Manage Manufacturing Enquiries and Quotations in Optiwise

Use Optiwise to take a manufacturing enquiry from customer requirement to an approved quotation and sales order. Keep drawings, revisions, costing, follow-ups and the promised delivery date connected so sales and the factory work from the same commitment.

Conceptual illustration of an enquiry moving to a quotation, customer confirmation and a production order. It is not a product screenshot or customer factory.

Start with the enquiry your customer actually sent. Record the item or project, quantity, drawing or specification, target date, commercial terms and the person responsible for the next response. Your sales team can see what is complete, what still needs clarification and which quotation is waiting for action.

Built by manufacturers, for manufacturers, Optiwise connects this front-end work with purchasing, production, quality and dispatch. When the customer accepts the quotation, the same requirement can move into the order and factory workflow without rebuilding it in another spreadsheet.

Capture the requirement before you price it

A useful enquiry record answers the questions your costing and production teams will ask. Keep the customer, contact, required item, quantity, unit, target date, drawing or specification, delivery location, special quality needs and follow-up owner together. Add the customer email or attachment to the record rather than leaving it in one person's inbox.

If the drawing changes, keep the new revision with the enquiry and show which quotation used it. That prevents an old price or process assumption from being mistaken for the current offer.

Build and approve the quotation in one workflow

Create the quotation from the accepted requirement. Record material, process, subcontracting and commercial inputs that matter to your price. Keep the quotation number, version, validity date, taxes, freight, payment terms, delivery terms and expected margin visible to the approver.

Optiwise keeps quotation versions and approvals in the sales workflow. When a customer asks for a lower quantity, different material or faster delivery, make a new version and retain the earlier one. Your approver can see what changed before releasing the revised offer.

Check the delivery promise against factory work

A quotation becomes risky when the promised date is chosen without checking the work behind it. Review the bill of materials, stock, open purchases, existing jobs, subcontract operations, machine capacity and required quality checks before confirming the date.

For example, a customer requests 500 assemblies in three weeks. The finished item needs a bought casting, an in-house machining step and outsourced coating. The casting is partly available, some stock is waiting for quality release and the coating supplier already holds material from another job. Keep those records visible while the team agrees what can be promised. The next decision may be to buy the shortage, release accepted stock, create production work or confirm the outside-processing balance.

Our Smart Suggest tool checks bill-of-material demand against available stock, existing production and open purchase orders. After order confirmation, your team can create the required in-house, purchase and subcontract work from the connected requirement.

Keep follow-ups and changes visible

Set the next follow-up date and owner when the quotation is sent. Record whether the customer wants a price change, technical clarification, delivery revision or commercial approval. Keep won and lost outcomes with the enquiry so the team can review what is moving and what needs attention.

If the customer changes the specification after accepting the offer, do not overwrite the original promise. Record the revised requirement, affected quotation or order and the person approving the change. Purchasing and production can then see which materials, jobs or dates need to move.

Move the accepted quotation into the factory

Once the customer accepts the offer, convert the agreed requirement into the sales order workflow. The order can drive production work, material planning, purchasing, subcontracting, inspection and dispatch while retaining the commercial context.

This gives each team a clear record. Sales sees the promised date and order progress. Purchasing sees the shortage and supplier action. Production sees the job and process steps. Quality sees the required inspections. Dispatch sees what is ready. The factory works from one connected commitment.

What to bring to an Optiwise quotation demo

Bring one enquiry that required at least one revision. Include the customer request, drawing or specification, quantity, target date, your costing inputs, approval rule and final outcome. We will show how your team can capture the requirement, prepare versions, approve the offer, schedule follow-ups and move an accepted quotation into the order-to-dispatch workflow.

Include one difficult exception, such as a changed drawing, stock awaiting quality release, a subcontractor holding material or a supplier lead time that affects the promise. That is the fastest way to see whether the workflow supports your daily decisions.

Book an Optiwise demo with one of your real enquiries. You can also explore our production workflow and purchasing workflow.

Questions about manufacturing quotations

Can Optiwise keep quotation versions?

Yes. Keep the quotation number, version, changed terms and approval status with the customer enquiry so your team can see which offer is current.

Can an accepted quotation become a sales order?

Yes. Move the agreed requirement into the sales order workflow and keep the quantity, specification, price and promised date connected to the factory work that follows.

How does Optiwise help check a delivery date?

Review the material, purchasing, production, subcontracting and quality records behind the order. Smart Suggest checks required quantities against stock, existing production and open purchase orders so the team can decide what needs buying, making or outside processing.

What happens when the customer changes the requirement?

Create a revised quotation or order change instead of overwriting the earlier commitment. Keep the changed specification, approver and affected materials or jobs visible to the teams that must act.

How much does Optiwise implementation cost?

Optiwise implementation costs ₹0. Your software subscription and any optional add-ons or IoT hardware are priced separately.