No typing the same details twice
Take items straight from the customer’s email, PDF or spreadsheet into the quote.
AI Quoting for product manufacturers and distributors
Faster quotes. More time to sell.
Prepare quotes from emailed requests, using the right prices for each customer. Give your team more time to find new customers, follow up quotes and look after existing accounts.
Quoting from drawings? That’s AI Estimator.
Less typing. You decide what gets sent.
Send straightforward quotes automatically, or hold them for your team to check. Items that can’t be matched are flagged before the quote is sent.
Less paperwork. More time with customers.
More time to follow up
Spend less time putting quotes together and more time calling customers and finding new work.
The right price for each customer
Apply customer prices and discounts consistently, whoever prepares the quote.
Quote requests
Quote from the email. No typing it all again.
AI Quoting reads the customer’s request, finds the listed items and applies that customer’s prices. Anything it can’t match is flagged for your team to check.
- Send automatically. Email completed quotes for listed products that don’t need quantities worked out from drawings.
- Check before sending. Keep the quote as a draft. Your team can change it, approve or reject it, then email the PDF.
Prices and discounts
No hunting through price lists.
Use your standard prices, contract rates and special offers together. Apply the right price for the customer, what they’re buying and how much they order.
- Set a fixed price, a percentage discount or a markup.
- Start and stop special offers on the dates you choose.
- Set prices by customer, customer group, region or past purchases.
Product options
Choose the right parts. Build the quote as you go.
Show only parts and options that work together, with stock levels alongside. The parts list and price build as your team makes each selection.
Your existing systems
Keep the systems you already use.
Take requests from Outlook and customer details from HubSpot. Send draft quotes to your accounting or ERP system, with updates as orders are won and move into production.
Inbox
Bring customer requests in from Outlook, ready to turn into quotes.
CRM
Bring customer records in from HubSpot, so nobody types them twice.
ERP and accounting
Draft quotes go to your existing system, with status updates as orders move into production.
From manufacturing enquiry to an approved order
Which job quoting workflow should we use?
Use drawing-based estimating for bespoke fabrication that needs a takeoff and a material and labour estimate. Use product quoting for catalogue or configurable-product enquiries with the agreed price-book and approval rules. Both lead to a quote your team can manage through acceptance and production handover.
Can our team manage quotes in our ERP?
Smart Shop Floor creates a draft quote in the connected ERP. Your team can send the quote and confirm it as won in either system, with quote status kept in sync through the agreed integration.
What happens when the customer accepts?
Once your team confirms the quote is won, Smart Shop Floor converts sales to production handover with the bill of materials, material and labour requirements. Scheduling and work allocation follow without manually recreating the job.
See it working.
Book a time with the team to see how AI Quoting fits your process.
Book a time with the team