Quotation Automation In development

Quotation support that accounts for nuance,
built around your company.
Custom quotation automation.

We are developing the tool around past quotations and conditions the team considers important. We aim to include reasoning and exceptions that a price alone cannot capture.

This service is in development and is not yet available as a product. Features, timing and cost will be announced when confirmed.

Illustrative engineering drawing and a metal part being measured

REQUEST CONTEXT

“Use SUS, 30, with a slight bend.”

Which dimension is 30? What bend is required?

Confirm dimensions and processing conditions
ILLUSTRATIVE CALCULATIONQuotation = f(material, dimensions, process, quantity)

Material + processing + setup

Information you share

Past quotations / Conditions & exceptions / Team judgement

  1. 01Organize
  2. 02Draft
  3. 03Review

Manufacturing Workflow In development

Turn an ambiguous request
into conditions for review.

Confirm material, dimensions and processing before the calculation. The development goal is to make these checks traceable for the team.

Manufacturing information and decision workflowIdentify request fields。 Organize “SUS”, “30” and “bend” as candidate material, dimension and process fields.。 Connect history and judgement。 Connect drawings, thickness, quantity, delivery, bend angles and tolerances with the team's quotation criteria.。 Check missing conditions。 What dimension does “30” describe, and which material grade is intended? Keep unknown conditions for human confirmation rather than guessing.
EXAMPLE INPUTRequest: SUS, 30, slight bend
Material grade: unconfirmed
Meaning of 30: unconfirmed
Process: bending / angle: unconfirmed
01

Identify request fields

Organize “SUS”, “30” and “bend” as candidate material, dimension and process fields.

02

Connect history and judgement

Connect drawings, thickness, quantity, delivery, bend angles and tolerances with the team's quotation criteria.

03

Check missing conditions

What dimension does “30” describe, and which material grade is intended? Keep unknown conditions for human confirmation rather than guessing.

A workflow illustrating the development direction. Inputs are examples, not released features or actual product screens.

Development Direction

Before calculating,
define the judgement criteria.

Some quotation conditions cannot be determined by a formula alone. We examine the team's judgement and define what the tool should handle.

01

Past quotations and reasoning

We examine how prices and conditions were decided in past quotations. Our aim is to handle the amount together with the reasoning behind it.

02

Company-specific conditions

We organize decisions that vary by job, including quantity, delivery dates and machining conditions. Examples help define the required information and review items.

03

Exceptions requiring review

We separate automated drafting from human decisions. The intended design lets staff review missing information and exceptional conditions.

Evaluation

Compare the prototype
with the team's actual quotations.

The evaluation will consider interpretation of conditions, reasoning and review effort, as well as speed.

  1. Review materials and decisions

    Review past quotations and the current preparation process.

  2. Prototype a limited scope

    Define the jobs and conditions to evaluate.

  3. Compare with actual quotations

    Examine differences from staff-prepared quotations and the reasons for them.

  4. Design the review process

    Define editing, approval and exception handling.

This describes our development and validation approach, not released features or completed deployments.

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See the services page for sales support and business systems development.

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