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Speed up RFQ quoting with AI summaries

Summarize RFQ packages and draft a quote checklist.

Estimated time saved

Estimated: 15–30 minutes per RFQ on reading and write-up. (Estimate; results vary.)

Tools
  • ChatGPT
  • Claude
  • Microsoft Copilot

The problem

RFQs arrive as long emails with drawings and specs; estimators spend time just figuring out what is being asked.

Step by step

  1. 1Paste the RFQ email and spec text (not confidential drawings unless your plan allows it).
  2. 2Ask AI to list material, quantities, tolerances, finishes, certifications and due dates.
  3. 3Have it flag missing info and draft clarifying questions to the customer.
  4. 4Estimator does the actual pricing; AI drafts the cover letter.

Copy-paste prompt

Prompt
You are an estimator's assistant at a metal fabrication shop. From this RFQ, list: material/grade, quantities, key dimensions/tolerances, finish/coating, certifications, delivery date. Then list missing information and draft 3 clarifying questions.

[paste RFQ]

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.

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