QuoteFlow

Scope extracted from the tender. Priced on your commercial basis.

QuoteFlow processes the client's scope of work in the format it was issued, maps each requirement to your proposal structure, and prices it against rates you control. Requirements the document leaves unresolved are referred for engineering decision.

Engineering team reviewing a structured scope breakdown on a shared display, with plant schematics and drawings on the table
Processing sequence

A tender document enters. A structured, priced draft returns.

Extraction, structuring and pricing complete without a preparatory transcription pass. The output states what was resolved from the document and what requires engineering decision before the proposal can be released.

Method

Six stages, with review at every point of commercial risk

QuoteFlow performs the mechanical elements of proposal assembly. Decisions carrying technical or commercial consequence are referred to a reviewer.

01

Tender document submitted as issued

PDF, Word or spreadsheet, retaining clause references, specification tables and appendices. No preparatory reformatting or manual extraction is required.

02

Scope extraction and mapping

Scope items, deliverables and technical requirements are identified and mapped to the section structure of your proposal template. Each item retains a reference to its source location.

03

Pricing from your commercial basis

Rate cards, margin rules and escalation factors are applied to the extracted scope, producing a pricing basis that is consistent between bids and traceable to rates you control.

04

Referral of unresolved requirements

Where the tender does not specify depth, frequency or method, the requirement is recorded as unresolved and referred for engineering decision rather than completed by inference.

05

Engineering review and approval

Referred items are presented alongside their source clause. Submission remains blocked until each item is closed by a competent reviewer.

06

Transfer to execution on award

The approved scope establishes the ProjectFlow baseline directly, removing the manual reconstruction step that normally follows award.

Operating constraints

Defined limits on automated output

Much of the risk in AI-assisted proposals originates in systems that express confidence where the source material does not support it. The following constraints are stated explicitly.

Scope is never inferred

A requirement absent from the tender document does not appear in the proposal.

Commercial position is not set

Configured rates and margin rules are applied. The value of the engagement remains a decision for your organisation.

Submission requires closure

Referred items must be closed by a competent reviewer before a proposal can be released.

Intended users

Estimators and proposal managers in engineering services

Reliability, asset integrity and production assurance scopes, including RCM, FMECA, RCA, RAM and safety-critical element assurance, together with the broader technical tender packages issued by oil, gas and energy operators. These documents are clause-referenced and heavily specified, and require a demonstrated method alongside a commercial response.

Common questions

Tender documents are commonly issued as PDF, Word or spreadsheet files containing clause-numbered requirements, specification tables and appendices. QuoteFlow processes them in the form the client issued, without requiring a cleaned or restructured version.

QuoteFlow works from your existing template and section structure. The intended result is a draft in the format your organisation already submits, rather than a generic layout requiring reformatting.

Rate cards, margin rules and escalation factors are configured once. They are then applied consistently to extracted scope on every bid, and each priced line remains traceable to the rate that produced it.

Incomplete specification is the normal condition of a tender rather than an exception, and it is handled explicitly. Where a requirement cannot be resolved from the document, the item is recorded as unresolved and referred for decision. It is not completed by inference.

Assess QuoteFlow against a completed bid

Submit a tender your team has already priced manually and compare the resulting scope breakdown and pricing basis against your own.

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