Apprend / Departments / Quoting

Quote new work,
priced like a 20-year veteran.

Your historical quotes, BOMs, and won/lost outcomes become the foundation. Apprend prices new RFQs against jobs you've actually built — fast, defensible, and tuned to your margins.

From gut-feel pricing
to data-backed quotes.

// BEFORE APPREND

The legacy quoting status quo

  • Senior estimator builds quotes from memory and Excel
  • RFQs sit for days while waiting for the right person
  • Margin leakage of 8–14% because comparables are guessed, not retrieved
  • Win/loss data lives in a sales rep's head, never feeds back
  • When the senior estimator retires, institutional knowledge walks out
// WITH APPREND

The Apprend quoting layer

  • Estimator uploads RFQ, Apprend pulls comparable jobs in seconds
  • Quote drafted in under 5 minutes, reviewed and sent same day
  • Margin guardrails enforced — no quote leaves under your floor
  • Win/loss feedback loops into pricing on every closed deal
  • Institutional knowledge captured permanently, not in someone's head

Six steps from start to finished workflow.

Designed around how your estimators already work — but with full historical context at their fingertips.

RFQ PDF · email HISTORY Past quotes COSTS BOMs · labor APPREND OPERATING LAYER Match · Price · Score ON-PREM ESTIMATOR Draft quote LEADERSHIP Margin floor SALES Send to customer APPREND AI Win/loss loop YOUR EXISTING SYSTEMS CRM · ERP · email two-way sync
Data flows up · decisions flow down · everything stays inside your perimeter
01

RFQ comes in

PDF, email, customer portal — Apprend ingests the RFQ and extracts part specs, materials, quantities, due dates automatically. Estimator gets a structured starting point in 30 seconds.

Sales Apprend AI < 30 sec
02

Apprend finds comparable jobs

From your historical quote database, Apprend retrieves the 10–20 most similar jobs you've actually built — by part geometry, material, tolerance, quantity, and customer. Each shows what you quoted, what it cost, and whether you won.

Apprend AI Historical match Confidence-scored
03

Cost rollup, drafted from your data

Material, machining time, finishing, overhead, and margin are pre-filled based on comparable jobs. The estimator adjusts where their judgment overrides the model.

Estimator Apprend AI ~3 min
04

Margin guardrails enforced

Leadership sets minimum margins by customer tier, part type, and capacity utilization. Apprend won't let a quote go out below floor without an explicit override and a reason logged.

Leadership Compliance
05

Quote sent, tracked, scored

Quote is sent through your existing CRM or directly. Apprend tracks the outcome — won, lost, no-bid — and the reason. That outcome trains the model for next time.

Sales Apprend AI Closed loop
06

Pricing improves on every deal

Win/loss feedback continuously refines pricing. Three months in, your quotes are tighter than your senior estimator's. Six months in, they're better than anyone in the company has ever produced.

Apprend AI Auto-tuning

Plays nicely with what you already run.

Apprend pulls from your CRM, ERP, and historical quote archives — no rip-and-replace.

Salesforce HubSpot Pipedrive SAP Oracle Epicor Plex JobBOSS ProShop E2 Shop Custom API

Want this running in your sales pipeline?

90 days from kickoff to first shift live. Deployed inside your perimeter.