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Precision Machining’s Journey to Automated Quoting with Quote Config

This post was co-authored by Tom R, General Manager at a Precision Manufacturing Company.

In the world of precision machining, the difference between profit and a loss often comes down to revision control. For Tom R., the General Manager of a mid-size CNC facility serving the aerospace and medical sectors, the shop floor was dialed in—5-axis mills running optimized tool paths, operators hitting tight tolerances—but the front office was bleeding efficiency. The quoting process hadn’t evolved much beyond a chaotic mix of disconnected spreadsheets and manual entry into their ERP system.

The breaking point wasn’t a slow month; it was a lost opportunity. The team missed out on a critical $50,000 contract, not because they couldn’t cut the metal, but because of revision confusion. An estimator had quoted off an obsolete print while the customer’s engineering change order (ECO) sat buried in an email chain. That sting of losing a bid due to administrative chaos, rather than capability, forced Tom to look for a better way. He realized his legacy method—where Bills of Materials (BOMs) were manually calculated and re-entered into JobBOSS—was creating a dangerous “latency window” where mistakes could hide until it was too late.
Tom didn’t want another software vendor pushing a rigid “one-size-fits-all” platform that would force his machinists to change how they worked. He needed a partner who understood the nuances of cycle times, cavities, setup scrap, logistics, product taxation and outside processing etc. That’s when he engaged Quote Config. Instead of starting with a sales pitch about cloud infrastructure, the Quote Config team started by digging into the shop’s specific machining logic. They looked at how the team handled raw material fluctuations and how they built their formulas for complex assemblies.

Together, they built a solution that mirrored the shop’s actual workflow. They moved away from the fragile ecosystem of “version 1_final_v2.xlsx” spreadsheets to a unified engine that synced directly with JobBOSS. The focus was on building a single source of truth where a revision to a print automatically updated the labor and material requirements downstream. It wasn’t about imposing new tools; it was about automating the logic Tom’s team already used, ensuring that if a material price spiked, the margin analysis caught it immediately.

The impact of stabilizing this workflow was profound. The turnaround time for complex RFQs dropped from a sluggish two weeks to just two days. By removing the friction of manual data entry and the fear of versioning errors, the estimating team could respond to customers while the competition was still opening the file. The shop saw a 23% improvement in margins—not by raising prices, but by eliminating the calculation errors that used to slip through unnoticed.

The partnership ultimately turned the quoting process from a bottleneck into a competitive advantage. The team saw their win rate climb to 58%, securing $240,000 in new contracts in the first year alone. For Tom, the value wasn’t just in the revenue; it was in the confidence that when a quote went out the door, it was built on solid data, allowing his machinists to focus on what they do best.