Quoting software for made-to-order manufacturers
Calculates materials, processes and lead times with editable criteria, and flags which quotes have gone days without an answer.
See it live: book a 15-minute walkthroughQuotes with follow-up
Quoting software for manufacturers
You choose the customer, the product, the material, the quantity and the processes, and the system calculates the cost, the margin and the lead time with your criteria. The quote always comes out in the same format, is recorded with its status and, when it goes days without an answer, the system alerts the person in charge. We adapt it to the way your factory works.
Definition
What is quoting software for manufacturers
Quoting software for factories, or an estimating system, builds each quote with your factory’s criteria: the cost of each material and each process, the margin and the production capacity. With that it calculates the price and lead time of each made-to-order job, and saves every quote with its status so that none goes without follow-up.
Signs
When it makes sense
These are some signs that it is time to organize how quotes are built and followed up:
- Every quote takes real work: materials, processes and lead times have to be calculated for each order.
- Following up on unanswered quotes lives in each salesperson’s memory.
- You do not know which of the quotes you sent are still unanswered.
- Every quote comes out in a different format, depending on who builds it.
- Information is scattered across spreadsheets, chats and individual people.
Quoting and follow-up
What the system does
It works on two fronts: building each quote and following up on the ones you have already sent. This is what the system does, and we adapt it to the way you work.
When quoting
- You choose the customer, the product, the material, the quantity and the processes, and assign an owner.
- It calculates the material by weight, scrap included, and each process with its setup and its cost per unit.
- It adds the margin and shows the breakdown: cost, margin, net price, VAT and total, per unit too.
- It estimates the lead time in business days, with the material, the processes and production according to your daily capacity, and tells you which day it would be ready.
- The criteria are edited in one place, and when you change a cost, the margin or the capacity, the quote in progress is recalculated instantly.
- It builds the customer quote always in the same format, with its number, its validity, the lead time and the terms, and you save it as a draft or send it.
In the follow-up
- Each quote sits on a board with its customer, its amount, its owner and its status: draft, sent, accepted or lost.
- It flags the ones still unanswered and counts the days that have passed.
- When one goes days without an answer, the system alerts the person in charge.
- Following up records it in the quote’s history and the count goes back to zero.
- Each quote keeps its history: when it was sent, the alerts, the follow-ups and whether it was accepted or lost.
- It shows how many quotes are still open and the amount awaiting an answer, and filters them by status.
Walkthrough
See it live
In a 15-minute call we will show you this system working with sample data. It is a starting point: afterwards we adapt it to the way your business works.
What we can show you
- Follow up on an unanswered quote and see the follow-up in its history.
- Change a cost or the margin in the Criteria tab and see how the quote in progress is recalculated.
- Build a new quote with customer, product, material, quantity and processes.
- Change the quantity and watch the cost, the margin and the lead time change instantly.
- See the customer document and send it to the board, where it is tracked.
A custom ecosystem
And it is not just the quoting tool
We can build a complete custom ecosystem that connects quotes, orders, production and customers in one system. We also train executives and employees to use AI responsibly and improve their work processes.
Automation WhatsApp assistants and processes that run themselves
An AI assistant answers the inquiries that arrive by WhatsApp, Instagram and Facebook, and syncs with tools such as Google Calendar, HubSpot, Salesforce or Shopify.
More about automationCustom software Systems and CRMs built around your business
We build systems to organize quotes, orders and customers, with the integrations each business needs. There are 10 live examples to try.
More about custom softwareWebsites Websites, online stores and landing pages that convert
We improve or build your business’s website, store or digital journey so that it converts. We also fix sites that break.
More about websitesAI training AI training for companies and teams
We train executives and employees in the responsible use of AI: hands-on training in AI, automation and digital tools, built on real cases.
More about AI training
Process
How we work
The approach is always the same: understand first, build what is needed and stay involved afterwards.
- 01The first meeting
It all starts with a call.
We get to know each other, listen to your context and decide what is worth improving first.
- 02A foundation made for you
We build with a clear direction.
We agree on the scope, prioritize what has the most impact and build the solution around your business.
- 03Close by, afterwards too
Your team has someone to count on.
Dedicated support and video calls to answer questions, review real use and make decisions together.
- 04A step forward every month
We review. We adjust. We improve.
We follow clear monthly goals and evolve your systems according to what your business needs.
Made around you
We do not sell a ready-made system: we adapt it to the way you work or suggest how to organize it. And it does not end with development: we support you through the launch and train your team in the responsible use of AI in their day-to-day work.
Before you start
Frequently asked questions
How does quoting software for factories work?
You choose the customer, the product, the material, the quantity and the processes. The system calculates the material by weight with its scrap, each process with its setup and its cost per unit, the margin and the lead time in business days, with the criteria you defined. With that it builds the customer quote, always in the same format, and leaves it on a board with its status.
How do I know which quotes are still unanswered?
The board flags them and counts the days that have passed without an answer. When one goes days without an answer, the system alerts the person in charge. When you follow up, the follow-up is recorded in its history and the count goes back to zero. You can also mark each quote as accepted or lost, and filter the board by status.
Can I enter my own costs and margins?
Yes. In the walkthrough, the calculation criteria are edited in one place: the cost per kilo and the sourcing days of each material, the setup, the cost per unit and the lead time of each process, the margin, the scrap, the production capacity per day and the weight of each product. When you change one, the quote in progress is recalculated instantly. For your factory, we adapt them to how you calculate each job today.
Does it work if I quote with spreadsheets today?
Yes. We start from what you already use: your spreadsheets, your chats and who does what. If you already have a system, we look at what is worth connecting and what is worth replacing.
Does it adapt to my factory?
Yes. What we show you is a starting point, not a closed system. We start with a call to understand how you quote today and how your team works, and with that we adapt the system to the way you work or suggest how to organize it. The example is a workshop that works with sheet steel, stainless steel, aluminum and cardboard, and with processes such as laser cutting, bending, welding, painting, die cutting and printing.
Can I see it before committing?
Yes. Book a 15-minute walkthrough and we will show you a system like this working with sample data. It is a starting point, not a closed system: afterwards we adapt it to the way you work.
What happens after it goes live?
It does not end with development. We support you through the launch, with dedicated support and video calls to answer questions and review real use. We follow clear monthly goals, evolve the system according to what your factory needs and train your team in the responsible use of AI in their day-to-day work.
Let’s talk
Tell us how you build your quotes today
Message us on WhatsApp: we will set up a call to understand your processes, and the team will confirm the time with you. You can also write to us at hello@staberman.com.
Updated: