--- title: Solutions — QuoteToMe description: Purpose-built procurement workflows for precon, project managers, field teams, and accounting: one connected spend lifecycle. url: https://quotetome.com/solutions markdown_url: https://quotetome.com/solutions.md image: https://quotetome.com/qtm/assets/site-og.png --- # Solutions — QuoteToMe Purpose-built procurement workflows for precon, project managers, field teams, and accounting: one connected spend lifecycle. Solutions # One system for the whole spend lifecycle. Field, project management, and finance all work from one record, from first quote to approved invoice. AI Powered Workflow: End to End Quoted AI bid-levelling Approved AI approval policy check Ordered AI PO match Delivered AI receipt capture Invoice Approved AI 4-way match For pre-construction ## Source, quote, and level bids before a dollar is committed. Estimators build the Bill of Materials, send one Request for Quote to the whole supplier list, and compare apples to apples. When the award is made, the full package (scope, pricing, and supplier) hands off clean to the project team for execution. - **Multi-supplier RFQ & quoting**, one request out to your entire supplier database. - **AI bid-levelling**, line items normalized across quotes, scope gaps flagged, the true low surfaced. - **Clean handoff to execution**, awarded scope, pricing, and supplier flow straight to the project team. ![QuoteToMe compare supplier quotes](/qtm/assets/product/precon-compare.png) 30% Up to 30% lower material costs with competitive bidding ![QuoteToMe mobile Create PO](/qtm/assets/product/field-create-po.png) 50%+ faster PO creation after switching to QuoteToMe. For the field ## Order from the jobsite in seconds. Crews raise a requisition, snap an in-store PO, or call a supplier direct, and every charge is coded to the job the moment it happens. - **In-store PO & call-supplier-direct**, no paper book, no guessing which job it belongs to. - **Photo & delivery confirmation**, receiving logged on site, not reconstructed at month-end. - **Equipment & parts procurement**, rentals and purchases tracked against the fleet. For project managers ## See every order before it becomes a surprise. From quoted to delivered, every order is live on one board, so the “where are my materials” calls stop and committed cost is never a month-end shock. - **Live order visibility**, across the full lifecycle, field to office. - **Pre-commit approvals & audit trail**, nothing is ordered without a record. - **Committed cost vs. budget**, in real time, not ten days after the invoice. ![QuoteToMe live orders board](/qtm/assets/product/pm-orders.png) One live board from quoted to delivered, committed cost in real time. ![QuoteToMe invoice items three-way match against purchase order items](/qtm/assets/product/finance-reconciliation.png) 50–80% faster invoice approvals when every match point is automated. For finance ## Approve invoices in minutes, not days. Every invoice arrives already matched against its Quote, PO, and Delivery Confirmation, job-coded and ready to post. The controller stops playing detective. - **4-way match on every invoice**, Quote, PO, Delivery Confirmation, and Invoice reconciled automatically. - **Auto job-coding to your ERP**, committed cost lands before the statement does. - **E-signatures replace manual DocuSign**, approvals and audit trail in one place. The full platform ## Every stage of the spend lifecycle, in one place. From pre-construction estimating through the final job-coded invoice, including equipment and field spend most tools ignore. 01 Quoted Estimating, scoping, and supplier sourcing before work begins Bill of Materials (BOM) management Multi-supplier RFQ and quoting Supplier quote comparison Bid levelling Supplier communication hub Supplier database Project phase organization AI-Powered Features AI workflow execution: auto-routing RFQ to preferred suppliers 02 Approved Creating and approving purchase orders and subcontract commitments Purchase order creation (auto-generated, standardized) Subcontract commitment workflow Enterprise approval hierarchy Configurable purchasing limits by role Mobile-first field procurement Real-time inventory management Multi-project / multi-division support Rogue spend controls Supplier rate enforcement AI-Powered Features Integration engine: bidirectional ERP sync (Procore, Trimble Vista, QuickBooks Online, Intuit Enterprise Suite, and 1-way sync with Jonas and Spectrum) 03 Ordered Issuing and confirming subcontracts and formal supplier agreements Purchase Order workflow (commitment to issuance) Professional Purchase Order Generation Supplier / sub confirmation workflow Compliance-ready document templates Approval routing (configurable multi-level) Audit trail and change tracking 04 Delivered Field validation of goods received and work performed Mobile delivery confirmation Photo documentation capture Ordered vs. delivered reconciliation Partial delivery tracking Field-to-PO linkage (real-time) AI-Powered Features Real-time quantity and scope discrepancy flagging 05 Invoice Approved 4-way match, reconciliation, and ERP-ready payment clearance Invoice ingestion (email, PDF, upload) 4-way match (PO to delivery to invoice) Discrepancy flagging and approval routing ERP push on approval (Procore, Trimble Vista, QuickBooks Online, and Intuit Enterprise Suite) Audit trail: full lifecycle document record AP team visibility dashboard AI-Powered Features AI invoice reconciliation: auto-matches invoice to PO, field confirmation, and contract terms Clean invoice auto-clear: zero-touch approval for matching invoices AI anomaly detection: flags overbilling, duplicate submissions, and scope creep AI-powered ## The work that used to take a purchasing team, done by the system. ### AI Bid-Levelling Normalises line items across supplier quotes, flags scope gaps, and surfaces the true low. ### AI Workflow Execution Runs the 4-way match, flags discrepancies, and routes clean invoices for approval. ## See it on your own spend. Book a demo and we'll show you what last week's orders would look like in QuoteToMe, or run the numbers yourself first. [Book a demo](/book-a-demo) [Calculate your savings](/roi-calculator)