Accelerate Quoting: Leveraging DriveWorks in Configurable Product Design Part 2


How DriveWorks speeds up quoting — the mechanics

In last week's post, we discussed what DriveWorks is, and briefly delved into the "How", but we'll drill down deeper in this post to really understand how DriveWorks speeds up quoting for your team. Here are the concrete ways DriveWorks reduces quoting time and friction:

1. Capture the rules once, reuse forever

Instead of re-interrogating engineering every time a salesperson needs a quote, DriveWorks captures the product rules (geometry, fit/clearance limits, option compatibility, manufacturing constraints) in a machine-readable format. Those rules are enforced automatically so every quote is valid by design.

Result: No handoffs to engineering for rule checks — quotes are technically feasible the first time.

2. Real-time pricing driven by the configurator

Pricing logic (cost rollups, option price modifiers, volume breaks, lead-time surcharges) is embedded in the configuration rules. As a user changes options, DriveWorks recalculates price instantly and shows accurate totals and line-item pricing.

Result: Sales and customers see accurate, real-time prices instead of waiting for a finance review.

3. Auto-generated BOMs, drawings and manufacturing data

When a configuration is chosen, DriveWorks can generate a complete Bill of Materials, SOLIDWORKS models and drawings, cut lists, and NC data. These outputs are consistent with the quoted configuration and ready to feed into production planning, reducing downstream questions.

Result: The time between “quote accepted” and “order released” is shortened because manufacturing data is already complete and correct.

4. Guided, web-accessible configurators (DriveWorks Live)

By publishing configurators to the web, DriveWorks Live allows sales, dealers, and customers to configure products from any device. Complex options are presented via forms and visual previews that guide users to valid configurations.

Result: Self-service quoting for repeatable configurations and fewer manual interventions.

5. Automated documentation and templates

DriveWorks can populate quote templates (proposal PDFs, terms, drawings, compliance certificates) automatically. That makes every quote look professional and consistent, and removes the manual step of collating documents.

Result: Faster turnaround to deliver a polished quote package to the customer.

6. Integrations and approvals

DriveWorks integrates with CRM/ERP systems and can push quote data (including pricing and BOMs) directly into quoting, order management, and approval systems. Combined with configurable approval workflows, this automates sign-offs that used to require email chains and phone calls.

Result: Approvals and order creation become automated or semi-automated, cutting administrative delays.

7. Batch quoting and Autopilot

For quoting many variants (e.g., for a bid or to populate a price book), DriveWorks can run unattended batches to generate hundreds or thousands of quotes, drawings, and price sheets.

Result: Large quoting jobs that used to take days of manual work can run overnight.

ARTICLE BY Tanner Knight, CSWE