RFQ-to-quote + on-prem AI
AI for quote-to-cash in manufacturing and job shop ERPs
Short answer
AI for manufacturing quote-to-cash reads incoming RFQ packages, drawings, specs, quantities, matches them against similar parts your shop has quoted before using your ERP's own job cost and pricing history, and drafts a starting quote for an estimator to review. It runs on-prem so customer RFQ data and your historical cost structure never leave your network, and every draft quote shows the historical jobs it was based on.
- ERP
- Infor SyteLine, Epicor Kinetic, SAP S/4HANA, NetSuite
- Industries
- Manufacturing, Job Shop, Electronics, Aerospace
- Written for
- VP Sales Operations
For a job shop, contract manufacturer, or EMS provider, the RFQ inbox is where growth and margin risk both start. A new RFQ arrives with a drawing, a quantity, sometimes a target price, and someone on the estimating team has to figure out whether this part resembles something the shop has quoted or run before, what it should cost to make, and what price wins the business without giving away margin. On a good day, that estimator has institutional memory of a similar job from eighteen months ago. On a busy day, with RFQs stacking up, that memory does not get consulted, and the quote either takes too long to turn around or gets built from a generic rate instead of the shop's actual cost history.
The frustrating part is that the data to make a fast, accurate quote almost always already exists in the ERP. Job cost history has the actual labor, material, and overhead cost for every comparable part the shop has run. Routing history shows which operations and machines a similar part required. Pricing history shows what won and what lost against past customers. The estimator's job is really a search and pattern-matching problem across that history, followed by a judgment call on adjustment for the specific quantity, tolerance, and material of the new RFQ, but today that search happens in someone's head or, at best, a manual query against the ERP.
AI turns that search into something the estimator starts from instead of builds from scratch. A document model reads the incoming RFQ, drawing callouts, material spec, quantity breaks, tolerance requirements, and extracts a structured part description. That description is matched against the ERP's job history to find comparable parts by material, size, process, and complexity, pulling the actual cost and routing data from those historical jobs. A draft quote is generated with the historical basis shown, this part is priced similarly to job 22-4471 and 23-1082, adjusted for the quantity difference, for the estimator to review, adjust, and finalize.
This does not remove the estimator's judgment on the parts that matter most, a genuinely novel part with no close historical match still needs a from-scratch estimate, and the system says so rather than forcing a bad match. What it removes is the manual search time on the RFQs that do resemble prior work, which for most job shops and EMS providers is a large share of incoming volume. For a VP of sales operations watching quote turnaround time and quote-to-win conversion, the win is faster response on RFQs that would otherwise sit in a queue, and pricing that is grounded in the shop's actual cost history instead of a rough rule of thumb.
What usually gets in the way
The problems we hear most from vp sales operations teams running Infor SyteLine.
RFQ volume outpaces estimator capacity
Every RFQ needs a drawing review, a cost buildup, and a pricing decision, and the number of people who can do that work well is usually smaller than the volume coming in.
Institutional memory of similar past jobs is not searchable
The best pricing reference for a new RFQ is often a job the shop ran a year or two ago, but finding it depends on someone remembering it, not on a system that can retrieve it.
Quote turnaround time loses business to faster competitors
A customer sourcing multiple shops for the same part often awards to whoever responds fastest with a credible quote, and slow turnaround loses business the shop was capable of winning.
Pricing consistency varies by which estimator handles the RFQ
Without a shared reference to historical cost and pricing data, different estimators price similar parts differently, creating margin inconsistency across the same job type.
RFQ drawings and specs are sensitive customer IP
Customer drawings, especially in aerospace and defense supply chains, often carry ITAR or proprietary IP restrictions that rule out uploading them to a public AI tool for quoting assistance.
Where AI earns its place in Infor SyteLine
Each use case names the ERP objects it reads or writes, so your ERP team can judge the integration effort before anyone commits budget.
RFQ intake and structured extraction
Extract part description, material, quantity breaks, tolerances, and delivery requirements from incoming RFQ drawings and specification documents.
Touches: Job/quote header fields, quote line items
Outcome: Turns manual RFQ review into a structured record the estimator can immediately act on
Historical job matching
Find comparable prior jobs by material, process, size, and complexity from the ERP's job history, ranked by similarity to the new RFQ.
