Estimating & Tender Management

Keep every tender organised, costed accurately, and submitted on time without chasing spreadsheets across inboxes.

35 hrs

Time saved/month

Companies have mapped

About This Automation

Estimating and tender management covers reviewing invitations, measuring quantities, gathering subcontractor pricing, and assembling a priced submission. Done by hand, it depends on manual takeoffs and repeated follow up, which slows down every bid and raises the risk of missed deadlines.

An automated version reads incoming tenders, produces a first-pass takeoff, chases subcontractor pricing, and assembles the priced submission for review. The result is a faster, more consistent path from invitation to submission.

Key features

Captures tender details automatically from incoming invitations

Generates a first-pass quantity takeoff from uploaded drawings

Sends and tracks subcontractor pricing requests until every quote arrives

Builds a consolidated cost sheet with margin and overhead applied

Routes the finished submission for internal review before it goes out

Logs the outcome and resets the pipeline for the next tender

How The Automation Works

The full workflow, from trigger to completion.

1. New Tender Invitation Arrivestrigger

A tender invitation email is detected and its scope, deadline, and attachments are captured automatically.

2. Tender Intake & Quantity Extracts Scope

The automation reads the drawings and scope documents, produces a quantity takeoff, and flags missing information.

3. Log Tender

Tender details, deadline, and takeoff status are written to the pipeline tracker automatically.

4. Subcontractor Coordination Sends And Chases RFQs

The automation emails relevant subcontractors for pricing and sends automatic follow-ups until quotes are received.

5. Cost Build & Submission Builds Estimate And Drafts Tender

Quantities and subcontractor pricing are merged into the cost sheet, margin rules applied, and the submission document drafted.

6. Internal Review And Sign Off

For tenders above the value threshold, the estimating manager reviews the priced submission before it proceeds.

7. Submit Tender

The final submission package is signed and sent to the client or portal ahead of the deadline.

8. Update Pipeline Outcome

Submission status and next follow-up date are recorded automatically in the tracker.

4 reasons to map this process

It's completely free

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You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

There's no obligation to build

45 hrssaved/month

30times mapped

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Frequently asked questions

Everything you need to know before mapping this process.

My process is slightly different from this. Can I customize it?

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

Is this really free?

What do I actually get from the mapping session?

Does this work with the tools my team already uses?

What happens after I map my process?

Do I need to prepare anything before starting?

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Estimated Time Saving

35hrs/month

Process pain:8.2/10

Mapped by:6 Companies

Map this to your business to get your exact numbers.

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