Team Collaboration
No more chasing people down.
Keep estimators, programmers, and sales in one shared workspace — so quotes keep moving, even when key people are out.
Shared workspace for every quote, file, and note
Task assignments with automatic notifications
Real-time status — no more "who has this?"
Shops lose jobs every day because internal communication is slow, unstructured, or trapped in one person's head.
When estimators, programmers, and sales are scattered across spreadsheets, inboxes, and tribal knowledge, quotes slow down and nothing moves without someone chasing someone else down.
Team Collaboration puts everyone in one workspace so quotes keep moving, even when key people are out.
See exactly where every quote stands — and who's on it
One workspace, zero shoulder-taps
Comment directly on parts, capture notes, and shorten feedback loops — without interrupting your best people all day.
Nobody wonders who has the file
Assign tasks with automatic notifications for reminders and due dates. Everyone knows what’s next, without asking.
Control who sees what, as you scale
Manage who can view, edit, price, or send quotes — without slowing anyone down as you add people or locations.
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.
Visually search your part library for geometrically similar jobs. Pull up prior costing and pricing data instantly and use it as the foundation for the new estimate. Stop re-quoting parts you’ve already priced — and stop sending inconsistent prices to the same customer.
Every customer request flows in from your website or email automatically — organized, secure, and ready to estimate. No lost files, no manual re-entry, no inbox archaeology.
Every part file, drawing, quote, revision, and communication in one ITAR/FedRAMP-aligned system. Nothing lost. Everything traceable. When a similar RFQ comes in, the history is right there.
Real machine learning — trained on your actual job data — analyzes 3D part geometry and generates programming, setup, and run time estimates in seconds. Not a formula. A model that gets smarter as your data grows.
In-app messaging, tasks, and approvals keep the team aligned. Tribal knowledge stays captured with the job — not in someone’s head. Anyone on your team can pick up where someone else left off.
Assembly Estimating
Quote complete assemblies — not just individual parts. Machine Research supports STEP, SLDASM, CATPRODUCT, and NX files, bringing the same AI-powered estimating capability to multi-component jobs. One of the only quoting platforms with a true assembly solution.
Send polished, branded quotes in minutes. First quote on their desk. Best-looking quote in their inbox. Speed plus professionalism equals competitive edge.
