Turn the document set into a packet you can price from.

The Bid Packet is the working packet: the summary plus a scope breakdown, materials checklist, assumptions, exclusions, and the next questions to settle before a final number.

BBid PacketREADY
DOCProject Summary
XLSMaterials Checklist
DOCProposal Draft

The first organized pass through the job.

This is the packet for jobs you are likely to bid, but still need to organize before pricing or sending to subs.

SUM

Everything in the RFP Summary

Project overview, dates, requirements, questions, and risk flags.

SCOPE

Scope breakdown

Work grouped by trade and category so your team can review and price it in chunks.

XLS

Materials checklist

Excel checklist of document-supported materials and specs to support pricing conversations.

NOTE

Assumptions and exclusions

A starting list of what appears included, what appears excluded, and what needs confirmation.

Use it when you need a pricing-ready handoff.

The Bid Packet is the middle tier because most bid prep lives here: enough detail to move into estimating, without drafting a proposal before the job is worth that effort.

Creating a pricing checklist from plans and scopes.
Sending structured notes to subcontractors or suppliers.
Documenting assumptions before estimating begins.
Organizing work without drafting client-facing proposal language yet.

Preview your own job free.

Upload the plans or RFP. Read the preview. Pay only if the packet is useful.

Upload your RFPFree preview · No credit card · No subscription