Configurable Templates
Your pricing logic, out of spreadsheets.
Mirror your machines, materials, and pricing rules inside a shared system — so every estimator quotes from the same playbook, not their own version of it.
Configurable to how your shop runs, with optional machine learning predictions.
Replaces spreadsheets with a shared system so your knowledge becomes structured and scalable.
Creates guardrails that standardize pricing and protect margins.
Spreadsheets are familiar. That's exactly why shops keep them.
Unfortunately, they're less efficient and often live on a hard drive, putting your entire pricing strategy one resignation, one corrupted file, or one fat-fingered cell away from disaster.
Configurable templates turn your spreadsheet logic into a shared system so every estimate reflects the same rates, rules, and AI predictions, where you want them.
Set it up once. Quote consistently from day one.
Mirrors how your shop actually runs
Customer-specific pricing, multi-operation jobs, secondary finishes, subcontracted work — all built into your templates.
Choose where AI fills in the blanks
Turn on ML predictions for specific processes — milling, turning, setup — right inside your templates. Let the model estimate where it’s proven, keep manual control everywhere else.
Your expertise becomes a system
Lock in your best practices so a new hire quotes like your best estimator on day one.
Built for what's next
Built to protect data and support CMMC 2.0 compliance
Connects to the tools your shop already uses
Everything your shop needs to quote faster — in one connected platform.
Upload CAD, PDFs, or drawing files individually or in batches — and see the actual 3D part in your browser, no CAD license required. Rotate, measure, section, and analyze geometry before your estimator writes a single number. Supports STEP, CATIA, X_T, SLDPRT, and 10 more file types.
Assembly Estimating
Shops that replaced spreadsheets with a system.
Start Quoting Your Way, Except Faster
See how Configurable Templates replace spreadsheets with structured, repeatable pricing logic that protects your margins.
FAQS
How do machine shops replace spreadsheets for estimating?
Most machine shops replace spreadsheets by moving to estimating software built specifically for machining workflows. The right system should easily replicate customer-specific pricing, multi-operation jobs, subcontracted processes, and machine rates — while standardizing pricing logic across the team.
Why are spreadsheets risky for machine shop quoting?
Spreadsheets often live on individual hard drives and evolve over time. This creates tribal knowledge, version confusion, inconsistent pricing, and margin variability between estimators.
What is configurable estimating software for machine shops?
Configurable estimating software allows a machine shop to define its own workflows, pricing rules, machine rates, materials, and templates — while maintaining structured, repeatable estimating processes that protect margins.
How can a machine shop eliminate tribal knowledge in estimating?
By capturing pricing logic, machine rates, and estimating workflows inside a centralized system with templates, shops can turn individual knowledge into standardized processes that the entire team can access and follow.
How do machine shops protect margins during estimating?
Margin protection comes from consistent pricing logic, accurate machine and material costs, standardized templates, and visibility into true cost per operation. Structured estimating software reduces guesswork and variability between quotes.
Can estimating software handle complex, multi-operation jobs?
Yes. Modern AI-powered machine shop estimating software can model multi-machine operations, secondary processes, subcontracted work, and customer-specific pricing — without relying on spreadsheets.