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Every step, one system

From the first email to the final submittal, each capability feeds the next.

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Orbiseed workbench reading a plumbing fixture schedule · 75 products identified with suggested SKUs ready to accept

The platform, capability by capability

DETAIL D-00 · THE DATA LAYER

We organize and curate your data. That is what makes the rest automatic.

Extraction is only the front door. Orbiseed builds and maintains your product catalog and cross-reference mappings as one curated, living data layer, and that substrate is what powers the advanced work: cross-referencing alternative SKUs, recommending the right product, configuring full part numbers, and speeding every step between the read and the quote.

DETAIL D-01

Document Intelligence

Extract product data from drawings, specs, O&M manuals, cut sheets, emails, and images. 99.6% accuracy, with a bid package read in about 30 seconds on average.

01Reads rotated pages, nested tables, blurry images, and agnostic descriptions
02Automatically detects file type (drawing, spec, fixture schedule)
03Extracts tags, model numbers, descriptions, and attributes
04Captures project metadata: job name, address, engineer, due date

Your team spends hours manually searching for product data. We find it in seconds.

DOCUMENT INTELLIGENCE · READ, THEN STRUCTURED

FIG. 01 · CROOKED PHOTO IN, STRUCTURED DATA OUT

DETAIL D-02

Quantity Takeoff

Count what the drawings call for, straight from the sheets. Tags, symbols, and schedule quantities rolled up by product.

01Counts fixtures and equipment across drawings and schedules
02Rolls quantities up by tag, product, and CSI division
03Carries counts into the quote as line quantities
04Every count traces back to its location on the sheet

No more clickers and highlighters. The takeoff is done when the reading is done.

QUANTITY TAKEOFF · COUNTED FROM THE SHEETS

SHEET P-2.1 · LEVEL 2 PLUMBING
FD × 24
WC × 36
LAV × 18
FD-2100-AFloor drain× 24
WC-4350Water closet, flush valve× 36
LAV-201Lavatory, wall hung× 18
78 LINE QUANTITIES → QUOTECOUNTED ✓

FIG. 02 · COUNTED FROM THE SHEETS, ROLLED UP BY PRODUCT

DETAIL D-03

Catalog Management

Ingest, curate, and continuously update your product catalog. Manage descriptions, attributes, pricing, and status.

01Upload product data via CSV, Excel, or API
02Define and manage product categories and attributes
03Set product status (active, discontinued, new, special order)
04Track every change to your catalog data

Your product catalog is the foundation of every quote. Keep it accurate and accessible.

PRODUCT RECORD · LIVING CATALOG

FD-2100-A

Adjustable Floor Drain

ORBISTECHACTIVE
Body
Cast iron, epoxy coated
Outlet
4" No-Hub
Strainer
Nickel-bronze, round
Load rating
Medium duty
PlumbingDrainsFloor DrainsCSV · EXCEL · API

FIG. 03 · ORBISTECH PRODUCT RECORD, ALWAYS CURRENT

DETAIL D-04

Cross-Reference Intelligence

Upload your cross-reference data. Auto-match specified products to your SKUs. Propose and approve new matches with a built-in workflow.

01Ingest cross-reference data (CSV, Excel, or database extract)
02Auto-accept 1:1 matches
03Flag multiple matches for human review
04Proposal workflow: users suggest new matches → data team approves
05Audit trail: track who changed what, when

Your cross-reference data is your competitive advantage. We make it usable.

CROSS-REFERENCE · SPECIFIED SKU → YOUR SKU

FIG. 04 · AUTO-ACCEPT · PROPOSE · APPROVE

DETAIL D-05

Configurable Products

Handle complex, multi-option products. Read descriptions and attributes to suggest the right SKU, including prefixes and suffixes.

01Extract attributes from document descriptions
02Match attributes to product catalog options
03Recommend full SKUs (including prefixes/suffixes)
04Flag ambiguity for human review

90,000 configurations? No problem. Orbiseed will find the right one.

