Draft quote generation
TenderOS reads Epicor job, part, cost and historical pricing data directly and produces a first-draft quote in your existing output format.
/01 · What we heard
Your quoting process is the bottleneck, not your ERP.
Excel Machinery builds custom crushing and conveying equipment for aggregate and mining operators. No two jobs share a configuration, so no quote can be assembled from a template. Today each one gets built by hand: job data pulled out of Epicor, dropped into spreadsheets, restructured to reflect sub-assemblies, then passed between three to six people before it is ready to go out.
100 hoursRoughly, on a $2M project
500 hoursRoughly, on a $15M project
$50,000 / yearEpicor quoting and leasing add-on licensing
Today
- Epicor data pulled manually
- Spreadsheets rebuilt around sub-assemblies
- Three to six people coordinate inputs
- Missing inputs stall in inboxes
With TenderOS
- Epicor remains the system of record
- Custom product logic is configured once
- A first-draft quote is generated for review
- Open items are routed and followed up
You have looked at tools for this and found nothing that fits. The quoting products you evaluated assume that a quote is a configuration of standard options priced from a rate card. That assumption does not hold at Excel Machinery.
Source for figures: proposal brief provided by Phil Therien, September 14, 2026.
/02 · What we are proposing
TenderOS, with quoting logic built custom for Excel Machinery.
TenderOS provides the parts that are the same in every engineer-to-order quoting problem: ERP data ingestion, historical pricing analysis, document generation, workflow routing and follow-up. What gets built custom is the part specific to Excel Machinery: your sub-assembly structures, pricing and margin logic, Epicor schema, quote output format, and the rules your estimators apply without writing down.
Foundation plus custom logic, rather than one or the other.
You get the speed and the price of a platform on the plumbing, and genuinely bespoke behaviour where your business is different.
TenderOS foundation
Solved, tested and running elsewhere
ERP data ingestion, historical pricing analysis, document generation, workflow routing and follow-up.
Excel Machinery logic
Built around your operation
Sub-assemblies, pricing and margin logic, Epicor schema, quote format, and estimator judgement.
Sub-assembly configuration
Custom conveyors and crushers are composed from their components rather than retyped each time.
Confidence flagging
Every generated line carries a confidence marker so estimators know where to focus review instead of re-checking the 80% that was always going to be right.
Automated follow-up
The system routes open items to the right person and follows up. Missing data is flagged instead of silently stalling.
Status visibility
You see every quote in flight and where each one is stuck.
Epicor
Historical project data, job records and reporting stay where they are.
TenderOS
Pricing, configuration logic, confidence markers and workflow automation become the durable layer.
Future ERP
If you later move to SAP or a leasing platform, TenderOS repoints to the new data source.
Generated lineConfidenceReview
Configured conveyor assemblyFocus where needed
Custom adjustmentHuman input
/03 · Implementation
Six weeks from configuration workshops to live pilot.
Configuration workshops
Two working sessions. We walk a real quote, map the Epicor tables and reports, and review two or three historical quote packages with their spreadsheets.
Output: written configuration scope, hours-saved target per quote, and confirmed implementation fee.
Configuration and integration
Connect TenderOS to Epicor, load historical quote and pricing data, configure one selected quote family, and set up follow-up workflows.
Pilot on live quotes
Your team runs real quotes through TenderOS in parallel with the current process. We tune against what they correct.
Measure and expand
Training, before-and-after measurement on hours per quote, and a written recommendation on which quote families to bring on next.
Source for duration and participation: proposal brief provided by Phil Therien, September 14, 2026.
/04 · Our guarantee on hours
A minimum 50% reduction in quote-production time.
Measured on the quote family we implement, against your own baseline. Estimator and engineering hours on quote production are measured, not calendar time.
50%Guaranteed minimum reduction
Baseline before configuration
Established from two or three recent quotes in the selected family, using your own records.
Measure again at 90 days
The same method is used after go-live so the result is comparable.
If the result is below 50%
The monthly platform fee suspends and we keep working at no additional charge until the threshold is cleared.
If 50% is not achievable
At the end of Week 1, we decline the implementation rather than commit to a number we cannot defend.
On comparable engagements, most clients end up automating 75% or more of the quoting process. On a project that costs 500 hours today, the guaranteed floor alone is 250 hours back.
Source for guarantee, baseline and measurement period: proposal brief provided by Phil Therien, September 14, 2026.
/05 · Comparable work
Quote, document and workflow automation in industrial environments.
Written case studies are available on request, under NDA where required.
Crane and material handling distributor, Epicor P21
Quote and document generation automated on top of the existing ERP. Configured product quotes generate as first drafts, with sales reviewing rather than building.
Ontario fluid control manufacturer
AI-driven automation across quoting and internal process handoffs in an engineer-to-order environment with high product variability and heavy spreadsheet dependency.
Texas custom fabrication manufacturer
Invoicing and document workflow automation, including automated routing and follow-up on incomplete documentation.
Heavy equipment and materials producer, Texas
Automation assessment across a custom quoting environment, mapping where estimator hours go and which hours are recoverable.
Source for comparable work: proposal brief provided by Phil Therien, September 14, 2026.
/06 · Commercial terms
Investment begins with the configuration workshops.
Deposit to beginCredited in full against implementation
$2,500 USDImplementationConfirmed at the end of the Week 1 workshops
From $7,500 USDAnnual platform contextRoughly 18% of the current annual Epicor quoting and leasing add-on licensing
$9,000 USDThe deposit secures the implementation slot and covers the Week 1 workshops. It comes straight off the implementation fee.
The implementation fee is confirmed in writing at the end of Week 1, after review of the actual quote logic and Epicor schema. You approve that number before configuration work starts. If the resulting scope is not one you want to proceed with, the only money spent is the deposit.
Source for all commercial figures and the 18% comparison: proposal brief provided by Phil Therien, September 14, 2026.
/07 · Next step
Walk through one real quote, start to finish.
One working session with Gilbert, 60 to 90 minutes. We mark the automation points live and identify where the hours are and what each one is worth, whether or not you proceed with us.
01
Configuration and automation mapping session
Phil will send a calendar link so Gil can choose a time that fits the week.