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What is your Quoting Method, and who uses an "automated" Quoting tool like Digifabster?

ttrager

Cast Iron
Joined
Jul 23, 2015
Location
East Side / Detroit
I'll try and keep this sharp and to the point with a few questions:
  • What is your Quoting Method currently? Cliff notes version that just outlines who does it, how many people are involved.
  • Is there quoting software involved or a quoting module in an ERP, or is it all human labor?
  • If software is involved, is it an "automated" quoting tool such as Digifabster?
  • If yes, are you happy with it or not?
  • Generally speaking, how would you rank your Quoting environment based on: 1) Volume of quote requests each week/month, and 2) Complexity of jobs being quoted (Complex, Moderate, Simple). I'm going to assume Job Value goes up as complexity goes up.
  • In all cases, are you satisfied with your Quote turn around times and their accuracy?
  • Is there anything about your Quoting Process you'd like to see fixed or changed?
  • How do you evaluate your Quote vs No-Quote decision ratio? Meaning, is there a goal of (as example) 6/10 quote requests should result in approved Quotes?
Again, I don't want to burden anyone with a request for a War and Peace response. Just looking for fast quick answers to assist me with thinking some things through.

Thanks in advance for those who respond, and have a good day.
 
I look at the incoming job and consider how long it took me to do similar jobs in the past. I generally quote in increments of half a day, unless it's a repeat of a very quick job.
 
When I get a computer generated quote from a company I delete it and mark the company off my list

Hope that helps you
 
Educated guess based on experience...
And the customer..

Widget A, from customer A.. Scratched out on a piece of note pad paper, and tolerances,
of "It has to fit and it has to work".. No Quoting, No Bullshit, No PO's, No QC.. $10, and
if I drop it off, I'm offered a beer, and I get some fantastic conversation.

Same widget, Customer B, A real print, a quote, a PO... Slight to moderate QC, assembly
done in house.. Basically just has to fit and work.. $25

Same widget, Customer C. A real print, a real quote, a real PO... And a fake due date...
Widget A is welded to Widget B, so why is my due date for Widget A 2 months before widget B????....
And you still don't have widget C, D, E or F..... QC out the ass that gets their little pee pees all
tingling when they can reject something. Ton of paper work, inspection reports, and half the time a fight
to get paid because they tend to lose a lot of invoices.. Same Widget A $300.

"Pain in the ass" multiplier is a real thing.
 
+1 on knowing your customer. Margins will vary based on the customer and not always because of the PIA factor.
 








 
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