01 / Quoting for a small manufacturer
Step 1 · Where it starts
A request-for-quote form that captures a spec properly the first time — material, quantity, tolerance — instead of a phone call scribbled on a pad.
Step 2 · What gets automated
Standard jobs are priced from past orders automatically; anything outside the usual range is flagged for a person to price rather than guessed at.
Step 3 · The process it plugs into
Quotes that go unanswered after a few days move to a follow-up list, so a customer who was ready to buy does not slip away for lack of a second email.
Step 4 · SolaceSentry review
A shop owner or estimator signs off on every price before a customer sees it. The system drafts the number; a person sets it.
Step 5 · What leaves the system
A quote returned the same day it was requested, with a record of which quotes turned into orders.
Proof metric: Time from request to quote, and the share of quotes that convert to work.