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Sample bid

What ships at the end. Every artifact, named.

We don't leave you holding a "report" you have to re-key into a spreadsheet. The bid packet is the product — editable, source-linked, audit-ready.

The four artifacts

One run, four deliverables.

  • Editable takeoff (.xlsx + JSON)

    • Line items with quantity, unit, labor hours, material cost, equipment cost
    • Source attribution per row: document, page, bbox, OCR snippet, confidence
    • Bidirectional spec links — click any row, jump to the spec paragraph
    • Review status per row: auto-ok / pending / confirmed / rejected / edited
  • Cost rollup (PDF + .xlsx)

    • Material + labor + equipment by CSI division
    • Markup waterfall: direct cost → indirect → overhead → profit
    • Monte Carlo risk envelope: 10/50/90 percentiles on the bid total
    • Sub-coverage tracker — which divisions are still uncovered
  • Branded proposal (PDF)

    • Cover letter, scope of work, schedule, pricing, exclusions, terms
    • Your logo, color palette, signature block, boilerplate
    • Section-level reorder + show/hide; nothing is locked
    • Live preview that matches the exported PDF byte-for-byte
  • Audit packet (PDF)

    • Per-line evidence graph (forward + reverse links)
    • Reviewer history with timestamps and notes
    • Model versions used per pipeline step
    • Addendum delta if the plan set was revised mid-bid

What separates this packet

Numbers your senior estimator can defend.

  • No floating numbers — every line traces to a sheet and a paragraph
  • Confidence per row, not just per bid — risk is auditable, not handwaved
  • Reviewer history per row — who confirmed what, when, why
  • Addendum delta is a first-class artifact, not a diff in someone's head
  • Trades that are uncovered are flagged before bid day, not after

Next move

See the packet on your real plan set.

The pilot is end-to-end. Bring a real bid; we run it; you keep what you ship.

Sample Bid Package — what OmniTakeoff ships at the end | OmniTakeoff