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How Quote Fast works

Six steps. A request comes in, the system applies your pricing logic, and a finished proposal goes out. Here is what happens at each step.

1

RFQ comes in

Request or quote inquiry received

2

Details captured

Intake form pulls the key variables

3

Pricing logic applied

Your cost rules run automatically

4

Document generated

Finished proposal in your template

5

Engineer reviews

One-click review and approval

6

Quote delivered

Sent to the customer

1

RFQ comes in

A customer, prospect, or colleague sends a request. It could arrive by email, through a form on your site, or through an internal request system. Quote Fast captures the request and routes it into the intake flow.

2

Details captured

An intake form collects the variables that drive the quote: product configuration, quantities, delivery location, lead time requirements, special conditions. The form is built around your specific quoting variables, not a generic template.

3

Pricing and cost logic applied

Quote Fast runs your pricing rules: base costs, configuration multipliers, installation estimates, margin targets. Your logic, applied automatically. No manual calculation, no spreadsheet to open.

4

Proposal document generated

The system assembles the finished proposal in your existing document template. Header, scope section, pricing table, terms, cover page: it matches your standard format exactly.

5

Engineer reviews

The responsible engineer receives a notification and reviews the draft. One-step approval or a note if something needs adjustment. No document creation required, just a review.

6

Quote delivered

The finished proposal is sent to the customer and saved automatically. Delivery as PDF or Word document. A copy goes to your Drive folder or CRM, whichever you use.

A real RFQ becoming a finished proposal in under two minutes.

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Video coming soon

Common questions

Does it use my existing template and brand?

Yes. We configure Quote Fast to output documents in your current proposal template. Header, logo, font, section structure: it matches what you send today.

Can it handle my pricing logic?

Yes, for structured pricing logic (fixed costs, configuration variables, multipliers, installation estimates). We map your pricing rules during the scoping call and encode them into the system.

What formats does it output?

PDF and Word document. Auto-saved to Google Drive. We can also connect to your CRM or file system if you use one.

Does it connect to my CRM or ERP?

It can. Basic CRM sync (create or update a quote record) is available as an add-on. ERP connection depends on your system and is scoped during setup.

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. We do not store your business data on our servers.

See it run on your type of quote

Book a 15-minute demo. We will show you Quote Fast processing a real industrial request, end to end.

Book a 15-minute demo