30-min call with RobBook a proof-of-concept call
Job 01 · Applications engineering

// Pump and valve manufacturers · Data sheet quotes

Pump and valve quotes drafted from the customer's data sheet, with the deviations listed.

A data sheet lands with flow and head or a pressure class, the fluid, materials of construction, end connections and seals, and someone has to answer every field against what you build. A free AI proof of concept has AI do that again on copies of 20 to 30 quotes your applications engineers already sent. Each draft answers the sheet field by field, builds the quote around the selection your engineer made, and lists the deviations for your engineer to write or strike. Your reviewer, the person who knows this desk better than anyone, holds each draft against the quote that went out.

Book a proof-of-concept call30 minutes with Rob
Past quotes
20 to 30
Pumps or valves selected
None
System access
None

// The one job

From a filled-in data sheet to a quote your engineer can check

The inquiry arrives as a customer's data sheet, an engineer's specification section, or both. Your applications engineer reads the service conditions and what the sheet demands: fluid and temperature, rated flow and head or the pressure class, materials of construction, end connections, seals or packing, the tests and the documents. Then comes the slow part, deciding what you meet as built, what you meet with an option, and what has to be taken as a deviation in writing.

In the test, the selection on each closed quote goes in as your engineer made it, because choosing the pump or valve stays with your people. AI reads the sheet and the spec, answers every field against the quoted model, drafts the quote lines, and lists each mismatch with the clause it came from as a draft deviation. A field it can't answer stays open with a question, and nothing is sent.

Customer data sheetTag, service, spec section
Fluid and temp
Flow and head or class
Materials
Ends and seals
FieldRequiredClause
Invented sheet, no plant's data
Answered field by field
for your engineer
Draft quoteFor your applications engineer
Selection as entered
Options
Deviations
Open questions
FieldAs quotedStatus
Invented quote, for illustration

// Where it gets hard

Where a data sheet and your product stop agreeing

The test grade is on the page or it isn't. ANSI/HI 14.6, the Hydraulic Institute's acceptance test for rotodynamic pumps, has six grades: 1B, 1E, 1U, 2B, 2U and 3B. Grade 1 is the tightest, the U grades use a one-way tolerance band and the B grades a two-way band, the purchaser and manufacturer are meant to agree on one, and when none is named the standard reverts to a default in its own table. The City of Mercer Island's 2025 sewer pump request names Grade 2B, wants curves of head, efficiency and NPSHr against flow, lets catalog or software curves stand for preliminary approval, and warns that a factory test that varies from those curves may be cause for rejection. So the draft records the grade the sheet asked for, or says the sheet asked for none, and names the curve it relied on.

The standard on the sheet sets the pump. API 610 includes annexes for pump data sheets and for vendor drawing and data requirements, and its type codes describe different machines: BB1 is axially split with single-stage double suction, BB2 is radially split between bearings, OH2 is an overhung horizontal design. A sheet that names a code and a spec that names only a duty need different answers, and inquiries for water service may cite no API standard at all. The draft keeps each requirement in the customer's words and places your quoted model beside it, leaving the decision to your engineer.

Materials are written in more than one language. ASME B16.34 sorts valve materials into Group 1 for carbon and low-alloy steels, Group 2 for stainless and duplex, and Group 3 for nickel and nickel alloys, and pressure-temperature ratings follow the group. A sheet that just says 316 may mean CF8M in a casting to ASTM A351 or F316 in a forging to ASTM A182, and those are different lines on your quote. Tucson Water's published butterfly valve section is specific down to ductile iron ASTM A536 Grade 65-45-12 for the body and disc, type 316 shafts on Class 150B valves and a type 630 shaft on Class 250B, and it rules out sulfur-cured rubber in the seat. The draft carries the material as written, shows your equivalent beside it, and marks any substitution as a deviation for your engineer to decide.

Ends, seals and packing hide in small words. Tucson takes mechanical joint ends to AWWA C110 unless the contract says otherwise, flanges to AWWA C110 for 125/150-pound and ASME/ANSI B16.1 for 250/300-pound at 48 inches and smaller, and AWWA C207 Class E above that with flange thickness designed to ASME Section VIII. It wants chevron V-type packing, rules out stuffing boxes, sizes actuators to 1.5 times the required valve torque and makes the valve maker certify it is responsible for choosing the actuator. In process work the packing line points elsewhere: API 624 became a mandatory part of API 600 after 2014, and a valve certified to it must use packing that meets API 622. A pump sheet may name an API 682 seal category and a piping plan such as Plan 11 or Plan 53A. Each of these is its own field on the draft.

Deviations are the judgment, and your reviewer watches them closely. A specification that says no exceptions leaves your engineer deciding before the quote leaves, since after the order is too late. The draft lists each clause your standard product doesn't meet on the page, quotes the customer's words and proposes wording, and your engineer writes, softens or strikes it. Your reviewer, usually the lead applications engineer, checks that every field was answered, that nothing was dropped without a note, and that each deviation your engineer wrote also appears in the draft.

