How Cifral works
A request and its documents come in, the system draws on your approved data and applies your pricing rules, and a review-ready proposal comes out. Your engineer approves before anything is sent.
The six-step workflow
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. Cifral captures the request and routes it into the intake flow.
Required information identified
The system captures the variables that drive the quote: product configuration, quantities, delivery location, lead time requirements, special conditions. It is built around your specific quoting variables, and it flags missing or uncertain information instead of guessing.
Approved company data retrieved
Relevant technical information, product data and approved content are pulled from the controlled sources agreed for your implementation: spec sheets, previous approved proposals, CRM or ERP records. Depending on the setup, one or several of these are connected.
Pricing and commercial rules applied
Cifral runs your rules: base costs, configuration multipliers, installation estimates, margin targets, commercial conditions. Your logic, applied automatically. No manual calculation, no spreadsheet to open.
Review-ready proposal assembled
The system assembles the draft in your existing document template. Header, scope section, technical write-up, pricing table, terms, cover page: it matches your standard format exactly.
Engineer reviews and approves
The responsible engineer receives a notification, reviews the draft, and edits or approves it. Only after approval is the proposal delivered, as PDF or Word, with a copy saved to your Drive folder or CRM.
You do not have to automate all six stages at once. Many teams start with the single stage that consumes the most time — data collection, pricing, or document assembly — and expand from there.
The output
A review-ready proposal, in your template
Every request comes out as a complete document in your format, with your pricing logic and your brand. The document remains fully editable — your engineer reviews, adjusts and approves it before it reaches the customer.
Ready for engineering review
See it run on your type of proposal
Book a 30-minute scoping call. We'll map your current proposal workflow and show where automation could remove manual work.
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