Product Case Study
The Transformer: Reinventing How Manufacturers’ Reps Build Quotes
How Rep Order Management’s newest capability eliminates manual data entry, cuts quote build times, and transforms the way rep firms work.
The Challenge
Manual Data Entry Was Costing Rep Firms Hours Per Quote
For independent manufacturers’ representatives, quoting is the engine of the business. Every proposal represents a window to win or lose a job. Yet for years, the mechanics of building those proposals have remained unnecessarily burdensome.
When a rep produces an equipment configuration using the manufacturer’s selection or pricing software, the rep’s team has to manually transcribe product details. On a complex job, this process could consume several hours. And every manual keystroke is an opportunity for error.
Dynamic pricing compounds the problem further. When manufacturers update pricing frequently, reps face the additional burden of running two or three verification passes per quote to confirm accuracy before it goes out the door. The industry needed a better way.
Introducing The ROM Transformer
Stop Building Quotes by Hand
The Transformer is a capability within the Rep Order Management platform that eliminates manual data entry at its source. The Transformer ingests the direct output from manufacturer selection tools and converts it instantly into ROM’s quoting engine, fully priced, fully structured, and ready for review.
From the Field: WREN Industries
WREN Industries was among the first rep firms to deploy The Transformer in production. Their experience illustrates the scope of the impact.
Before The Transformer, the WREN Industries team built every quote by manually creating a new product entry for each piece of equipment, a process that, on a complex multi-line job, could consume most of a working day.
“The first time we used The Transformer, I was genuinely blown away. A quote that had 30 lines, something that would have taken two to three hours to build, was loaded and priced in under five minutes. It was a completely different way of working.” — Christopher Lomax, Owner, WREN Industries
The accuracy gains proved equally meaningful. Dynamic pricing had long made it difficult for WREN Industries to build reliable budget templates, with pricing fluctuating across manufacturer tools, each quote required multiple verification rounds to ensure every line item was current and correct.
With The Transformer, every line item is priced automatically at the point of import. WREN Industries reduced its per-quote verification passes from two or three down to a single review before applying global multipliers and margins.
The Impact
“The Transformer took a three-hour quote down to five minutes. It’s freed our team from the desk and put us back in front of customers, where we belong.” — Christopher Lomax, Owner, WREN Industries
The operational shift extended beyond individual quotes. With the burden of manual entry and verification removed, the WREN Industries team can now move from a manufacturer’s proposal to a customer-ready quote faster than was previously imaginable, changing not just how they work, but how many opportunities they can pursue.
Key Advantages at a Glance
14 Manufacturers Integrated, and Growing
At launch, The Transformer supports integrations with 14 leading HVAC, hydronics, and mechanical equipment manufacturers. ROM is adding new manufacturer integrations weekly. The current library is expected to double in the near term as ROM deepens its manufacturer partnerships across the HVAC, hydronics, air distribution, and electrical equipment markets.
| Centrotherm | Daikin | Innovent |
| KCC | Multistack | Power Flame |
| Rheem | Samsung | Schebler |
| Superior | Valent | Weishaupt |
| Wilo |
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