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The draft and review process

What your estimator gets. What they still check.

BidLine prepares a draft takeoff and pricing workbook. Your estimator uses it as a starting point, checks the drawings and scope, and makes the final pricing decisions.

Prefer to click through it? Try the two-minute demo.

Illustrative output
Access-control priced draft

Catalog codes, quantities, and a clear review step.

  • Card reader$14,832.00
    RDR-40213 · Qty 36
    Catalog match
  • Door contactUnpriced
    Select a catalog item · Qty 58
    Needs review
  • 22/4 shielded cable, 1,000 ft$2,232.00
    CBL-22406 · Qty 12
    Catalog match
Example only. Invented items and prices; not customer results. Your estimator checks the scope, quantities, and pricing before using the draft.

1. Check the scope and quantities

Compare the draft with the plans, schedules, specifications, and exclusions for the agreed scope. Correct counts and add missing items before treating the draft as complete.

2. Review the catalog picks

Exact part-number matching is one step in the pricing process. A catalog match still needs the right specification and application. Your estimator can change the selected item or price; unmatched and AI-priced lines need particular attention.

3. Finish the pricing

Review material costs, labor assumptions, and the quantities that drive them. The example above shows why a line can remain unpriced until someone chooses the appropriate catalog item.

4. Export the reviewed workbook

XLSX output carries item codes, quantities, material costs, and labor. Your team uses the reviewed file in its normal proposal process. The pilot checks that handoff on a live bid.

Talk through your own workflow.

Start with a free 30-minute conversation. We can discuss how your catalog and bid types fit before you share project files.

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