PRECONSTRUCTION ESTIMATING SOFTWARE
The Whole Bid Workflow, Without the Data Entry.
Bid more. Win more. Burn out less.
Pivotly PreCon reads your RFPs, plans, and sub bids, then hands your estimators clean data to review instead of retype, all the way through to a finished bid.
Extracted from Door Schedule
RFP-2026-OMSF · p.12ItemQtyUnitSource
HM door, 307048EAp.12
Welded frames48EAp.12
Grade 1 locksets48EAp.12
Hinges (set)144EAp.13
Baseline estimate
7 divisions · margin per divisionDivisionMarginEstimate
08 Openings10%$214,800
09 Finishes10%$486,200
26 Electrical10%$1,140,000
Total estimate$4,241,300
The full workflow
Every step of the bid. The same work, without the typing.
Step 01
Intake
Today: You collect files in a dozen formats and sort them by hand.
Pivotly: Drop them in however they arrive. No pre-formatting, no renaming.
Step 02
Versions and addenda
Today: Addendum 3 drops and you diff PDFs by eye to catch what changed.
Pivotly: Every file is versioned, and changes between revisions are flagged.
Step 03
Extraction
Today: You retype tables, schedules, and quantities line by line.
Pivotly: It pulls the data and links every value back to its source.
Step 04
Takeoff and spec review
Today: A generic takeoff you reshape to fit your divisions.
Pivotly: Structured against your division library, in your format.
Step 05
Budget
Today: You price from a blank sheet and hope the margins hold.
Pivotly: Priced from your scoped divisions, with margin set per division.
Step 06
Historical cost intel
Today: You can't find what similar work actually cost you.
Pivotly: Checked against what past jobs really cost, so you stop bidding blind.
Step 07
RFP risk and go / no-go
Today: The risky clause surfaces after you've already committed.
Pivotly: Surfaces the intent and risk so the pursuit call is made on evidence.
Step 08
Sub bid leveling
Today: You line up sub quotes by hand and hope you caught the gaps.
Pivotly: Leveled apples-to-apples, with gaps and overlaps flagged.
Step 09
Finalization and export
Today: You rebuild the SOV and scrub a raw export before it is usable.
Pivotly: A finished, ERP-ready SOV, clean and normalized.
Step 10
Connect it to the business
Once the bid is clean, it still has to reach the rest of your systems. Pivotly PreCon Plus pushes your data into your ERP, PM tools, and accounting, and runs the custom workflows only your firm needs. It connects to what you have. It doesn't replace it.
See Pivotly PreCon Plus → Why it holds up
What changes when the typing goes away.
Every number shows its work
Each value traces to the exact page and coordinate it came from. One click from the bid sheet to the source. That is the difference between a guess and a verified bid.
Same team, more bids
When estimators stop retyping documents, the same team runs more pursuits without overtime or new hires. You scale output, not headcount.
Clean, ERP-ready output
A normalized schedule of values that drops into your systems, not a raw CSV your team still has to scrub before anyone can use it.
Common questions
The questions every estimator asks first.
You've seen impressive demos before. Here is how Pivotly PreCon is different from a general chatbot, and from the tools already on your desk.
| Task | Generic AI | Pivotly PreCon |
|---|---|---|
| Source tracing | No source link | Every number linked to the page |
| Data output | Prose you still interpret | Structured, ERP-ready data |
| Scope gaps | You catch them, or you don't | Flagged automatically |
| Consistency | A different answer each session | One standard across your set |
Can I just use ChatGPT or Claude to read bid documents?
A general chat is impressive, but it guesses, forgets between sessions, and can't show you where a number came from. Pivotly PreCon verifies every extraction with a person in the loop, links each value to its source page, and holds one standard across your whole set. A chat is a session. Pivotly is infrastructure.
I don't trust AI with my numbers. How do I know it's right?
You should check, and that's the design. AI extracts, your team approves, and every line shows the exact page it came from. Checking takes seconds instead of hours retyping, and a human stays in the loop on every number.
We already have Procore, Bluebeam, or a takeoff tool. Why add Pivotly?
Those store your data or draw on your plans. They don't read the commercial documents, the RFPs, schedules, sub quotes, and spec books, where the numbers actually live. Bluebeam is a digital pen; Pivotly is a digital brain. Pivotly reads what they leave untouched.
Who owns our data?
You do, always. Your documents and the data Pivotly pulls from them stay yours, access is controlled to your team, everything is exportable whenever you want, and nothing is shared or reused.
Will this replace my estimators?
No. It removes the data entry, not the estimator. Your team stops retyping numbers and spends that time on the judgment that wins bids. Same team, more bids.
Pricing
The complete workflow, off the shelf.
Everything an estimating team needs to run preconstruction end to end, ready on day one. One price for the full workflow, no per-seat math to untangle.
Let's try it on your bid docs →“It cut our initial time spent reviewing documents by nearly half.”
Jesse Emerson · Director of Operations, KMSS
Pivotly PreCon
$1,500 / month
- ✓Document intake and version control
- ✓Source-linked extraction from RFPs, schedules, and spec books
- ✓Takeoff and spec review against your division library
- ✓Baseline estimation and historical cost intel
- ✓RFP risk and go / no-go analysis
- ✓Subcontractor bid leveling and scope-gap detection
- ✓Bid finalization and ERP-ready SOV export
Generous monthly capacity for a busy estimating team. Ask us about the specifics for your bid volume.
Is Pivotly PreCon right for you?
Check what sounds familiar.
Check what sounds familiar. Even one is a bid you could be running instead.
When off-the-shelf runs out
What if the bid has to reach the rest of the business?
Most firms run Pivotly PreCon as-is and never look back. Some need more, and that is what Pivotly PreCon Plus is for.
- →Workflows only your firm runs, beyond the standard set.
- →Tools your team has built and now depends on that need a real home.
- →Systems this has to connect to: your ERP, PM tool, or accounting.
It connects to what you have. It doesn't replace it.
See Pivotly PreCon Plus →
