Quote Builder
Drafts quotes and quote letters from material prices, routings, machine rates and past jobs, for an estimator to review
Stays out: Customer drawings under a nondisclosure agreement, export-controlled data
SMALL MANUFACTURERS
Get Your Small Manufacturers Data AI‑Ready
The Small Manufacturers Pack is how Small Biz Data works with companies that make products in their own shop or plant. It starts with true product cost: materials, labor and machine time per part or batch, against what the quote assumed.
Who It's For
Machine shops and job shops, metal fabricators, plastics and composites, small food and beverage makers, wood and furniture shops, and contract manufacturers. Their data sits across quoting tools, an inventory or manufacturing system (MRP or ERP), shop-floor time tracking, purchasing and supplier portals, quality records, online or wholesale ordering, and the books.
What We Measure
Gross Margin by Product or Job
Revenue minus materials, labor and overhead applied, for each product line or job
Where It Comes From: Manufacturing system and books
Actual vs Quoted Cost
Actual cost of a job or batch compared with the cost the quote assumed
Where It Comes From: Job costing and quotes
On-Time Delivery
Share of orders shipped by the promised date
Where It Comes From: Manufacturing system or order log
Quote Turnaround Days
Days from a request for quote to a quote in the customer's hands
Where It Comes From: Quote log or CRM
Quote Win Rate
Share of quotes that become orders
Where It Comes From: Quote log or CRM
Scrap and Rework Rate
Scrapped or reworked units as a share of units made
Where It Comes From: Shop-floor or quality records
Machine or Line Utilization
Hours run as a share of hours available on key machines or lines
Where It Comes From: Shop-floor time tracking
Inventory Turns
Cost of goods sold divided by average raw material, work-in-process and finished goods inventory
Where It Comes From: Manufacturing system and books
Backlog
Value of orders booked but not yet shipped
Where It Comes From: Manufacturing system or order log
Days to Close the Month
Days after month end until the books, including inventory and work in process, are final
Where It Comes From: Close checklist
Targets are set from your own history, never from industry averages.
AI Assistants We Set Up
Each assistant is a Claude Project set up on your own Claude Pro account with model training off, and drafts are always reviewed by a person.
Work Instructions & Specs
Answers shop questions from the company's own work instructions, material specs and procedures
Stays out: Tolerance, safety or quality-release decisions, which stay with qualified people
Customer & Supplier Messages
Drafts order confirmations, delay notices and supplier requests for staff to send
Stays out: Pricing agreements with other customers
Production Report Notes (optional)
Turns the week's shop-floor and shipping export into a plain-language production summary
Stays out: Employee pay details
What Stays With You
Small Biz Data organizes and connects the manufacturer's data. It does not give engineering, safety, quality or regulatory advice. Tolerances, safety and quality-release decisions stay with qualified people, never an AI draft. Customer drawings under a nondisclosure agreement, and any export-controlled technical data, never go into an AI tool. Food makers keep lot tracing and food-safety records in their own system and process.
How Ready Is Your Business?
Twenty yes-or-no statements written for Small Manufacturers. About five minutes, nothing to sign up for.
Other Industries
- Trades & Home Services
- Construction Contractors
- E-Commerce
- Restaurant Groups
- Real Estate Brokerages
- Property Management
- Financial Planning & Advice Firms
- Insurance Agencies
- Law Firms
- Accounting Firms
- Architecture & Engineering
- Marketing & Creative Agencies
- Staffing Agencies
- Higher Education
- Nonprofits
- Veterinary Clinics
- Industrial Equipment Sales
Ready to Make Your Data Actually Useful?
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes