Quote chain

Quote Engine

The request sits in an inbox, in WhatsApp and in a PDF attachment, the price in Excel, the freight cost somewhere else. A quote takes days, and some requests never get an answer.

Steps it covers on your map

  1. Request intake
  2. Quote and proforma
  3. Order confirmation and payment terms
Illustrative view

What it does

  1. Reads the request

    It gathers requests from email, WhatsApp and PDF attachments in one place and pulls out product, quantity, delivery location and deadline. When a field is missing, it notes what to ask.

  2. Matches the spec to your products

    It compares the buyer's technical spec with your catalogue and flags every item with no match or outside tolerance.

  3. Builds the price from your cost table

    It adds up material, labour, freight, insurance and the cost of payment terms. Delivery terms separate by currency and Incoterms. If the margin falls below your threshold, it warns you before the quote goes out.

  4. Drafts the quote

    In the other side's language, in your template, consistent with the quotes you have sent before. Sending stays with you.

A person always signs

The engine writes the quote and does not send it. You sign it, because a quote is a commitment and software cannot give one.

The gap your ERP leaves

Invoices, stock and ledgers live in the ERP. A quote request arrives from outside, unstructured, with no record for it in the ERP. The Quote Engine works in that gap: it reads the request, matches it to your products, prices it from your cost table and ties the quote to an order record in the ERP's format.

What gets measured

  • Quote preparation time

  • Share of RFQs answered, and how many went unanswered

  • Monthly quote volume with the same team

Tier and quote

This line is quoted as one of the Build tiers on the method page. The number of systems, decisions and owners in scope sets the tier. The final figure is written as a single number at the end of the System X-ray.

See the tiers

Before we start

  • You need a written price list or cost table. If there is none, we work it out together during the System X-ray.

  • In a company issuing fewer than five quotes a month, we put the template in writing first. The line gets built once volume grows.

Your map first

We do not guess the gain. The foreign-trade process map draws your operation in nine questions and marks the box eating the most time. Which line we discuss follows from there.