One request for quotation. The right references, together.
Customer part numbers, drawing revisions and requested dates often arrive separately. We prepare the handover from email to sales and engineering, keeping uncertainties and changes visible.
Tell us about your processExplore a possible first workflowAn example to adapt to your work. We consider SMEs across all sectors, in Italy and Europe.
A customer request becomes a draft your team can verify
A request arrives with a quantity spreadsheet and several technical attachments. Some part numbers are familiar, but a drawing revision has changed.
Gather the references
We prepare the customer, line items, quantities, units and requested date, keeping links to the original files and their versions.
Highlight differences
We compare codes and revisions with approved records. Unrecognised materials, inconsistent units and conflicting attachments enter a review queue.
Hand over a draft
Sales and engineering approve feasibility, pricing and lead times. Only validated information enters the quotation or order draft in your business system.
This workflow describes a possible project, not a customer case study or a result already achieved.
The things to establish first.
- Product records and mappings between customer and internal part numbers.
- Rules for revisions, units and technical attachments.
- Your ERP, approval owners and anonymised examples of actual orders.
A workflow we can verify.
One product family and one recurring request format. Start with quote preparation and compare each draft with the approved document.
What we measure together
- Preparation time per request.
- Part number, quantity or revision corrections before approval.
The work continues. So does the care.
We monitor connections, changing document formats and unrecognised codes. Rule changes are tested on examples before release. The agreed recurring service covers operation of the workflow; expansion to new product lines is scoped separately.
How we work togetherBefore we start.
Can this work with PDFs and drawings?
We can link files and extract fields where the reading can be verified. Engineering interpretation of a drawing and its approval remain with your technical team.
Do we need a new ERP?
That is not the starting point. We check the interfaces available and can begin with an exportable draft before connecting writes to your ERP.
Which step would you like to make easier?
A description and a contact address are enough. You can add tools, volumes and constraints in the form if you wish.