Everything a quote touches.

From the buyer’s email to a won order, each feature on the screen it lives on.

Every request lands in one queue.

However the buyer sends it, it arrives as a worksheet with its drawings attached.

The Quotes queue: 4 waiting, 3 needing a check; requests NXR-2187, VS-8042 and BR-4471 with their part previews, customers, status and estimates.

Four ways in, one queue

Forward the buyer’s email, take requests through a form on your website, drop the files in, or paste the text. Each becomes a worksheet with its drawings attached.

How each way in works

Acknowledge new requests: reply when a request arrives, promise a quote by, and the email the buyer gets, listing BR-4471 rev C at 25, 50 and 100 pieces.

A reply the moment it lands

An automatic note tells the buyer their request arrived, lists the part numbers read from it, and can promise a quote within a set number of business days. It never states a price, and it’s off until you turn it on.

Email settings: worksheet ready, morning summary, buyer opened or answered, always Cc, blind-copy me, and which of the buyer’s files to attach.

Know when work arrives

An email when a worksheet is ready, a morning summary of what’s still waiting, and a note the first time a buyer opens or answers a quote.

Read the part, value by value.

What the drawing says, where it says it, and what still needs a person.

BR-4471 with three checks to confirm: tolerance read as +/-.005 unless noted, finish read as hard anodize MIL-A-8625 Type III Class 2, and material, revision and quantities.

Every value traced to the drawing

Material, revision, quantities, tolerances and finish are read with the page and words they came from. A value it can’t point to becomes a check, and the quote can’t go until every check is settled.

BR-4471_RevC.step in the 3D viewer, with view and section controls.

The model in 3D

STEP, IGES, STL and 3MF open beside the drawing, up to 1,000 MB a file. On STEP and IGES, holes, pockets and setups are recognised, with the envelope, volume and a section cut.

Customer performance beside repeat parts: BR-4471 quoted twice, last at 100 pieces for $29.36.

Repeat parts and changed drawings

A part you quoted before opens with last time’s price and how it went. The same revision arriving with a different file is called out before you reuse the price.

New quote: drop drawings and models, find or create a customer, add a part manually, and the Don’t process with AI option.

AI off when a buyer asks

Turn AI off for one request, or for every request from a customer. Nothing in it goes to a model; you fill in the parts yourself.

Priced from your rates and your history.

Your machines, your operations and your past quotes set the number.

Machine rates: 3-Axis Mill $85, 5-Axis Mill $125, CNC Lathe $80, Swiss Screw $95 and Manual/Deburr $65 an hour, with provisional setup and multiplier lines.

Your machine and labour rates

Each machine at its own hourly rate, with setup, labour and calibration lines. Every rate sheet you save is kept, and any earlier one can be restored.

The cost breakdown for BR-4471: the 3-Axis Mill at $85.00 an hour, hard anodize as an outside service, and material and margin for 25, 50 and 100 pieces.

Operations, outside services, material

Setup and run time at your rates, outside services with their lot minimums, and material for each quantity. Castings, forgings and customer-supplied material come off the price.

Unit prices for BR-4471: $47.77 at 25 pieces, $40.38 at 50 and $36.69 at 100.

Every quantity break

Each quantity carries its own unit price, with setup spread across that break, so 25 pieces aren’t priced like 100.

Pricing this draft today would change its total: material markup 0% to 25%; qty 25 was $1,194.25, now $1,255.75.

Rate changes, shown before they land

When your rates change after a draft was priced, the worksheet shows what each quantity would become. The saved price stands until you apply the change or keep it.

Start new parts from the estimate: when the estimate has earned it, always, or never.

A starting price that earns its place

A price from your rates and the part’s geometry, marked as an estimate. By default it fills in only once it has come within 30% of five quotes you sent.

Sent when you approve it.

Your letterhead, your terms, and an answer that comes back to the quote.

Quote Q-2026-0001 from Maddox Precision Machining to Lakeside Hydraulics: lead time 28 days, net 30, BR-4471 at three quantities.

A quote with your name on it

Your logo, terms and lead time, with up to three lead times at their own prices. The buyer accepts on a web page with a PO number, or declines with a reason.

Quote Q-2026-0001 with its quoted options, lead time and payment terms, above the send panel addressed to dana.whitfield@lakesidehydraulics.example.

Sent from your own mailboxShop

Quotes go out from your Gmail or Outlook and land in its Sent folder. QuoteSooner asks to send, never to read. On Free they go as your shop via QuoteSooner, with replies to you.

Know what you won, and why.

Worked out from the quotes you actually sent.

Insights: win rate 42%, response rate 92%, quote activity by month, and loss reasons led by lead time and price.

Win rate and loss reasons

Win rate, loss reasons, no-quotes by reason and quoted value, worked out from the quotes you actually sent.

Customers: Bluewater Fluid Power, Lakeside Hydraulics, Northstar Robotics and others, with contacts, RFQs, wins and the last RFQ date.

Every customer’s record

Each customer with their contacts, RFQs, wins and last request, and their terms on one page.

Your shop, your data.

Everyone who quotes, what you quoted before, and all of it to take with you.

Members: one person, Shop has no seat limit, with an invite by email.

Everyone in the shop

Invite the people who quote. Shop has no seat charges and no seat minimum; Free is one user.

Past quotes: bring in what you quoted before from QuickBooks, Paperless Parts or your own spreadsheet, as CSV or XLSX.

Bring your past quotes

Import what you quoted before from QuickBooks, Paperless Parts or a spreadsheet, so repeat parts open with their history. Nothing is saved until you’ve checked the preview.

Export everything

Every RFQ, quote and outcome, with prices broken into material, setup, run, finishing and margin, plus a manifest of what was attached.

And the rest of the desk.

Orders and job packets: A won quote becomes an order with its PO and promised date, a traveler PDF and an operations CSV, and actual hours beside the quoted ones.
QuickBooks OnlineShop: A won quote posts as an estimate or an invoice, and a new customer is added first. What syncs and what doesn’t
Material price list: Your own material prices with the date each was set, imported from CSV or Excel.
The AI extraction record: For any request, every field the reader proposed, the words and page it quoted, and every change a person made, as a CSV.
Export-controlled requests held: A request marked ITAR, EAR, USML or 22 CFR is held before the AI or a preview touches it. Only the owner can release or delete it.
Tax on quotes: Set once how tax shows on your quotes.

Both plans quote the same way.

Free covers 5 production RFQs a month for one user. Shop adds every request and everyone in the shop, sending from your own Gmail or Outlook, the forwarding address and QuickBooks Online. Compare plans

Quote the next RFQ in your inbox.

Start on the sample request. No card, no customer drawings needed.

Start free Quote your first RFQ with us