Free Templates

Download. Use. Ship.

Pre-formatted bid, takeoff, scope, proposal, and RFI templates. Free to use, no email required. Built by estimators who use them every day.

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Bid

Commercial bid template

Pre-formatted bid template with assumption / clarification / exclusion sections. Public/private project versions.

DOCX + PDF

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Subcontractor bid template

Sub bid form ready for issue. Compatible with most GC bid distribution platforms (Procore, Building Connected).

PDF + XLSX

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Takeoff

Electrical takeoff sheet

Excel takeoff sheet with NEC-compliant fixture types, conduit schedules, and panel schedules.

XLSXElectrical

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Plumbing takeoff sheet

Fixture schedule, DWV pipe schedule, supply pipe schedule, plus venting & gas piping breakouts.

XLSXPlumbing

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HVAC takeoff sheet

Equipment schedule, ductwork breakout (rectangular + round), VAV / diffuser counts, and refrigerant piping.

XLSXMechanical

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Concrete takeoff sheet

CY breakout by mix design + element type. Includes rebar lookup tables and waste-factor presets.

XLSXConcrete

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Scope

Scope of work template

CSI MasterFormat-organized scope-of-work boilerplate. Edit-in-place, PDF-ready.

DOCX + PDF

Download

Bid clarification checklist

A library of pre-written clarifications spanning major CSI divisions. Pick and adapt to your bid.

DOCX

Download

Proposal

Project proposal template

Cover page, executive summary, scope, schedule, terms, and pricing-summary sections. Brand-customizable.

DOCX + PDF

Download

Change order template

CO request form with pricing breakdown, schedule impact, and reason-code dropdowns.

DOCX + XLSX

Download

RFI

RFI template

Pre-formatted RFI form with auto-numbering and follow-up tracking. CSI-keyed for filtering.

DOCX + XLSX

Download

Submittal log template

Submittal tracking spreadsheet with status, due dates, and revision history columns.

XLSX

Download

Want them auto-generated?

OmniTakeoff produces all of these from your live data.

Templates are useful as a starting point. The platform fills them in for you on every bid — pre-populated with your scope, takeoff, and pricing.

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Four-week pilots run on real bids. We commit to specific outcome targets up front.

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