For manufacturers’ estimators & sales engineers
AI for manufacturing:
surface missing RFQ details before quoting.
We connect RFQ emails, approved documents and your estimating queue. AI can prepare the missing-information handoff for an estimator to review.
Estimator · incoming request for quote (RFQ)
Is this RFQ ready to quote when the requested drawing revision is missing?
Illustrative records — not connected accounts or customer results.
Customer email · RFQ-41
500 units · part MX-8Drawing revision C requestedAttached drawing · DRAW-8
MX-8 · revision BRequested revision C not suppliedRequirement list · REQ-5
Material grade requiredNo grade supplied in the packetRFQ readiness brief
Hold the quote handoff for clarification.
The estimator asks the customer for the current drawing and required grade before committing a quote. A matching part name does not establish that revisions B and C are interchangeable.
Customer clarification draft · estimator review before sending
For RFQ-41 (500 units of MX-8), the request names revision C but the attachment is revision B. Please send the current revision C drawing and required material grade before we complete the quote review.
Prepared clarification only. No grade inferred, drawing substituted, quote calculated or message sent.
Start with your existing process
Check the RFQ and document-control workflow first.
Your existing ERP, product lifecycle management (PLM) or document-control workflow may already handle revisions and required RFQ fields. Use those features and staff review where they cover the handoff.
What ClearSummit configures or builds
Connect intake to the estimator’s next step.
We can configure your existing process or build the remaining intake, part/revision matching, required-field checks and clarification handoff. Keep the work with your estimating queue and approved document store, or agree a connected staff workspace.
Scope the supported inputs.
Authorized Microsoft 365 or Google Workspace files and the estimator’s existing queue are possible inputs and destination. Confirm supported formats, revision evidence, required fields and allowed queue actions before implementation. Your estimator owns engineering and pricing decisions.
Start with one named outcome, or explore Automate for established repeated work.
How we implement AI workflows · Separate workflow: outgoing quote approval
Where do your RFQs get stuck?
Show us the handoff your team handles today. We’ll work through what your current tools can cover and what needs building.