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Quotes Within a Day, Not a Week

A self-serve quoting engine that prices every custom order from live data and puts a reviewed quote in your customer's hands within a day.

Profile
Mid-sized custom manufacturer
Industry
Manufacturing
Services
AI Strategy & DiscoveryData ModellingRules Engine DevelopmentERP & Inventory IntegrationOngoing Support
Tech stack
ERPInventory systemPostgreSQLRules engineReactClaude
Overview

Spreadsheets and email, replaced by one engine.

A mid-sized manufacturer of custom products was losing deals to the clock. Every quote was built by hand from spreadsheets, checked against a separate inventory system and passed around by email for approval, so customers waited up to a week for a price.

Infoniq AI is building one quoting engine customers use directly. They describe what they need, the engine matches every line to a real product, prices it from live costs and the business's own rules, and flags anything unusual for a rep. A reviewed, branded quote is in the customer's hands within a day.

Quote turnaround
1 week → 1 day
Target
Priced from live costs and margin rules
Every line
Target
The challenge

Every day a quote waits is a day to say no.

Custom quotes are complex. Materials, labour, configuration, lead times and margin all feed one number that has to be right first time. Done by hand, the spreadsheets drift from real costs, discounts vary by rep and mistakes reach customers.

Worse, it's slow. While a quote sits in someone's inbox, a faster competitor gets the order, and leadership can't see what's being promised, at what margin, or how many quotes are won.

The solution

Configure the order, get the quote.

We start with the people who quote today: sales, finance and operations. Their pricing tiers, discount rules, margin floors and approval steps become a rules engine, so every quote follows the same logic.

The engine connects to the existing ERP and inventory systems and pulls live costs, stock and lead times for every line. Customers configure the order themselves; AI reads free-text requests and matches each line to the right product. Anything outside the rules goes to a rep, and a person reviews every quote before it's sent. Every quote, approval and change is logged, so leadership finally sees the pipeline.

Results

Outcomes that compound.

Quote turnaround
1 week → 1 day
Target
Priced from live costs and margin rules
Every line
Target
Reviewed by a person before it's sent
Every quote
Target
Of every quote, approval and margin across the team
One view
Target

Have a similar problem to solve?

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