Process quoting from engineering packs
PCB Process Quote Preparation
Combine customer BOMs, board-house data, and trial-run process requirements into a standard process-quote sheet, with missing parameters left pending for review.
Solution overview
This case covers the common PCB process-quoting workflow. Quoting and engineering teams hand the customer BOM, board-house production data, and trial-run process requirements to ClawX for unified preparation.
ClawX extracts board size, thickness, mount sides, material counts, test, and packaging requirements into the quote sheet. Content that is not explicitly stated remains “pending confirmation” and is never guessed.
- Business scenario
- Prepare PCB process-quote materials, determine required process steps, fill quote parameters, and retain sources plus pending items.
- Channels and systems
- ClawX + customer BOM + board-house production data + process-requirement notes + result summary.
- Current workload
- A single process-quote preparation typically takes about 8 person-hours of cross-checking multiple files and filling the template.
- Execution frequency
- Executed per mass-production or trial-run process quote.
- Outcome after adoption
- Automatically prepare quote data, process parameters, and a pending-confirmation list for quoting and engineering review.
Acceptance metrics: before vs. after
| Before | After | |
|---|---|---|
| Material preparation | Open the BOM, board-house file, and process requirements separately | Automatically consolidate key information from the BOM, board-house data, and trial-run requirements. |
| Product parameters | Search board size, thickness, and related fields manually | Write observed parameters such as board length 122.7, width 37.9, and thickness 2.402. |
| Process-step determination | Engineers judge each process step item by item | Automatically identify programming, labeling, SMT, depaneling, test, visual inspection, and packaging. |
| Pending confirmation | Missing items are easy to skip in verbal handoffs | Panel size, units per panel, and depaneling connection method stay pending and are written into the notes. |
Customer background and business challenge
Enterprise type
PCB and electronics manufacturers that must complete process quoting quickly before mass production or trial runs.
Business department
Quoting, engineering, manufacturing, test, and project-management teams participate jointly.
Knowledge sources
BOMs, board-house production data, trial-run process requirements, standard quote sheets, and test/packaging rules.
Current pain point
PCB process quoting requires checking the BOM, board-house data, and process requirements together. Missing panel size, units-per-panel, and depaneling connection details must not be guessed—they must be marked pending confirmation.
Implementation panorama
Before · SOP
- 1Collect the customer BOM
- 2Inspect board-house production data manually
- 3Open process-requirement materials
- 4Judge process steps manually
- 5Fill the quote template manually
- 6Write pending items separately
After · SOP
- 1Upload the three input classes
- 2ClawX organizes information sources
- 3Write the standard quote sheet automatically
- 4Preserve formulas and images in the workbook
- 5Output process-quote data
- 6Generate pending-confirmation notes
Real-world workflow
Collect materials
Collect the BOM, board-house production data, and trial-run process requirements.
Prepare parameters
Read board size, thickness, mount-side count, and material quantities.
Determine process steps
Determine whether programming, labeling, testing, packaging, and related steps are required.
Fill the workbook
Preserve existing formulas, images, and styling while filling values.
Review and deliver
Output data sources and pending-confirmation items.
Implementation results and value data
Observed run totals: 53 valid material types, 2 mount sides, 405 SMT pieces, and 3 critical pending-confirmation items.
| Before | After | |
|---|---|---|
| Process-quote preparation time | About 8 person-hours per project | About 15–25 minutes per run; multiple projects can run in parallel |
| Valid material types | Counted manually across the BOM | 53 valid material types summarized automatically |
| Mount sides | Confirmed by inspecting drawings and notes | 2 mount sides written from source evidence |
| SMT piece count | Aggregated manually from multiple columns | 405 SMT pieces summarized automatically |
| Critical pending items | Easy to omit during verbal handoff | 3 critical pending items retained in the notes |
| Human involvement | Cross-check every file and fill the full template | People focus on review and decision-making for pending items |
Before-and-after comparison
Before
Engineers manually search multiple project files, judge information sources, and fill the standard workbook. A single project typically takes about 8 person-hours, and it is difficult to handle multiple projects at the same time.
After
ClawX consolidates materials, prepares reliable information, and marks pending items. A single run takes about 15–25 minutes; multiple projects can be processed in parallel, and people mainly review and decide.
Delivered value
Cross-document parameter extraction
Pull board size, thickness, mount sides, and material counts from multiple sources.
Process-step identification
Identify programming, labeling, SMT, depaneling, test, inspection, and packaging steps.
No-guess pending policy
Keep panelization gaps pending instead of inventing values.
Template integrity
Preserve formulas, images, and styling in the standard quote workbook.
Review-ready delivery
Deliver quote data together with sources and a confirmation list.
Observed pending-confirmation items
These panelization fields lacked explicit evidence in the source pack and remain human-owned.
Panel size
Panel dimensions were not explicitly stated and remain pending confirmation.
Units per panel
Units per panel were not explicitly stated and remain pending confirmation.
Depaneling connection method
The depaneling connection method was not explicitly stated and remains pending confirmation.
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