How Forgepoint Works

Give your sales team
their time back

Forgepoint transforms messy RFQs into accurate quotes in minutes — not days. Your competitors average 72 hours. You'll respond in 4.

RFQ Emails
PDF Drawings
Excel Sheets
STP/CAD Files
CRM Data
Forgepoint
01
Clarify requirements
02
Build BOM
03
Apply pricing rules
04
Confirm margins
05
Send for approval
06
Finalize & send
07
Automated follow-ups
Flexible Pricing Engine

Your pricing rules, not ours

We don't force you into a rigid system. Forgepoint adapts to however you price, no matter how complex.

Messy Excel Files

Import pricing from legacy spreadsheets with inconsistent formatting, multiple tabs, and embedded formulas.

ERP Pricing Logic

Connect directly to Epicor, SAP, or any ERP to pull real-time pricing, inventory levels, and lead times.

Customer Discounts

Apply customer-specific pricing tiers, negotiated rates, and contract terms automatically.

Volume Tiers

Calculate quantity breaks, volume discounts, and tiered pricing based on order size.

Product Bundles

Handle complex assemblies, kits, and bundled pricing with nested component costs.

Something else entirely?

Custom formulas, matrix pricing, or industry-specific logic — we've seen it all.

  • Material surcharges
  • Scrap factor multipliers
  • Setup fees by machine type

Zero rip-and-replace required

Keep your existing ERP, pricing sheets, and workflows. Forgepoint layers on top and syncs in real-time.

Epicor
SAP
Sage
Custom
Pipeline Intelligence

Ask anything about your pipeline

Your AI rep knows every deal, every conversation, every follow-up. Get instant answers in plain English.

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Forgepoint Assistant

Pipeline intelligence

Online

What's the total value of deals currently in the pipeline?

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Sales managers save 6+ hours per week

No more chasing reps for updates or digging through CRM records. Everything you need is one question away.

Limited: 3 free audits remaining this month

How much revenue could your shop unlock?

30 day set-upWorks with your ERP