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: ~50 employees
- Revenue: ~$4M
- Headquarters: Houston, TX
Highlights
- $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
What We Did
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 inp
Results
$9,200+
saved per month
4 Weeks
to build the custom solution
15X
productivity improvement
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