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Procore

Generate Bid Estimates in Procore Estimating

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Objective

To generate bid estimates in the standalone Procore Estimating application.

Background

After working on the takeoff process and reviewing the project estimate, you can generate a bid and download its PDF version.

Things to Consider

Steps

 Note
Be sure to review the Project Estimate, Additional Notes, and Summary sections before generating a bid estimate. If there is a need for adjustments, you can update the pricing and costs by changing the appropriate value.
  1. Navigate to your project in Procore Estimating (estimating.procore.com).
  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.
    A preview of the bid will be generated. This is where you can add or exclude values by selecting the preferred options. 
  5. Under Bid Detail Settings, configure your preferences for the bid.
    Note: Click the toggle icon-blue-toggle-on-esticom.png ON to apply a setting to a bid, or click the toggle  icon-toggle-off-esticom.png OFF to remove it.
  6. When you are ready to export the bid, click the Export Bid drop-down menu.
  7. Select the type of export that you want for the bid:
    • Save as PDF: Select to download the bid sheet to your computer as a PDF file.
    • Save to Word: Select to download the bid sheet to your computer as a Microsoft Word file.
    • Send by Email: Select to send the bid sheet by email.