// What you send

Closed quotes from the applications desk

Copies only
Closed quotes only
01

20 to 30 closed quotes

Each inquiry as it arrived, the data sheet and specification behind it, and the quote and deviation list that went back. Include ones you won, ones you lost and one you passed on, with pumps and valves both if you build both.

02

Your engineer's selection on each

The model, size, trim or impeller your engineer chose, exactly as entered on that quote. The draft takes it as given.

03

Your catalog and option lists

Standard materials, options, test offerings and the deviation wording your engineers reuse, as PDFs, exports or a workbook, as they stood on each quote date.

04

Copies once the NDA is signed

Signed before any data sheet moves, with customer names masked if you prefer. We never sign in to your ERP, configurator or quality system. If a customer's terms keep a sheet inside your building, we build look-alikes with you.

// Before it starts

Settled before the first sheet is copied

The owner puts each of these in writing before anything leaves the applications desk.

Before the proof of conceptOwner decides
Your reviewer
Named by the owner, usually the lead applications engineer
Success criteria
In writing: which fields must match, how deviations are scored
Sample
Picked by your reviewer, with one spec that says no exceptions
Who selects
Your engineer, in the test and live
Price
A range for the live job, stated up front
NDA
Signed before a single sheet is copied

// How it's scored

The quote your desk sent, beside each draft

Sheet by sheet
against what went out
On the same 20 to 30 quotesThe quote that went outThe AI draft
Every data sheet field answered against the quoted modelMarked on your own quotesMarked on your own quotes
Service conditions carried over: fluid, temperature, flow and head or classMarked on your own quotesMarked on your own quotes
Materials of construction, with any equivalents markedMarked on your own quotesMarked on your own quotes
End connections, seals and packing as the sheet called themMarked on your own quotesMarked on your own quotes
Test grade, witness and document requirements listedMarked on your own quotesMarked on your own quotes
Deviations your engineer took, and any the draft missedMarked on your own quotesMarked on your own quotes
Fields left open, each with a questionMarked on your own quotesMarked on your own quotes
Blank until your quotes run. Every cell waits until drafts built from your own closed quotes have been scored.Each row's score comes from your lead applications engineer alone.

// After a yes

About 30 days on new inquiries

A yes from your reviewer moves the same drafting onto new data sheets for about 30 days.

Every quote leaves from your own system after your applications engineer has checked and corrected it, and each selection stays with that engineer. The scoring table keeps running on live inquiries, and any next job is a separate decision with its own price. Monthly support comes after that.

// Jobs that could follow

Where the applications desk could go next

Possibilities only
Each one priced alone
  1. 01

    Test and material documents

    The package for each order checked against its purchase order before it ships, for your quality staff to release.

    Next
  2. 02

    Repair and spares quotes

    A serial number traced to the build record, with wear parts listed from your own parts book.

    Then
  3. 03

    Drawing and data submittals

    Outline drawings, curves and parts lists sorted by what each buyer wants and when it is due.

    After that

// One hard limit

It never selects a pump or valve, and never touches a live quote.

The draft takes the selection your engineer made. It doesn't size, select or rate anything for a service, and it doesn't say that a valve meets a class or a pump meets a duty. It never opens your ERP, configurator or quality system, and it never touches a live quote. An applications engineer checks every quote before it goes anywhere. This page describes public standards and is not engineering or legal advice. Defense and aerospace inquiries stay out of the test.

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

Rob gives the range on the call, once he knows how many inquiries your desk answers in a month and how many product lines the data sheets cover.

// Questions

Data sheet quoting questions

Will the AI pick the pump or valve?
No. The selection on each closed quote goes in as your engineer made it. The draft never sizes, selects or rates anything for a service, and your applications engineer checks every quote.
Our data sheets arrive as scanned PDFs, spreadsheets and Word files. Does that work?
Yes, and the sample should show that mix. The draft keeps the customer's own field names and units, and anything it can't read stays open with a question instead of being guessed.
Can it write our deviations and exceptions?
It drafts them for your engineer to write, soften or strike. Each one quotes the clause, shows your standard product beside it and uses your own past wording where you supply it. Whether to take the deviation stays with your applications engineer.
What if the sheet names a standard we have never quoted?
The draft lists that standard, names the fields it touches and flags it for your engineer. It claims nothing about compliance and does not work out what the standard requires.
Do you need access to our configurator or selection software?
No. You send exports of your option lists as they stood on each quote date, plus the selection your engineer made. Drafts come back as files, and what a live month does about your configurator gets worked out only after a yes.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Bring the data sheet your engineers spent longest on.

Half an hour with Rob. He will ask about your product lines, your role, the job you'd test and about how many inquiries come in each month. Every data sheet stays 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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