Edward Don: $585K Year 1 ROI with SETVI AutoRFQ.
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AutoRFQ

(Automated quoting and cross-reference)

Bid response, from weeks to same day.

Match every line against your catalog, apply your brand and margin priorities automatically, and put your reps in position to win the largest bids in your pipeline. Built for distributors with six-figure SKU catalogs.
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Proven at Edward Don · 9,001 hrs reclaimed · 270K+ item lookups · CIO 100 Award
RFQ-4821 · National casual-dining chain
Ready
247 orders today
97.6% matched
6.2 hrs saved
SKU-88241
Fryer oil, 35 lb
$48.20
98%
SKU-47118
Compostable cups
$89.00
96%
SKU-99012
Nitrile gloves, L
$24.50
94%
SKU-66104
Custom-spec lid
$12.10
72%
--
Branded sauce, 1 gal
--
sub
Margin 28.4% · 1 review · 1 sub suggested
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Why your existing stack can't fix this

Your reps have the catalog memorized. Your inbox has the bids. The work in between still takes weeks.

A 200-line RFQ doesn't sit there waiting. Three things have to happen fast — intake, matching, and a commercially-aligned quote out the door. Each one is a step your existing stack wasn't built for. Together they're why the largest bids still get triaged out.
Your reps

Match line by line. Cap out at human speed.

Veteran reps can match fast — they've memorized the catalog. But the work doesn't compound: every new RFQ starts from scratch. Institutional knowledge sits with whoever's been there longest, and new hires take 6–12 months to ramp on a six-figure-SKU catalog. When a 500-line bid lands and your top three reps are already booked, the bid gets triaged out — not because no one could do it, but because no one has the hours.
Your catalog

Listed in the ERP. Missing what you'd need to actually match against it.

The SKU file in your ERP was built for ordering, not for matching. Descriptions are inconsistent, attributes are missing, duplicates piled up over years of acquisitions and migrations. And customers don't ask for products by your SKU — they ask by brand, by competitor cross-reference, by spec, by the photo on the back of a vendor catalog. Bridging that gap is the whole job, and the catalog system on its own can't do it.
Your inbox

Bids in every format imaginable. Hours gone before matching even starts.

PDFs from procurement portals. Excel sheets from purchasing managers. Photos of handwritten kitchen orders. Competitor exports. Vendor catalogs marked up by hand. Each one needs to be parsed, cleaned, and normalized to line items before a rep can start the real work. That intake step alone burns hours — sometimes days — and the response window is fixed. By the time the document is "ready to work," half the lead time is gone.

AutoRFQ is the layer your stack is missing — turning any format in, into a send-ready quote out — running on top of the catalog, ERP, and CRM you already have.

Customer proof

270K+ item lookups, 9,001 hours reclaimed. 5 months to full ROI.

Numbers from production. Voices from the field.

$585K

labor-automation ROI in year one

9,001 hrs

hours reclaimed — 375 work-days returned

68%

faster turnaround on every bid

5 mo.

to full ROI — conservative baseline
FS

Structured RFQ Automation

Large bids transformed into quote-ready line items with AI-driven matching and confidence scoring.

Knowledge Sharing

Decisions made by experienced reps informed future recommendations across the entire sales organization.

Manage by Exception

Sales teams reviewed prepared quotes and focused on adjustments — not building from scratch.

Human-in-the-Loop Learning

Every rep correction continuously improved recommendations, making the system smarter with use.
Figures drawn from Edward Don's production AutoRFQ deployment, annualized over the first year. "68% faster quote turnaround" compares average end-to-end RFQ response time post-deployment against the trailing 12-month baseline on comparable bid volume and complexity. "9,001 hours reclaimed" is a derived figure — 270,020 item lookups × 2 minutes average per-line manual handling time observed pre-deployment, valued at a $65/hr loaded labor rate ($585K in year one). ROI calculated against contract value plus implementation cost; full payback reached in month 5. At the end of the initial term, Edward Don recommended renewal and category expansion. The CIO 100 Award (2024) was given to Edward Don's CIO Tim Walter for the AutoRFQ deployment. Reference and additional verification available under NDA.
How Auto Orders works

Four steps, from document in to quote delivered.

Every match runs through the Contextual Intelligence Engine — so every quote reflects how your best rep would quote it.

01

Import

Drop any RFQ — PDF, Excel, Word, or image. AutoRFQ extracts every line. No reformatting.

Email · PDF · Excel · image · EDI · voicemail
02

Match

Each line matched against your full catalog. Confidence scoring and transparent reasoning every rep can defend.

SKU mapping · cross-reference · UOM · confidence score
03

Prioritize

Brand and vendor priorities applied. Margin guardrails enforced. Cross-sell suggestions per line. Every quote is commercially aligned before it reaches a rep.

Pricing · stock · terms · ship-to · credit · live ERP check
04

Review, Send & Track

One-click adjustments. Send via email or link. Real-time engagement tracking — opens, views, forwards — so reps follow up at the right moment.

ERP write-back · auto-ack · exception routing · audit trail
Behind every match: the Contextual Intelligence Engine — four layers (Product, Domain, Company, Customer) that combine catalog data, industry rules, your commercial priorities, and per-customer history on every line.
Capabilities

Every part of the bid pipeline. One quote workflow.

