Implementations

The Client Waits a Week for a Quote Because Only One Person Can Make It

Technical quoting is often the bottleneck of the entire sales process. The client sends documentation and waits for an offer, but the offer stalls, because only one or two people in the company know how to produce a quote. The rest of the inquiries sit in queue. Some clients won't wait it out and will go to a competitor who answered faster.

Jarosław Jaśkowiak
Jarosław JaśkowiakJuly 18, 2026 · 3 min read

Where the quote gets stuck

Quoting a configurable product is work that combines reading technical documentation, knowing the materials catalog, calculation logic, and a feel for what everything actually costs. Few people can do it, and the ones who can are overloaded.

It starts with analyzing documentation — pulling dimensions, materials, and quantities that determine cost out of 2D drawings, 3D models, and PDFs. Then comes the bill of materials, mapping line items to the plant's catalog, and selecting components and substitutes. The calculation itself usually lives in Excel sheets whose logic only the author understands. Finally, the same quote gets converted into different formats — internal, client-facing offer, tender, and a translated version for export. Every stage eats up the time of an expert who is in short supply.

What can realistically be built

An assistant that reads incoming technical documentation and extracts the parameters that matter for cost — a first draft of the quoting data appears on its own, and the expert reviews and corrects it. A tool that generates a bill of materials from the plant's catalog, proposing substitutes when something is missing. Consolidating calculation rules scattered across spreadsheets into a single tool that learns the decisions of specific quoting engineers. Comparing a new inquiry against the history of past jobs, so earlier calculations can serve as a reference point. Converting a finished quote between formats without retyping it.

The point is to take the repetitive part off the expert's plate, so their time goes toward what nobody else can do for them — judging difficult cases and making the pricing call. The machine doesn't do the quoting instead of them; it prepares the ground.

The technical quoting pipeline in four stages supported by a tool: documentation analysis (dimensions, materials, quantities from 2D, 3D and PDF drawings), a bill of materials with catalog mapping and substitutes, calculation with rules gathered from scattered spreadsheets, and format conversion; the machine prepares the ground and the expert makes the judgment and the pricing decision.
The tool takes over the repetitive stages of quoting — the expert keeps the judgment and the pricing decision.

Where to start

The first step is to see at which stage the quote gets stuck the longest — because that's where cutting time has the biggest effect. For some companies it's documentation analysis, for others it's the calculation, for others still it's format conversion. The map comes from observing how the department actually works. I describe the implementation flow on the technical quotes variant page.

An honest caveat. If the calculation relies on rules that even their author can't fully articulate, the first stage is extracting and writing them down. The tool captures logic that already exists — it won't invent quoting rules the company never had.

What's next

If quoting time is limiting your sales, and everything rests on one or two people, this is exactly the case for a first implementation. One stage of the process, four weeks.

See the implementation in the technical quotes departmentBook a 30-minute consultation

Jarosław Jaśkowiak

About the author

Jarosław Jaśkowiak

Over 20 years in B2B and technology. I lead Applied AI implementations in mid-size manufacturing companies — from identifying where AI delivers the fastest return, to a working tool in a single department. I write about what actually happens on the delivery side, without the hype.

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