Professional Services
AI Proposal System for Manufacturing
Customer and distributor quotations drafted from order enquiries, spec sheets and price lists, ready for sales to check.
Quoting eats your sales engineers' week. Every RFQ means pulling specs, checking the right price list and rewriting the same commercial terms. This system drafts quotations, commercial proposals and supply statements of work from the enquiry, quoting specifications exactly as your sheets state them. Anything non-standard, like an unusual tolerance, is flagged rather than guessed. Your engineers review, adjust and send every quote.
- RFQ responses drafted from enquiries, spec sheets and your price lists
- Distributor and direct pricing applied from the right list
- Non-standard specs and tolerances flagged for an engineer to decide
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Proposal System for Manufacturing drafts quotations, commercial proposals and supply statements of work for customer and distributor order enquiries, pulling product details from your spec sheets and pricing from your price lists or ERP exports. Each draft is saved to your document storage or CRM for a sales engineer to approve.
Why businesses buy it
Manufacturers win and lose orders on quote speed and accuracy. When an RFQ waits because your sales engineers are buried, the buyer often goes with whoever answered first. When a rushed quote uses the wrong price list or rewords a specification, you either give away margin or invite a dispute. This system gives your team an accurate first draft, built only from your spec sheets and price lists, so they check rather than assemble. The Scope Card fixes the output formats, the destination and what gets flagged before you buy.
Problems this solves
RFQs wait days because sales engineers are buried in spec sheets
The system drafts quotations and commercial proposals for customer and distributor enquiries. Product details come from your spec sheets, so a sales engineer checks rather than compiles.
Quoted prices drift from the current price list
Pricing is pulled from your price lists or ERP exports during drafting. That helps each quote match the figures you have set. Sales engineers spend less time cross-checking old spreadsheets.
Supply terms are written differently for each distributor
Supply statements of work follow the Manufacturing proposal templates and section library. Each distributor gets the same structure of terms, ready for review. Terms are easier to compare.
Product descriptions in quotes do not match engineering specs
Descriptions are taken from your spec sheets, not retyped from memory. Drafts are saved to your document storage or CRM for a sales engineer to approve.
A good fit if
Order enquiries arrive by email, and building each quotation means finding the right spec sheet, price list and terms.
Specs, SOPs and order data are scattered across folders and the ERP, so quoting depends on who knows where things are.
Distributors and direct customers need different price lists and terms, and mistakes slip in when they are mixed up.
You want every quotation to describe products, tolerances and lead times the same way, from your own approved wording.
Not the right fit if
Inbound leads need qualifying before anyone quotes. See AI Lead Qualification Agent for Manufacturing.
Staff need cited answers from specs, SOPs and manuals rather than documents drafted. See AI Company Knowledge Hub for Manufacturing.
Order details need extracting from customer purchase orders into your ERP. See AI Document Extraction for Manufacturing.
You want inbound leads engaged and handed to reps across chat and email. See AI Sales Agent for Manufacturing.
How it works
- An order enquiry, an email from a distributor or notes from a sales call is the input.
- Product descriptions and key specifications are drawn from your spec sheets and SOP-approved wording, so the draft never paraphrases a technical value.
- Prices come from the right price list or ERP export for that customer type, distributor or direct, and anything outside the list is flagged for the approver.
- The Manufacturing template structures each draft: product lines, quantities, lead times you supply, terms and supplier-related conditions.
- Up to three formats are produced, for example a quotation, a commercial proposal and a supply SOW, and saved to your document storage or CRM.
- Before launch, 25 sample outputs are drafted from real past enquiries for your sales team to approve.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Ten to twenty past quotations or proposals you consider correct and well written.
- Spec sheets and approved product descriptions for the product lines to start with.
- Price lists or ERP price exports for each customer type, plus standard terms.
- Brand guidelines and tone examples for customer documents.
- Access to the destination, such as a document storage folder or your CRM.
