Generate a Bid Proposal

Objective

To create a bid proposal from an estimate.

Background

After you have finished your takeoffs and estimate, you can use the information in your estimate to create a proposal. You can decide what estimate information to include in the proposal as well as the level of granularity. You can include cover pages that have been added in your company's Admin settings, as well as customer information if the proposal is for a third party. Lastly, you can use the proposal builder to update the look and feel of your proposal.

Things to Consider

• Required User Permissions for the Bid Board tool.
• Required User Permissions for the Estimating tool.
• Required User Permissions for the Portfolio Planning tool.
• Cover pages and appendix pages must be added as cover pages in the following places:
  • For the Bid Board tool, in Bid Board tool settings.
  • For the Estimating tool, in Estimating settings in the company's Admin tool.

Prerequisites

• Add Takeoffs
• Add an Estimate

Steps

1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
   OR
   Navigate to the project's Estimating tool.
2. Click the Estimating tab.
3. Select the relevant estimate from the drop-down menu on the bottom of the page.
4. After thoroughly reviewing the bid estimate, click Show Bid Sheet or click the Bid tab.
   A preview of the bid will be generated. This is where you can add or exclude values by selecting the preferred options. 
5. Select what information you want to include in the relevant section of the proposal by turning  toggles ON or  OFF. 
   • Quick Simplification
     • Groups Only
     • Lump Sum
   • Materials and Labors
     • Group Subtotals
     • Quantity
     • Price 
     • Combined Unit Cost
     • Manufacturer
     • Catalog Number
     • Description
   • Summary Details
     • Labor and Materials
     • Taxes
     • Profit
     • Include Additional Alternatives
     • Include Approved Change Orders
     • Include Alternates in Estimate Total
   • Rounding
     • Select if you want to round your Bid Total and how many decimal places.
6. Optional: Click the Proposal Builder toggle ON to edit information directly in the proposal.
7. Optional: Under 'Cover and Appendix Pages', select the relevant pages.
   Note: You can preview the cover page or appendix page by clicking the open in new tab  icon.
8. Optional: If sharing with a third party, you can add the customer's information to the bid proposal. 
   1. Under 'Customer Information,' click Add Customer.
   2. Select from the list of customers in your company's Directory, then click Select.
      • Notes:
        • Once selected, the customer's name will appear on your bid proposal.
        • If a bid contacts are designated in your company's Directory, the bid contact and the company's addressing information are automatically added.
        • You can change which bid contact you want to address the bid proposal to by clicking the vertical ellipsis .
   3. If a bid contact is not automatically added, click Add Contact to select a contact from that company.
      Note: After a bid contact is added, the company's addressing information will populate.

Next Steps

• Export a Bid Proposal
• Set Bidder Information at the Company Level.

See Also

• Add an Estimate