Platform
From the RFQ pack to the quote you send
How to use Customiser, step by step. Each step shows the screen you work in.
Step 01 of 07
Start a job
Drop the RFQ pack into a new job, or forward the customer's email to your Customiser address. Drawings, BOMs, specifications and emails are kept together and sorted by type. On Enterprise, DXF and STEP files are read too.
Step 02 of 07
Check what was analyzed
Each drawing is analyzed into key data beside the page it came from: part number, revision, material, finish and quantity. Where two documents disagree, Customiser marks it in red and asks you to choose, rather than guessing.
Step 03 of 07
Confirm the parts
Customiser builds the bill of materials from the drawings, or checks the customer's BOM line by line against them. Every part, bend, hole and fastener shows the drawing and page it came from.
Step 04 of 07
Cost the estimate
Each part is routed through your processes and costed with your own labour standards, rate cards and material costs. Every figure shows its working. If a rate is missing, you are asked for it right there.
Step 05 of 07
Review and approve the price
See cost, sell price and margin at each quantity. Set the margin for this job, then approve the price. Deciding the price and issuing the quote are separate steps, so two people can each own one.
Step 06 of 07
Issue the quote
The quote lays out every quantity with its price, total and lead time. Choose the contact, mark it as issued, and download the PDF for your customer.
Step 07 of 07
Keep your Library current
Your processes, work centres, rates and materials live in the Library. Load them once, and every job after that is costed the same way. A missing rate is asked for once, then reused.
Your next RFQ can start in Customiser.
Sign up and quote from the same customer drawings and documents your estimating team is already working from.
Want to see it first? Request a demo (opens in a new tab)
Platform
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CUSTOMISER