Bid Proposal + Subcontract Scope Checklist Kit: Excel / Google Sheets Estimate, Proposal and Bid Leveling

Send a bid where the number is the one you meant, and the proposal says exactly what that number buys.

The Bid Proposal + Subcontract Scope Checklist Kit is for general contractors, subcontractors and estimators. Price the work line by line, level your sub bids on the same scope, send a clean proposal built from the estimate, and track every bid until you hear back.

WHAT'S INCLUDED

- Workbook (.xlsx, no macros). The same file opens in Excel or Google Sheets.

- Setup: company info, labor and equipment cost rates, default overhead, profit, bond, contingency and sales tax, your divisions, and a library of standard exclusions and qualifications

- Bid Estimate: 80 line items (labor hours x rate, material, equipment, subs, other), a markup recap in a clear order with per-bid overrides, round-up to the nearest $100 (or any amount), cost and price by division, alternates and unit prices

- Bid Proposal: fills in from the estimate (price, divisions, alternates, unit prices). Pick exclusions and qualifications from your library. Prints with your company name and an acceptance block

- Scope Checklist: level up to 5 sub bids. Mark each scope item Included, Excluded, Clarify or N/A, put a plug on every gap, and compare leveled totals with a rank

- Bid Log and Dashboard: due dates, follow-ups, $ bid, $ won, win rate and $ pending

- Example tabs: a complete fictional bid, so you can see every formula and flag working

- Printable PDF forms: blank Bid Proposal / Quote and blank Subcontract Scope Checklist

- 20-page PDF guide covering:

- how to use every tab, with a worked markup example

- writing scope, exclusions and qualifications, leveling sub bids, and a before-you-send checklist

- an AI Workflow chapter with four step-by-step procedures tied to the workbook: sub quote to checklist marks, a gap check between two quotes, leveling sheet to a recommendation memo, and scope to draft exclusions

- opening the kit in Google Sheets, step by step

COMPATIBILITY

Works in Excel 2016 or later (Windows or Mac, including Microsoft 365) and in Google Sheets. No macros.

AFTER YOU WIN

Turn the estimate into a schedule of values with the Foundry Field Office Schedule of Values + Pay App Kit, and price changes with the Change Order + T&M Ticket Kit.

BUNDLE AND SAVE

Also in the Foundry Field Office 4-Kit Bundle (Change Order + T&M, RFI + Submittal, Schedule of Values + Pay App, and Bid Proposal + Scope Checklist), $49. https://payhip.com/b/dulix

GOOD TO KNOW

- Instant download. One-business license, unlimited bids.

- An estimating and proposal workbook, not takeoff software or a cost database. You bring the quantities and rates.

- Not legal or contract advice. The starter exclusions, qualifications and terms are examples to edit. Check your contract, and have your attorney review your terms.

- AI disclosure: designed by Patrick Foundry with AI assistance. The templates are original. Files were checked by automated QC (formula recalculation against an independent calculation, and page renders).

- Need daily reports or field logs instead? Join the SKUFF field app waitlist: https://patrickfoundry.com/skuff

- Questions about the files? Email kits@patrickfoundry.com with your order number.

REFUND POLICY

These are instant digital downloads. If a file won't open, is damaged, or isn't what the listing describes, email kits@patrickfoundry.com within 14 days of purchase with your order number and we'll fix it or refund you in full. Because the files can't be returned once downloaded, we don't otherwise offer refunds for change of mind.