Win more bids and streamline your project planning with Process-Smart’s Estimates & Proposals service. Our university-educated estimation specialists translate RFPs into accurate, competitive bids. We guide each opportunity through a meticulously defined six-step workflow, from initial engagement and scope definition to take-offs, draft creation, internal review, and final proposal delivery, ensuring every estimate aligns with client requirements and operational realities.
Collaborate with your sales team to capture RFP details, site assessments, material specifications, and unique client requirements for a clear project blueprint.
Analyze site plans and measurements to quantify material needs, labor hours, and project complexity, producing a comprehensive take-off report.
Develop preliminary estimates—covering labor, materials, timelines, and scope annotations—to solicit early feedback and ensure alignment.
Convene estimating, operations, and sales stakeholders to refine cost inputs, adjust for complexity, and secure all necessary approvals.
Assemble a polished proposal packet with all documentation, sign-offs, and clear projections on costs, schedules, and deliverables.
Track estimate accuracy and team performance with weekly scorecards, client feedback loops, and monthly review calls to drive continuous improvement.
Our teams seamlessly integrate with leading financial platforms and analytics tools:
QuickBooks – Xero – Sage Intacct – NetSuite – Acumatica – Bill.com – Microsoft Dynamics 365 – Zoho Books – SAP Business One – Excel – Google Sheets – Power BI – Tableau