Quoting System FAQs

Question 1

Can the Quoting System integrate with existing workflows?

Accepted Answer

While the core system is command-line and API-driven, its modular MCP architecture and API capabilities allow for potential integration into existing CRM, ERP, or custom frontend solutions for a seamless workflow. Future enhancements include direct CRM integration and a dashboard UI.

Question 2

What is the Quoting System and how does it work?

Accepted Answer

The Quoting System is an intelligent tool that automates the generation of accurate cost estimates and lead times for incoming RFPs. It works by parsing RFP details, comparing them against a database of historical quotes, and applying activity-based costing to deliver reliable estimates.

Question 3

Is there human oversight in the quoting process?

Accepted Answer

Yes, the system incorporates a crucial 'Human-in-Loop' feature. All generated quotes default to 'draft' status, requiring explicit human approval before being sent, ensuring quality control. It also maintains full audit trails for transparency.

Question 4

What kind of RFPs can the system process?

Accepted Answer

The Quoting System excels at automatically extracting critical details such as materials, processes, quantities, tolerances, and finishes from text-based RFPs. This makes it highly versatile for processing a wide range of manufacturing or service-related requests.

Question 5

How does the system ensure accurate cost and lead time predictions?

Accepted Answer

It leverages sophisticated RFP parsing to extract key information, then uses similarity matching against historical data to find relevant past projects. Costs are determined using an activity-based model (material, labor, processing), and lead times are predicted based on quantity, process complexity, and historical performance, complete with confidence scoring.

Quoting System

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