- The sales engineer or manager who approves every draft, and one decision-maker for the build.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; spec sheets, price lists and reference quotations confirmed.
Weeks 1–2
Quotation, proposal and supply SOW pipeline built on the Manufacturing template.
Week 3
Document storage or CRM connected; approval routing set.
Weeks 3–4
25 sample outputs drafted from past enquiries.
Week 4
Two rounds of changes after your review.
Go-live
Live, recorded handoff, support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The AI Proposal System for Manufacturing, configured and deployed
- Manufacturing proposal templates and section library, covering quotations, proposals and supply SOWs
- One generation pipeline with up to three output formats
- A connection to one agreed destination, such as your document storage or CRM
- A test report using manufacturing scenarios, with 25 sample outputs approved by you
- An admin guide, the recorded handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Can shorten response times on RFQs
- Helps quotes match current pricing and specs
- Makes supply terms more consistent across distributors
- RFQ response time
- Compare enquiry and quote dates in your CRM for a quarter before launch with a quarter after.
- Quotes revised for pricing errors
- Count quotes reissued due to wrong prices or specs, before and after launch.
- Quote-to-order rate
- Compare orders won against quotes sent for the quarters before and after launch.
Before you start: Record average RFQ response time and how often quotes are reissued for errors today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is one payment. Drafting costs roughly $20 to $150 a month in AI model usage in your own accounts, depending on how many quotations go out.
ERP, CRM and storage licenses are unaffected, and AI usage during build and testing is billed to you.
Ask about running costsCustom requirements
Live price lookups from the ERP rather than exports, a second destination, or quotations in another language needs a written Change Quote. Add a note at checkout to receive it.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes and a monthly allowance of change hours, such as a new price list or product line. It starts after the 30 days of support.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A CPQ platform bills per user and needs configuring | An outsourced quoting desk charges per quote | Ours is one fixed price, shown on this page before you buy |
| Specifications | Product data you maintain inside the tool | Copied by hand | Ours uses wording from your approved spec sheets |
| Customer types | Price rules you set up | Depends on the person | Ours applies distributor or direct price lists you supply |
| Delivery | A configuration project first | Onboarding per product range | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Does the Manufacturing proposal system read our ERP directly?
It works from ERP price exports you supply, refreshed through monthly maintenance, rather than a live ERP connection. The one connected system is the destination where drafts are saved. Live price lookups from the ERP would be a second system and need a written Change Quote.
How does it keep technical specifications accurate in a quote?
Specifications come only from the spec sheets and approved product wording you provide, and are quoted as written rather than reworded. If an enquiry asks for something not in those sheets, such as a non-standard tolerance, the draft flags it for the sales engineer instead of filling it in.
Can it handle separate price lists for distributors and direct customers?
Yes. You supply a price list per customer type at intake, and the draft applies the one that matches the enquiry. Where the customer type is unclear, the draft asks the approver to confirm. Discounts beyond your lists are always left for a person to set.
Who sends the quotation to the customer?
Your team. Drafts are saved to document storage or your CRM for the named sales engineer or manager to review and send. The system never emails a customer or distributor. Two rounds of changes and 25 approved sample outputs before launch tune the drafts to your standards.
What does the Manufacturing proposal build cost to run?
Roughly $20 to $150 a month in AI model usage in your own accounts, depending on how many quotations and proposals are drafted. Monthly maintenance is optional and covers price list and product updates. It also includes monitoring, fixes and change hours for a new price list or product line, and starts after the post-launch support period.
How long does the Manufacturing proposal system take?
The price and delivery panel on this page shows the delivery time for each speed, counted from the day your intake is complete and access is verified. Intake is due within 72 hours of ordering. Gathering your spec sheets, a price list for each customer type and a handful of reference quotations before you order keeps the build moving.
Quote from the spec sheet, not from memory.
Order AI Proposal System for Manufacturing and quotations and proposals are drafted from your specs and price lists on a fixed delivery date, ready for a sales engineer to approve.
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