Solutions

Automated quoting & proposal generation

Spend less time in Excel and more time talking to customers

How does the process work today?

Preparing a quote takes multiple people and many hours

In many companies – especially B2B manufacturers – preparing a commercial quote is rarely a straightforward task.

Quote requests come from multiple sources, while the information required for pricing is scattered across different systems, files, and employees. Preparing a quote often requires collaboration between sales, engineering, production, and finance.

In practice, this means:

  • long quote preparation times – often measured in days rather than hours,
  • multiple people spending time on repetitive manual tasks,
  • a higher risk of errors caused by manual data entry and inconsistent calculations,
  • no consistent pricing policy across quotes and team members.
Kobieta w białej koszuli stoi w nowoczesnym biurze i rozmawia przez telefon komórkowy. Opiera rękę o oparcie czarnego fotela, patrząc przed siebie z lekkim uśmiechem. W tle widoczne są metalowe regały z licznymi zielonymi roślinami doniczkowymi oraz przestrzeń biurowa z biurkami i monitorami, co nadaje wnętrzu jasny, przyjazny charakter.

How can the quoting process be improved?

It’s time for automated quoting

This isn’t just another template – it’s a pricing model that automatically generates a quote for expert review based on incoming request data, such as technical drawings, specifications, and commercial requirements.

  • historical data from previous quotes and completed orders,
  • cost and production data, including material costs, labor hours, machine depreciation, machine utilization, and consumables,
  • your company’s know-how and the way quotes are prepared today.

Every company is different. Pricing forged components, injection moulded parts, machined products, cosmetics, or engineering services requires different variables. That’s why every implementation begins with conversations with the people who prepare quotes every day. We first understand your process before building the model.

How does the automated quoting process work?

The model is powered by your organization’s data

Information related to the inquiry – including labor hours, material costs, machine depreciation, machine utilization, consumable costs, customer requirements, and engineering expertise – is fed into the quoting engine, which automatically generates a pricing proposal.

The result is a quote that can be reviewed, approved, or edited by the sales team or another designated specialist.

The data flow can be fully automated or adapted to your existing workflow – whichever best fits your organization.

Diagram showing an automated quotation workflow. Inputs on the left include labor hours, material cost, machine depreciation, machine disposal costs, consumables cost, customer requirements, and knowledge. These feed into a central "Quotation Tool (Automatic Pricing)," which generates a customer quote. The quote can then be approved or edited by the sales department or designated personnel. Arrows indicate an automated or otherwise agreed workflow.

Examples of specific variables used for manufacturing technologies

Key variables tailored to your process

The pricing model incorporates variables specific to your manufacturing process.

Forging

  • Material weight
  • Material grade
  • Tooling and tool life
  • Labor hours

Injection moulding

  • Material volume
  • Machine depreciation per cycle
  • Moulds and other consumable tooling

CNC machining

  • Process plan
  • Initial casting design
  • Preliminary machining plan
  • Tool wear plan

Cosmetics manufacturing

  • Formula
  • Raw material costs
  • Packaging
  • Batch size

These are only examples. During the analysis phase, we identify the variables together, regardless of whether you manufacture forged parts, packaging, electronic components, cosmetics, or other products.

Who is this solution for?

Where this solution delivers the most value

Trzy osoby siedzą przy drewnianym stole w jasnym, nowoczesnym biurze i prowadzą swobodną rozmowę przy kawie. Mężczyzna w okularach i dżinsowej koszuli uśmiecha się do pozostałych uczestników spotkania. Po jego prawej stronie siedzi kobieta w jasnej bluzce, również zaangażowana w rozmowę, a po lewej stronie widoczny jest mężczyzna gestykulujący podczas wypowiedzi. Na stole stoją filiżanki z kawą, a w tle znajdują się regał z książkami oraz duże rośliny doniczkowe, tworzące przyjazną atmosferę.

This solution delivers the greatest value for organizations where:

  • preparing quotes involves multiple departments – such as sales, engineering, production, and finance,
  • a high number of quote requests are processed each year, while pricing still relies mainly on Excel and individual expertise,
  • there is a need to standardize pricing policies and reduce response times,
  • the company plans to use AI to analyze technical documentation – such as drawings and specifications – as the foundation for further automation.

