Before CalcuQuote, Phase relied on a purely manual approach for quoting and purchasing.

• Manual part lookups across Octopart, DigiKey, Mouser, and other distributor websites
• Copy-pasting prices and vendor data into Excel spreadsheets
• Hours spent building quotes for even medium-sized BOMs

Pain points:

• A 100-line BOM required ~2 hours to price out
• With demand growing, the company risked needing 1–2 new hires just to manage quoting and purchasing volume
• Any absence in the purchasing role disrupted the entire process
• The process was prone to human error and missed opportunities

Phase needed a solution that would:

• Reduce quote turnaround time to stay competitive
• Scale capacity without adding staff
• Enable quick onboarding for non-purchasing staff
• Speed up quote-to-purchase transitions
• Improve accuracy and reduce manual errors

The Process Engineer, Scott Regnier, at Phase Electronics was asked to cover quoting and purchasing while the primary purchaser was on a five-week vacation. Recognizing the significant time commitment involved in manually looking up every line item on a Bill of Materials (BOM), Scott sought out solutions and discovered CalcuQuote.

The implementation was remarkably smooth and fast.

• Monday morning: Inquiry submitted on CalcuQuote’s website
• Same day: Sales demo delivered and all questions addressed
• By Thursday: Account live, onboarding completed, first quote sent
• Training time: A few hours — enough for Scott, an engineer with no prior quoting experience, to generate accurate quotes alongside his engineering duties

Key workflows adopted:

• Live pricing integration replaced manual distributor data lookups
• Streamlined quote-to-purchase, eliminating re-entry into vendor carts
• Automated PO creation and ordering through APIs
• Easy comparison of quoted vs. purchase prices safeguarded profit margins

Notably, Scott Regnier, a process engineer with no prior quoting background, was trained in just a few hours and began managing RFQs alongside his engineering workload.

Time Savings

• Quote time reduced from 2 hours to 10–15 minutes for a 100-line BOM
• One quoter now handles the work of 2–3 staff
• Seamless quote-to-purchase transition saves additional hours

Scalability

• In 2024, Phase processed just under 200 RFQs
• In 2025, they are on track for 250 RFQs — managed with the same lean team

Customer Competitiveness

• Faster, more accurate quotes improved win rates
• Avoided additional hiring, boosting profitability