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PIP-to-Quote Solution

PIP-to-Quote in 30 Days

Transform procurement with AI-powered automation that compresses time-to-quote while protecting margins and ensuring brand compliance.

Featured atBDNYHD ExpoHubSpot Ecosystem

Time-to-Quote

-50%

median across pilots

Win-Rate

+8–15 pts

quote coaching + VE

Margin Erosion

-2–4 pts

guardrails + approvals

Cash to Close

-14–28 days

MAPs + SLA enforcement

From Manual to Measurable

A side-by-side view of how the workflow actually changes.

Before

Email/PDF intake, manual copy/paste

After

PIP Parser → Room Matrix + BOM in minutes

Before

ERP price pulls by request

After

Real-time ERP pricing + VE alternates with guardrails

Before

Untracked handoffs

After

SLA timers + route to role with MAP

Before

Late-stage margin erosion

After

Approval workflows + price guidance

Before

Anecdotal performance

After

Control Tower: TTQ, win-rate, VE, backlog, DSO

Four Steps to Revenue Velocity

Our systematic approach transforms your procurement workflow from manual to intelligent

1

Ingest & Map

AI PIP Parser extracts scope and requirements, automatically generating Room Matrix and Bill of Materials with brand-standard mappings.

Automated PIP parsing
Room Matrix generation
Brand compliance mapping
2

Price & VE

ERP price pulls, value engineering alternates with margin guardrails, and intelligent approval workflows ensure profitability.

Real-time ERP pricing
VE recommendations
Margin protection rules
3

Assemble & Route

Quote builder assembles multi-line quotes, SLA timers track progress, and mutual action plans ensure on-time delivery to install date.

Automated quote assembly
SLA monitoring
Action plan tracking
4

Instrument

Control Tower provides real-time visibility into time-to-quote, win-rate, VE savings, backlog throughput, and DSO performance.

Performance dashboards
Win-rate analytics
Cash flow optimization

Seamless Integrations

Plug into your stack to maximize ROI on existing systems.

CRM/RevOps
  • HubSpot
  • Salesforce (roadmap)
Automation
  • n8n
  • Make
  • Custom Webhooks
Analytics
  • PostHog
  • GA4
ERP
  • Acumatica
  • NetSuite
  • Sage
Spec/Design
  • Fohlio
  • Spec Platforms
Try It on a Sample PIP
Data-neutral

We parse your file to generate a Room Matrix + quote skeleton. No data is stored; processing happens in a secure, isolated environment. NDA available.

8-Week Implementation Roadmap

Your step-by-step path from manual processes to automated revenue velocity

Progress0/16 completed
Week 1-2: Foundation
2 weeks

Complete procurement audit

Baseline metrics, bottleneck identification, and ROI projections

3-5 days
PIP to PO + Your team

Map existing integrations

Document current CRM, ERP, and workflow tools

2-3 days
Your IT team

Initial team training

Control Tower overview and change management kickoff

1 day
PIP to PO

Define pilot scope

Select 10-20 PIPs for initial automation testing

1-2 days
Your procurement team
Week 3-4: Deployment
2 weeks

Deploy Control Tower

Dashboard setup with real-time KPI tracking

3-4 days
PIP to PO

Activate PIP Parser agent

AI document processing with Room Matrix generation

2-3 days
PIP to PO

Connect ERP pricing

Real-time price pulls and inventory checks

3-5 days
PIP to PO + Your IT

Configure approval workflows

Margin guardrails and escalation rules

2-3 days
Your procurement team
Week 5-6: Optimization
2 weeks

Enable Value Engineering

Automated VE recommendations with brand compliance

3-4 days
PIP to PO

Implement SLA monitoring

Time-to-quote tracking with automated alerts

2-3 days
PIP to PO

Drive team adoption

Hands-on training and workflow optimization

Ongoing
Your team leads

First performance review

Measure impact against baseline metrics

1 day
Both teams
Week 7-8: Scale
2 weeks

Scale to full volume

Process all incoming PIPs through automation

3-5 days
Your procurement team

Deploy Collections Nudger

Automated payment reminders and DSO optimization

2-3 days
PIP to PO

Enable advanced analytics

Win-rate analysis, margin trends, and forecasting

2-3 days
PIP to PO

Document success metrics

Capture ROI, efficiency gains, and team feedback

1-2 days
Both teams

Success Guarantee

If you don't see measurable improvement in time-to-quote within 30 days of go-live, we'll work at no additional cost until you do.

Zero-Risk Path to Revenue Velocity

We've removed every barrier to your success. Start small, prove value, scale what works.

Guaranteed
30-Day Success Guarantee

Measurable TTQ improvement within 30 days or we work at no cost until you see results.

Zero Disruption
No Rip & Replace

Layer on your existing ERP/CRM stack. Keep your tools, add intelligent orchestration.

Bank-Grade
Enterprise Security

SOC 2 Type II, RBAC, encryption at rest/transit, audit trails, and least privilege access.

Proven Method
Pilot-First Approach

Start with 10-20 PIPs to prove value before full rollout. Low risk, high confidence.

Your Control
Data Sovereignty

Your data stays in your environment. We're brand-neutral with optional read-only analytics.

Battle-Tested
Expert Support

Dedicated implementation team with 50+ hospitality procurement transformations.

50+
Successful Implementations
$47M+
Revenue Impact Generated
98%
Client Satisfaction Rate

Investment Structure

Transparent pricing aligned with your success

Audit
$20K–$35K

Prepaid • 2 weeks

  • Bottleneck identification
  • Baseline metrics establishment
  • 90-day roadmap
  • ROI projections
Most Popular
Sprint
$80K–$150K

50/50 milestones • 6–8 weeks

  • Control Tower deployment
  • 2–3 AI agents live
  • Integration setup
  • Team training
Operate
$20K–$50K

Monthly + performance

  • System optimization
  • Weekly experiments
  • Quarterly business reviews
  • Performance reporting

FAQ

How fast until we see impact?

Most pilots show TTQ reduction in 2–4 weeks; win-rate shifts follow as pipeline cycles complete.

Do you replace our ERP/CRM?

No. We orchestrate across your current stack and add a control tower for visibility.

Where does the data live?

In your environment. We are data- and brand-standards neutral; optional read-only mirrors for analytics.

What if our specs are messy?

The parser normalizes common patterns and flags exceptions for human-in-the-loop review.