Professional Services

AI Proposal System for Construction

Quotes and scopes of work drafted from site-visit notes and your rates, so estimators stop retyping the same sections.

Estimators spend hours retyping the same inclusions, exclusions and scope sections into every quote. This edition drafts client quotes, proposals and subcontractor scopes of work from your site-visit notes, templates and rate sheets, with your standard clauses and a program outline written your way. Drafts are saved to your document storage or project tool, and an estimator checks each one.

  • Quotes drafted from site-visit notes and your rate sheets
  • Standard inclusions and exclusions written in every time
  • Subcontractor scopes of work drafted in your format
$6,900 20–30 working days Optional maintenance $345/mo
A rolled plan, brass spirit level and pencil on timber, showing a construction quote drafted from site-visit notes.

What it is

AI Proposal System for Construction drafts client quotes, proposals and subcontractor scopes of work from site-visit notes, your templates and your rate sheets, with inclusions, exclusions and a program outline written your way. Drafts are saved to your document storage or project tool for an estimator to check.

Why businesses buy it

In construction, slow quotes lose tenders and loose scopes lead to disputes over variations. Estimators know this, but much of their day still goes on copying sections from old quotes and checking nothing was left out. This edition builds each draft from your own templates, rates and clauses, so every quote states its inclusions and exclusions clearly. Estimators review and adjust instead of retyping. The Scope Card sets the formats, reference examples and destination before you order, so you know exactly what it delivers.

Problems this solves

Estimators type up quotes late at night after site visits

The system drafts client quotes and proposals from site-visit notes, your templates and rate sheets. Estimators check a structured draft instead of writing each quote from scratch.

Unclear exclusions lead to disputes once the job starts

Inclusions and exclusions are written your way using the Construction section library. Every quote sets out what is and is not covered in the same clear format.

Subcontractor scopes of work miss items the main quote included

Subcontractor scopes are drafted from the same notes and templates as the client quote. That helps keep both documents aligned on what each party delivers.

Tender responses lack a program outline clients expect

Each draft can include a program outline written to your template. Drafts are saved to your document storage or project tool for an estimator to review.

Scope card SKU UPM-I0193

AI Proposal System for Construction

Everything this build includes, written down before you pay. Choose a delivery speed and any add-ons, then add it to your cart.

$6,900 one-time build price
1. Choose your delivery speed

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

What is included

Channel
Output delivered to 1 destination (CMS, drive, store or inbox)
Integrations
Up to 1 destination system
Knowledge
Your brand profile + up to 20 reference examples
Workflows
1 generation pipeline with up to 3 output formats; includes the Construction proposal templates
Languages
1
Testing
25 sample outputs reviewed and approved by you
Revisions
2 rounds
Handoff
1 × 45-min handoff session (recorded)
Support
30 days after launch

A good fit if

Estimators spend evenings retyping inclusions, exclusions and payment terms into each new quote.
Quotes go out late because the person who writes them is also running a site.
Subcontractor scopes of work are written differently every time, and gaps cause disputes later.
You already have good past quotes, standard clauses and rate sheets that a build can learn from.

Not the right fit if

Enquiries need qualifying before anyone visits site. See AI Lead Qualification Agent for Construction.
Quotes go out but nobody chases them. See AI Follow-Up Engine for Construction.
Staff need cited answers from drawings, specs and site documents. See AI Company Knowledge Hub for Construction.
Data from supplier invoices and delivery notes needs extracting into your systems. See AI Document Extraction for Construction.

How it works

  1. Site-visit notes, voice memos transcribed to text, or a filled enquiry form are the input, whatever your estimators already produce.
  2. The Construction template structures the draft: scope description, inclusions, exclusions, assumptions, program outline and payment terms.
  3. Prices come from the rate sheets and quantities you provide in the notes; the system does not measure drawings or calculate quantities itself.
  4. Subcontractor scopes of work are drafted as a separate output, using the same job details and your standard trade clauses.
  5. Up to three formats are produced, for example a client quote, a proposal letter and a subcontractor scope, and saved to your document storage or project tool.
  6. Before launch, 25 sample outputs are drafted from real past jobs for you to review and approve.

What you provide within 72 hours

Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.

