Quote Desk for machine shops and fabricators

Send quotes the same day, drafted from your own past jobs.

The Quote Desk reads each request for quote in your inbox, finds your closest past jobs and drafts the quote in your own format. Your estimator checks it and sends it.

Fixed price, quoted after a 20-minute call. Sam calls you back within one business day.

How it works

From RFQ to a draft quote, while your estimator runs the shop.

  1. 01

    Reads the RFQ

    Reads the material, count, tolerances, finish, heat treat and certs. It flags missing specs and controlled-drawing marks.

  2. 02

    Finds your past jobs

    It shows the three most similar jobs you quoted before, with what you charged.

  3. 03

    Drafts the quote

    In your own template, from your own pricing. Nothing new to learn.

  4. 04

    Your estimator sends it

    One click to approve. It drafts the follow-up on day 3 and day 7 and records won or lost.

Same day works best on repeat and similar parts. A brand-new, complex part still needs your estimator's eye. The desk does the reading, the lookup and the paperwork. Your estimator does the pricing.

Your shop stays in charge

A person approves every quote. Your data stays yours.

A person approves every one

Nothing goes to a customer until your estimator says so. The desk drafts; your people decide.

Your accounts, your data

It runs on your own email and your own files. Your quote history and pricing stay in your accounts.

Works beside what you have

Outlook or Gmail, Excel, QuickBooks, your shop system's exports, or the quoting tool you already use. No new system to move into.

Keep how you price

Keep your best estimator's know-how in the shop.

Your pricing, written down

The desk learns from the quotes you already sent, so the logic in one person's head starts to live in your shop.

Better with every fix

Each change your estimator makes goes into your own quote history. Next time the draft is closer.

Numbers you can see

Time to quote, quotes a week, follow-ups sent and win rate, in one monthly report.

Calculator

How much work goes to slow quotes?

Example numbers. Change them to yours.

0quotes a week go out late or not at all
0jobs a year you might have won
0of work a year, at your average job value

An estimate from the numbers above, over 50 working weeks. Nothing you type here is sent or saved.

Talk through your numbers →
Local, in person

Based in Anaheim. Set up at your shop, by a person you can call.

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Sam Briones, Custom Tailored Agents

Sam sets up every desk in person, trains your estimator and stays on call after it goes live. One person who knows your shop, not a support ticket.

Founding firm story: coming soon

A founding firm's story and numbers go here once they agree to share them.

Questions shop owners
ask us

A fixed price for your shop, quoted after a 20-minute call. You pay your own AI and hosting accounts at cost. We never mark them up.

Start with the diagnostic: 10 working days, and you see the desk run on 5 of your own past RFQs. At the readout you get a fixed-price plan and a timeline for the build.

Access to the inbox where RFQs land, a set of past quotes and your quote template. An hour or two with whoever quotes today.

Nothing goes out by itself, so your estimator catches it first. Each fix goes into your quote history, so it gets it right next time.

We ask on the first visit. Controlled drawings stay on your shop's own computer and never go to an outside AI service.

You do. The accounts, the data and the quote history are yours. If we part ways, it all stays with you.

Maybe not. The desk can run beside the tool you have and handle the inbox, the follow-up and the reports around it. We tell you honestly on the call.

Call back within one business day

Get a call back.

Three quick fields. Sam calls you back within one business day to talk about the Quote Desk.

  • No payment on this form
  • No sales script: a real conversation about your shop
  • We never share your details

Rather pick a time yourself? Book a 20-minute call →

All fields are required unless marked optional.

What would you like?

We use these details only to contact you about this. Privacy

Your quotes out the same day. Your estimator still decides.