RFQ intake → estimator review
Make it easier to see what is ready, what is missing, and who owns the next step.
- Current friction
- Request details sit across email threads and drawing references. Missing information is found during estimate preparation.
- First change to test
- Use one intake record for each request. Prepare a missing-information checklist and a draft response for human review.
- Human review
- An estimator checks scope, quantities, and drawing revisions. A person approves every outgoing response and any price.
- Measure the change
- Compare preparation time, incomplete handoffs, and rework before and after a small trial. Record review time as part of the total.
- Before a build
- Confirm the process owner, source of truth, allowed data, access, and acceptance checks. Then agree on a separate build scope.