peekgenticTalk to usGuides · Office automation
How to automate quoting for a machine shop
- Automate the reading and lookup, keep the price with the estimator.
- Carry quote data into the PO and job.
- Measure minutes per quote.
Where quoting time goes
- Reading the RFQ and drawing, retyping part number, material, quantity and tolerances.
- Hunting for the last time you made something similar.
- Typing it all again when the quote turns into an order and a job.
What to automate
| Step | Software | Estimator |
|---|---|---|
| Read RFQ + drawing | Pulls part, material, qty, due date | — |
| Find history | Shows similar past jobs and their margins | Picks the comparable |
| Draft quote | Builds the quote in your format | Sets the price |
| Quote → PO → job | Carries the same data through | Approves |
Real example: Atlantic Food Bars. A Dallas-area manufacturer of hot and cold food equipment for national grocery chains, with 8 people in the office and 2 plants, handling dozens of orders a day. The office was about to hire another person (a $60,000+ a year seat) to keep up. Instead, software now reads each order email and fills out the work, and the team checks it in about a tenth of the time. It was built around how their team already worked, and what their veterans knew now lives in the system, so new people get up to speed fast. Read the case study →
FAQ
Can AI price a machining job?
It can surface comparable past jobs and costs; the final price should stay with your estimator.
Does this work with drawings?
Yes. Reading the drawing's title block and notes for part number, material and quantity is a good fit.
What about my existing ERP or quoting tool?
The automation fills the tools you already use.
Get more out of every person in your office.
Peekgentic is a Dallas firm that builds custom software around the way your team already works: orders, purchasing, invoices, spreadsheets, email. Not a one-size-fits-all platform you have to bend your process to fit. Your know-how goes into a system that's simple to use, so a new hire gets up to speed fast. We'll come watch how your office runs for 20 minutes and tell you straight where it's worth automating.