30-min call with RobBook a proof-of-concept call
Job 01 · Quote desk

// Pallet and crate manufacturers · Pallet spec quotes

A customer's pallet drawing, read into a quote sheet your estimator can finish.

A plant sends a drawing, a distributor forwards a spec sheet, or an exporter writes three lines in an email. Someone on your desk turns that into sizes, lumber, fasteners and a list of phone calls. In a free AI proof of concept, AI drafts that quote sheet from copies of 20 to 30 requests you already quoted, and lists every detail a person must confirm before pricing. Your reviewer, the estimator who knows this work best, lays each draft beside the sheet your team really built.

Book a proof-of-concept call30 minutes with Rob
Past quotes
20 to 30
Load ratings given
None
ERP or quoting logins
None

// The one job

From a drawing or a few lines to a sheet an estimator can price

Requests come in every form: a stamped drawing, a spec sheet with a customer's part number, a photo of a pallet in their yard, a note that says 48 by 40, four-way, heavy. Your estimator works out the footprint and style, the deck and stringer or block sizes, the lumber, the fasteners, whether it can be recycled and whether it is going overseas, then calls about whatever is missing. Only then can anyone price it.

For the test, AI reads copies of those requests and drafts the quote sheet: footprint and style, deck boards, stringers or blocks, lumber grade and species, load fields, new or recycled, and treatment, each with the place it came from, plus the questions a person must settle first. It writes no price. Your reviewer checks each draft against the sheet your team built at the time.

Customer requestDrawing, spec sheet or email
Size as written
Runners or stringers
Deck boards
Load stated
ItemCustomer's wordsPage
Invented request, no customer's data
Read into
a quote sheet
Draft quote sheetFor your estimator
Footprint and style
Stringer or block
Grade and species
Load fields
ComponentSize and countConfirm before pricing
Invented sheet, for illustration

// What makes it hard

What a pallet request leaves for your estimator

Size arrives in the customer's order, not yours. A Kansas State University bid titled KSU Foundation Seed, published in March 2023, asked for 420 pallets it sized as 40 x 54, width first, with "three runners" where your sheet says stringers. The Uniform Standard for Wood Pallets, in Woodpack Global's 2025 edition, gives pallet size by stringer length, then top deckboard length, then overall height, so that pallet reads 54 x 40 there. It sizes a deckboard by thickness, width and length, and a stringer or block by width, height and length. The bid named nominal 2 x 4 runners and 1 x 6 boards, then actual minimums of 1 3/8 by 3 1/2 by 54 and 3/4 by 5 1/2 by 40 inches. The draft keeps the customer's words beside your order and marks any size where nominal and actual could be confused.

A whole design can sit inside a few sentences. That bid took out the third bottom board from each edge to admit a pallet jack, set the opening at no less than 8 3/8 inches starting 12 1/2 inches from the end, and held boards to gaps of no more than 1 1/2 inches. It wanted at least nine fasteners per board. Across three runners that comes to three per connection, the Uniform Standard's minimum for boards from 5 up to 7 inches wide; below 5 inches the minimum is two, and from 7 to 8 inches it is four. The Standard also separates two-way, partial four-way and full four-way entry, and single-face, double-face nonreversible and double-face reversible styles. It recommends a stringer notch opening 2 inches deep and 9 inches long and rules out square notches. The draft fills those fields only where the request supports them, and asks where it doesn't.

A load number is not a load condition. The bid wanted a pallet "capable of no less than 3600# load" and said nothing about how it would be supported. Part II of the Uniform Standard calls for a description of the unit load, its bearing areas, maximum and average loads, the longest unsupported span along length and width, and how many unit loads stack, and takes the condition with the highest stress as the basis for performance. It separates purpose-built pallets, meant to survive at least one trip without repair, from reusable ones, and it names ASTM D1185, Standard Test Methods for Pallets and Related Structures Employed in Material Handling and Shipping, and the ISO 8611 series for testing. The draft carries each load field the customer gave and turns each blank into a question. It never says a pallet will carry a load, and none of this is engineering advice.

Lumber callouts have a vocabulary. The Uniform Standard lets a buyer specify wood by class number: 1 is high density Eastern hardwoods, 13 is SPF, 21 is Eastern oaks, 22 is SYP. It grades components as Select, Premium, Standard, Utility or Economy by the defects each allows, and it says moisture content is not limited, pointing to ASTM D4442 or D7438 for measuring it. A request that says new hardwood, dry or good quality has told your estimator very little. Nails are their own line: plain shank, helically threaded or annularly threaded, specified by measured characteristics, connection design properties or both. The draft copies what the request says in those terms and, where it says something looser, writes the question instead of choosing a class or a grade.

Recycled, export, and what your reviewer watches. A repaired pallet has damaged parts replaced, a remanufactured one is completely reassembled with new fasteners, and a combo mixes new and recycled parts, typically recycled deckboards on new stringers. Repaired 48 by 40 notched three-stringer pallets fall into Class 1, 2 or 3 depending on the stringer repairs, and species in a remanufactured pallet is not limited, so a quote can't promise one unchecked. A customer who just writes GMA is pointing at a grocery industry recommendation the Standard's annex dates to 1992; one shipping overseas may name EUR, CP1 or ISO 6780. New pallets for export must be ISPM 15 compliant, which the draft records as a treatment field a person confirms. Your reviewer checks size order, components, lumber, load fields, new or recycled, treatment, and whether the draft asked what your estimator had to ask.

