Feature

SpecifiQ

From project requirements to a complete, accurate quote in minutes

SpecifiQ reads any incoming quote request, whether pasted text, a forwarded email, a PDF specification, or an Excel bill of materials, and turns it into a full project record with the linked account, contact, and participants, plus a structured, editable draft quote with the right products and quantities. Your team reviews, adjusts, and approves. The approved quote stays linked to that project, account, contact, and its BOQ/BOM, and the agent learns from every correction to improve future selections.

SpecifiQ quote intake position showing a matched drainage pipe product with confidence score, selection reasoning, and flagged gaps for review

The Problem

Quoting in the building materials industry is slow, error-prone, and dependent on individual expertise. Quote requests arrive in many formats, and translating those requirements into the right product mix still takes manual effort and hard-won product knowledge.

Quote requests arrive as emails, Excel spreadsheets, PDF specs, and hand-written notes, with no consistent format
Translating project requirements into the right product mix requires deep catalog knowledge that not every rep has
Reps copy-paste between documents, spreadsheets, and the CRM, a slow, error-prone process
Inconsistent product selections across the team lead to missed margins and pricing variations
New reps take months to build the product knowledge needed to quote accurately and confidently
Slow quotes, mismatched products, and inconsistent pricing follow because translating project requirements into a quote is still a manual, expert-dependent process.

THE SOLUTION

SpecifiQ drafts quotes on demand. Paste in an email, upload a PDF spec or Excel BOM, and the agent reads the requirements, matches them to your product catalog, and generates a complete draft quote with the right products, quantities, and pricing. Your team reviews the draft, edits anything the agent got wrong, and approves. Every correction teaches the agent to do better next time.

SpecifiQ Process

One inquiry becomes a quote linked to every related record.

Drop in an inquiry with a specification file. SpecifiQ matches the account, contact, and project against existing records, updating them or creating new ones, and does the same for the bill of quantities, then generates a quote linked to every one of them.

spec.pdf
Inquiry
QuoteAuto-generated
Account
Matched or created
Contact
Matched or created
Project
Matched or created
Bill of Quantities
Matched or created

Core Capabilities

Multi-Format Input

Accepts any form of quote request: pasted email text, uploaded PDF specifications, Excel bills of materials, or free-text project descriptions. The agent needs no reformatting or manual translation.

Requirements Parsing & Product Matching

Reads the incoming request and maps project requirements (dimensions, product categories, quantities, and substitution needs) to the correct items in your product catalog with no manual lookup.

Editable Quote Draft

Presents a structured draft with selected products, quantities, and pricing that your team can modify inline. Change a product, adjust a quantity, or add a line item. The agent generates the starting point and your team refines it.

Human-in-the-Loop Approval

Every quote goes through your team before it leaves the system. The agent handles the tedious first draft; your reps apply their expertise and judgment before the quote reaches the customer.

Continuous Learning from Corrections

When a rep changes a product the agent selected, the agent records the substitution and links it to the type of requirement that triggered the original selection. Over time it adjusts its matching logic to reflect your team's actual preferences, so every correction improves future quotes.

End-to-End Project & Quote Linking

SpecifiQ captures the inquiry as a full project record and a quote, with the account, contact, and participants (contractor, architect, and other project roles) identified and linked. The approved quote stays connected to that project, account, contact, and its underlying BOQ/BOM line items, so no document sits on its own.

How It Works

1

Paste a quote request email, upload a PDF spec or Excel BOM, or type project requirements directly into the agent

2

SpecifiQ captures the inquiry as a structured record, extracts project details, account, and contact, and matches them to existing records or creates new ones

3

SpecifiQ identifies participants (roles and companies, such as the contractor or architect) and links them to the project

4

The agent parses the requirements into line items (BOQ/BOM) and matches them against products, quantities, and specifications in your catalog

5

The agent generates a structured draft quote with matched products from your catalog, including pricing

6

Your team reviews the draft and edits products, quantities, or prices directly in the interface

7

When a product is changed, the agent logs the substitution and updates its product selection logic for similar future requests

8

The agent saves the approved quote and links it back to the corresponding project, account, contact, and BOQ/BOM

Business Value

Cut quoting time from hours to minutes, with no manual lookups, copy-pasting, or starting from scratch
Standardize product selection across your team: less reliance on individual expertise, more consistent margins
Ramp new reps faster: the agent handles the hardest part of translating requirements into the right product mix
Capture every quoting opportunity without the bottleneck of expert availability
Improve quote accuracy with every correction your team makes
Get one connected record trail from inquiry to project, account, contact, and participants through to the approved quote and its BOQ/BOM, instead of re-entering the same data across systems

Teams using SpecifiQ spend less time on first drafts, and the drafts need fewer corrections as the agent learns from each rep's edits.

Who This Is For

Sales teams receiving high volumes of quote requests in mixed formats: email, PDF, Excel, and plain text
Organizations where quoting accuracy directly impacts margin and win rates
Teams with new or junior reps who need support translating project specs into the right product mix
Managers looking to standardize quoting across their team and reduce inconsistent pricing
Any organization where slow quoting is a reason deals are lost to faster competitors

Fits any organization where answering a quote request takes hours instead of minutes.

Frequently Asked Questions