CPQ · 17 of 55 led with this

A spec goes in.
A priced quote comes out.

Quoting was the single most-raised problem in every conversation we had. Not because operators lack a system — because the quote gets assembled by hand, from drawings and spreadsheets and memory, then typed into the ERP a second time.

“Quoting is the number one bottleneck.”

VP Operations · machinery manufacturer
app.allometry · CPQ Quote Q-4471 · 48-in conveyor frame parsed from RFQ-drawing.pdf · 6 lines extracted DRAFT · 2 min LINE COST PRICE MARGIN Steel frame assembly × 4 $3,120$4,68033.3% Drive motor, 3-phase $1,840$2,72032.4% Belt, food-grade 48in $960$1,45033.8% MISSING · found on 7 of 8 comparable assemblies Mounting hardware kit + $310 Quote total $9,160 Blended margin 33.1% FLOOR 31% HELD
A quote assembled from a drawing — with the line nobody remembered, flagged.
01 · How it works

Four steps. The decision stays yours.

01
Intake
An RFQ email, an uploaded spec, a scanned drawing, or a form. However the request actually arrives.
02
Extract
Materials, finishes, sizes and configurations pulled out as structured line items, with a confidence score on each.
03
Compare
Matched against comparable quotes you have issued before — and whether you won them.
04
Price
Assembled from live cost through Connect, checked against your margin floor before anyone sees it.
02 · What it does

Built from what operators actually described.

Missing line items, flagged

Operators told us the expensive mistake is not mispricing a line — it is forgetting one. CPQ compares each quote against similar assemblies you have built before and flags what is absent.

Priced from live cost

Cost components come through Connect from the system you already run, so a quote reflects what materials cost this week rather than what they cost when the spreadsheet was last updated.

Never below the floor

The same floor logic that powers CPQ floor enforcement. A quote that would breach it does not get issued quietly — it escalates with the reason.

Versioned and approved

Every revision kept, every approval recorded. When the scope changes three times before signature, the history is intact.

03 · The floor, in the moment

The quote that does not go out.

Every CPQ demo shows a quote being built. This is the one that matters: a quote that clears every internal check, looks entirely reasonable, and is stopped anyway — because the floor for this account is not the house floor.

QUOTE Q-4471 · DRAFTED, NOT SENT line total48,200.00 cost, live from ERP39,910.00 margin17.2% house floor15.0% — clears resolved floor, this account18.0% — BREACHED Target(margin_floor) · scope=account set 11 Feb · supersedes the 15% default BLOCKED 0.8 points short Not a warning. It does not send. ESCALATES — WITH BOTH WAYS OUT Reprice to $48,675 clears the floor by 0.01pt · +$475 ONE CLICK Approve the exception recorded against your name, with the reason YOUR CALL Either way an Event is written. The ledger records that the floor held, or that a human chose to cross it. WHY THIS IS THE HARD PART A 17.2% quote is not obviously wrong. It clears the house floor, it beats last quarter, and the rep has a number to hit. Nobody catches this by reading quotes — which is how margin leaves.
Two floors, resolved most-specific-first. The account’s beats the house’s, and the quote never leaves the building.
04 · The outcome

What it changes

Operators described quote turnaround measured in days or a week. The target is hours — and the measurement is against your own baseline, captured before go-live, not against a number we invented.

Quote turnarounddays → hours
Line-item omissionsflagged pre-issue
Below-floor quotesblocked
Re-keying into the ERPeliminated
Agentic execution, human authority. The agent does the work and attaches a number; you keep the decision. Every consequential write is gated on your approval, and no recommendation that breaches a floor you set is ever shown as an option — it escalates instead. How the substrate works →
05 · What it costs

$2,000 a month. Connect included.

CPQ is $2,000 a month, billed annually — $24,000 a year. Monthly billing is available at +15%. Connect, the layer that reads your system of record, ships with it at no extra cost. Most operators run one or two modules; past that, Closed Loop prices the whole operation by revenue and installed addresses instead, from $2,500 a month — and adds the unit ledger no single module can produce alone.

$2,000per month, billed annually · Connect included
06 · Alongside

The other modules.

Start with a number, not a demo.

A free Margin Scan reads your data and tells you what your pricing is leaking. No implementation, no commitment.