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 you prepare a quote.
Quotation 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.
Activity
- Material recorded · Client10:05
- Quantity recorded · Team09:48
- Drawing recorded · Client09:12
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.
Quotation portals for metal fabrication
Example- 1
Complete the enquiry
DoneAsk for material, quantity, finish, requested delivery and required files.
- 2
Keep revisions and questions together
In progressGive each revised drawing a version and retain the version associated with the proposal.
- 3
Record the proposal and next step
NextAfter estimating, customers receive a proposal with agreed assumptions.
From submitted files to a traceable proposal.
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.
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.
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.
If your ERP or estimating package works well, the software takes customer and item details from it, without dropping the technical review. The same software holds the enquiry with its files, the quote with online signing, the customer in the client portal and the invoice with a payment link. Enquiries, quotations and released production orders stay clearly separate.
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.
Clients in other industries.
No customer story from this industry yet. This is how the software works for businesses elsewhere.
All customer stories
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Online check-in, even at two in the morning.
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A full calendar starts with easy booking.
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Focus on the class. Let the booking take care of itself.
Read the storyWe set up the enquiry form around your processes.
At the start we set up the fields per process, such as material, quantity, finish and requested delivery, and give estimators and planning staff their roles. We move existing customers across so they find their own enquiries in the client portal. You pay once for the request portal for your workshop; storage, backups, updates and support then fall under a fixed monthly licence. Your team assesses feasibility, tolerances and prices.
View pricingSupport and updatesGood to know.
Explore pricing and optionsCan customers submit CAD files?
Yes, for the file types you use. The software keeps each file with the correct version and shows a preview in the browser.
Does the portal calculate prices itself?
With your pricing rules per material and process the software suggests an indicative price. The estimator checks it and sets the price in the quote, which the customer signs online.
Can customers retrieve earlier quotations?
Yes. In the client portal a customer sees only their own enquiries, quotes and documents, with the status of each enquiry.
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.
What often connects to this.
- Quotation portals for printing companiesBring quantities, paper, finishing and files together. Clients see what they requested; your team knows which version was reviewed and which approval is outstanding.
- Scheduling software for installation companiesAn open time slot is not enough. The right technician, required parts, travel time and site access all need to align. The software keeps those daily decisions together in one schedule.
Estimate against the right drawing.
Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.
WhatsAppinfo@vorlyo.com Quotation portal for metal fabricators: drawings, materials, quantities and revisions on one enquiry, with a quote the customer signs online.
- Complete the enquiry
- Keep revisions and questions together
- Record the proposal and next step