Prepare an evidence-based packet
Organize customer part, revision, material, finish and quantity requests with their source references.
Metal fabrication and machining
AI RFQ intake for metal fabrication and machining
Use a Genie to turn fabrication RFQs into estimating packets with source evidence, approved part history and explicit missing questions. This fits shops where estimators spend substantial time organizing email, drawings and quantity breaks before they can evaluate the work. Pricing and engineering assumptions remain with their authorized owners.
The estimator starts each quote by hunting for attachments and clarifying which revision, material and quantity the customer actually wants.
Explore your process in a demo, or get our shared two-way sync architecture guide.
When this fits
Built for this operating problem
Operations leaders, production planners and IT teams at US metal fabricators and machine shops with 100–1,000 employees.
Surface the useful question
Separate unreadable input from unresolved specification or commercial meaning so the right reviewer receives a focused request.
Keep estimating in control
Historical quotes and candidate matches are context; the Genie does not infer tolerances, approve manufacturing scope or release a job.
The process, end to end
Follow the work across systems
a sales operations leader receives repeat-part RFQs mixed with new drawings and changed finish requests. Ask the Genie to assemble the packet, show prior quote context and identify the one clarification that prevents estimating from starting. Judge the reviewed packet, not the speed of a generated answer.
Scope your implementation
Bring these details to the demo
- Representative RFQ emails, drawings and quantity-break requests.
- Approved part and quote history available to the proposed workflow.
- An estimator and engineering reviewer for ambiguous specifications.
Review current platform pricing alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics.
Explore your process in a demo, or get our shared two-way sync architecture guide.
From foundation to action
One connected operating process
01
Two-way sync
Keep shared customer, order, and operational records aligned, with clear field ownership.
Explore two-way sync 02Workflows
Move approved work between systems, assign exceptions, and confirm the result.
Explore workflows 03AI agents (Genies)
Investigate cross-system questions, assemble the evidence, and prepare the next action.
Explore ai agents (genies) 04EDI
Connect trading-partner documents to operational records and exception handling.
Explore ediGo deeper
Implementation guides for your team
- AI RFQ intake for metal fabricators: prepare a complete estimating packet
Estimators get one reviewable packet with the customer's drawings, quantity breaks and finish question, plus the prior quotes and unknowns that decide whether pricing can start.
- AI RFQ exceptions in metal fabrication: resolve material, revision and quantity ambiguity
Readable documents that disagree about the same part should block the quote packet until an estimator or engineer settles which source governs revision, material and quantities.
Explore all metal fabrication and machining integration and automation guides ↗
Common evaluation questions
Can it issue final prices automatically?
Final pricing requires the business’s approved estimating process. Start by demonstrating a complete, accurate packet and clear exceptions.
What counts as success?
An estimator can begin review with the correct sources, relevant history and known missing questions instead of rebuilding the request.
How should the pilot be measured?
Compare preparation and clarification effort, reviewer corrections and time to a usable packet, including the cost of reviewing Genie output.
Is the RFQ Genie the right first Stacksync product for a fabrication shop?
Not by itself. Two-way sync between Salesforce and Acumatica comes first, so customer part, drawing revision and prior quote references agree in both systems before anything reads them. Workflows follow, routing a drawing change on a released job to engineering, planning and the commercial owner. Then the Genie assembles RFQ emails, drawings and quantity breaks into a packet, matches them against that approved history, marks open questions, and an estimator approves the result. EDI is last, for customer PO lines and releases after a quote has become an order.
