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💼
SALES & ESTIMATING

Bidding, Estimating & Sales

Win more work at better margins with integrated design tools, machine vision takeoffs, automated cost estimating, and seamless quote-to-production workflow.

Stop Losing Bids to Slow, Inaccurate Estimates

Precast estimating is complex. Multiple systems, manual takeoffs, spreadsheet calculations, and disconnected workflows lead to slow turnaround times and pricing errors that cost you jobs or margin.

❌ Traditional Estimating Chaos

  • Manual takeoffs from PDFs taking hours per job
  • Separate CAD software for designing custom pieces
  • Excel spreadsheets with outdated cost data
  • No connection between estimate and production
  • Quote mistakes discovered after job award
  • Days to respond to bid requests = lost opportunities
  • No visibility into win/loss rates or pricing trends

✅ CastLogic Integrated Sales

  • Machine vision auto-extracts quantities from drawings
  • Integrated design tool for utility products (no CAD needed)
  • Real-time cost database from actual production data
  • Estimates convert to production orders with one click
  • Validation prevents quoting impossible configurations
  • Same-day quote turnaround wins more work
  • Analytics show win rates by product, customer, region

Design → Estimate → Bid → Production

One integrated workflow from customer inquiry to production floor. No data re-entry, no disconnected systems, no version conflicts.

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1. Design

Integrated design tool or machine vision takeoffs

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2. Estimate

Auto-calculated costs from real production data

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3. Quote

Professional proposals with branded templates

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4. Award

Track bids, follow-ups, win/loss analysis

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5. Production

Sales order converts to production schedule

🔧 GAME CHANGER

Integrated Design Tool for Utility Products

Most precast ERPs require separate CAD software. CastLogic includes a built-in design tool for utility and pipe products—design custom pieces without ever leaving the system.

What You Can Design:

🔩

Utility Products

  • • Manholes (all sizes)
  • • Catch basins
  • • Junction boxes
  • • Vaults & chambers
  • • Meter/pull boxes
  • • Grease traps
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Pipe & Drainage

  • • Storm pipe (RCP)
  • • Sanitary sewer
  • • Culverts
  • • Box culverts
  • • RCCP pipe
  • • Custom diameters
🏗️

Other Products

  • • Septic tanks
  • • Trenches/channels
  • • Retaining blocks
  • • Sound barriers
  • • Custom enclosures
  • • And more...

How It Works:

1

Select Product from Your Catalog

Choose from your complete product library. System validates compatible molds, sizes, and configurations based on your actual production capabilities.

2

Enter Specifications or Use Machine Vision

Manual Entry: Input dimensions, wall thickness, reinforcement, connections, etc.

Automated Takeoff: Upload engineering drawings and machine vision extracts specifications automatically—no manual measurement.

3

Customize & Preview

Modify wall thickness, reinforcement spacing, embedded items, connections. See 2D preview in real-time. System prevents illogical configurations (e.g., wall too thin for load).

4

Auto-Generate BOM & Estimate

System calculates concrete volume, rebar weights, embedded items, and labor hours. BOM flows directly into cost estimate using your real production data.

5

Quote → Award → Production

Generate professional quote. Track bid status. When awarded, convert to sales order and production schedule with one click. Production drawing and mold requirements generated automatically.

No Separate CAD License Required

For utility and pipe products, you don't need AutoCAD, Revit, or any third-party design software. Design, estimate, and quote all in one platform.

🤖 AI-POWERED

Machine Vision Automated Takeoffs

Upload engineering drawings and let AI extract quantities, dimensions, and specifications automatically. What used to take hours now takes minutes.

How It Works:

  • 1
    Upload Drawings

    PDF, DWG, or image files from architects/engineers

  • 2
    AI Extraction

    Computer vision identifies dimensions, quantities, notes

  • 3
    Review & Refine

    Verify extracted data, make adjustments if needed

  • 4
    Instant Estimate

    Data flows into cost calculation automatically

What Gets Extracted:

  • Product quantities (number of pieces)
  • Dimensions (length, width, height, diameter)
  • Wall thickness, slab depth
  • Reinforcement callouts (rebar sizes/spacing)
  • Embedded items (inserts, sleeves, hardware)
  • Finish specifications
  • Engineering notes and special requirements

Time Savings Example:

Traditional Manual Takeoff:

100-piece parking structure project = 4-6 hours of measuring drawings, counting quantities, recording specifications in spreadsheet

Machine Vision Takeoff:

Same project = 15 minutes upload + AI processing + 15 minutes verification = 30 minutes total

90% time reduction = respond to more bids = win more work

Intelligent Cost Estimating

Real-time cost data from actual production, not outdated spreadsheets

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Historical Cost Database

Pull actual costs from completed jobs. Material prices, labor hours, and overhead rates updated from real production data—not guesses.

