Inquiry and RFQ intake
Capture industrial RFQs, drawings, specifications and deadlines from email, portals and shared drives, then route the work with a complete source record.
See the workflowThe industrial OEM customer lifecycle, in detail.
Start with the part of the customer lifecycle that costs your team the most time or margin. Each workflow page shows the product. The guides explain the process, the buying category and the decisions behind it.
Sell new equipment
Turn an inquiry into a technically sound, commercially approved proposal before the opportunity goes cold.
Bid / no-bid
Qualify industrial RFQs against fit, capacity, technical risk, customer history and likely margin before committing engineering time.
See the workflowTechnical clarification
Compare customer requirements, drawings, standards and prior decisions, then prepare clear questions for engineering and the buyer.
See the workflowProduct configuration
Guide sales through valid product choices, find engineer-to-order exceptions and assemble a complete proposed configuration.
See the workflowProduct costing
Assemble material, labor, routing, supplier, freight and risk inputs into a traceable cost model for each bid.
See the workflowSupplier RFQs and make / buy
Prepare subcontractor RFQs, collect comparable responses and carry approved supplier costs into the customer proposal.
See the workflowPrice, margin and terms
Route price, margin, payment, warranty, delivery and contractual exceptions with the evidence each approver needs.
See the workflowProposal generation
Assemble scope, configuration, price, delivery, exceptions and supporting documents into a controlled customer proposal.
See the workflowTurn orders into build-ready work
Check the customer PO, hand the order to engineering and control changes after the sale.
Customer PO and contract review
Compare the customer purchase order and contract with the accepted proposal, then route commercial and technical differences.
See the workflowSales-to-engineering handover
Create the engineering and operations handover from the accepted commercial record, including scope, exceptions, dates and decision history.
See the workflowCommercial change control
Connect customer changes to technical impact, cost, schedule, approval and the revised commercial commitment.
See the workflowGrow aftermarket revenue
Use the installed base to find the right parts, service and upgrade opportunity before the customer asks.
Installed base
Create a usable record of equipment, configuration, site, service history, warranty and commercial opportunity across fragmented systems.
See the workflowParts, service and retrofit proposals
Identify the right part, service, upgrade or replacement and prepare a proposal from the asset configuration and service history.
See the workflowAccount health and expansion
Combine equipment, service, quality, order, margin and relationship signals into an account plan your team can act on.
See the workflowLooking for NetSuite, quoting or manufacturing AI research?
Browse the full manufacturing libraryStart with one live customer request.
Bring us the RFQ, order or service case that your team is handling now. We’ll show you where AI can do the work and where your people should stay in control.