Avanto service
The Avanto Assessment
We map your operations across all ten stages — so you know exactly where time and margin are leaking before anything gets automated.
- Operations mapping
- All stages
Dealer Services · Spec to Close
Your workflow has ten stages. We run the ones that slow you down.
From the first spec to financial close, the dealer workflow moves through ten stages across specification, operations, and finance. Avanto works the dealer's side of that flow — building specs, comparing pricing, tracking orders, and reconciling the paperwork that keeps projects profitable.
- Entry Point
- Specification
- Operations
- Finance
Where Avanto works for you across the dealer workflow
Every stage of the industry workflow, in order. Highlighted stages are where Avanto handles the dealer's workload today.
Entry Point
Specification
Avanto service
Discovery & Catalog Browsing
We browse the MRL catalog and build specs for you, working from current, complete manufacturer data every time.
- MRL catalog
- Spec building
Avanto service
Design & Spec
We help select products and compare pricing across manufacturers, so your designers spend their hours designing — not hunting data.
- Product selection
- Pricing comparison
Operations
Avanto service
Quoting & PDF-to-SIF Conversion
We convert PDFs to SIF (Standard Interchange Format), turn RFQs into quotes, and run pricing comparisons so every quote goes out fast and accurate.
- PDF → SIF
- RFQ to quote
- Pricing comparison
Avanto service
Order Entry
We submit purchase orders and track order entry through to confirmation — no more orders sitting in inboxes.
- PO submission
- Order tracking
Avanto service
Sales Order & Acknowledgement Comparison
We compare acknowledgements against your POs line by line and confirm sales orders, catching discrepancies before they become install-day problems.
- ACK comparison
- Order confirmation
Avanto service
Project Management
We keep projects tracked and warranties managed, so nothing falls through the cracks between order and install.
- Project tracking
- Warranty management
Avanto service
Shipping & Warehouse
We monitor shipment alerts and track logistics, keeping your team and your clients ahead of every delivery.
- Shipment alerts
- Logistics tracking
Installation
Field-led stage — full workflow visibilityFinance
Avanto service
Accounting & Financial Close
We run AP comparisons, process vendor bills, manage W-9s, and reconcile accounts — closing the books on every project cleanly.
- AP comparison
- Vendor bills
- W-9
- Reconciliation
Nine stages handled. Zero added headcount.
Avanto combines trained industry specialists with AI-powered automation, so the load of spec building, quoting, order tracking, ACK comparison, and reconciliation comes off your team's desk.
- Workflow stages mapped
- 10
- Stages Avanto runs for you
- 9
- Connected workflow
- 1
Free · 5 minutes · Instant results
Not sure where to start? Take the Readiness Assessment.
Answer a short set of questions about how your team handles quoting, order entry, and back-office work today. You'll get an instant readiness score and a personalized report showing which stages of your workflow are ready for automation first.
Take the assessment-
Answer a few questions
About your current workflows, systems, and team.
-
Get your readiness score
See instantly where you stand on operational AI.
-
Receive your report
A personalized PDF with your first automation opportunities.
Frequently asked questions
What dealer workflow stages does Avanto handle?
Avanto handles 9 of the 10 stages of the dealer workflow: the initial operations assessment, discovery and catalog browsing, design and spec, quoting, order entry, sales order and acknowledgement, project management, shipping and warehouse, and accounting and financial close. Installation is field-led by the dealer, with Avanto maintaining full workflow visibility.
Does Avanto convert PDF quotes to SIF format?
Yes. Avanto converts PDF documents to SIF (Standard Interchange Format) as part of its quoting service, alongside turning RFQs into quotes and running pricing comparisons across manufacturers.
What is acknowledgement (ACK) comparison?
ACK comparison is the line-by-line review of a manufacturer's order acknowledgement against the dealer's original purchase order. Avanto performs this comparison for every order, catching pricing, quantity, and spec discrepancies before they become install-day problems.
How do I know where to start with Avanto?
Start with the free Readiness Assessment — a five-minute set of questions about how your team handles quoting, order entry, and back-office work today. You get an instant readiness score and a personalized report showing which stages of your workflow are ready for automation first.
Ready to take the busywork off your order desk?
Let's walk through your workflow stage by stage and show you exactly where Avanto plugs in — starting with the transactions that cost you the most time today.