MachineFlow
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Quotation workflow

Turn RFQs into structured quotations faster.

MachineFlow helps estimators build structured quotations from the RFQ workflow without rebuilding information across spreadsheets and email.

Talk to Us See the Workflow
  • Estimator-controlled
  • AI-assisted review
  • Quotation to job
MachineFlow quotation detail showing a linked RFQ, revision, line items and commercial summary
Platform quotation detail with sample data.
AI-assisted drawing reviewPlanned workflow · Estimator review required
The challenge

Quoting should not start from scratch every time.

When estimating lives across emails, spreadsheets and separate folders, critical details get missed, work is duplicated and pricing can only begin after manual coordination.

  • Drawings and customer details scattered across email and folders.
  • Manual data entry and rework in spreadsheets.
  • Hard to use past quotations or similar parts for reference.
  • Key information and revisions get missed.
  • No clear view of which quotations need follow-up.
  • MachineFlow brings RFQ and quotation information together.
How it works

From RFQ review to won quotation.

A connected workflow from incoming RFQ to a customer-ready quotation and job handoff.

  1. 01

    RFQ

    Receive the enquiry, requirements and drawings.

  2. 02

    Review

    Check drawings and customer context with AI assistance.

  3. 03

    Estimate

    Review inputs and set pricing with estimator control.

  4. 04

    Build quotation

    Prepare terms, lead time and revision details.

  5. 05

    Send

    Issue the quotation and track its status.

  6. 06

    Won / Lost

    Record the decision and carry won work into a job.

Estimate with control

Structure the estimate without removing estimator judgment.

MachineFlow keeps quotation inputs, lead time, margin and commercial terms together. Your estimator reviews assumptions, makes adjustments and controls the final price.

  • Structured line items, quantity and unit pricing
  • Lead time and commercial terms in one place
  • Estimator-controlled revisions and final price
  • RFQ context stays linked to the quotation
Quotation preparationIllustrative preview
Linked RFQ RFQ-000001Revision R1Customer Sample customer
InputEstimator reviewControl
MaterialShop cost and selectionReview
Machine timeEstimate from shop inputsReview
Setup and laborInclude in pricingReview
QuantityCustomer requirementConfirm
MarginShop pricing decisionSet
Estimator approves final pricingLead time · Terms · Revision
Conceptual workflow preview. No automated price or machining-time result is shown.
AI assistance

Use AI as an estimation assistant.

Planned AI-assisted drawing review can organize manufacturing context and surface questions for the estimator. It does not set prices or make customer commitments.

Drawing understandingMaterial referencesManufacturing summarySuggested processesComplexity signalsSetup considerationsRisk notesUncertain details for review
Engineering drawing For review
Illustrative machined-part engineering drawing
Drawing review

Potential manufacturing context for estimator review

  • MaterialConfirm the grade against the drawing
  • DimensionsCheck critical callouts and units
  • ProcessReview suggested manufacturing steps
  • UncertaintyResolve ambiguous notes before pricing
Estimator verifies findings before use
Illustrative planned AI review; these are prompts for human verification, not extracted results.
MachineFlow
QUOTATIONRevision R1 · Sample document
Prepared forSample customer
Linked RFQRFQ-000001
PartBearing housing
Quantity100 pcs
Part / descriptionQuantityPrice
Bearing housing100 pcsEstimator set
Lead time · Terms · Validity · RevisionPrepared for customer review
Illustrative quotation format; not a generated document or customer record.
Customer ready

From estimate to customer-ready quotation.

Bring customer, part, quantity, estimator-set pricing, lead time, terms, validity and revision context into a clear commercial quotation.

  • Commercial details in one place
  • Quotation revisions stay connected
  • Customer-facing information stays consistent
Stay on top of your pipeline

See which quotations need follow-up.

Search and filter quotations by supported statuses, then see what has been sent, won or lost.

Quotation pipelinePlatform capture · sample data
MachineFlow quotations list showing Draft, Sent, Won and Lost status filters, search and quotation rows
Actual platform quotation list with sample records; counts and prices are not customer results.
Quotation to job

When the quotation is won, the workflow continues.

Approved quotation information can flow into a production job without re-entering the same customer, part and RFQ context.

Explore Job Tracking
Approved MachineFlow Job Detail v2 showing a job linked to its quotation and RFQ
Approved Job Detail v2 capture with sample job information.
Talk to MachineFlow

Still building quotations across spreadsheets and email?

Talk to us about how your shop currently turns RFQs into customer quotations.

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