Quoting from plan sets is slow, manual, and easy to get wrong.
A bid comes in with a 60-sheet PDF and a due date on Thursday. Someone has to find the schedules, retype every tag and capacity, cross the specified brands over to your lines, and format a quote. That work lands on your best salespeople, usually after hours.
Schedules get keyed in by hand.Every quantity, CFM, and tonnage is a chance for a typo that shows up after the PO.
Competitor basis-of-design takes research.Matching a specified model to your equivalent means digging through catalogs for each line.
Missed tags cost the job or the margin.One unit left off a schedule is either a lost bid or an uncomfortable change order.
Open bids live in inboxes and memory.Without a pipeline, quotes go out and nobody calls the contractor back.
From PDF to sent quote in three steps.
Drop in the plans and specs
Upload the engineering PDFs. RepLine finds the equipment schedules and pulls each tag, quantity, and key performance data into a scoped equipment list you can review and edit.
Crossref to your line card
Specified competitor equipment is matched to the lines your firm carries. You confirm the matches, adjust selections, and flag anything that needs a closer look.
Send a branded quote
Generate a quote and PDF with your firm's name, logo, colors, and document numbering. The project lands in your pipeline so follow-up, submittals, and orders pick up from there.
One system for the quote and everything after it.
RepLine covers the work a rep firm does on every project, from the first bid through the invoice.
Schedule extraction
AI reads plan and spec PDFs and builds a scoped equipment list from the schedules.
Competitor crossref
Map specified competitor equipment to equivalent models on your line card.
Branded quotes
Quotes and PDFs in your firm's name, logo, colors, and document naming.
Quick Quote
Price a single unit or a short list without setting up a full project.
Parts orders
Track replacement parts requests and orders alongside your projects.
Submittals
Assemble submittal packages with generated cover pages.
POs and invoices
Create purchase orders and invoices from the quoted equipment.
Bid Buddy
Project pipeline, bid tracking, and follow-up reminders so no quote goes quiet.
AI daily brief
A morning summary of what's due, what's open, and who to call.
Analytics and commissions
See pipeline, wins, and commissions by rep, customer, and line.
Engineer and contractor CRM
Keep the engineers who specify and the contractors who buy in one place.
Role-based access
Control what owners, sales reps, and inside staff can see and do.
Made by someone who has quoted the job at 10 p.m.
I spent about nine years as an outside HVAC rep covering Indiana and Kentucky, working jobs from the first plan set through startup.
Before and alongside that, I worked in procurement and software. RepLine comes from both sides: knowing what a contractor needs on a quote, and knowing how much of the work behind it can be handled by software.
It is built around how rep firms actually operate: line cards, basis-of-design, submittals, and the follow-up call that wins the order.
Your pricing and pipeline stay yours.
Rep firms compete with each other. RepLine is built so that each firm's data is walled off from every other firm's.
Each rep firm is its own tenant with its own projects, customers, pricing, and documents.
Permissions by role decide who can see costs, commissions, and customer records.
Quotes, submittals, and invoices go out under your firm's name, not ours.
Fictional firms. Each tenant sees only its own data.
See RepLine on one of your own plan sets.
Email dylan@replineai.com to set up a walkthrough.