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How manufacturers and B2B firms win new accounts from their website — what technical information to publish, and how to receive drawings and NDAs safely

What buyers check on a manufacturer's site: processes, materials, tolerances, lot sizes, equipment and lead times, plus a spec form and safe drawing intake.

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友田 陽大
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When a manufacturer's website brings in no new accounts, my view is that the cause is more often missing conditions than old-fashioned design. Before a design engineer or purchaser makes contact, they want to settle two questions: "can this company do this job?" and "is it safe to hand them our drawing?"

This article decides what to publish on the site to answer those two questions, and how to receive drawings and NDAs (non-disclosure agreements). I cannot promise rankings or more enquiries. What follows is how to fill in the information that stops a buyer's decision.

Buyers filter you three times

In manufacturing, a buyer passes three gates before pressing "Contact us". Work out where your site loses them first, and the places to fix narrow down.

StageWho mainly looksWhat they checkWhat happens when it's missing
1. SearchEngineers, purchasersWhether your processes and materials matchThey never open the page, or leave within seconds
2. ShortlistPurchasingSize range, tolerances, lot sizes, equipment, lead times, certificationsCompanies that need a call to confirm get pushed back
3. First contactEngineering, purchasing, quality assuranceWhether it is safe to hand over a drawingWith no explanation of information handling, approval stalls internally or in quality

"High quality", "short lead times" and "customer first" answer none of the three gates. Buyers are looking for facts they can copy into a comparison sheet.

Reworking product or capability pages?

Product and capability pages that lead to enquiries

The fields an enquiry depends on

The first job in improving the site is not a design review but filling in this table. The examples show structure only and are a hypothetical example, not any real company's capability.

FieldWhat the buyer is checkingHow to state it (hypothetical example)If you cannot state it
ProcessesWhether the job stays in-house or involves subcontractorsMilling and turning in-house; surface treatment at partner plantsAt least draw the line between in-house and partners
MaterialsWhether you have handled their materialSUS304 / A5052 / S45C. Titanium depends on shapeList the main materials and the ones you decline
Size rangeWhether the part physically fitsMaximum work size 500×400×300mmGive the range of your representative machine
Tolerances, surface roughnessWhether you reach the required accuracyWith conditions: "production ±0.05mm / prototype answered after drawing review"Say "answered after drawing review" and state the general-tolerance range you support (e.g. JIS B 0405, Japan's general-tolerance standard)
Lot sizeWhether the quantity fitsFrom 1 prototype; production up to 500 per monthYour strong and weak quantity bands
Equipment listWhether the machine types and counts are enoughModel, count, stroke, year installedIf you withhold models, give types and work ranges
Measurement, inspectionHow quality is assuredCMM available; inspection reports issuedList the documents you can issue
Lead timeWhether you meet their scheduleSeparate prototype and production estimates, with busy-season variation"Depends on material and quantity" plus how many days a quote takes
CertificationsWhether you meet their requirementsName, registered scope (site, product) and expiryIf none, describe the quality controls you actually run
Industries servedWhether you know the industry's demandsIndustry names and how you meet their requirementsCustomer names only with permission; industry names are often enough
Accepted data formatsWhether they can send the drawingPDF / DXF / DWG / STEP / IGESList only the formats you accept

Three points must not slip when you write this.

Tolerance figures are read as promises. Write "±0.01mm supported" without conditions and you will end up declining drawings with different materials, sizes or shapes, and lose trust. Separate the value you hold reliably in production from the best value you can achieve individually on a prototype.

"We handle anything" carries no information. State your strong and weak quantity bands and the conditions under which you decline, and mismatched enquiries fall while the remaining ones improve. Chasing the enquiry count alone pushes this judgement the wrong way.

Decide what you will not publish, too. The buyer needs to know what you can do. How you do it — machining conditions, fixture structure, set-up tricks — is know-how and stays off the site. Customer names and product photos derived from customer drawings appear only with the customer's permission.

If you cannot fill in your own fields, the shortcut is to reread your last ten enquiries and pick out what you are asked by phone or email every time.

Put everything on one "Our business" page and neither the person looking for milling nor the one looking for sheet metal can find their part. Split pages by process and put the table's contents on each.

Home
 ├ Processes
 │   ├ Machining (materials / size range / tolerances / lot sizes / equipment / cases)
 │   ├ Sheet metal
 │   └ Welding and assembly
 ├ Equipment list (model / count / work range)
 ├ Quality and certifications (inspection / registered scope / information handling)
 └ Contact (consultation without a drawing / quote request with a drawing)

Use the words buyers search with. People often search by material, process and quantity, such as "aluminium machining prototype 1 piece", rather than "precision machining partner". Do not use internal jargon or your product names as headings.