// What you send

Requests your desk has already quoted

Copies only
Commercial customers only
01

20 to 30 past requests

Each customer's drawing, spec sheet, email or photo, with the quote sheet your team built and the quote you sent. Mix new and recycled, a stringer and a block design, and one that changed after a phone call.

02

Your quote sheet and codes

A blank and a filled-in copy of the sheet your estimators use, with your item codes and the way you write sizes.

03

Lumber and fastener notes

How you describe species, grades and nails on a quote, and what you normally stock. A page from your estimator will do.

04

Your recycled rules

What you'll supply for each recycled grade you sell, and any customer who won't accept a certain repair.

05

NDA, then copies

Nothing moves until it's signed, since customer drawings often carry their own confidentiality terms. No login to your quoting system or ERP. If drawings can't leave the plant, we build look-alikes with your team.

// Before it starts

Agreed before a drawing is copied

The owner and your lead estimator write these down first.

Terms for the quote sheet testOwner signs off
Your reviewer
Named by the owner, usually the lead estimator
Success criteria
In writing: which fields must match, and how open questions are scored
Requests
Your reviewer's pick, new and recycled, stringer and block
Who decides
Your estimator: the design, the price and what goes to the customer
Price
A range for running it live, quoted before a drawing moves
NDA
Signed before the first request

// How the test is judged

The sheet your estimator built, next to the draft

Request by request
Field by field
Across the same 20 to 30 requestsSheet your team builtAI draft
Footprint, entry type and style, with length and width in your orderFilled in on your quotesFilled in on your quotes
Deck boards, and stringers or blocks, with their sizes and countsFilled in on your quotesFilled in on your quotes
Lumber grade and species as the customer askedFilled in on your quotesFilled in on your quotes
Load fields stated, and those left as questionsFilled in on your quotesFilled in on your quotes
New, repaired, remanufactured or comboFilled in on your quotesFilled in on your quotes
Treatment and export mark called forFilled in on your quotesFilled in on your quotes
Questions for the customer, against what your estimator askedFilled in on your quotesFilled in on your quotes
No scores exist yet. Cells wait until your own requests have gone through.Your reviewer marks each row, and that call decides it.

// After a yes

About 30 days on new pallet requests

If your reviewer says yes, new requests get a draft quote sheet and a question list for about 30 days.

Your estimator checks every sheet, answers the questions, finishes the design and sets the price. Nothing goes to a customer until a person sends it, and your quoting system and ERP are updated the way they are today.

Choosing a next job is your decision, and it carries its own price.

// Possible next jobs

What could follow the quote desk

Ranked, not promised
One at a time
  1. 01

    ISPM 15 treatment records

    Kiln and chamber records assembled by batch for the person who answers for your program, with gaps listed.

    Next
  2. 02

    Export crate quote sheets

    Crate requests read into style, base, sheathing and blocking fields for whoever estimates your crates.

    Then
  3. 03

    Lumber tallies and mill invoices

    Truck tallies and mill invoices set against your PO by size, species and grade for your lumber buyer.

    After that

// One hard limit

It never says a pallet will carry a load.

The quote sheet records what the customer asked for and lists what is unknown. The proof of concept never touches your quoting software, your ERP or a live record, never rates a design and never sets a price. An estimator checks every sheet before pricing begins, and nothing reaches a customer. Nothing here is engineering advice, and defense and aerospace work never comes in.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

Rob sets the range on the call from two counts: how many pallet requests reach your desk in a month and how many are new designs rather than repeats.

// Questions

Pallet quote questions

Can it read a drawing, or only typed specs?
It reads the sizes, notes and title block on a drawing or spec sheet, as well as emails and marked-up photos your team kept. A value it can't read clearly becomes a question, and the estimator sees the page it came from.
Will the AI price the pallet?
No. The sheet stops before the price. Your estimator applies lumber cost, labor and margin the way your desk does today.
Can it say whether a design will hold the customer's load?
No. It records what the customer stated, lists what's missing, such as how the pallet is supported or stacked, and leaves the design to your estimator and the tools you use. None of this is engineering advice.
A customer just wrote "same as last time". What happens?
If your team's earlier sheet is in the sample, the draft points to it and shows which fields it carried over. If it isn't, the draft asks which order the customer means.
Does this replace our pallet design software?
No. Design and analysis stay in whatever your estimators use now. The quote sheet gathers the inputs they would otherwise pull out of the request by hand.
How does it handle a recycled request?
It keeps the customer's words and asks which of your recycled grades or repair classes fits. Whether a repaired or remanufactured pallet is acceptable to that customer is your estimator's call.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Test it on pallets you already quoted.

Thirty minutes with Rob about your plant, your role, the job you'd test and about how many pallet requests reach your desk in a month. Drawings and quote sheets stay with you until the NDA is signed.

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  • Takes every proof-of-concept call himself.