PlanIt Estimating · Commercial Tenders & Bills of Quantities
Price a commercial tender with options A, B, C
What does this do?
A tender is one project priced several ways. Option A is your baseline; every option after it is a separate estimate with its own rooms, products and pricing, so you can offer the contractor a compliant price and cheaper or better alternatives.
How to use it
- Open Tenders in the sidebar (turn on Commercial on Home if you cannot see it) and press + New Tender.
- In Set up the tender, enter the Client / organisation, and if you have them the Main contractor, Site address, Tender reference and Return by date.
- Under How is this tender priced? choose Measured from plans to price from rooms and products, or Bill of quantities if the contractor sent a bill to rate.
- Choose what Option A starts from: A blank estimate or The estimate currently in the estimator. Press Create tender →.
- Follow the stepper. Price Option A opens the normal estimate steps (rooms, products, calculate) and saves straight into the tender. Press Price it now → to begin.
- Back on the tender, use + Add option… to add B, C and so on. Press Open on an option to load and price it; the others are untouched.
- Use ⋯ on an option to Rename, Duplicate, Make baseline or Delete it.
Questions this guide answers
- How do I create a tender?
- How do I price more than one option for the same project?
- Can I turn the estimate I am working on into a tender?
- What is the baseline option?