Uptool provides an AI‑driven quoting platform for CNC machining and sheet‑metal fabrication shops that automates the RFQ‑to‑Quote workflow. The system extracts geometry and BOM data, applies predictive cost models, and generates detailed quotes in minutes while integrating with ERP/MRP systems via APIs. A centralized dashboard offers revision control, collaboration, and real‑time analytics to improve win rates and maintain target margins.
Funding
Funding not disclosed
Founders
Product
Problem
Machine and fabrication shops often miss or delay responses to RFQs because quoting relies on manual spreadsheet work, fragmented document handling, and incomplete cost capture. This slows turnaround, reduces win rates, and can lead to unprofitable pricing.
Solution
Uptool delivers an AI‑driven quoting platform that automates the end‑to‑end RFQ‑to‑Quote process for machine and fab shops. The system extracts part geometry and bill‑of‑materials data, applies predictive cost models, and generates a detailed quote in minutes. Integrated revision tracking and a unified dashboard keep all RFQ communications and documents in sync, ensuring that every opportunity is captured and evaluated. By automatically applying operation‑level costs and markup rules, the platform helps shops maintain target profit margins without additional headcount. The cloud‑based service also provides APIs for seamless connection to existing ERP or MRP systems, enabling real‑time data flow and reporting.
Target Audience
The primary customers are CNC machining shops, sheet‑metal fabricators, and custom manufacturing facilities that handle complex part quoting and need faster, more accurate bid responses.
Features
- AI‑powered cost engine that parses CAD files, PDFs, and BOMs to calculate labor, material, and machine time estimates
- Automated workflow that completes up to 90 % of the RFQ‑to‑Quote steps, reducing quote generation from ~20 minutes to ~2 minutes per part
- Centralized dashboard with revision control, conversation threads, and status tracking for all active RFQs
- Dynamic markup and profitability rules engine that enforces shop‑specific pricing policies and margin targets
- Secure, cloud‑hosted architecture with role‑based access control and end‑to‑end encryption for sensitive pricing data
- RESTful API and pre‑built connectors for ERP/MRP systems (e.g., JobBOSS, Epicor, SAP) to synchronize quotes and order data
- Real‑time analytics and reporting on quote cycle times, win rates, and cost variance to support continuous improvement
- Multi‑user collaboration tools that allow sales, engineering, and production teams to review and approve quotes within the platform