Quote workflow

How to Quote Laser Cutting

Use this workflow when a sales request needs a release-ready quote packet rather than a quick number. The aim is to keep the drawing revision, material source, time model, overhead, and margin visible before the price leaves the desk.
Build from shop records, supplier invoices, CAM output, utility bills, and review notes before quoting live work. Keep the source hierarchy aligned with the methodology.

Assemble The Quote Packet

A laser cutting quote should be a packet, not a number. The estimator needs the revision PDF, supplier invoice, CAM export, machine log, reviewer signoff, and release date before the final price leaves the desk.

Laser quote packet workflow from drawing revision and source records to calculator inputs, review, and release

The quote packet is the release record: it keeps the revision, evidence, assumptions, and reviewer in one place.

Packet Artifacts

Keep the packet in the same order every time so another estimator can review it without guessing.

ArtifactWhat to captureWhy it belongs in the packet
Revision PDFPart number, revision, units, release state, and date.Keeps the quote tied to the exact drawing being sold.
Supplier invoiceSheet grade, thickness, supplier, price basis, and invoice date.Prevents a stale sheet price from drifting into the quote.
CAM exportCut length, pierce count, nest yield, and any shared-cut note.Makes the geometry and nesting assumption visible before pricing.
Machine logSetup minutes, actual run time, alarm notes, and first-article check.Shows whether the time model matches shop reality.
Reviewer signoffReviewer name, approval date, and release window.Records the commercial decision, not only the math.
Laser quote packet artifact map from revision PDF and supplier invoice to CAM export, machine log, reviewer signoff, and release date

One packet should show the revision, source records, machine evidence, and release decision in the same chain.

Source To Field

Use the source record to fill the field, not the other way around.

Source recordPacket fieldFailure if missing
Revision PDFScope, revision, and release stateThe quote can drift to the wrong part or revision.
Supplier invoiceSheet cost and price basisMaterial cost becomes a guess instead of a traceable number.
CAM exportCut length, pierce count, and nesting yieldThe time model has no geometry anchor.
Machine logSetup and actual run timeThe packet cannot explain where the cycle time came from.
Reviewer signoffRelease authority and validity windowThe quote is hard to defend after it leaves the desk.

Build The Packet

Use this sequence:

  1. Lock the revision PDF and scope note.
  2. Attach the supplier invoice or approved stock basis.
  3. Pull CAM export fields for cut length, pierce count, and nest yield.
  4. Add machine log or timed sample cut for the time model.
  5. Carry the shop rate, overhead, and margin from the quoting policy.
  6. Save reviewer signoff and release date with the packet.
Quote packet = revision PDF + supplier invoice + CAM export + machine log + reviewer signoff + release date

What To Leave Visible

Do not hide the parts that make the quote hard to defend later:

  • setup treatment;
  • yield or scrap policy;
  • overhead allocation method;
  • validity window;
  • material source and date;
  • reviewer and approval date.

If one of those lines changes, the packet should change with it. That keeps the estimator honest about which input moved the price.

When The Packet Is Complete

The packet is ready when another estimator can read it and answer four questions:

  1. What drawing was quoted?
  2. Which source record set the material basis?
  3. Which numbers are fixed by shop policy?
  4. Which numbers still need review before release?

If any of those answers are unclear, keep the quote internal and return to the calculator.

Source Boundary

LaserCalc Pro can organize the packet and run the formulas, but it cannot certify customer scope, pricing policy, or contract language. Use the packet as a review record, then verify the commercial terms with the customer or the shop's decision owner.

Next Step

Carry the same packet into the laser cutting price per part guide, the scrap allowance and yield policy, and the full laser cutting calculator.

Release gate

Keep the packet visible before release

A quote packet is ready when the estimator can point to the revision, the source of each assumption, and the person who reviewed the number.