Estimating and bid management covers everything from receiving a request for proposal to submitting priced, approved bids to clients. Manual quantity takeoffs and cost assembly consume most of the cycle, slowing turnaround and increasing the risk of pricing errors.
Automation captures bid invitations, organizes takeoff and cost data, and drafts proposals for review before submission. The result is faster turnaround and more consistent, accurate estimates.
The full workflow, from trigger to completion.
Inbox is monitored for bid and RFP emails matching client or GC senders.
Job details, client, and deadline are captured automatically as a new pipeline opportunity.
Estimator measures quantities off the drawings directly into the shared takeoff sheet.
Sends supplier quote requests and populates the cost sheet as pricing arrives.
Scope, quantities, and final pricing are pulled into a formatted proposal document.
Bids above the margin or value threshold are routed to the manager for a final check.
Approved proposal is transmitted to the client for signature or receipt.
Pipeline is updated to Submitted and a follow-up task is scheduled automatically.
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Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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