HeyGavin
Talk to us

In practice

Real work.
Expert judgment.

Gavin prepares quotes and drawings. Your experts decide what is ready.

Sample door inquiry · condensed workflowExplore the illustrative bolt example ↓
Workflow summary

Read the inquiry and door schedule. Clarify missing requirements. Prepare a quote and drawing using factory rules. Apply a revision to both outputs. Present the drafts for expert review before release.

Deployed scope

From inquiry
to reviewed preparation.

01

Inquiry sources

02

Quote and drawing drafts

03

Expert review

04

Approved preparation handoff

Example workflow

A request becomes
reviewable work.

Fictional requirements and prices show the workflow. Drawings are illustrative schematics.

01 Inquiry

01 / Inquiry

Two sources.
One material conflict.

The inquiry requests 316 stainless steel. The attached drawing specifies 304. Both excerpts stay visible.

Sample workflow
SAMPLE / JOB EX-014PART CB-014

Email · E1

Customer excerpt“Please quote 2,000 CB-014 bolts in 316 stainless steel.”
AttachmentD-CB-014 · Rev A
Sample data
SAMPLE / JOB EX-014PART CB-014

Drawing note · Rev A

Material excerpt“Material: 304 stainless steel.”
GeometryM10 × 60 mm
Sample data
02 Clarify

02 / Clarify

Ask the customer.
Record the answer.

The sales engineer asks the customer to confirm the material. Customer clarification E2 confirms 316 for this order.

Sample workflow
SAMPLE / JOB EX-014PART CB-014

Clarification · E2

Customer response“Use 316 stainless for EX-014.”
Recorded bySample sales engineer
Source retainedEmail E2; original drawing Rev A
Prepared drawingDraft B · material corrected
Sample correspondence
03 Prepare

03 / Prepare

A visible rule.
Two matching drafts.

A fictional approved rate of $2.40 per unit plus a $90 setup charge produces the draft quote. The drawing draft carries the confirmed material.

Sample workflow
Sample rule R-07: confirm material before drafting; quantity × $2.40 + $90 setup.
SAMPLE / JOB EX-014PART CB-014

Q-EX-014 · Draft 1

Line itemCB-014 · 316 stainless
Quantity2,000 units
Sample rate$2.40 / unit
Setup charge$90.00
Draft total$4,890.00
Fictional USD pricing · subject to review
60 mmM10 · schematicD-CB-014 · Draft B
Material 316 stainlessOrder note 2,000 unitsGeometry M10 × 60 mm

Sample schematic · not for manufacture

04 Revise

04 / Revise

An order-quantity update.
Geometry stays the same.

Customer email E3 changes the quantity to 3,000. The quote total and drawing order note update; material and dimensions remain unchanged.

Sample workflow

Customer revision · E3

Quantity changes.
Two outputs update.

Quantity2,0003,000 units
Quote total$4,890.00$7,290.00
Q-EX-014 · Draft 2Recalculated using R-07
D-CB-014 · Draft COrder note: 3,000 units

Unchanged: 316 stainless · M10 × 60 mm

Pending expert review
05 Review

05 / Review

Ready for review.
Your expert decides.

The final package contains quote draft 2 and drawing draft C. It is awaiting review by the responsible expert; external release requires separate authorization.

Sample workflow
SAMPLE / JOB EX-014PART CB-014

Review package · EX-014

QuoteQ-EX-014 · Draft 2 · $7,290.00
DrawingD-CB-014 · Draft C · 3,000 units
Confirmed material316 stainless
SourcesE1 / E2 / E3 / Drawing Rev A
Fictional sample · not for manufacture
Awaiting expert reviewReview owner: sample design leadRelease authorization: pending

The first conversation

Bring one workflow
you repeat.

Tell us what your team prepares today and where the work waits on an expert.

Talk to us