Quotation portals for metal fabrication
Start estimating with the right drawing and specifications.
Keep files, quantities and technical questions with the same enquiry. Estimators can see the current version and what is missing before preparing a proposal.
Discuss your projectQuotation requests · Metal fabrication
ExampleRequest M–042
Specification incomplete- Drawing
- Bracket · revision C
- Quantity
- 120 units
- Material
- Stainless steel 304
- Finish
- Not yet specified
Next step
Estimate against the correct revision
The latest drawing has arrived. Clarify the required finish before the estimator reviews the request. Uploading a file does not constitute technical approval.
A new attachment can change the entire quotation.
A customer sends a drawing, calls about another material and emails a revised version. Meanwhile, the estimator uses the original file. A quotation portal needs to do more than collect uploads: it associates versions and specifications with an enquiry, highlights changes and shows the information behind the estimate.
From submitted files to a traceable proposal.
- 01
Complete the enquiry
Ask for material, quantity, finish, requested delivery and required files. Keep missing information visible. A successfully uploaded file has not necessarily been technically assessed or approved for production.
- 02
Keep revisions and questions together
Give each revised drawing a version and retain the version associated with the proposal. Questions about dimensions or tolerances stay with the enquiry. An email remark must not be the only record of a change.
- 03
Record the proposal and next step
After estimating, customers receive a proposal with agreed assumptions. A change should make it clear whether reassessment is needed. Approval of an old revision must not silently become approval of a different part.
The portal supports estimators; it does not replace technical review.
Deriving a price automatically from an upload requires much more than a form. We start with your intake and estimating process. If an existing ERP or estimating package works well, we examine which information can be transferred reliably. Keep enquiries, quotations and released production orders distinct.
- Reordering an existing part
- Recognize the previous reference but recheck revision, quantity and current terms. A repeat order is not automatically identical to the previous delivery.
- One enquiry includes several parts
- Associate quantities and files with each part. A general attachment folder does not establish which file belongs to each quotation line.
- The drawing changes after the proposal
- Flag the existing proposal for review. Retain the earlier version and explain price or schedule implications in a new response.
Files, revisions and integrations determine complexity.
We discuss file types, size limits, customer access and required fields per process. Proposal generation, ERP transfer, languages and repeat orders are scoped separately. Storage, access controls, backups and care form part of the Vorlyo agreement. Your team continues to assess technical feasibility, tolerances and final pricing.
Good to know.
Can customers submit CAD files?
Yes, for agreed file types and sizes. Uploading, browser previews and automatic extraction are separate functions requiring their own assessment.
Does the portal calculate prices itself?
Not by default. It makes enquiries ready for estimating. Pricing rules or an estimating-system integration can be a separate scope item.
Can customers retrieve earlier quotations?
Yes, through a client area limited to their own enquiries and versions. We decide which documents remain available.
Can several colleagues work on an enquiry?
Yes. Roles, comments and status changes can show ownership of each step, so handovers do not depend entirely on email.
Explore further.
Explore the full serviceComplete technical enquiries before estimating begins.
Tell us where you want to go. We will help you find the way.
No obligation · Fixed scope, timeline and price after intake