Many firms publish their specifications only as PDFs. Google treats PDF as an indexable file type, but PDFs read poorly on phones and are more work to update. The safer pattern is to put the key specifications in the page text (HTML) and keep the PDF as a take-away.

Never leave it unclear whether a case is real or invented. A project without permission can be anonymised as "industry, material, problem, response", and there is no reason to fabricate a track record.

Make the enquiry form take specifications

Manufacturing forms fail in two ways: too many fields for an engineer mid-design to fill in, or a single free-text "enquiry" box that forces several rounds of email.

The fix is two entry points.

FieldConsultation without a drawingQuote request with a drawing
Company, contact name, contact detailsRequiredRequired
DescriptionRequiredOptional
MaterialOptionalRequired ("undecided" can be chosen)
QuantityOptionalRequired (prototype / production is enough)
Target dateOptionalOptional
Use, industryOptionalOptional
Accuracy requirementOptionalOptional (unnecessary with a drawing)
How the drawing will be handed overNoneRequired (choose from the methods below)
NDA needed?NoneRequired (yes / no / want to discuss)

The "undecided" option keeps people who are still designing from dropping out. Every required field adds effort. Decide what to require by asking "could we make the next contact without this field?"

Also state on screen what happens after sending, such as "We will confirm receipt within one business day and tell you whether we can quote after reviewing the drawing", using a number of days you can actually keep. Field design, error messages and delivery checks for the whole form are covered in the contact-form improvement checklist.

Why not ordinary email or an open upload field

A drawing is not your information; it is the customer's confidential information, and the duty to protect it moves to you when you receive it. Under Japan's Unfair Competition Prevention Act, a "trade secret" is judged on three requirements — usefulness, secrecy management and non-public status — so you are receiving something the customer manages internally as secret (METI).

METI publishes example countermeasures against leaks of confidential information as its Handbook for the Protection of Confidential Information. On top of that, my first recommendation is simply not to receive drawings you do not need for a quote. The less you receive, the less you have to protect.

The problem with ordinary attachments

What happensWhy
Sent to the wrong addressOnce sent, it often cannot be recalled
It stays in the mailboxCopies multiply in leavers' mailboxes, shared addresses everyone reads, and forwarding targets
Nobody knows who viewed itNo record of downloads or views
Rejected for sizeLarge CAD files bounce and drift to free transfer services

Switching to password-protected ZIP files solves none of this. In September 2020 IPA reported an attack technique in which encrypted attachments slipped past detection and quarantine by security products on the mail route. Sending the password in a follow-up email on the same channel protects nothing. As the receiving side, the realistic course is an operation that does not assume ZIP files.

The problem with an open upload field

Adding a "attach drawing" field to the website is the riskiest choice. It becomes an entry point for malicious files, a place where attackers can put whatever they like. OWASP (an international community focused on web application security) lists the following controls to layer.

OWASP pointWhat it means for manufacturing intakeWhat to ask your web vendor before ordering
List allowed extensionsOnly what the business needs: PDF / DXF / DWG / STEP / IGES"Is it an allowlist or a blocklist?" (blocklists are easy to bypass)
Validate file type by content, not the Content-Type headerReject programs with a renamed extension"Do you inspect content on the server?"
Let the system rename filesAvoid exposing file names containing customer names, and overwrites"What is the stored file name?"
Set a size limitCAD files are large, but no limit lets someone fill your storage"What is the limit, and what does the user see when exceeding it?"
Allow only authorised usersNot on a public page; issue via a reference number or one-off link"Can anyone upload?"
Store on another server, outside the web rootDrawings cannot be fetched by guessing URLs"Are file URLs public?"
Run antivirus or a sandboxReceived files do not infect internal machines"When do you scan, and are files opened only after scanning?"
Apply CDR (content disarm and reconstruction) to PDFs and similarRemove malicious content inside documents"Is it supported, and does it break drawings?"
Protect against CSRFUsers cannot be made to upload without knowing"Is there a form token or origin check?"
Configure and update libraries securelyDo not leave vulnerabilities in file-parsing components"Who updates them, and how often?"

Operational design is needed on top: never attach the drawing to the notification email (that puts it straight back in a mailbox), restrict who can view it, keep download records, and set a deletion period after the project ends.

Choose one of three intake methods

Before changing the site, decide which method fits your volume and team.

MethodFlowSuitsWeaknessWhat drives cost
A. NDA first plus a one-off share linkEnquiry → NDA → staff issue an expiring linkA few drawings a month, a clear ownerNeeds manual managementPreparing the NDA, operating effort
B. Receive-only link from business storageShow a reference number on the site and send a per-project receive-only linkVolume growing, storage already contractedRules for issuing and revoking linksStorage contract, issuing procedure
C. Dedicated upload on your siteReceive directly from the form into secure storageHigh volume, someone in-house to operate itDevelopment, ongoing maintenance, vulnerability responseScope, scanning, monitoring and maintenance

Most small firms are well served by A or B. C looks convenient, but it is not finished at launch: the controls in the table above have to be maintained. Moving to C while volume is low gives little for the cost. Some buyers' internal rules forbid uploading to outside services, in which case you have to use the method they specify, so do not depend on C alone.

