FOUNDING PILOT · LIMITED TO 5 DISTRIBUTORS
Quote every RFQ, same day.
End to end.
Lance reads every inbound RFQ, matches it to your catalog and customer pricing, drafts the quote for a rep to approve, and writes the order back to Infor SX.e or CSD.
A six-week founding pilot — €7,500, for the first five distributors.
Download the founding pilot brief (PDF)
Built and validated against Infor SX.e and CSD — by the team at Integration Maestro.
HOW ONE RFQ FLOWS
Seven stages. One state machine.
- 1 RFQInbox / Upload
- 2 ExtractAI line items
- 3 MatchSKU + customer
- 4 ReviewRep approves
- 5 QuotePDF + share-link
- 6 PayStripe / PO
- 7 OrderWritten to ERP
Every transition is a rep click. Lance proposes; reps approve. The state of the deal is always in one place, always auditable.
WHY FOUNDING PRICING EXISTS
Lance is built. The Quote-to-Order side — share-link checkout, Stripe and PO payment flows, ERP order write-back — has been validated against both Infor SX.e and CSD as the development references. The RFQ-to-Quote side — ingestion, extraction, customer recognition, SKU matching, pricing — is built and unit-tested, but has not yet run end-to-end against a real distributor's production inbox.
Founding distributors are the first to run Lance end-to-end. In return: pilot price replaces the €35,000 setup entirely, post-pilot subscription is locked at the Starter rate (€2,500/mo) for 24 months, and you become a named reference for future customers.
THE PILOT IN NUMBERS
Six weeks. Five distributors. €7,500.
Standard deployment
€35,000 €7,500 founding pilot, all-in
WHAT YOU GET
The full pipeline, configured to your data.
01
Multi-format RFQ ingestion
PDF, Excel, email body, image. Structured line items with per-line confidence.
02
Customer recognition
Every RFQ matched to your ERP customer master on first touch. No manual lookup.
03
Learning SKU cross-reference
Exact → fuzzy → AI. Every rep correction is remembered. Cheaper with each RFQ.
04
Pricing engine wired to your ERP
Customer-tier pricing, volume breaks, contract overrides — pulled live at quote build.
05
Branded quote + signed share-link
Branded quote PDF or tokenized buyer checkout link with audited expiry.
06
Buyer checkout and ERP order write
Stripe or PO. On approval, Lance writes the order back to your ERP with a real order number.
WHAT WE COMMIT TO
Three metrics. Two misses and you owe nothing.
≥50%
Cycle-time cut
Median RFQ→Order time vs. your 60-day baseline.
+10pp
Conversion lift
Quote→Order conversion lift, absolute pts.
≥40%
Coverage
Inbound RFQs handled end-to-end by Lance.
Miss two or more and 100% of the pilot fee is refunded. No clawback on integration work or data.
HOW THE TIME IS SPENT
Week one is discovery. Integration starts in week two.
- Week 1 Discovery & spec Shadow reps. Audit catalog, pricing, ERP. Sample 50 historical RFQs. Output: calibration spec.
- Week 2 Configure & integrate Inbox watch, ERP creds, Stripe. Load catalog and pricing rules. Brand the quote PDF.
- Week 3 Build · shadow begins Matcher trained, pricing wired. Mid-pilot payment. Lance starts drafting in shadow mode.
- Week 4 Shadow drafting Lance drafts on live RFQs; reps still send manually. Daily accuracy comparison.
- Week 5 Active + checkout live Reps approve Lance drafts in one click. Buyer checkout enabled. First Stripe and PO payments.
- Week 6 Closed loop & outcome Orders written to ERP on approval. Outcome report on the final day. Go / no-go on subscription.
BEFORE YOU ASK
The questions distributors ask first.
- You'd be connecting to our production ERP — is that safe?
- Scoped credentials, and a rep approves every write before it reaches Infor SX.e or CSD. Every transition is logged and auditable. Lance proposes; your team approves — nothing lands in your ERP without a click.
- What if it mis-reads an RFQ or picks the wrong SKU?
- A rep approves every line before a quote goes out. Each line carries a confidence score, and every correction your reps make is remembered — so accuracy climbs with each RFQ.
- What happens after the six weeks?
- Your subscription locks at the Starter rate — €2,500/mo — for 24 months. Or you walk away. The pilot is the whole commitment.
- What if we don't hit the targets?
- Miss two of the three success metrics and 100% of the pilot fee is refunded. No clawback on the integration work or your data.
- Do you actually know Infor SX.e and CSD, or is this generic?
- Lance was built and validated against both Infor SX.e and Infor CloudSuite Distribution (CSD) as its development references — by Integration Maestro, a consultancy with years inside Infor SX.e, CSD, and adjacent distribution ERPs.
- Our RFQs are messy — PDF, email, scans, Excel. Can it handle that?
- Yes. Lance ingests PDF, Excel, email body, and image, and turns each into structured line items with per-line confidence.
FROM THE FOUNDER
Built by integration specialists. For integration specialists.
If you run an SX.e or CSD distribution desk, you know the quote queue never empties. An RFQ lands, a rep retypes it, hunts the SKUs, checks the customer's pricing — and three days later sends a quote the buyer has already chased twice. Every hour on manual quoting is an hour not closing, and the RFQs you can't reach fast enough quietly become someone else's order.
That's why we built Lance. I run Integration Maestro — we've spent years inside Infor SX.e, CSD, and the distribution ERPs around them. Lance came out of fixing exactly this backlog for a real industrial distributor: the quote-to-order engine, the buyer checkout, and the ERP write-back are all built and validated.
Now I'm looking for five founding distributors to run it end-to-end on their own data. Miss the pilot's targets and you owe nothing. I'd like thirty minutes to see if you're a fit.
NEXT STEP
Book your 30-minute discovery call.
Thirty minutes. We confirm RFQ volume, ERP, and pricing complexity. A signed pilot agreement follows within 24 hours of any call that ends with yes.