How AI Automation Cut Quote Times, Reduced Errors, and Boosted Win Rates
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
“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
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
The implemented solution included:
Monthly savings
of Custom Development Effort
Creation from PDFs
Let’s build the competitive edge your quoting process needs