The NDA-first flow

1. Take an overview through the form: material, quantity, outer size
2. Give a first answer on feasibility from the overview (no drawing yet)
3. If promising, sign an NDA
4. Receive the drawing through an expiring link and quote in detail
5. After a lost bid or completion, delete the drawing and record the date

Demanding an NDA in the very first contact adds work for the buyer. Returning a rough figure from the overview and then moving to the NDA saves effort on both sides.

An NDA should cover at least confidentiality, a ban on use beyond the stated purpose, and return or deletion of drawings when the agreement ends. The reference contract examples METI publishes on its trade-secrets page and the Small and Medium Enterprise Agency's model NDA can be consulted as starting points. They still need adjusting to the deal rather than being used as they are, so have individual contracts checked by a lawyer or other professional.

In practice, I recommend storing received drawings separately from your own design data. If they mix with your own technology, it becomes hard to explain later who owns what if the question arises.

Fill in the field table in-house; quote drawing upload separately

What you can do in-house first (roughly a month)

  • Read your last ten enquiries and list what you are asked every time
  • Mark the rows of the field table your current site does not cover
  • Settle tolerance and lead-time wording with your production lead, using values you can hold
  • Choose a drawing handover you can use from today: method A or B
  • Prepare an NDA template and decide who sends it and when

When off-the-shelf tools are enough: business storage services offer expiring links and receive-only folders. If you can update the website yourselves, you can add the field-table contents without outsourcing.

When the website need not be a priority: if accounts come through referrals or group ties, your capacity is already full, or you rely on a few customers and are not seeking new ones, the site matters less. Trade shows and referrals from existing customers are often faster, and there is no need to force it through the web.

If you outsource: cost varies widely with who prepares copy and photos, how many process pages you build, how far the form is reworked, and which intake method (A to C) you choose. Scope and how costs are set are explained under website fixes and maintenance for product and process pages, and under website growth and measurement for the path to the enquiry and its measurement. Note that building a drawing upload feature (method C) is outside the scope of a small fix and is quoted separately. For reading the contents of a quote, see the guide to system development estimates and market rates.

Start by rereading your last ten enquiries

The smallest thing you can do today is open your last ten enquiries and write what was asked in the first email exchange into the field table above. Any field that comes up three or more times is the first information to put on your site.

Frequently asked questions

If we publish equipment models and machining accuracy, won't competitors learn too much?
Draw the line between what you can do and how you do it. Publish equipment names, counts and maximum work sizes; keep machining conditions and fixture designs to yourself. A buyer deciding whether to shortlist you needs the first kind of information. Show customer names, and product photos derived from customer drawings, only where the customer has given permission.
What is the safe way to state tolerances?
State them with the material and size conditions, and separate the value you hold reliably in production from the best value you can discuss for a prototype. An unconditional claim such as '±0.01 supported' tells the buyer nothing and invites requests for shapes you cannot make. Publish only what you can hold, and say that difficult cases are answered after reviewing the drawing.
Is it safe if customers email drawings as password-protected ZIP files?
No. If the password travels over the same email channel, it protects nothing when that channel is read. IPA, Japan's national information-security agency, has reported attacks in which encrypted attachments slipped past the security products on the mail route. It also leaves the drawing sitting in a mailbox indefinitely. Decide on a different handover, such as an expiring share link, first.
Must we sign an NDA before receiving any drawing?
No single legal rule requires it, but signing an NDA before receiving drawings makes both sides' obligations clear. If you quote roughly from outer dimensions, material and quantity, and sign the NDA before the detailed drawing, the first contact stays easy for the buyer. The right clauses depend on the deal, so have individual contracts checked by a lawyer or other professional.

References

友田

友田 陽大

Developer of a METI Minister's Award–winning product. With TypeScript + Python + AWS, I deliver SaaS, industry DX, and production-grade generative AI (RAG) end to end — from requirements to infrastructure and operations — single-handedly.

Reworking product or capability pages?

Product and capability pages that lead to enquiries

I rework how materials, tolerances, lot sizes and equipment are presented, and the enquiry fields that capture a spec. Building a drawing-upload feature is outside small-fix scope and quoted separately. Enquiry counts are not guaranteed. Scope and price are set in writing before any work starts. The first 30-minute call is free.

Available for both project-based (contract) and advisory engagements. Start with a free 30-minute consult.

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