Document Analysis: a new way to review bid packages
Document Analysis is a brand-new workflow for reviewing bid packages from start to finish, and it's now available to every organization. It's built to take you from a stack of files to a finished, shareable review in one place. Each project runs through four tabs:
- Package holds your files and the key facts pulled from them.
- Set up gets the project ready.
- Review is where you read, with every file and note in one spot.
- Outputs collects everything the project produced.
While you read, you can take notes in the Notepad and tag them. Keep them private or share them with your team, and see every teammate's notes in one place. Ask a question right from the document and get an answer with cited sources, then add that answer to your notes. Your question history is saved, so you can share, rename, or delete questions anytime.
When you're done, preview and download what you need, one file or all at once: your notes as a PDF, your team's review as a PDF, or a marked-up copy of the documents where every note becomes a comment linked back to its spot in the source, with bookmarks and page labels.
Document Analysis will eventually replace Projects. Until then, both are available, so you can start using the new workflow whenever you're ready.
See it Live: we're planning a webinar to walk through a real bid package in Document Analysis, from the first file to the finished review. Stay tuned for an invite!
Bid Tabulations: see What Won It on any job
What Won It, the view that shows where a job was decided, now lives in Bid Tabulations too. Pick any job, any two bidders and compare them item by item to see exactly where one pulled ahead. The Post Bid tab has also been simplified, with the bidder ranking above the full tabulation and a full-screen view for the price sheet.
Improvements
- Forecast Add or edit owners after a forecast is created, and price a forecast against more than one owner
- Forecast Anything you can click now has a dotted underline, including the unit price under My Ext. on the Summary tab
- Import/Export Column review is skipped when every column in your file checks out
- Agents Scanned pages and full files are read more accurately
- Bid Prices Liquid asphalt index refreshed for October 2026 across 42 states
- Coverage West Virginia September 2026 bid tabs are loaded
Fixes
- Rough In Parameters stay on Statewide Unbanded after you open them
- Bid Tabulations Item detail filters narrow the bids list and carry into Rough In
- Bid Tabulations Alternates stay sharp in pinned columns while you scroll
- Forecast Custom bid tabs show up when you pick jobs for a forecast, so county and local jobs can be pulled into a forecast
- Custom Bid Tabs Vendor columns show the company name, and it's clear everywhere whether a bid tab has been published
- Custom Bid Tabs Scanned bid tabs read quantities and prices at the right scale, skip vendor-totals pages, and keep alternates with the right bidder
- Custom Bid Tabs Bid forms keep their cover pages and price sheets
Review a bid package from the first file to a finished, shareable review in one place. What Won It now lives in Bid Tabulations too.
Document Analysis: a new way to review bid packages
Document Analysis is a brand-new workflow for reviewing bid packages from start to finish, and it's now available to every organization. It's built to take you from a stack of files to a finished, shareable review in one place. Each project runs through four tabs:
- Package holds your files and the key facts pulled from them.
- Set up gets the project ready.
- Review is where you read, with every file and note in one spot.
- Outputs collects everything the project produced.
While you read, you can take notes in the Notepad and tag them. Keep them private or share them with your team, and see every teammate's notes in one place. Ask a question right from the document and get an answer with cited sources, then add that answer to your notes. Your question history is saved, so you can share, rename, or delete questions anytime.
When you're done, preview and download what you need, one file or all at once: your notes as a PDF, your team's review as a PDF, or a marked-up copy of the documents where every note becomes a comment linked back to its spot in the source, with bookmarks and page labels.
Document Analysis will eventually replace Projects. Until then, both are available, so you can start using the new workflow whenever you're ready.
See it Live: we're planning a webinar to walk through a real bid package in Document Analysis, from the first file to the finished review. Stay tuned for an invite!
Bid Tabulations: see What Won It on any job
What Won It, the view that shows where a job was decided, now lives in Bid Tabulations too. Pick any job, any two bidders and compare them item by item to see exactly where one pulled ahead. The Post Bid tab has also been simplified, with the bidder ranking above the full tabulation and a full-screen view for the price sheet.
Improvements
- Forecast Add or edit owners after a forecast is created, and price a forecast against more than one owner
- Forecast Anything you can click now has a dotted underline, including the unit price under My Ext. on the Summary tab
- Import/Export Column review is skipped when every column in your file checks out
- Agents Scanned pages and full files are read more accurately
- Bid Prices Liquid asphalt index refreshed for October 2026 across 42 states
- Coverage West Virginia September 2026 bid tabs are loaded
Fixes
- Rough In Parameters stay on Statewide Unbanded after you open them
- Bid Tabulations Item detail filters narrow the bids list and carry into Rough In
- Bid Tabulations Alternates stay sharp in pinned columns while you scroll
- Forecast Custom bid tabs show up when you pick jobs for a forecast, so county and local jobs can be pulled into a forecast
- Custom Bid Tabs Vendor columns show the company name, and it's clear everywhere whether a bid tab has been published
- Custom Bid Tabs Scanned bid tabs read quantities and prices at the right scale, skip vendor-totals pages, and keep alternates with the right bidder
- Custom Bid Tabs Bid forms keep their cover pages and price sheets