Many job shops have only one person who does all the quoting for the company. While consistency is great, what happens when this person gets sick, moves, or retires? Having a single point of failure in any part of your business is a big risk, and it is no different for quoting. Quoting is one of the most important functions in your business – the very first step in growing revenue. If you lose that ability to quote for a day, a week, or a month, then your business could take a big hit. Think about the person who does the quoting in your shop and how much knowledge they hold. Understandably, they are often one of the most skilled and knowledgeable people in the business. What happens to your business if that knowledge and experience walk out the door?

1. Start Training Others in Your Shop to Quote
If you categorize your quotes by easy, medium, and hard, you can use the easy quotes to begin training more employees to quote, even part-time.

2. With an Automated Quoting Process, Anyone Can Quote
If you use a solution that automates the costing & pricing of your quotes, you could train even the most junior person to quote. Inputting the domain knowledge of your quoting experts and your engineers into a software solution that employs a geometry-based approach to determine the manufacturability of the job based on your shop’s capabilities is the first step in freeing yourself from that single point of failure. Your more skilled estimators would only need to review and approve the quote. This speeds up the quoting process and frees your most experienced employees to focus on more valuable areas.

Read the full 7 Deadly Sins of Quoting for Job Shops eBook here.

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