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Customer quotation and estimation

Automatically generates accurate customer quotations by analyzing project requirements, optimizing material usage, and calculating costs based on real-time data. Streamlines the estimation process from initial inquiry to final quote delivery.

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Workflow Trigger

Customer submits RFQ with technical drawings and project specifications

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Receive customer RFQ submission

    Customer uploads technical drawings, material specifications, and project requirements through web portal or email. System automatically captures and validates file formats and completeness.

    AutoCADSolidWorks
  2. 2
    Action

    Parse drawings and extract dimensions

    AI analyzes CAD files to extract part geometries, material requirements, and manufacturing specifications. System automatically identifies cutting patterns and fabrication operations needed.

    AutoCADSolidWorksSigmaNEST
  3. 3
    Action

    Optimize nesting and calculate materials

    System generates optimal cutting patterns to minimize waste and calculates exact material quantities. AI determines most efficient sheet layouts and cutting sequences.

    SigmaNESTProNest
  4. 4
    Decision

    Evaluate project complexity and capacity

    AI assesses whether project fits within current production capacity and complexity thresholds. System determines if standard pricing applies or if custom engineering review is required.

    JobBOSSTekla Structures
  5. 5
    Action

    Calculate labor and overhead costs

    System estimates fabrication time based on historical data and current machine rates. AI factors in setup time, cutting time, welding operations, and finishing requirements.

    JobBOSSSigmaNEST
  6. 6
    Action

    Generate detailed quotation document

    AI compiles comprehensive quote including itemized costs, delivery timeline, and terms. System automatically applies current material pricing and standard margin calculations.

    JobBOSSTekla Structures
  7. 7
    Output

    Deliver formatted quote to customer

    System automatically emails professional quotation document to customer with project timeline and acceptance terms. Quote is also logged in CRM for follow-up tracking.

    JobBOSS

Outputs

  • Detailed cost quotation with material breakdown
  • Optimized cutting patterns and nesting layouts
  • Project timeline with delivery dates

Key Metrics

  • Quote turnaround time
  • Material utilization percentage
  • Quote-to-order conversion rate

Tools & Integrations

OA

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