Touches: Job cost history, routing history, item master
Outcome: Surfaces relevant historical reference jobs an estimator might not have remembered or searched for manually
Draft quote generation with cost basis shown
Generate a starting quote using cost and routing data from matched historical jobs, adjusted for quantity and any noted differences, with the historical basis cited for estimator review.
Touches: Quote pricing records, job cost detail
Outcome: Gives estimators a grounded starting point instead of a blank quote form, cutting time to first draft
Novel part flagging
Identify RFQs with no close historical match and flag them explicitly for from-scratch estimating rather than forcing a weak comparison.
Touches: Job history similarity scoring
Outcome: Protects margin on genuinely new work by not applying a false pattern match
Win/loss pattern analysis
Analyze historical quote win/loss outcomes against pricing, customer, and part characteristics to inform pricing strategy on similar upcoming quotes.
Touches: Quote history, order conversion records
Outcome: Gives sales operations a data-grounded view of where pricing has and has not won business, beyond anecdote
CPQ configuration assistance
For configurable products, help translate a customer's stated requirements into the correct CPQ configuration and corresponding ERP quote structure.
Touches: CPQ configuration rules, quote BOM
Outcome: Reduces configuration errors that would otherwise surface as quote revisions or order corrections
Quote-to-order handoff validation
When a quote converts to an order, verify the order matches the quoted configuration, pricing, and terms before it enters production planning.
Touches: Sales order records, quote-to-order conversion fields
Outcome: Catches discrepancies between what was quoted and what was ordered before they reach the shop floor
Reference architecture
The system reads incoming RFQs, retrieves comparable history from your ERP, and drafts a quote for an estimator to finalize; pricing authority stays with the estimator and your existing approval hierarchy.
- 1
ERP connectors
Read job cost, routing, and quote/order history from the ERP (SyteLine, Epicor Kinetic, SAP, NetSuite) via its native API, and write draft quotes back into the quoting module for estimator review.
- 2
Document and data layer
RFQ drawings, specs, and correspondence are parsed into a structured part description; historical job records are indexed for similarity search by material, process, and complexity.
- 3
Model serving
A document-understanding model extracts RFQ content; a retrieval and matching layer finds comparable historical jobs; a language model drafts the quote narrative, all on customer-controlled GPUs.
- 4
Estimator review workflow
Draft quotes are presented with the historical jobs used as basis, editable line by line, and require estimator approval before becoming an official customer-facing quote.
- 5
Governance and audit
Every draft quote retains the historical jobs and cost data it was generated from, and every estimator edit is tracked, giving sales operations a clear picture of where AI drafts needed adjustment.
Integration notes for your ERP team
- Infor SyteLine/CloudSuite Industrial: reads job cost and routing history through the SyteLine IDO layer; draft quotes write to the standard quote entry module for estimator finalization.
- Epicor Kinetic: uses BAQs to retrieve job cost and quote history, and REST v2 to write draft quote records, keeping within Epicor's standard quoting workflow.
- SAP S/4HANA: reads production order cost history and prior sales quotation data via OData/CDS views for comparable job matching.
- NetSuite: retrieves job cost and estimate history via SuiteQL, writes draft quotes via RESTlet into the standard NetSuite quote workflow.
- CPQ integration: where a separate CPQ tool (including Salesforce CPQ) drives configuration, the assistant reads configuration rules and writes back compatible quote structures rather than bypassing CPQ logic.
- Historical job matching depends on consistent part classification in the ERP; shops with inconsistent item coding may need a data cleansing pass before matching accuracy is reliable.
Deployment options
Air-gapped on-prem
Aerospace and defense suppliers whose RFQ drawings carry ITAR or customer IP restrictions that prohibit external data transmission
RFQ documents, historical job cost data, and the model inference all stay inside the shop's own network, with no drawing or pricing data sent to an external AI service.
Private or sovereign cloud
Job shops and EMS providers without in-house GPU infrastructure who still need customer RFQ data to stay within a controlled tenant
Deployed in a private cloud tenant, keeping RFQ drawings and cost history out of a shared multi-tenant quoting SaaS platform.
Hybrid
Shops piloting AI-assisted quoting on one part family or customer segment before wider rollout
Start with a defined part family or customer group, validate quote quality against the estimating team's own judgment, then extend.
Compliance and data control
How the architecture supports your obligations. Certification and accountability stay with your organisation; the design keeps the evidence straightforward.
ITAR / customer proprietary data protection
For aerospace and defense RFQs, on-prem deployment keeps customer drawings and specifications, which often carry export control or proprietary markings, inside the supplier's own network boundary.
