For HVAC distributors

Turn complex HVAC requests into quotation cases your team can review.

HVAC quotations may combine equipment schedules, operating requirements, accessories, controls and delivery terms. Sorsivo structures the source material and helps the team compare supplier offers without losing the technical context.

30 minutes · Bring one current or historical RFQ

Sorsivo quotation workspace
HVAC supplier offers reviewed side by side for technical and commercial differences
Supplier offers compared with requirements, terms and deviations visible.

Keep equipment scope and commercial scope aligned.

An HVAC offer can appear compliant while omitting controls, accessories, documentation or delivery assumptions. Sorsivo keeps the customer requirement, supplier evidence and pricing basis together for a complete review.

  • Structure equipment schedules and specifications from mixed RFQ documents.
  • Compare offered capacity, operating details, accessories and delivery terms.
  • Surface missing scope, technical deviations and ambiguous supplier language.
  • Construct landed cost with visible freight, duty and margin assumptions.

HVAC offers are difficult to compare line by line.

The equipment designation may be only the start of the requirement. Capacity, electrical supply, refrigerant, controls, accessories and project terms can define whether an offer is complete.

01

The specification spans several documents

Equipment schedules, project specifications and customer emails can each contain requirements that affect the proposed selection.

02

Supplier scope is not always equivalent

An offer may omit an accessory, control requirement or documentation item while still appearing to answer the same equipment line.

03

Logistics affect the sell price

Equipment dimensions, delivery basis, currency, freight and duty assumptions belong beside the supplier price during review.

Connect the equipment request to a human-approved quotation.

Sorsivo prepares the evidence and exceptions so the team can focus on the HVAC decisions that require experience.

  1. 1

    Assemble the HVAC RFQ

    Group schedules, specifications, customer messages and quantities into a single quotation case.

  2. 2

    Structure the requirement

    Capture the item and supporting operating, electrical, accessory and delivery details with source links.

  3. 3

    Compare complete supplier scope

    Map replies to each line and expose technical differences, exclusions, missing values and commercial terms.

  4. 4

    Review the proposed commercial answer

    Inspect the selected basis, evidence, landed-cost inputs and price before approving a customer quote.

Human-reviewed product selection

Keep HVAC equivalence and scope decisions with your team.

AI can help retrieve and organize the relevant fields, but it does not independently decide that a different equipment selection or incomplete scope is acceptable.

  • Customer and supplier evidence stays accessible at the point of review.
  • Differences and omissions are presented as decisions, not hidden assumptions.
  • People approve the selected basis, terms and customer-facing price.

Frequently asked questions

Can Sorsivo structure HVAC equipment RFQs?

Sorsivo is designed to extract line items, quantities, specifications and delivery terms from customer emails, PDFs and spreadsheets while keeping the sources linked.

How does Sorsivo handle HVAC supplier exclusions?

Supplier responses can be compared to the customer requirement so missing values, exclusions and technical differences are made visible for review.

Can Sorsivo include freight and duty in an HVAC quotation?

Sorsivo supports landed-cost construction using approved inputs and rules for currency, freight, duty and margin, with assumptions visible to the reviewer.

Does Sorsivo automatically approve an alternative HVAC selection?

No. Sorsivo prepares evidence and proposed comparisons; an experienced person must approve technical equivalents, supplier scope and the customer-facing quote.

Guided implementation

Review one difficult RFQ with us.

We'll map your current workflow, identify the expensive handoffs and show you where Sorsivo can help—without asking you to replace your ERP.Book your 30-minute RFQ review