Made-to-Order Factories
Smart Quote Drafts Quotes and BOQs for Made-to-Order Factories
Smart Quote is a Phak AI module that drafts BOQs and quotes for made-to-order factories from the organization's drawings, cost tables, and past quotes. It also flags open quotes that need review when raw material prices change. The module fits each factory's pricing method. AI drafts, people decide: engineers review and approve every quote before it reaches a customer.
The old way
- Engineers rebuild the BOM for every job
- Open quotes still use old raw material prices
- Pricing waits in line for a few people
With Phak AI
- AI drafts from drawings and past jobs
- Quotes to revisit are flagged on price changes
- Every quote is approved by a person first
Why quotes are slow at made-to-order factories
No two jobs are identical
A small spec change means the BOM and material structure need rethinking.
Raw material prices swing
Quotes already sent go stale fast, and no one knows which ones need repricing.
Takeoffs from drawings by hand
Build-to-drawing jobs need the BOQ read line by line from the drawing, and items get missed.
A few engineers carry it all
Only a handful of people can price, so new jobs queue and customers wait.
How Smart Quote drafts quotes
Our team fits it to the factory's pricing method, cost formulas, and quote template.
Capture how the factory prices
Excel cost formulas, structure tables, latest raw material prices, quote templates, and quotes actually sent.
Extract the brief and find past jobs
Use the spec checklist and the closest past job as the starting point.
AI drafts the BOQ and quote
Items and prices come from organization-approved data. Build-to-drawing jobs use the BOQ version to extract items from drawings.
Engineers review and approve
An engineer or sales manager edits and approves every quote before it goes out.
Flag quotes to revisit
When raw material prices change, the system flags which open quotes rely on old costs.
Questions sales and engineering can ask
What to prepare before you start
Usually added after the sales assistant and document library. To plan your data, talk to the Phak AI team.
- Excel cost formulas and material structure tables
- Latest raw material prices
- Past quotes actually sent
- The factory's quote template
- Drawings for the BOQ version
- One technical and one sales reviewer to approve answers
Clear boundaries
What Phak AI does
- Phak AI drafts quotes and BOQs from data the factory has approved
- Phak AI flags open quotes to revisit when raw material prices change
- Phak AI shows which file each number in the draft came from
What it does not do
- Does not send quotes to customers without human review
- Does not forecast raw material prices
- Is not CAD software, does not do structural calculations, and does not replace your ERP
Frequently asked questions
Why does Smart Quote need to fit each factory?
Every factory prices differently, from cost formulas and labor to sales terms. Our team fits the drafts to that factory's method and templates.
How does Smart Quote work with the rest of Phak AI?
Smart Quote uses cost table Q&A as the source of its figures and past quote search to find the closest job as the starting point of each draft.
Will AI set prices instead of engineers?
No. AI drafts from approved data. Engineers or sales always review and approve the price.
Read next
Made-to-Order Factories
AI for SME factories: price from cost tables and past jobs, answer standards questions, train new technicians.
Read more →Smart Quote / BOQ
Drafts quotes and BOQs from product data, costs and past jobs for sales to review before sending.
Read more →Ask cost tables
Ask Excel cost formulas, material structures, prices, and stock in Thai, with the source sheet cited.
Read more →Find past quotes
Describe a new job in Thai and get the closest past quotes with links to the originals, not folder digging.
Read more →Talk to the Phak AI team
Tell us about your business. The Phak AI team will show you the systems that fit and plan the rollout with you, without replacing what you have.