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Exports

4 min read

Exporting bid packages

Export to PDF, XLSX, or your GC's bid-board format (Procore, Building Connected, BidSync) in one click.

OmniTakeoff exports cleanly to every common bid-submission format. Per-format advantages:

By format

  • PDF — best for owner-facing proposals; preserves layout, branding, and the inline source-link evidence
  • XLSX — best for sub bid forms or GC bid-leveling spreadsheets; one row per line item with all source columns preserved
  • Procore Bid format — direct upload to Procore Bid; cost codes mapped to your account's active classes
  • Building Connected format — XML schema matching the BC standard
  • BidSync format — Federal/state bid-board compliant
Tip

On Enterprise tier you can configure custom export templates per client. The template editor uses Jinja2-style placeholders — your CSE can help wire up your standard format.

Still stuck?

Contact support — one business hour reply.

Exporting bid packages — OmniTakeoff Help