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Job 03 · Quoting

// Testing and calibration labs · RFQ automation

Quotes for test programs, drafted from the customer's RFQ and spec.

An RFQ arrives with a spec, and someone works out the methods, the specimen counts, the turnaround and what sits inside your accredited scope. In a free AI proof of concept, AI drafts those quotes from copies of 20 to 30 RFQs you already answered, using only your price list and past quotes. Your reviewer, the person who knows your quoting best, usually the lab manager, sets each draft beside the quote you sent.

Book a proof-of-concept call30 minutes with Rob
Past RFQs tested
20 to 30
Prices used
Your list only
Sent to customers
Nothing

// The one job

From an RFQ to a draft quote

Today the RFQ lands with whoever quotes. They read the spec for the methods it calls up, count specimens across every condition, check each method against your scope, look up prices and estimate when results can go out, often starting from an old quote for a similar program.

In the proof of concept, AI does that reading on copies and drafts the quote: each method, its specimen count, accredited or not, the list price and the turnaround. A line your list doesn't price stays blank for the lab manager.

Customer RFQSpec attached
Program
Spec and revision
Material or part
Results needed by
TestConditionsSpecimens
Made-up example RFQ
Drafted
for the lab manager
QuoteDraft, not sent
Quote no.
Customer
Scope status
Turnaround
MethodQtyList price
Made-up example quote

// What makes it hard

Where test program quotes go wrong

A quote is a reviewed document. ISO/IEC 17025 puts requests, tenders and contracts through one review: the requirements are defined and understood, the lab has the capability and resources, and the methods chosen can meet the customer's needs. For routine customers that review may be simpler. A new customer's first program gets the full read, so each draft line points to the part of the spec it came from.

Accredited or not, line by line. A testing lab's scope lists its accredited methods. A calibration lab's scope goes further: under ILAC P14 each entry gives the quantity measured, the method or instrument type, the range and the uncertainty. A gauge whose range runs past your scope, or a method your scope doesn't list, can still be quoted, just not as accredited work. Accreditation bodies set quote rules too. NVLAP says a proposal using its symbol must state the lab's current status and give a copy of or link to the scope, and its symbol stays off a quote where none of the work is in scope.

The spec leaves numbers to someone else. ASTM B117 says it sets neither the specimen type nor the exposure period; those come from the product spec or an agreement with the customer, and the exposure period drives the turnaround. Specimen counts multiply: the number per condition, times each temperature or orientation the spec names, plus any retests. When an RFQ cites a method your lab considers out of date or wrong for the job, the standard says the customer is told, so the draft flags it rather than quoting it quietly.

Three lines that get left off. Work sent to another lab is named to the customer, who has to approve it. A customer who wants to watch needs witness points agreed, and the standard's note on working with customers names reasonable access for that. A request for fewer specimens than the method asks for is a deviation the lab can accept only if the results stay valid. Differences between quote and order must be settled before work starts, so a vague quote comes back at receiving.

Price is held tightest. The draft uses your list and past quotes and nothing else: per-specimen rates, setup charges, report fees and rush charges only where your list carries them. A discount, a bundle or a test you have never priced stays blank. Your reviewer will check that totals add up, that each count matches the spec, and that nothing outside your scope is marked accredited.

// What you send

Copies from your quoting desk

Copies only
No system access
01

20 to 30 answered RFQs

Each RFQ with its spec and drawings, and the quote you sent back. Add revised quotes and a few the customer pushed back on.

02

Your price list, then and now

The list in force when each quote went out, plus today's, so each draft prices from the list that applied.

03

Your scope of accreditation

The current scope and any older one in force when the quotes were written, so accredited lines are marked as they were at the time.

04

NDA first, copies only

The NDA comes before any RFQ moves, and we never sign in to your quoting tool, LIMS or email. If a spec can't leave, your reviewer helps us build a look-alike.

// Before it starts

Agreed before the first RFQ

The owner sets these before any RFQ is shared.

Quote test termsSet by the owner
Reviewer
Named by the owner, often the lab manager or whoever quotes today
Success criteria
Written first: methods, counts, scope status, list prices, turnaround
Pricing rule
List prices only. Anything else left blank
Price
A range for the live job, agreed first
NDA
Signed before any RFQ moves

// How it's judged

Draft quotes beside the ones you sent

Quote for quote
Line by line
On the same 20 to 30 RFQsThe quote you sentThe AI draft
Methods picked from the spec, at the revision it citesScored on your RFQsScored on your RFQs
Specimen counts across every condition and orientationScored on your RFQsScored on your RFQs
Lines marked accredited, or outside your scopeScored on your RFQsScored on your RFQs
Prices taken from the list in force at the timeScored on your RFQsScored on your RFQs
Turnaround that allows for exposure and conditioning timeScored on your RFQsScored on your RFQs
Outside-lab work and witness points namedScored on your RFQsScored on your RFQs
Lines left blank for the lab manager, and the reasonScored on your RFQsScored on your RFQs
Nothing scored yet. These cells stay empty until the drafts have run on RFQs your lab already answered.Your reviewer scores both columns and decides.

// After a yes

About 30 days on new RFQs

With a yes from your reviewer, new RFQs get drafted the same way for about 30 days.

No quote reaches a customer until the lab manager approves it, and every blank price is filled in by your people, never by the AI.

The side-by-side carries on through the run. A second job waits until this one is judged.

// What could come next

Possible next jobs, ranked

Ideas to check with you
One job at a time
  1. 01

    Intake against the quote

    What arrives with the box checked against the accepted quote, so receiving sees any difference before work starts.

    Next
  2. 02

    Reports and certificates

    Bench data drafted into your report template once testing is done, for review and signature by your own people.

    Then
  3. 03

    Open quote follow-ups

    Quotes still waiting on an answer, chased in draft with anything that changed since they went out, for the lab manager to send or drop.

    After that

// One hard limit

The AI never sets a price that isn't on your list.

It quotes from copies of your price list and past quotes, and any line it can't price stays blank. It never offers a discount, never promises a date your bench hasn't agreed, never marks work accredited outside your scope and never sends anything to a customer. In a live run, your people approve every quote before it goes out.

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

The range comes on the call, once we know how many RFQs you answer in a month and how long your price list runs.

// Questions

What lab managers ask about quoting

Will it price tests that aren't on our list?
No. A test, discount or bundle with no list price is left blank and marked for the lab manager, along with the past quote that came closest. Pricing decisions stay with your people.
Can it tell what's inside our accredited scope?
It compares each method, and for calibration each range, with the scope you send. Lines that fall outside are marked so the quote doesn't present them as accredited work. Your reviewer checks every one of those calls.
What if the customer asks for an old method revision?
The draft quotes what the RFQ asks for and flags the revision, since ISO/IEC 17025 expects a lab to tell the customer when a requested method is out of date. Whether and how to raise it is the lab manager's call.
Does this replace our quoting software?
No. The proof of concept runs on copies and touches no system. If a live run follows, drafts go wherever the lab manager works today: a quoting module, a spreadsheet or email.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Bring the RFQs that took longest.

A 30-minute call with Rob. Have your lab and role ready, the kinds of programs you quote, and roughly how many RFQs come in each month. Hold back customer specs until the NDA is signed.

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