Copy a Bid to an Estimate
Follow the steps below to bring your bid data into your estimate:
1. Access Bid Requests
Start by opening your project and navigating to the Bid Requests / RFQs section.
This is where all your bid packages and vendor responses are stored.
2. Review Vendor Responses
Find the bid request you want to work with and click View Offers.
Here, you can review how each subcontractor or vendor responded - including their pricing, terms, and details. This helps you decide which bid you want to incorporate into your estimate.
3. Select Copy to Estimate
Once you’ve chosen the appropriate bid:
Click the three-dot (⋯) menu
Select Copy to → Estimate
This action begins the process of transferring vendor pricing into your estimate.
4. Match Bid Data with Your Estimate
After selecting Copy to → Estimate, a configuration window will appear.
This screen allows you to review the bid details and define how they will be applied to your estimate.
Left side (Bid) – Displays the subcontractor’s submitted data, including cost code, quantity, unit price, tax, and total cost (incl. tax)
Right side (Estimate) – Select the corresponding estimate item from the dropdown and apply a markup (%) if needed. The final amount is calculated automatically
Additional options:
Amounts are (Inclusive / Exclusive) – Define how tax is applied
View result – Preview how the updated values will affect your estimate totals
Once everything is configured and reviewed, click Copy to Estimate to apply the changes and update your estimate.
Buildern will instantly update your estimate and redirect you to the Estimate module, where you’ll see the updated values reflected in your calculations.
ℹ️ Note - If your bid request was originally created from the estimate, Buildern automatically remembers these connections, saving you time and eliminating the need for manual matching.
More Buildern insights and tutorials are coming in the next articles.
Happy building!