# Job Cost Estimate: Draft the Quote Worksheet

Source: https://maito.app/workflows/draft-the-cost-worksheet-for-a-quote

Maito builds the cost worksheet for a quote from your estimating rates, cycle time and vendor minimums, and shows what is still missing before pricing.

Maito fills in the costing sheet from your own rates, shows what's missing, and leaves the price to you.

[Sales](https://maito.app/workflows/team/sales) · [Manufacturing](https://maito.app/workflows/industry/manufacturing) · When you ask · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [Airtable](https://maito.app/workflows/tool/airtable)
-   Microsoft 365
-   Box
-   Dropbox
-   Notion

## How do you draft the cost worksheet for a quote?

To draft the cost worksheet for a quote, tell Maito the part, quantity and cycle time in Slack. It uses the rates in your estimating sheet to cost setup, machining, material, outside processing and freight, applies vendor minimums, shows your margin option, lists what is still missing, and attaches the spreadsheet.

## How it's done today

The estimator rebuilds setup, cycle, material, outside process and freight in a spreadsheet each time.

## What Maito does

1.  Fill in the inputs from the RFQ
2.  Apply your rates
3.  Show missing assumptions
4.  Stop before setting the price

## Example

Loop run: None

**Dana** (1:15 PM):

Draft the cost worksheet for RFQ-1184, 250 pieces. Use the rates in our estimating sheet and Raul's 6.5 min cycle.

**Maito** (1:19 PM):

Draft attached: rfq-1184-cost-250.xlsx.

• Setup: 2.5 h at $95 = $237.50  
• Machining: 6.5 min x 250 = 27.1 h = $2,572.92  
• Material: 250 x $4.80 = $1,200.00  
• Anodize: $400.00  
• Freight: $120.00  
**Cost: $4,530.42, or $18.12 each**

**Catch:** the anodize vendor charges a $400 minimum lot. At $1.35 a part, 250 pieces is only $337.50, so I used the minimum.

Still missing: inspection time and any packaging. At your usual 28% margin the price would be $6,292 ($25.17 each), but I haven't put a price in the quote.

Rates came from your estimating sheet. Cycle time is Raul's figure.

**Dana** (1:26 PM):

Add 0.5 h inspection.

**Maito** (1:26 PM):

Added: cost is now $4,577.92, $18.31 each. Price still blank for you.

## How to set it up

When you ask Draft the cost worksheet for a quote

Set up

Nothing to set up. Ask in Slack or by email whenever you need it.

Connect spreadsheet

-   Airtable
-   Microsoft 365

Connect files

-   Google Drive
-   Box
-   Dropbox
-   Notion
-   Microsoft 365

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

The result is only as good as the rates and cycle times it is given. It does not estimate cycle time itself.

## Questions

### Where do the rates come from?

From your estimating sheet in Airtable or Microsoft 365, and files in Google Drive, Box, Dropbox, Notion or Microsoft 365. Cycle times come from the person who gave them.

### Does it set the price?

No. It can show what your usual margin would give, but it leaves the price blank for you.

### What if a cost is missing?

It lists it, such as inspection time or packaging, and you can reply with the figure so it updates the worksheet.

## More sales workflows

-   [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call)
-   [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically)
-   [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call)
-   [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread)
-   [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review)
-   [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fdraft-the-cost-worksheet-for-a-quote)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)