Pricing and cost data confidentiality
Job cost history used to generate quotes stays within the ERP and the on-prem AI environment, without exposing the shop's actual cost structure to a third-party SaaS provider.
Quote approval controls
Draft quotes require estimator review and existing approval hierarchy sign-off before becoming binding customer quotes, preserving the sales organization's existing pricing governance.
Contract flow-down clauses
Where customer contracts restrict how RFQ data can be processed or stored, on-prem deployment supports compliance without relying on a vendor's data processing agreement for a cloud service.
Where Netray fits
ERPray
Sales operations can query quote and win/loss history in plain language, which customers won at what margin last quarter, using the same grounded natural-language layer.
Custom build
RFQ extraction and historical job matching logic is tailored to the shop's part mix, ERP configuration, and quoting workflow, delivered as a scoped integration.
How an engagement runs
Phase 1 . 2-3 weeks
Discovery
- -Sample of RFQ formats and volume by customer/part family
- -Review of job cost and quote history data quality in the ERP
- -Current quote turnaround time baseline
- -GPU sizing for RFQ document volume
Phase 2 . 6-8 weeks
Pilot
- -RFQ extraction and historical matching validated against estimator judgment
- -Draft quote quality reviewed on a sample of real RFQs
- -Novel-part flagging accuracy confirmed
- -Go/no-go criteria agreed with sales operations
Phase 3 . 4-6 weeks
Production
- -Live connection to production quoting workflow with estimator review gate
- -Win/loss pattern reporting set up for sales operations
- -Estimator training on reviewing and adjusting AI drafts
Phase 4 . Ongoing
Scale
- -Extend to additional part families or customer segments
- -Refine matching accuracy as more job history accumulates
- -Quarterly review of quote turnaround and win rate impact
Questions to ask any vendor, including us
A short list that separates real Infor SyteLine AI work from a chatbot demo.
- Where do customer RFQ drawings and our cost history reside during processing, and does either leave our network?
- Does the system ever send a quote to a customer without estimator review, or is every draft reviewed first?
- How does the system flag a truly novel part with no good historical match, rather than forcing a weak comparison?
- Can it work with our CPQ tool if we already use one, or does it require replacing our quoting workflow?
- How accurate is historical job matching given our actual item coding and classification consistency?
- What happens to quote accuracy if our job cost history has known data quality gaps?
- Can we pilot on one part family or customer segment before rolling out to all quoting?
- How is estimator feedback on draft quote quality captured and used to improve future drafts?
Frequently asked questions
Does AI set the price on a customer quote?
No. The AI drafts a starting quote based on historical job cost and pricing data, with the historical basis shown, but an estimator reviews, adjusts, and approves every quote before it goes to a customer. Pricing authority stays with the estimating team.
How does this handle a part the shop has never made before?
The similarity matching explicitly flags RFQs with no close historical match rather than forcing a weak comparison. Those parts route to the estimator for a from-scratch estimate, the same process used today, just without wasting time on a misleading auto-generated draft.
Can this process customer drawings that are ITAR-restricted or marked proprietary?
Yes, when deployed on-prem or air-gapped. RFQ drawings and specifications are processed entirely within the shop's own network, so export-controlled or proprietary customer data does not transit a public cloud AI service.
Does this replace our estimating team?
No. It removes the manual search for comparable historical jobs and gives estimators a grounded starting draft, but the judgment on adjusting for quantity, material variance, and current shop capacity still comes from the estimator. Most shops redeploy estimator time toward more RFQ volume, not fewer estimators.
How does this integrate with a CPQ tool we already use?
The system reads existing CPQ configuration rules and writes back compatible quote structures rather than bypassing the CPQ logic, so configurable product quoting continues to follow the rules already set up in your CPQ platform.
What ERPs does this work with for quoting?
Connectors exist for Infor SyteLine and CloudSuite Industrial, Epicor Kinetic, SAP S/4HANA, and NetSuite, reading job cost and quote history through each system's native API or query layer.
How long does a quote-to-cash AI pilot take?
A pilot on one part family or customer segment typically runs 6 to 8 weeks after a 2 to 3 week discovery phase, enough to validate draft quote quality and matching accuracy against the estimating team's own standards before wider rollout.
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Talk it through with an engineer who knows Infor SyteLine
Bring one real question your team cannot answer from the ERP today. We will map the data path, the model, and where it runs, and tell you honestly if AI is the wrong tool for it.