  • Ten to twenty past quotes, proposals or subcontractor scopes you consider good examples.
  • Rate sheets, standard inclusions, exclusions and payment terms.
  • Your brand guidelines or letterhead conventions and preferred tone.
  • Access to the destination, such as a document storage folder or your project management tool.
  • The job types to start with, for example extensions, fit-outs or groundworks.
  • The estimator or director who approves every draft, and one decision-maker for the build.
  • An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Timeline

Start Intake verified; rate sheets, standard clauses and reference quotes confirmed.
Weeks 1–2 Quote, proposal and subcontractor-scope pipeline built on the Construction template.
Week 3 Document storage or project tool connected and approval routing set.
Weeks 3–4 25 sample outputs drafted from your past jobs.
Week 4 Two rounds of changes after your review.
Go-live Live, handoff session recorded, support begins.
Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
OptionDelivery timePrice
Standard20–30 working days$6,900
Express15–25 working days$7,950
Rush10–20 working days$8,950

What you receive at handover

  • The AI Proposal System for Construction, configured and deployed
  • Construction proposal templates and section library, covering quotes, scopes and program outlines
  • One generation pipeline with up to three output formats
  • A connection to one agreed destination, such as your document storage or project tool
  • A test report using construction scenarios, with 25 sample outputs approved by you
  • An admin guide, the recorded handoff session and 30 days of post-launch support

Expected benefits and how to measure them

  • Can shorten the gap between a site visit and a quote
  • Helps reduce scope disputes with clearer exclusions
  • Makes subcontractor scopes easier to keep in line with the client quote
Time from site visit to quote sent
Compare visit and quote dates from your records for a quarter before launch with a quarter after.
Quotes sent per estimator
Count quotes each estimator issues per month, before and after launch.
Scope disputes on won jobs
Log disputes over inclusions or exclusions on jobs quoted before launch and jobs quoted after.

Before you start: Record average quote turnaround after a site visit and how many quotes each estimator sends each month.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

You pay once for the build. Drafting then costs roughly $20 to $150 a month in AI model usage in your own accounts, depending on how many quotes and scopes you produce each month.

Project management and storage subscriptions are unaffected, and AI usage during build and testing is billed to you.

Ask about running costs

Custom requirements

Pulling quantities from drawings, connecting an estimating package as a second system, or a fourth output format needs a written Change Quote. Add a note at checkout to receive it.

Request a custom version

Keep it running

Optional monthly maintenance starts when the 30 days of support end. We monitor drafts, fix issues, apply model and platform updates and send a monthly health report. Change hours cover small jobs like updated rate sheets or a new standard exclusion. Larger work gets a Change Quote. Cancel any month.

$345/mo (5% of the build price a month, includes 3 change hours)

Optional. Starts after the post-launch support period. Cancel any month.

How maintenance works

How this compares

Do it yourself with a SaaS toolHire a custom agencyUpmark Labs
Price An estimating software license bills per user per year A freelance estimator charges per tender Ours is one fixed price, shown on this page before you buy
Exclusions A clause library you pick from by hand Depends on the estimator Ours writes your standard exclusions into every draft
Subcontractor scopes Separate documents Extra fee Ours drafts them from the same job details
Delivery Set-up and training Per job Ours has a fixed delivery time shown before you buy, with faster options

Questions about this product

Does the Construction proposal system calculate quantities from drawings?

No. It uses the quantities and measurements in your site-visit notes and applies your rate sheets to them. It does not read drawings or perform a takeoff. If you want quantities extracted automatically, describe it in a checkout note and you will receive a written Change Quote first.

Can it write our standard inclusions and exclusions into each quote?

Yes. Your standard inclusions, exclusions, assumptions and payment terms are supplied at intake and written into every draft in the right section. Job-specific exclusions from the notes are added alongside them. The approver can still edit anything before the quote goes to the client.

Can it draft scopes of work for subcontractors?

Yes, as one of the three output formats. A subcontractor scope is drafted from the same job details, using your standard trade clauses, so the client quote and the trade scope describe the same work consistently. Each one goes to the estimator for approval like any other draft.

Where are construction quotes saved once drafted?

In the one destination system you choose, usually a document storage folder or your project management tool. Drafts wait there for the named estimator or director to review. The system never emails a quote to a client or subcontractor on its own.

What does the Construction proposal build cost to run?

Roughly $20 to $150 a month in AI model usage in your own accounts, depending on how many quotes, proposals and scopes are drafted. Monthly maintenance is optional and covers rate and clause updates. It also includes monitoring and fixes, starts after the post-launch support period, and you can cancel any month if your rate sheets rarely change.

How quickly can the Construction proposal system be ready?

The delivery time is fixed before you buy and shown in the delivery panel on this page, with faster speeds where offered. The clock starts once intake is complete, so have past quotes, rate sheets, standard clauses and a few site-visit notes ready. Intake is due within 72 hours of ordering, and the build then tunes drafts against your own past work.

Get the quote out while the client still remembers the site visit.

Order AI Proposal System for Construction and quotes, proposals and subcontractor scopes are drafted from your site notes and rates on a fixed delivery date.

Works well with

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Staging copy for testing. Not the live site; payments are in PayPal sandbox and every email goes to the team.