01 · Source PDFp. 1
RFQ document conversion
Spend less time rebuilding RFQs in Excel.
Join Copperlot's free pilot. Get eligible RFQ PDFs converted into editable Excel workbooks, with source references and clear notes wherever information is missing.
Bring the document formats you encounter regularly. We'll agree on the files, volume and pilot period together, check conversions against their sources, and use your feedback to improve the process.
Built around your RFQs
- Try the document formats you use regularly.
- Agree on eligible files, volume and pilot length upfront.
- Conversions are free during the agreed pilot.
Email only: no forms, uploads, accounts or payment. Nothing is priced, and scope is agreed in writing before any work begins.
- Input
- Readable text-based PDF
- Output
- Editable Excel workbook
- Every row
- Tied to a source page
Synthetic · fictional document · not a customer result
Source to spreadsheet
The same items, in a form you can work in.
Sample CL-SYN-001 was written for this page. It contains no customer information, no real project and no quoted prices. Compare the source lines on the left with the delivered rows on the right.
02 · Delivered workbook.xlsx
CL-SYN-001 line items
| Item | Description | Qty | Unit | Source |
|---|---|---|---|---|
| 001 | 2-inch PVC conduit | 240 | LF | p. 1 |
| 002 | 2-inch conduit coupling | 24 | EA | p. 1 |
| 003 | Conduit support strap | Quantity not specified in source | EA | p. 1 |
| Note: quantity not specified in source (“TBD”). | ||||
Item 003: the quantity cell is left empty and the note records the source text. A missing quantity is never written as zero and never estimated.
LF = linear feet. EA = each.
A narrow, stated scope
Clear inputs. Traceable output.
Copperlot organizes what an RFQ already documents. It does not add judgement of its own.
Files we can accept
Readable, text-based PDFs containing an identifiable line-item schedule, up to 150 items per file. We review the layout and agree on eligible files and volume before any work begins.
- Outside scope: scanned images and photographs of documents
- Outside scope: handwriting and marked-up notes
- Outside scope: quantity takeoffs from drawings
What you receive
An editable Excel workbook for each converted document, containing item identifiers, descriptions, stated quantities and units, source-page references, and an explicit note wherever the source is ambiguous or incomplete. Every conversion is checked against the source document before delivery.
What we never do
- Estimating, pricing, quoting or purchasing decisions
- Interpreting design intent or specifications
- Inventing, inferring or rounding quantities
- Recording a missing value as zero. Missing stays blank and noted.
How the pilot works
From inquiry to workbook.
STEP 01
Tell us about your RFQs
Describe the document types you receive regularly, their approximate line-item counts and how often they arrive. No files yet.
STEP 02
We agree on the pilot scope
Together we settle which files are eligible, the volume, and how long the pilot runs. We confirm what the output will contain and what falls outside it before requesting any files.
STEP 03
Workbooks back, feedback in
Converted Excel files come back by email, checked against their sources, with uncertainties noted row by row. Your feedback on your recurring formats shapes the process.
Start here
Ready to try the pilot?
Tell us about the RFQs you work with, their approximate line-item counts and how often you receive them. We'll confirm the pilot scope before requesting any files.
- Document types or formats
- Approximate line-item counts
- How often you receive them