Built for distributors and the catalog, ERP, and CRM they already run — from intake to match to margin-aligned quote out the door.

Intake & Extraction

Multi-Format Document Ingestion

Drop any RFQ, however it arrives. PDFs, Excel sheets, Word docs, scanned images, even competitor exports — all parsed line-by-line. No reformatting, no copy-paste.

Reps Stop manually retyping bids from PDFs into a quoting tool.
Admins One intake pipeline replaces a folder full of templates.

Line-Item Extraction & Normalization

Customer part numbers, descriptions, quantities, and UOMs all extracted with confidence scoring. Variants and pack-size differences flagged before a rep ever sees the line.

Reps Every line ready to match — no manual cleanup first.
AdminsConsistent extraction logic across the entire team.
Match & Pricing

Catalog Matching at Scale

Powered by the Contextual Intelligence Engine. Each line matched against your full catalog with confidence scores and transparent reasoning every rep can defend in front of a customer.

Reps Defensible matches with reasoning shown for every line.
Admins Matching logic that improves with every rep correction.

Margin & Brand-Priority Engine

Brand and vendor priorities applied automatically. Margin guardrails enforced per customer, per category. Cross-sell suggestions surfaced at the line level — every quote commercially aligned before a rep reviews it.

Reps Quotes already aligned with house margin rules.
Managers Floor-margin breaches caught upstream, not at close.
Generation & Send

Quote Composition

One-click adjustments. Branded quote document generated automatically — your template, your terms, your logo. Send via email or trackable link without leaving the workflow.

Reps From RFQ in to quote sent in minutes, not days.
Admins Every quote uses the approved template — no exceptions.

Engagement Tracking

Real-time signal on every quote sent. Opens, views, forwards, time-on-page — surfaced back to the rep so follow-up lands at the right moment, not three days late.

Reps Follow up when the buyer is still in the doc, not after.
Managers See which quotes are stalling before they go cold.
Learning & Visibility

Customer & Bid Memory

Each customer's preferred SKUs, format quirks, and historical pricing remembered. Recurring bids learned over time. Rep corrections captured as institutional knowledge — not lost when senior reps retire.

Reps The system remembers what you'd otherwise have to look up.
Admins Reduce reliance on tribal knowledge of your top accounts.

Bid ROI Dashboard

Real-time visibility — bids responded to, win rate, time-to-quote, GP per bid. Per-rep, per-customer, per-vertical breakdowns. Revenue at risk surfaced by margin guardrail and stock check.

Admins Tune confidence thresholds and rules with real data.
Managers Prove ROI to leadership with hard numbers.
Channels everywhere

Every place a bid actually arrives.

Five intake surfaces. One engine. Each one tuned to where the RFQ lives — and all of them landing in the same clean, send-ready quote.

Email + attachments
Inbox Capture

Forward an RFQ to a monitored mailbox — PDFs, spreadsheets, embedded tables, free-form text — all extracted and matched. Nothing for the buyer to learn.

Direct upload
Web Workspace

Drag and drop any bid document into the AutoRFQ workspace. Same parsing pipeline, instant extraction, matched lines ready for review in seconds.

CRM-embedded
In-CRM Quoting

Trigger a quote directly from a Salesforce or HubSpot opportunity. Quote and engagement data write back to the CRM record automatically.

ERP write-back
Clean Submit

Accepted quotes write back to SAP, Dynamics, NetSuite, Epicor, DDI as orders or quote records — real-time API or scheduled batch. Audit trail complete.

Buyer portal
Customer-Facing

Buyers can check quote status, request revisions, and accept directly from a branded portal. Every interaction tracked, every revision captured.

Use cases

Three places teams use AutoRFQ every week.

Where speed and accuracy at scale decide the outcome.

01 / 03
Win new business

Win competitive new-business RFPs.

Bid wins go to whoever's complete and accurate first. AutoRFQ delivers in days while competitors spend weeks.

Typical bid: 200–500 line items · net-new prospect · multi-vendor RFP · 5–10 day response window
02 / 03
Onboard & expand

Onboard newly-won multi-unit accounts.

Multi-unit accounts arrive with the incumbent's SKU list. AutoRFQ maps it to your catalog — every location ordering in days.

Typical bid: 25-location chain · ~150 SKUs per site · competitor order-history conversion
03 / 03
Win new business

Respond to vertical-specific institutional bids.

Institutional bids — K-12, healthcare, government, hospitality — carry unique specs and compliance rules. AutoRFQ handles the complexity, returns a compliant quote.

Typical bid: K-12 district RFP · 400+ line items · CN-label and allergen compliance flags · 30-day response window
Integrations

Connects to any ERP. Your data doesn't need to be perfect.

Modern middleware connects to most ERPs — real-time API, scheduled imports, or hybrid. AI cleans your product data in flight: missing attributes, duplicates, incomplete records. Implementation is typically 4–6 weeks without disrupting existing workflows.

SAP
API
Microsoft Dynamics
API
NetSuite
API
DDI
Data Import
+ More
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CRM sync: HubSpot · Salesforce · and leading CRMs
Security & compliance

Enterprise-grade. Always.

Role-based access controls with SSO across the platform
Encryption at rest and in transit
Full customer data isolation — your data never commingles
Complete audit trail for every action
SOC 2 Type II audit currently in progress
10+ years of enterprise data security operations
Regular penetration testing and vulnerability assessments