Pivotly Parse Update: Bid Form Export, Document Management, and a Rebuilt Analysis View

What’s New in Parse: New Interface, Dynamic Object Detection Updates, and Workflow Improvements

This release is split across three areas: new and expanded export capabilities, document and project management controls your team has been asking for, and a set of interface updates that change how you move through analysis on a live document. There are also several quality-of-life improvements throughout.

  1. New Export Capabilities
  2. Document and Project Management
  3. Interface and Analysis View Updates
  4. Training Documents

New Export Capabilities

This release adds three new construction bid export formats and expands control over existing export options, giving pre-construction teams more ways to move Parse outputs directly into their downstream workflow.

What changed:
Parse can now export results in a structured bid form format ready for use in the estimating and bid submission workflow.

Why it matters:
Getting from document analysis to a formatted bid form has historically meant manual reformatting after export. The bid form export closes that gap and keeps construction bid data moving without a cleanup step in between.

Valve and Piping Export

What changed:
A dedicated export format for valve and piping data is now available

Why it matters:
Mechanical and piping scopes have document structures that generic exports do not handle cleanly. A purpose-built valve and piping export means MSS-specific data comes out organized and usable without manual restructuring.

AI Chat Export to CSV

What changed:
AI Chat results can now be exported directly to CSV.

Why it matters:
AI Chat surfaces answers and data points that estimators frequently want to carry into a spreadsheet or share with the broader team. Exporting to CSV makes that a one-click step instead of a manual copy-paste process.

Select Division When Exporting Summarize in List

What changed:
When using the Summarize in List export, you can now select which CSI divisions to include before the export runs.

Why it matters:
Full-document summarize exports can include more than a single trade needs. Division-level selection means the construction bid export your sub or internal team receives contains only what is relevant to them, already filtered.

Document and Project Management

Delete and Rename Manually Added Items

What changed:
Items that were manually added to a document can now be renamed or deleted directly from the analysis view.

Why it matters:
Manual additions have always been editable in theory but not in practice. Clean construction document management means your analysis reflects what is actually in scope, not artifacts from earlier in the process.

Download Original Document

What changed:
The original uploaded document can now be downloaded directly from within Parse.

Why it matters:
Retrieving the source file has required going back to wherever it was stored before upload. Having it accessible inside Parse keeps your team in one place and removes a step from the verification workflow.

Soft Delete for Projects and Documents

What changed:
Projects and documents can now be soft deleted, meaning they are removed from your active view without being permanently destroyed.

Why it matters:
Permanent deletion on a live bid project carries real risk. Soft delete gives teams a way to clean up their workspace without losing access to data they may need to retrieve later.

Interface and Analysis View Updates

This release makes significant changes to how you interact with analysis results on a live document, including a rebuilt dual-panel view, a new overlay feature in document comparison, and a universal highlighting control.

AI Chat and AI Analysis in the Same View

What changed:
AI Chat and AI Analysis results are now visible simultaneously in a split view within the same screen.

Why it matters:
Switching between chat and analysis results to cross-reference answers against extracted data broke the flow of construction document analysis. Seeing both at once means questions and answers stay connected to the underlying extraction without tab-switching.

Universal Highlighting Toggle

What changed:
A single button now controls highlighting and selection across the entire document view, turning all AI analysis highlights on or off at once.

Why it matters:
On dense drawing sets, having every detected item highlighted simultaneously can make the canvas difficult to read. The universal toggle lets estimators clear the view instantly and bring highlights back when needed, without clicking through items individually.

Default: Highlights Off on Load

What changed:
AI analysis items are no longer highlighted by default when a document loads. Highlights are available on demand via the universal toggle or by selecting individual items.

Why it matters:
Opening a fully highlighted drawing set has been one of the most consistent pieces of feedback from the sandbox. Starting with a clean canvas and surfacing highlights on demand makes the initial review faster and less visually cluttered.

File Diff UI Improvements and Overlay Feature

What changed:
The document comparison view has been updated with interface improvements and a new overlay feature that places both document versions on top of each other for direct visual comparison.

Why it matters:
Side-by-side comparison works well for text changes. For drawing revisions, overlay gives estimators a way to see exactly what moved, was added, or was removed between versions without reading both documents in parallel.

Improved Pagination

What changed:
Navigating back from a document or result now returns you to the same page you were on rather than resetting to page one.

Why it matters:
Losing your place in a large document mid-review is one of the small friction points that adds up over a full pre-construction document workflow. Pagination now holds your position.

Open Project in a New Window

What changed:
Projects can now be opened in a new browser window by right-clicking.

Why it matters:
Estimators working across multiple projects or referencing one document while working in another no longer need to navigate back and forth. Right-click to open keeps both contexts accessible at the same time.

Training Documents

What changed:
A dedicated training documents area is now available directly within the Parse interface.

Why it matters:
Onboarding new estimators to Parse has relied on external documentation shared outside the product. Having training materials accessible inside the platform means new users can reference guidance without leaving the workflow they are trying to learn.

These updates are live now!

Upload a document, move through the new tabbed analysis view, configure your dynamic object detection, and run a comparison between two versions of a drawing set. Tell us what the new interface gets right and where it needs work.

Send us your worst document