Integration & strategy
When should a manufacturing project move directly to a quote versus a demo or site walkthrough?
Updated
Direct quoteDemonstrationSite walkthrough
Direct answer
A clear, straightforward requirement can often move directly to a scoped quote. Use a demonstration, site walkthrough, or both when the machine interfaces, network conditions, data quality, workflow exceptions, or integration boundaries are still taking shape. The additional discovery should remove the uncertainties that would otherwise make the deliverables unreliable.
Practical checkpoint
List the assumptions that could materially change scope. If they cannot be resolved in conversation or from existing documentation, define what the demo or walkthrough must prove.