Self-Service Portal
Your Customers Want a Price at 10 PM on Tuesday. Let Them Get One.
Your sales team goes home at 5. Your customers' deadlines don't care. The Self-Service Portal gives your clients instant, accurate quotes — any hour, any day — directly from your branded online portal. Sheet metal parts, tube assemblies, profile work, full constructions. No emails. No phone calls. No waiting.
See the Portal in Action | Enable Self-Service
The Quote Request That Nobody Handled
Picture this. A procurement engineer at one of your best customers uploads three STEP files at 8:47 PM — a sheet metal housing, a set of laser-cut tubes, and a welded frame made from structural profiles. She needs a price by tomorrow morning's production meeting.
Without the portal: Her email lands in a shared inbox. Your estimator sees it at 8:30 AM. Opens the files around 10. Gets pulled into a meeting. Sends the quote at 3 PM — six hours after her deadline. She already placed the order with your competitor at 9 AM.
With the portal: She uploads the files, selects her processes and materials — flat cutting for the housing, tube laser for the tubes, sawing and welding for the profiles — and has a quotation PDF in her inbox before she finishes her coffee. She places the order on the spot.
That's the difference between a tool that waits for your team and a portal that works when your customers do.
The Numbers Tell the Story
Companies running the Self-Service Portal see a clear shift in how their business operates:
- 90%+ of all quotes come through the portal — customers prefer it over email
- 70%+ are fully automated with zero manual touch from your team
- 4x more quotations handled per month
- 3x revenue growth from increased volume and faster conversions
- 3x smaller sales team needed to manage the workload
The portal doesn't replace your people. It removes the repetitive work so they can focus on the quotes that actually need a human brain.
How Your Customers Experience It
Upload
Customers log in to your branded portal and drop in their CAD files — STEP, DXF, DWG, DSTV, NC1, PDF, Excel, or whatever file types you've enabled. Sheet metal parts, tube profiles, structural steel sections, full assemblies — the AI starts analyzing geometry immediately.
Configure
They pick their manufacturing processes — flat cutting, tube cutting, profile sawing, bending, welding, surface treatment — and choose materials from your catalog. Sheets, tubes, hollow sections, structural profiles, bars — they only see what you've made visible. You control the options.
Quote
Pricing and lead times appear in real time. No batch runs. No "we'll get back to you." Whether it's a simple laser-cut sheet part or a complex tube-and-profile assembly, the quote is ready in seconds to minutes.
Order
Happy with the price? One click converts the quotation into an order. Your production workflow kicks off automatically through the Edge Connector and your ERP system.
Track
Customers follow their project from quote through production to delivery — right inside the portal. No more "where's my order?" phone calls clogging up your office.
Your Portal, Your Brand
This isn't a generic third-party marketplace. The Self-Service Portal is your digital storefront.
Your logo, your templates. Customers see your brand identity throughout the experience — from the login page to the quotation PDF they download.
Your rules, your control. Decide exactly what customers can access:
- Which manufacturing processes are visible — flat cutting, tube cutting, profile processing, bending, welding, finishing (and which are mandatory)
- Which materials appear in the catalog — sheets, tubes, profiles, bars, beams
- Which file formats are accepted
- How portal-submitted projects are processed — manually reviewed or auto-quoted
Your languages. Serve international customers with quotation templates in their preferred language.
What Happens Behind the Scenes
Every quote the portal generates runs through the exact same Quotation Factory engine your internal team uses. Same material matching. Same machine routing — flat laser, tube laser, saws, press brakes, machining centers. Same pricing rules. Same business logic.
That means:
Consistent pricing, always. Whether a quote comes from the portal at midnight or from your senior estimator on Monday morning, the price is the same. No more "who quoted this?" conversations.
Full visibility for your team. Every portal-submitted project appears in the Quotation Factory platform. Your sales team sees all activity, can review quotes before they go out (if you configure it that way), and maintains complete oversight.
Assemblies handled automatically. Customers upload a full assembly — sheet metal components, tube sections, profiles, machined parts — and the platform disassembles it into components, analyzes each part, and returns a complete quotation — or flattens it into individual line items, depending on your configuration.
Automatic email updates. Customers receive notifications when their quote is ready, when their order status changes, and at every milestone you choose to communicate. Fully customizable templates.
What Your Sales Team Actually Gets
The portal doesn't eliminate the human touch. It redirects it where it matters.
Routine quotes run on autopilot. Standard laser-cut sheet parts, simple tube lengths, repetitive profile work, standard bent brackets, repeat orders — the portal handles these without anyone lifting a finger.
Complex projects get proper attention. Multi-step assemblies combining sheet, tube, and profile work, unusual materials, tight tolerances — your experienced estimators can dedicate their time to the work that actually benefits from their expertise.
New business gets the focus it deserves. When your team isn't buried in routine RfQs, they can spend time building relationships, following up on high-value prospects, and closing bigger deals.
Getting Started Takes Days, Not Months
Your Quotation Factory configuration already does the heavy lifting. The same materials, machines, pricing rules, and estimation logic that power your internal quoting — for sheets, tubes, profiles, and everything else — also power the portal. There's no separate engine to configure.
Here's what setup looks like:
- Choose what's visible — Select which processes (flat cutting, tube cutting, profile sawing, bending, welding, finishing), materials (sheets, tubes, profiles, bars), and file types customers can access
- Brand it — Upload your logo, customize the quotation template
- Set the rules — Define when portal projects auto-quote and when they require review
- Invite customers — Send portal access invitations from inside the platform
Waiting Costs More Than You Think
Every quote request that sits unanswered for a day is a customer training themselves to ask your competitor first. Every routine RfQ your senior estimator handles manually — whether it's a sheet metal bracket, a batch of cut tubes, or a set of profiles — is 30 minutes they didn't spend on the project that could have been worth ten times more.
The Self-Service Portal puts your quoting capacity on a 24/7 schedule — without putting your team on one.