Manufacturing

Quotes calculated from the routing, an offer ready in an hour

BOM, routing, machine times, material prices and margin per customer in one calculator. Run-size variants in one document, a PDF ready to send without a week of back-and-forth with the process engineer.

Does this sound like your quoting?

The quote waits for the process engineer

The enquiry arrives on Monday, the process engineer looks at the drawing on Thursday, the offer goes out the following week. The customer already has two others.

A spreadsheet calculation one person understands

A spreadsheet with material prices from six months ago and machine-hour rates nobody has updated. The margin looks fine on the offer and not on the settlement.

Three versions of the same offer in the mailbox

The customer asks for a larger-run variant, then a different material. Every version is a new file, and a month later nobody knows which one they accepted.

Eight parts that make up the system

The calculator uses the same data you produce from: BOMs, routings and prices from the ERP.

Enquiries with attachments

Drawing, specification and the customer's email in one place, with a response deadline. You see which enquiries have waited for the process engineer longer than a day.

Calculation from BOM and routing

Material from the BOM at current prices, operations from the routing at standard times and work-center rates, changeovers, subcontracting. Every line has a source.

Run-size and material variants

Runs of 100, 500 and 1,000, or steel next to aluminium, in one quote. Unit price recalculates with changeovers spread across the run.

Margin per customer and approval threshold

Default margin per customer or group, a minimum margin that needs a manager's approval. The salesperson sees what is left before sending.

PDF offer in your branding

A document with your logo, terms and variants to choose from, generated from the calculation. A change in the calculation refreshes the PDF.

History and versions

Every offer version saved with its date and change. You see what the customer accepted and can go back to a quote from a year ago.

From offer to order

An accepted offer creates a sales order and a production order in the ERP with the same BOM and routing.

Quote versus settlement

After the order closes, the system compares the assumed cost and margin with the actual ones. You see what you regularly underestimate.

What AI does in quoting

Three years ago features like these needed a data science team. Today language models read emails, documents and photos, and we build them into the system we make for you. Below is what makes sense in this solution. A person approves, AI prepares.

An enquiry from an email broken down

AI reads the email, the PDF drawing and the specification, pulls out parts, quantities, material and due date, and opens an enquiry for the salesperson to complete.

Example an email with three DXF drawings and "250 of each, S355 steel, due November" → an enquiry with three lines, material and due date

A similar part from history

For a new drawing, AI points to earlier quotes for similar parts with their routing and actual cost. The process engineer copies the routing and corrects the differences.

Example a bent 4 mm sheet-metal bracket with four holes → three similar parts from history with routing and actual time

An underestimate warning

The model compares the calculation with settlements of similar orders. When an operation time or material usage looks optimistic, it highlights the line before sending.

Example welding time 12 min/pc in the calculation, 17 on average on similar orders → a flag on the line with a proposed correction

Ask the offers

The owner or head of sales asks in plain language, the answer comes from the offers and settlements database.

Example "what margin did we really make on furniture-industry offers this year?" → a breakdown per customer with the gap between offer and settlement

Effects you see in the first month

  • The offer goes out in an hour, because material and operations are calculated from the BOM and routing and the process engineer only checks
  • The margin on the offer matches the margin on the settlement, because both come from the same data
  • The customer gets run-size variants in one document and chooses, instead of asking for another version
  • A repeat of a part from a year ago is one click, because the quote, routing and settlement are in the history
What it connects to

Calculates from data you already have

BOMs, routings, material prices and customers come from the ERP. An accepted offer goes back there as an order.

Comarch ERP XLenova365SAP Business OneStreamsoft PrestiżImpuls EVOSymfoniaSubiekt GTSolidWorksAutodesk InventorDXF/STEP filessupplier price listsHubSpotPipedriveKSeF

From the sales spreadsheet to an offer from the routing

The first version calculates what the spreadsheet calculates today, with prices from the ERP and version history.

01

Analysis of how you calculate

We sit down with the salesperson, the process engineer and the owner. We take the current spreadsheet apart: where prices come from, where times come from, how margin and changeovers are calculated.
2 weeks
02

Calculator and PDF offer

Enquiries, calculation from BOM and routing, prices from the ERP, margin per customer, a PDF in your branding.
6–8 weeks
03

Variants, history and ERP link

Run-size variants, offer versioning, sales and production orders from an accepted offer, quote versus settlement.
3–4 weeks
04

AI and development

Reading enquiries from email, similar parts from history, underestimate warnings.
ongoing

Does your company run on Excel, emails and a system from years ago? We will build the solution that puts it in order, with AI inside from the start.

You have the diagnosis, we build the solution. Web applications, B2B portals and automations for companies without a large IT department. Today a system can read emails and documents, suggest decisions and answer customers on its own, so we build that in from the first version, not as an add-on a year later.

We agree scope, price and dates upfront, show progress every week, and the code and data stay yours.

  • scope, price and dates upfront
  • progress every week
  • your code and data

Common questions

Will we still need our process engineer for quotes?
Yes, for decisions on the routing of new parts. The system calculates material and operations from the routing and suggests similar parts from history; the process engineer checks and approves in a quarter of an hour.
Where does the system get material prices?
From item masters and the latest purchase prices in the ERP, and if a supplier publishes a price list, we import it. The quote shows the price date.
We have different rates for different customers. Can that be set up?
Yes. Default margin per customer or customer group, run-size discounts, a minimum margin below which the offer waits for a manager's approval.
What about our current quotes in Excel?
We import them as history, so AI has something to suggest similar parts from. New offers are calculated in the system.
Who owns the code and the data?
You do. The code in your repository, offers and history in your database. No per-user fees.

Let's talk about your quoting

You tell us how an offer is made today and how long it waits for the process engineer, we tell you what can be calculated from the data you have.

Write to us
or email hello@udb.pl hello@udb.pl