Quotes & Sales Orders

Win more with fast, accurate, connected sales

Quoting header image

Turn your complicated spreadsheets into an intuitive sales process, and price to win with live cost breakdowns.

Try fulcrum

Fast BOM & Routing imports and builds

Import BOMs from drawings or CAD software and easily add routing steps. Production costs automatically update based on labor, material, and machine details, helping you have the information you need to send fast and accurate quotes.
Explore the BOM & Routing

Quickly nest for accurate material estimates

Upload a DXF file directly on a quote to generate a nest and automatically update material cost estimates without leaving Fulcrum.
Explore Nesting Workflows
Capable to promise

Capable to promise

Provide customers with accurate lead times by automatically calculating estimated production completion dates — all made possible by the autoschedule.
Explore the Autoschedule
Chat and attachments image

Set your team up for success

Attach files, leave notes, and live chat with the team. All details automatically sync to the rest of Fulcrum, keeping everyone in the loop.
Job Progress image

Live order progress visibility

Have all the live information you need to answer customer questions. See where a job is at, from the beginning of production until it’s shipped and invoiced.
Explore Job Tracking
Fulcrum Customer Portal

Your customers have options, stand out

Updates from the shop floor flow automatically to a secure Customer Portal. Customers can log in and view the details and statuses of their orders and invoices. Increase visibility and build relationships without any extra phone calls or emails.

Reimagine how you sell

Not winning enough work?

Ensure that your quoting process is spot-on, from estimates for completion to your pricing structure. Fulcrum’s job costing and seamless workflows help you to drive more business with higher margins.

Don't know your shop's capacity?

Use Automated Production Scheduling to see what you’re capable to promise. Quote realistic lead times and build customer confidence when you deliver on time, every time.

RFQ process too time-consuming?

Fulcrum syncs with your email platform to automate the RFQ process. Send and track RFQs directly through the platform, and once vendors are selected, allow Fulcrum to automatically add costs to the quote.

See what makes fulcrum different

Better sales workflows with fulcrum

We'll make it easy for you. Just pick a date that works for you and we'll send the invite right to your calendar.

+1 (612) 502-0050

Everything is connected

We reimagined cloud manufacturing software to create the best connected system for modern production. All features included.