Platform

From forwarded email to approved quote

No magic claims. Here is what happens in between.

Step 01

Intake

Every shop gets its own address. Forward an RFQ and the job creates itself, with the email body, the thread and every attachment kept together. Only senders you approve can start one.

Step 02

Triage

Before anything is read, the package is sorted: which file is the assembly drawing, which is a detail, which is a specification, which is a customer bill of materials, which is a duplicate of a page already in the job. Nothing gets quoted from a document nobody classified.

Step 03

Extraction

Each document type gets its own treatment: dimensioned 2D views, title blocks, bend tables, weld callouts, hole schedules, specification clauses, tabular BOMs and scanned prints. Every field carries a confidence score and a link back to the page and region it came from. Counts never come from a language model.

Step 04

Cross referencing

Drawings against specifications, drawings against the customer's BOM, diagrams against each other, revisions against the version you quoted last time. Findings are ranked with source attached.

Step 05

Catalogue matching

Your catalogue, spec library and equivalence rules load once. After that every match shows the rule that produced it.

Step 06

Review

Extraction on one side, the source page on the other. Anything the documents leave ambiguous is flagged for a person rather than guessed, and nothing moves on until an estimator has signed off on what was read.

Step 07

Bill of materials

When the customer sends no BOM, Customiser builds one from the technical drawings: every part, sub assembly, cut length, fastener and bought in item, each line traceable to the drawing that produced it. When the customer does send one, theirs is reconciled line by line against what the drawings actually show.

Step 08

Pricing

Labour standards, rate cards and material costs drive the roll up. Every computed hour shows its working. When the customer changes something, the re-quote shows a diff instead of starting over.

Step 09

Quote and handoff

Approve, adjust, export. The priced quote and its structured lines leave as CSV, an Excel workbook, a PDF quote and cost breakdown, or through the API into the system your shop already runs. Every action logged.

Step 10

Learning back

Every correction an estimator makes is kept against the part, the customer and the document type it came from, so the next package that looks like this one starts closer to right. That history stays inside your own tenant and is never used to train a shared model.

Scope

What we do not automate

Whether to bid. What margin an account deserves. What the customer means when the spec contradicts the drawing. That is your judgement.

Run it on your drawings, not ours.

Send a real RFQ package, scanned pages and awkward parts included. You will see your own quote come back.

customiser