From quantity to proposal

From takeoff to proposal without rebuilding the project.

Keep quantities, material pricing, labor inputs, project details, assumptions, exclusions, and proposal presentation connected to the same project context.

From quantity to proposalKeep the cost picture connected
  1. 01Takeoff
  2. 02Price Book
  3. 03BOM
  4. 04Labor
  5. 05Project Logistics
  6. 06Estimate
  7. 07Proposal

Route time and distance are estimates; confirm job requirements and travel assumptions.

Choose an area to explore

Explore the estimating workflow

Start with reusable Price Book information

Maintain equipment, material, and labor entries with fields such as manufacturer, part number, description, category, trade, distributor, unit, cost, markup, and sell price. In the BOM, search matching Price Book items or continue with manual material entry.

Capture carefully, then review

On supported desktop workflows, Snip Item can capture a product listing and suggest editable item fields for the Price Book. Review uncertain or missing values before saving; SpecSense does not promise live distributor feeds or guaranteed pricing accuracy.

Build the estimate and proposal

Organize takeoff-linked and manual BOM items, labor rates and hours, project totals, scope, alternates, exclusions, assumptions, and customer details. Preview and export a proposal PDF, organize a combined or scoped proposal, and prepare a change-order proposal when needed.

Plan the journey and logistics cost

Project Logistics can estimate office-to-jobsite drive time and distance, then organize trips, technicians per trip, on-site hours, travel-labor hours, and labor rates. Review the resulting logistics cost and choose whether it belongs in the internal budget, customer proposal, or both. Drive information is an estimate based on available route data, not a guarantee of future traffic or conditions.

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Continue through SpecSense

Next: Manage Bids

Once the numbers are ready, keep the opportunity, deadline, and proposal moving.

Manage the Bid