CONFIGURABLE PRODUCTS · ATTRIBUTES → FULL SKU

floor drain 4" no-hub nickel strainer
FD-2100-A98%✓
FD-2100-B84%
FD-205061%

Recommended SKU · with prefix / suffixes

FD-2100-A-NB-4APPLY SKU

FIG. 05 · FULL SKU FROM SPEC ATTRIBUTES

DETAIL D-06

Quote Pricing Engine

Your pricing rules, applied to every line automatically. Configure once, quote consistently.

01Base markup and per-manufacturer pricing rules
02Quantity-break schedules applied automatically
03Per-customer discounts on linked accounts
04Line-level overrides with full provenance, so every price can be explained

Pricing lives in your rules, not in a spreadsheet in someone's head.

PRICING ENGINE · YOUR RULES, EVERY LINE

BASE MARKUP 18%QTY BREAKS ONCUSTOMER DISCOUNTS ON
FD-2100-AOrbitechQTY 24
List price
$183.11
Mfr rule · Orbitech+18%
$216.07
Qty break ≥ 24−6%
$203.11
Customer · Apex Supply−5%
$192.95
UNIT $192.95 × 24 = $4,630.80MARGIN 21.2% ✓

EVERY FIGURE TRACEABLE · LINE OVERRIDES WITH PROVENANCE

FIG. 06 · EVERY PRICE, EXPLAINED

DETAIL D-07

Quote Templates

Author the whole quote page yourself: your markup, your layout, live data tokens.

01Write the whole template yourself: your HTML, your layout, your styles
02Live data tokens for customer, lines, pricing, datasheets, and expiry
03Validated at save, rendered on every published quote
04Publish and share via secure, expiring link

From extraction to a customer-ready document in one click.

QUOTE TEMPLATES · SAME DATA, YOUR DESIGN

LETTERHEADSIDEBARBOLDYOURS TO DESIGN

$277.05

QUOTE #2481

YOUR LOGO

FD-2100-A

Adjustable floor drain

$192.95

SK-880-D

Single-bowl sink

$84.10

CEDAR RIDGE ELEMENTARYVALID 30 DAYS

FIG. 07 · AUTHOR THE WHOLE PAGE, TOKEN BY TOKEN

DETAIL D-08

Instant Submittal Generation

Generate complete, professional submittal packages instantly. Your branding. Your templates. Zero manual assembly.

01Automatically collect all product data, cut sheets, and compliance documents
02Assemble into a polished, branded submittal package
03Organize by CSI division, tag, or manufacturer
04Export as PDF with custom cover page, one-click send

Your team spends hours compiling submittals. We cut that to seconds, and approvals happen sooner.

SUBMITTAL PACKAGE · ASSEMBLED IN SECONDS

  • 01COVER PAGE
  • 02CUT SHEETS
  • 03O&M MANUALS
  • 04WARRANTY & CERTS
ORGANIZED BY CSI DIVISIONExport PDF →

FIG. 08 · ZERO MANUAL ASSEMBLY

DETAIL D-09

Feedback Loop

Every correction trains the system. Continuous improvement. Your data stays private to your instance.

01Every user correction feeds back into the model
02New cross-references get proposed and approved
03The system gets smarter with every quote
04Org-specific: your instance learns your preferences

Your team's expertise is captured and amplified. The system gets better every day.

FEEDBACK LOOP · YOUR INSTANCE LEARNS

FIG. 09 · EVERY CORRECTION CAPTURED, PRIVATELY

INTEGRATIONS

Fits the systems you already run

SCHEDULE I-1 · CONNECTED SYSTEMS

ERP / CRM

D365EpicorVAI S2KInforTrueERPXimpleAcctivateSavance

Email

GmailOutlookMicrosoft 365

API

Push extracted data anywhere. Custom integrations available.

See it read one of your documents.

30 minutes, on your own spec, drawing, or submittal. No deck, no setup.