Project Bidding

Build accurate bids with confidence.

Turn client requirements into a realistic project estimate using your own task knowledge, staffing rates, schedules and costs.

From Brief to Approved Estimate

Everything you need to build the numbers behind a viable bid.

Build and approve the internal scope, schedule, staffing and cost model behind every proposal.

Import requirements

Bring client project information directly into the estimating workflow.

Reuse templates

Start with task structures proven across completed projects.

Compare options

Test staffing, timing, rates and resources before committing.

Export figures

Provide the source numbers needed to prepare bid documents.

Build from the Brief

Turn client documents into a working estimate.

Projectal uses machine learning to identify task names, descriptions and milestones in XLS, ODS, CSV and PDF files. Review the extracted structure, then add effort, people, timing and cost.

Trained to recognize project data in client documents.

Use spreadsheet mode for faster data entry.

Compare what-if options before approving the figures used in the proposal.

Test the Assumptions

Find an estimate that works.

See how each decision affects the delivery date and estimated cost.

Change durations, staffing levels, rates, resources, rebates and discounts. Projectal recalculates the internal estimate as you work, making it easier to test a fixed price or deadline before agreeing to it.

Need to compare bigger changes?

Scenario Planning lets you explore alternative staffing, dates, scope, rates and resources privately before changing a live plan.

Explore Scenario Planning
  • 1

    Build the initial estimate

    Combine the work breakdown, staffing, rates and resources.

  • 2

    Compare time, cost and staffing options

    Adjust the assumptions and review their commercial and delivery effects.

  • 3

    Export the approved source data

    Use the agreed numbers to build the client-facing bid in your company’s preferred format.

Build from Evidence

Make each new estimate stronger than the last.

Past project knowledge

Use completed work and trusted task templates to strengthen future estimates.

Staff and resources

Plan with named staff or placeholders using the appropriate rates or rate cards.

Deadlines and fixed prices

Check whether the proposed team and schedule can meet the client’s constraints.

A Bid Your Team Can Review

Make the assumptions visible.

A strong bid is easier to review when its tasks, staffing, rates, rebates, deadlines and dependencies are kept together.

One source of truth

Keep the full estimate, assumptions and project information together in Projectal.

Reusable knowledge

Carry successful task structures and proven knowledge forward into future estimates.

Versioned estimates

Keep each version in a Projectal sandbox as client requests, scope and assumptions change.

Approved source data

Refine the internal model, then export the figures needed for the client response.

See Projectal build a stronger bid.

Turn client requirements, trusted project knowledge, staffing rates and delivery constraints into a realistic estimate.

Schedule a Demo