Automated Manufacturing Quoting System
Self-serve quoting engine that turns days-long manual processes into instant, error-free quotes with automatic order synchronization.
Manual quoting was taking days and causing significant bottlenecks in the sales cycle. Sales teams were waiting on engineering for quotes, leading to inconsistent pricing and under-quoting risk.
The process involved multiple handoffs, manual calculations, and no standardized pricing logic.
- Self-serve quoting engine allowing customers to upload CAD files and receive instant pricing
- Complex pricing rules based on quantity, material, finishing options, and manufacturing complexity
- Integration with Paperless Parts for file processing and manufacturing analysis
- Stripe integration for payment processing and subscription management
- Real-time freight calculations via shipping provider APIs
- Automatic order synchronization with production systems
- State-driven workflow ensuring data integrity from upload to production
- Role-based permissions with sales management and engineering oversight
- Complete audit trail of all pricing decisions and modifications
The core challenge was ensuring data integrity from file upload to production sync. We designed a state-driven workflow where each quote progresses through validation stages, ensuring pricing logic is consistently applied and no orders enter production without complete information.
Quotes that previously took days now generate instantly. The risk of under-quoting has been eliminated through standardized pricing logic. Orders sync automatically with production systems, removing manual data entry and the errors that came with it.
The sales team can now focus on customer relationships rather than chasing quotes, and the engineering team is freed from routine pricing requests.