What is the Bidding and Estimating Integration? (Beta)

The Bidding and Estimating Integration beta allows you to create bid packages directly from an estimate. By connecting the two experiences, users no longer need to recreate estimates in the Bidding tool. This allows you to send out accurate bid invitations more quickly, saving time in a competitive market. After a bid is submitted, you can update your estimate to reflect the submitted bid with a single click.

Candidates for the beta use both the Estimating and Enhanced Bidding tools.

Key Features

• Create bid packages directly from an Estimate, without re-entering information.

• Import price amounts from submitted bids back into your estimate.

• Tool tips show both the initial estimate and the leveled bid amounts.
  

Beta Considerations

• You can create multiple bid packages from the project's estimating tool.

• Each estimate creates one bid package.

• A separate bid form is created for each group within an estimate.

• Cost codes are not currently pulled into a bid form.

• You can edit a bid form to add sections, however this may mean the data would be mismatched and Unit/Qty items would be rolled up into a total amount when importing back into Estimating.

• Line items in a bid form default to 'Amount' for the 'Response Field Type'.

  • If you are using a unit based quantity estimate in the estimating tool, you can can edit line items on the bid form to unit quantity. When you import bids back to your estimate, they will sync correctly because the units match in the estimating tool.

  • If you are NOT using unit based quantity but update the bid forms to unit based quantity, you must either have the bidder resubmit with 'Amounts' or alter the bid in the Bidding tool before importing. Otherwise, the units will not match and you will see an error.

• Bids must be submitted to be imported into the Estimating tool.

What Comes After the Beta?

The feature will remain available for you to continue to use. Enhancements will be made and released to beta participants as they become available. As you continue to use the Bidding and Estimating integration, please continue to provide feedback via in app feedback.