Industries · Manufacturing
Drawings to dispatch, inspected and invoiced.
Each enquiry moves from drawing and costing through quotation, PO, production and QC/NDT inspection to dispatch. Buyers get status updates without chasing your production head.
Your pipeline
The stages your deals really move through.
- 01Customer Enquiry/Drawing (RFQ)
- 02Technical Assessment & Costing
- 03Quotation
- 04Commercial Negotiation
- 05PO/Contract Confirmed
- 06Production Scheduled
- 07QC/NDT Inspection
- 08Dispatched/Installed & Invoiced
And when one doesn't work out:Lost
Customer fields
What your team records about every customer.
- Material Grade/StandardPick one
- Drawing/RFQ ReferenceText
- Annual TonnageNumber
- NDT/Certification RequirementPick one
WhatsApp templates
Messages already written, ready to send.
- Quotation sent
Hi customer name, your quotation for item description is ready: quote amount. Valid until validity date.
- Qc report ready
Hi customer name, the QC/NDT report for order reference is ready for download.
- Payment milestone reminder
Hi customer name, payment of amount due is due for the milestone name milestone on order #order number.
Highlighted words are filled in for each customer. Templates are submitted to Meta for approval on your own number, and you can edit the wording first.
After the sale
Customer requests, sorted as they arrive.
- Payment-Milestone/Billing Query
- Quality Rejection/NDT Failure Query
- Material Test Certificate Request
- Dispatch/Installation Schedule Query
- Raw-Material Price Escalation Query
Where to start
The parts that matter most for fabrication & job work.
See where your business is leaking.
The free audit asks about your trade and shows what to set up first. Three minutes, no sales call.