How AI Automation Cut Quote Times, Reduced Errors, and Boosted Win Rates

The Scenario

 A Houston-based metal fabricator with over 40 years of experience built its reputation on quality and custom craftsmanship. But as demand surged, the quoting process became a serious growth bottleneck.

Key Challenges:

  • RFQs arriving as PDFs and drawings had to be captured manually, slow, repetitive, and error-prone

  • High volumes of complex quotes created delays and strained the estimating team

  • Re-entry errors and inconsistent formatting led to misquotes and rework

  • Limited visibility into quote status made it hard to track turnaround times or identify overdue requests

Company Snapshot

  • Industry: Manufacturing
  • Size: ~25 employees
  • Revenue: ~$4M
  • Headquarters: Houston, TX

Value Delivered

  • $9,200+ monthly cost savings
  • 4 weeks of custom development effort
  • Automated RFQ creation from PDFs

Working with the Teric team has been a fantastic experience from start to finish. They helped us streamline our quoting process using Optic, and the results have already made a significant impact on how we manage data. They came in under budget and delivered exactly what we needed. It was a pleasure to work with them throughout the entire process.”

– Han Nguyen, Sales/Estimating Manager

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What We Did

To eliminate these bottlenecks, Teric partnered with the client to deliver an AI-powered RFQ automation solution that streamlined the quoting process end to end.
 
Key actions:
  • Automated PDF Capture – Instantly interprets RFQs from emails, drawings, and attachments without manual entry

  • Smart Data Extraction – Pulls line items, quantities, and material specs directly into structured, usable data

  • Aggregation Engine – Consolidates raw material requirements for faster, more accurate estimates

  • Proactive Notifications – Flags pending RFQs so nothing slips through the cracks

  • Audit & Tracking – Captures every action, change, and response for accountability and performance insights

Services Used

The Solution

The implemented solution included:

  • A connector for automated document discovery, ingestion, and parsing
  • AI extraction engine to read RFQs, extract required fields into structured data
  • Dashboard with visibility into RFQ pipeline (new, in review, past due)
  • Alerts for staff when action is needed (review, follow-up)
  • Audit tracking and version history so all quotes could be traced back to original inputs
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Results

$9,200+

Monthly savings

4 Weeks

of Custom Development Effort

Automated RFQ

Creation from PDFs

Turn Insight Into Action

Let’s build the competitive edge your quoting process needs

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