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Case Study

Manufacturing: 18% faster quoting turnaround

A Tulsa manufacturer needed to respond faster to bids without hiring more staff. We implemented AI-assisted intake and proposal drafting.

Challenge

The sales team spent hours manually reviewing PDFs, pulling specs, and drafting quotes.

Manual intake from multiple sources Slow handoffs between sales and engineering Quotes inconsistent across reps
Goal

Shorten quote turnaround by 15%+

Maintain accuracy while increasing throughput on high-volume bids.

Solution

We built an AI-assisted intake workflow and integrated it with the quoting system.

AI parsing of RFQs and specification documents Template-driven quote drafts in the CRM Quality checks before final review
Result

18% faster response time

The team reclaimed ~8 hours per week and improved win rates on time-sensitive bids.

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