Quote and proposal builder template

Price the tender from a checked scope.

Turn specifications and drawings into quantities, apply the agreed rate schedule and review clarifications before issuing a proposal.

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The busy work it replaces

Documents copied into spreadsheets, checks repeated by hand and review decisions scattered across email.

Data it uses

  • Tender specifications and drawings
  • Quantity schedules and unit rates
  • Contract terms and exclusions

Screens

  • Priced scope
  • Rate schedule
  • Clarification register
  • Proposal review

Results

  • Unpriced scope stays visible
  • Quantities and rates can be checked
  • Commercial terms reviewed before submission

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.