Frequently Asked Questions

CreateQuote is quoting software built for metal fabrication shops. It helps turn a job description into a detailed internal shop quote and a clean customer-facing proposal.

CreateQuote is built for metal fabricators, welders, small fab shops, mobile welders, ornamental iron shops, and custom metal businesses that need faster, more consistent quotes.

No. CreateQuote is primarily for the fabricator writing the quote, not the customer requesting the job.

No. CreateQuote helps create a strong quote draft, but the fabricator stays in control. You should review, edit, and approve the quote before sending it.

Yes. CreateQuote uses AI-assisted reasoning to help interpret job descriptions, ask follow-up questions, and draft quote details.

No. You just describe the job, answer questions, and review the quote like a fabricator.

Yes. That is why CreateQuote is built around review, editing, and fabricator control. You should always check the quote before sending it.

CreateQuote is actively improving. Early users and beta shops help identify better workflows, edge cases, and quote improvements.

You enter a job description, answer follow-up questions, and CreateQuote builds a quote draft with materials, cut list, labor, finishing, consumables, assumptions, and proposal-ready language.

Follow-up questions help clarify details that can affect price, such as material, dimensions, finish, install scope, hardware, access, customer-supplied items, and build details.

Yes, but CreateQuote may ask more questions before pricing. The better the job description, the faster the quote can be generated.

Include dimensions, material, quantity, finish, install or delivery scope, customer-supplied materials, hardware requirements, and any drawings or photos if available.

If enabled for your account/workflow, photos and drawings can help clarify the job. Even with visuals, written dimensions and scope are still important.

Yes. CreateQuote is designed to ask for missing quote-critical details before pricing when the answer could materially affect the quote.

In some cases, you may choose to proceed with a review note or shop-standard assumption, but you should understand what is being assumed before sending the quote.

Yes. You can review and adjust labor, materials, consumables, finishing, hardware, and other quote details before sending the proposal.

Yes. CreateQuote creates a cleaner customer-facing proposal separate from the internal shop quote.

The shop quote is for internal review and includes more detail. The customer proposal is polished for the customer and avoids exposing unnecessary internal shop math.

Yes. CreateQuote can generate a cut list as part of the internal shop quote.

Yes. CreateQuote can provide a shop-facing build sequence to help review fabrication steps, assumptions, and workflow.

Yes. You can add your shop name, logo, contact information, hourly rates, markup, quote tag, and quote numbering.

Yes. CreateQuote uses your shop's configured labor rates so quotes reflect your business, not someone else's.

Yes. You can set separate in-shop and on-site/field labor rates.

Yes. You can configure your quote tag and starting quote number so proposals match your shop's style.

CreateQuote can estimate material pricing using its current catalog and logic, but fabricators should confirm pricing with their own suppliers when needed.

No. Material prices vary by supplier, location, timing, quantity, and availability. CreateQuote helps estimate, but your distributor pricing is the final authority.

Yes. CreateQuote can include consumables such as welding wire, gas, grinding discs, flap discs, paint, primer, and related shop supplies.

Yes. CreateQuote can account for in-house finishing, outsourced powder coating, painting, primer, clear coat, raw finish, and other finish scopes depending on the job.

Yes. If the customer supplies material, hardware, or other items, CreateQuote can keep those out of the billed material total while still including them in the build scope.

CreateQuote can account for tax settings where configured, but users should confirm tax rules for their own location and business.

CreateQuote can calculate proposal totals and deposit amounts depending on your settings and workflow.

Yes. CreateQuote supports a wide range of custom fab jobs, including railings, gates, tables, shelves, brackets, frames, planters, fire pits, automotive work, industrial fab, and general custom projects.

Use the custom fabrication option and describe the job as clearly as possible.

Yes, but complex jobs may require more follow-up questions and closer review before sending.

Yes. CreateQuote can include delivery, field install, site access, travel, anchoring, and other install-related scope when provided.

Yes. Mobile welders can use CreateQuote, especially when field labor, travel, access, and on-site scope are part of the job.

No. Shop advice is intended for the operator/fabricator, not the customer proposal.

CreateQuote may suggest tools or shop aids that could improve the workflow for a job. These are not automatically billed to the customer.

CreateQuote may include shop-facing recommendations based on curated fabrication knowledge and tool catalogs. Any purchase links or official brand relationship would depend on approval and future setup.

Yes. Tool suggestions are informational and operator-controlled.

Yes, but you are responsible for reviewing the final quote, confirming supplier pricing where needed, and approving the proposal before sending it.

Many fabrication quotes can take hours to write manually. CreateQuote is designed to reduce that time significantly by drafting the structure, math, and proposal language for you.

No software can guarantee profitability. CreateQuote helps you quote more thoroughly, but your rates, review process, supplier costs, and business judgment still matter.

Plan changes depend on the billing setup available in your account.

Send the quote number, job description, what looked wrong, and what you expected. Real-world feedback helps improve the system quickly.

Set up your shop profile, configure your rates, run a simple quote first, review the shop quote, then try a more complex real job.