Every value read from the drawing shows where it came from, and nothing goes out until you approve it.
Four ways in. Each one becomes a worksheet with its drawings attached.
Each answer is a screen in the app today, shown on a sample shop.
A finish spec in the notes, a cert requirement, a tolerance in the title block. Every value is read with the page and words it came from. The ones that need a person wait for you, and the quote can’t go until they’re settled.
When your rates change after a draft was priced, the worksheet shows what each quantity would become, and the saved price stands until you choose. Material prices carry the date you set them.
Every quantity break carries its own unit price. Setup is spread across each break, and an outside service carries the vendor’s lot minimum, so 25 pieces aren’t priced like 100.
A part you quoted before opens with what you charged last time and how it went, and a new file for the same part and revision is called out before you reuse the price.
A starting price from your rates and the part’s geometry stays marked as an estimate until you edit it, and by default fills in only once it has come within 30% of five quotes you sent.
Four steps every quote takes, each on the screen it happens on.
What happens after you press send, without retyping anything.
Nothing goes to the buyer before this.
From your Gmail or Outlook, into its Sent folder.
The buyer picks a quantity and adds a PO number.
A traveler for each part, and the routing as a CSV.
Posted once, as an estimate or an invoice.
On Shop, quotes and follow-ups go out from your own Gmail or Outlook address and land in its Sent folder. It asks to send, never to read.
On Shop, a won quote posts to QuickBooks Online as an estimate or an invoice, and a new customer is added first.
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Drawings, inboxes, who sets the price. How we handle drawings
Not to try it: start on the sample request. When you quote your own work, drawings are stored privately and seen only through your team’s signed-in accounts. Turn AI off for any request, or for every request from a customer, and nothing in it is sent to a model.
No. Connecting Gmail or Outlook on the Shop plan asks for permission to send email and identify your account. It never reads your inbox.
You do, from your rates. A starting price from your rates and the part’s geometry fills in only when you switch that on, or once its estimates have matched quotes you actually sent. It is marked as an estimate, you can change it, and nothing goes out until you approve it.
Yes. When a part comes back, the price you sent before is shown on it. Revise a sent quote as a new revision, mark it won or lost with a reason, and the next quote starts from that history.
No. PDF drawings and the customer’s requirements are enough. When a STEP or IGES file comes with the RFQ, it opens in 3D beside the drawing and its holes, pockets and setups are measured for you.
Yes. Mark the part as a casting or forging, or as customer-supplied, and material comes off the price. A casting is never priced as if it were cut from bar: you price the machining from your rates.
It is outside what QuoteSooner is for. Please don’t upload controlled drawings.
Start on the sample request. No card, no customer drawings needed.
