes older than an age you set get flagged for material re-pricing instead of reused. That rule is written into the success criteria.
Does it work with our quoting software?
Your ERP and quoting module stay untouched during the test; drafts come back in a sheet. Whether drafts later go into Epicor Quote Entry, JobBOSS² or your quoting spreadsheet is settled for the live run.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Test it on RFQs you have already quoted.

A half-hour with Rob. The booking form covers your company and role, the job to test, and how many RFQs reach your estimators in a month. No drawings 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.
  • 5/5 across 83 reviews in HighLevel's Certified Admin Directory.
  • 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.