The solution doesn’t replace salespeople.

Instead, it automates repetitive calculations and data collection, while commercial decisions, negotiations, and customer relationships remain in the hands of the sales team. Engineers and manufacturing specialists can focus on expert work instead of routine calculations.

Model implementation process

We don’t sell an off-the-shelf calculator. We build a pricing model that reflects the way your company prepares quotes.

The solution can run on your own infrastructure, ensuring that documents and internal business data remain within your organization and never leave your environment.

01. Proof of Concept

We validate the extraction and structuring of information from technical documentation – including PDF drawings, technical specifications, and commercial requirements – while comparing the AI-assisted approach with your current quoting process.

02. Text data automation

We implement automatic extraction and structuring of textual information and match the extracted data with your historical database.

03. Visual recognition and scaling

In later stages, the solution recognizes component geometry from technical drawings, identifies similar parts in your historical database, and can be scaled across additional teams or the entire organization.

Mężczyzna w jasnoniebieskiej koszuli z podwiniętymi rękawami siedzi na parapecie przy dużym oknie w nowoczesnym biurze. Ma założone okulary i uśmiecha się, patrząc w stronę obiektywu. W tle widoczne są biurko, krzesło oraz minimalistyczne wnętrze utrzymane w stonowanych kolorach. Naturalne światło wpadające przez okno nadaje zdjęciu jasny i profesjonalny charakter.

What benefits can your organization expect?

01
Faster quote preparation

Respond to customer inquiries more quickly – without manually reviewing documentation or performing calculations.

02
Consistent pricing

Apply the same pricing rules across the organization, regardless of who prepares the quote.

03
Fewer errors

Reduce manual data entry and eliminate inconsistent calculations across quotes.

04
Better use of expert resources

Engineers and manufacturing specialists can focus on work that requires their expertise – instead of routine calculations.

05
Greater team capacity

Handle more quote requests without increasing headcount in proportion to demand.

Frequently asked questions about automated quoting

FAQ – Automated quoting

Dwie osoby w garniturach ściskają sobie dłonie na znak porozumienia lub rozpoczęcia współpracy. Zdjęcie zostało wykonane z niskiej perspektywy, dzięki czemu uścisk dłoni znajduje się w centrum kadru, a twarze rozmówców są lekko rozmyte w tle. Jasne tło i formalny ubiór podkreślają profesjonalny charakter spotkania biznesowego.

No. We build a pricing model tailored to your company’s specific processes – we don’t offer a one-size-fits-all solution. Every implementation begins with conversations with the people who prepare quotes every day, allowing us to understand the logic, variables, and requirements of your quoting process before building the model.

No. We automate repetitive calculations and data collection. Commercial decisions, negotiations, and customer relationships remain with your sales team, while quotes generated by the model can be reviewed, approved, or edited by the designated specialist.

Not necessarily. The solution can run on your own infrastructure (on-premises), ensuring that technical documentation and internal business data remain within your organization’s environment.

Typical inputs include documents related to the quotation request – such as technical drawings (PDF, DWG), specifications, commercial and production requirements, as well as historical data from previous quotes and completed orders. The exact scope is defined during the process analysis phase.

We begin with a Proof of Concept, where we validate the extraction and structuring of information from your documentation and compare the results with your current quoting process. If confidentiality is required, we’re happy to sign an NDA before any sample documents are shared.

Implementation follows a phased approach. We start with the Proof of Concept and text data automation. Later phases can include recognizing part geometry from technical drawings and scaling the solution across additional teams or the entire organization. The timeline depends on the complexity of your process and the available data. A detailed implementation plan is prepared after the PoC.

That’s exactly why we build each model around your organization’s know-how rather than relying on a generic template. Process-specific requirements – whether for forging, injection moulding, CNC machining, or any other manufacturing technology – are identified and incorporated during the analysis phase.

Let’s talk about intelligent, automated quoting for your business

Together, we’ll explore how to automate your quoting process and tailor the solution to your organization’s needs

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