Answers
Frequently asked questions
Clear answers about how Cifral works, what it takes to set up, and what to expect.
Getting started
Who is Cifral for?
Cifral is for industrial suppliers (system integrators, custom equipment manufacturers, intralogistics providers, and similar companies) who spend days building technical proposals and quotes manually. If your quoting process involves pulling specs, calculating costs, and formatting a document for each RFQ, it fits.
Do I need to automate the complete proposal process?
No. Cifral can automate the full path from RFQ to review-ready proposal, or begin with one defined stage: data collection and validation, technical content generation, pricing and commercial calculations, or proposal document assembly. Many teams start with the single stage that consumes the most time and expand later.
How long does setup take?
A defined initial workflow can typically go live in about two weeks; more complex implementations are scoped separately. The first call takes 30 minutes: we learn your current process, pricing logic, and document template. We build and test from there. You review one test run with real data before it goes live.
Do I need to prepare anything before the scoping call?
No preparation needed. Just show up and walk us through how you currently build a quote: what comes in, how you calculate the price, and what the finished document looks like. We ask the questions.
What tools does it work with?
Cifral works alongside the tools your team already uses. Intake can happen via email or a form. Output goes to Google Drive as PDF or Word. We can also connect to your CRM to create or update a proposal record. We do not ask you to switch tools.
Capabilities
Does it use my existing template and brand?
Yes. We configure Cifral to output documents in your current proposal template. Header, logo, font, section structure, cover page: it matches what you send to customers today.
Can it handle my pricing logic?
Yes, for structured pricing logic: fixed costs, configuration variables, multipliers, installation estimates, margin targets. We map your pricing rules during the scoping call and encode them into the system. If your pricing currently lives in a spreadsheet, we can replicate that logic.
What does the output look like?
A complete proposal document in your template, ready for your engineer's review. Output formats are PDF and Word. The document is auto-saved to a Google Drive folder you control, and the responsible engineer gets a notification when the draft is ready. Only the approved version goes to your customer.
Can Cifral use our technical documentation and product data?
Yes, depending on the implementation. Approved internal sources — technical documentation, product and component data, previous approved proposals, CRM or ERP records — can be connected as controlled inputs. During scoping we agree which sources the automation draws on; it only uses what you approve.
What happens when information is missing or uncertain?
The system flags it. Depending on the configuration, it can request clarification or leave the relevant section marked for engineering review. Cifral is deliberately designed not to invent technical or commercial information: a gap is surfaced, not papered over.
Can engineers edit the generated proposal?
Yes. The output is a normal document in your own template. The responsible engineer can review it, edit any section, and approve it before delivery. Nothing is sent without that review.
Does it connect to my CRM or ERP?
CRM sync (creating or updating a proposal record) is available as an add-on. ERP connection depends on your system and is scoped during setup. The base setup does not require a CRM or ERP connection.
What if I want to change something after it goes live?
Minor adjustments (updating a line item, changing a section, modifying pricing variables) are part of normal maintenance. Significant changes to scope (adding a new product line, rebuilding the intake form) are scoped separately. We tell you upfront what is included.
Security and data
Is my pricing data secure?
Your pricing rules live inside the automation we build for you, not on a shared platform. Credentials are stored securely and access is controlled. Cifral is designed to minimise unnecessary data storage, and the hosting, model providers, access controls, retention and data flows are documented for each implementation.
Where does my data go?
Primarily between the tools you already own: your intake form, your Google Drive, your CRM if connected. The automation is designed as a pipeline between your own systems rather than a central platform, and for each implementation we document exactly which services process your data and what, if anything, is retained.
Working with us
How is Cifral different from a generic CPQ tool?
Generic CPQ and quote tools stop at a configured price or a line-item quote. Cifral produces the full technical proposal: the written scope, the technical sections, and the pricing, assembled in your own document template. It is configured for you around your specific pricing logic and template, built from firsthand System Sales Engineering experience, and your engineer reviews every proposal before it goes out.
What if the output is not right?
You review a test run with real data before Cifral goes live. If something does not match your process, we adjust it before launch. After go-live, if something is off, we fix it as part of maintenance.
Do you work with companies outside Spain?
Yes. Cifral can be configured and supported for industrial teams across Europe and Latin America. The scoping call and support happen in English, Spanish, or German, whichever you prefer.
Still have questions?
Book a 30-minute scoping call. We'll map your current proposal workflow and answer any questions about how Cifral fits.
Get in Touch