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Crew Productivity Rates

System learns how long your crews actually take for forming, pouring, stripping, finishing. Estimates based on YOUR plant's performance, not industry averages.

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Automated Calculations

Concrete volume, rebar tonnage, embedded item counts, labor hours—all calculated automatically from design specs. No manual math errors.

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Material Pricing Integration

Current prices from suppliers flow into estimates. When cement prices change, your estimates reflect it immediately.

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Margin Analysis

Set target margins by product type, customer, or project size. System warns if your bid is below minimum acceptable margin.

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Version Control

Track estimate revisions when customer changes scope. Compare original vs. revised pricing. Maintain audit trail for change orders.

Professional Quote & Proposal Generation

Turn estimates into winning proposals with branded templates and detailed breakdowns

Quote Templates

  • Branded proposals with your logo and colors
  • Line-item breakdowns or lump-sum pricing
  • Include or hide cost details (customer preference)
  • Terms & conditions, payment schedules
  • Delivery timelines and project schedules
  • Optional add-ons and alternates

Delivery & Distribution

  • PDF generation with digital signatures
  • Email directly from system with tracking
  • Customer portal for online quote review
  • Revision tracking (quote v1, v2, v3...)
  • Expiration dates and automated reminders
  • Quote acceptance workflow (e-signature)

Bid Tracking & Sales Pipeline

Manage opportunities, track bid status, and analyze win rates—all integrated with estimating

Lead Management

  • • Capture inquiries from web, email, phone
  • • Assign to estimators
  • • Track customer contact history
  • • Set follow-up reminders
  • • Categorize by project type

Bid Status Tracking

  • • Pipeline view: Quoted → Submitted → Pending
  • • Bid due dates and countdown timers
  • • Multiple quotes per opportunity
  • • Award notifications and alerts
  • • Lost bid reason codes

Win/Loss Analytics

  • • Win rate by product type
  • • Win rate by customer/GC
  • • Win rate by geographic region
  • • Average quoted margin vs. actual
  • • Reasons for lost bids (price, lead time, etc.)

Example Dashboard View:

34
Active Opportunities
62%
Win Rate (YTD)
$4.2M
Pipeline Value
18%
Avg Margin

One-Click Conversion to Production

When you win the bid, your quote becomes a sales order and production schedule instantly—no re-entry

What Happens When You Click "Award Job":

Sales Order Created

Quote converts to confirmed sales order with approved pricing, terms, delivery dates

BOMs Transferred to Production

Material lists, rebar schedules, embedded items automatically populate production module

Production Schedule Updated

New job added to AI-powered scheduling queue with delivery date constraints

Production Drawings Generated

Shop drawings created from design specs (for pieces designed in integrated tool)

Mold Requirements Identified

System assigns compatible molds based on product specs and availability

Material Procurement Triggered

Purchase orders generated for concrete, rebar, embeds based on BOM and delivery schedule

Job Costing Initialized

Project budget established from quoted costs for real-time variance tracking as production progresses

Result: Zero data re-entry. Zero transcription errors. Seamless handoff from sales to production. Your quoted costs become the baseline for profitability tracking throughout the job.

Connects to Your Entire Operation

Estimating isn't isolated—it's integrated with every part of CastLogic

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Schedule

Quoted delivery dates checked against production capacity during estimating

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Stock

Material costs pulled from current inventory pricing and supplier rates

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Accounting

Won jobs create project budgets and revenue forecasts automatically

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HR

Labor rates and crew productivity from actual payroll and time tracking

Verify

Quality requirements from quote flow into inspection checklists

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Dispatch

Delivery schedules and site logistics from customer specs in quote

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Engage

CAD/BIM models import into quotes with auto-generated BOMs

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Insights

Win rate analytics, margin trends, estimator performance dashboards

Ready to Win More Work?

See how CastLogic's integrated bidding, estimating, and sales platform helps you respond faster, quote more accurately, and convert more opportunities to production.