How a quote moves from the queue to a submitted revision
VenturusEQ runs quoting as a pipeline. A control center shows the queue, your work, the board and the clocks; a spreadsheet-like grid builds the quote line by line; a review queue routes findings to the right desk and its rules can act on a line; and every revision carries forward what was already decided. One person edits a line at a time, and the record says who.
The control center shows what is open, what is late and who has it
The numbers across the top
Open, due soon, overdue, unassigned and average wait, over 30, 90 or 365 days. Counts of your own quotes, nothing modeled.
The sections
Queue, My Work, My Lines, the pipeline board, win-loss and accuracy. The queue is the estimator's worklist and the board groups quotes by stage.
The stages
New, Reviewing, Sourcing, Pricing, Quoted, then Won, Lost, No-bid or Canceled. Only legal transitions are allowed, and a stage change fires a signed event.
A grid that behaves like the spreadsheet it replaces
The quote list, eight statuses and saved views
Eight statuses. Saved views with typed criteria: margin band, expiring, overdue, priority, never viewed, requote requested. Pin one, make it your default, share it.
The header
Buyer, project, a due date defaulted from your time-to-quote, validity and expiry, priority 1 to 10, an estimator per line with an assignment email, and the facility. Quote numbers take the form Q-yyyymmdd-###; a quote is budgetary, firm, ROM or revised.
Cells edit in place
Edit in the cell. Tab, Enter and Escape behave as in a spreadsheet, rows drag to reorder or move with Alt and the arrows, and a package file drags onto a line to bind it.
Per-line status
Five work states per line roll up into a quote percent. A refused line contributes nothing and prints "No quote" with its reason.
Internal and customer-visible notes
Internal notes and customer-visible notes, at line level and at revision level. The customer document prints only what was meant for it.
The part workspace
Eight tabs per line: Overview, Method, Materials and BOM, Pricing and Cost, Geometry, Compliance, Sourcing, and the manual cost roll-up.
Bulk edits and levels
Status, estimator, level, material, template and quantities across selected lines. Quote levels group lines with their own status and submission history.
Global search
Ctrl or ⌘ K finds screens, actions, quote numbers, buyers, every quote and line note, RFQ numbers and package file names, fenced to your company.
A demo shop to learn on
An administrator can seed a demo shop with synthetic files, no rates, no quotes and no customer data, so a new estimator practices without touching a live package.
How lines are locked, and how findings are routed and resolved
One editor per line
A line is free, mine, someone else's, or taken from me. Taking over is an explicit act the other person sees, the timeout is set per company, and nothing is silently overwritten.
Review queue and My Work
Findings are routed to the estimating, engineering, quality or sourcing desk. Claim, release, set a due day, re-route, or waive with a second pair of eyes. Bulk actions clear a morning's worth in one pass.
Rules that can refuse a line or add an operation
An administrator writes a rule; resolving a finding can refuse the line or add an operation to its method. An added operation survives repricing, so a decision made once stays made.
What carries forward to the next revision and the next quote
Revisions with carry-forward
Values, terms, breaks, add-ons, expedites, welds and review findings carry into the next revision. Routing and the bill of material are copied once it is committed. Approvals reset, so a changed revision is checked again.
Part library and quote again
Every quoted part, with its history. Quote again drops a part into an open draft carrying its breaks, costs, pricing, discounts, add-ons, expedites and welds. Import historical work searches past lines.
The quote log
The year's register: hours by bucket, values and outcomes, line by line, exported to CSV or XLSX. It is the same data the win-loss dashboard reads.
Common questions
Can two estimators work on the same quote at once?
Yes, on different lines. Each line has one editor at a time through a lease: it is free, yours, someone else's, or taken from you. Take-over is deliberate and visible, the timeout is set per company, and the record shows who changed what.
What happens when a customer asks for a revised quote?
You cut a revision. Values, terms, breaks, add-ons, expedites, welds and review findings carry forward, routing and the bill of material are copied once it is committed, and approvals reset. Submitting it freezes a new baseline and supersedes the earlier one. If the buyer asked from an expired quote link, their words are already on the quote.
Can I reuse a part we quoted last year?
Yes. Every quoted part is in the part library with its history. Quote again drops it into an open draft with its breaks, costs, pricing, discounts, add-ons, expedites and welds, ready to check against today's rates. If you only remember a part number or a customer, import historical work searches past quote lines.
What happens when a line needs engineering or quality to look at it?
A finding from the manufacturability rules or from an estimator is routed to the estimating, engineering, quality or sourcing desk in the review queue. Someone claims it, sets a due day, resolves or re-routes it, and waiving it needs a second person. Where an administrator has written a rule, resolving it can refuse the line or add an operation.
Can I bring in our quote history from spreadsheets?
Not as a file import. Import historical work searches quote lines already in VenturusEQ. What you can do is paste a block of up to 500 rows from a spreadsheet into a quote, header-aware and all or nothing, which is the fastest way to bring a customer's parts list in.
See it on one of your own RFQs
Send us a drawing and a model you have already quoted and we will walk through it with you in the product, in your rates. If you would rather look first, the interactive demo is open, with no form in front of it.