Planyard is designed for small and medium-sized teams looking to get rid of spreadsheets and are looking for a straightforward and reliable estimating solution.
Free 14-day full-featured trial. No credit card required.
See the introduction video below to get an overview in just 2 minutes.
Refer to past projects, use custom templates, and follow a unified process to produce accurate, winning bids every time.
Collect new opportunities in a unified pipeline
Assign estimators and automate calculations to reduce errors
Deliver professional client-ready documents in seconds
Convert approved bids into projects without re-entering data
Eliminate manual spreadsheets and repetitive tasks with Planyard’s streamlined bidding process. Create, organize, and manage bids in one place to save time and focus on what really matters – winning more projects.
Build detailed proposals quickly using past quotes and templates.
Maintain all bid data in one system, eliminating version confusion and redundant files.
Never miss a deadline or follow-up thanks to built-in notifications.
Keep track of changes and improvements without losing prior information.
Speed up your entire proposal process and spend less time putting together professional quotes.
Eliminate manual math errors and guesswork from your estimates.
Start from previous proposals or templates to save time on repeat work.
Access all features easily, even if you’re not tech-savvy.
Keep all client and proposal details in a single, secure location.
No credit card required. No sales or IT support needed.
Create new bid versions or revert to previous ones at any time, giving you the flexibility and control to adjust your bids as client needs evolve.
Switch back to a previous version with one click, making it easy to undo changes if plans shift.
Share new versions with your team and clients to keep everyone informed and working from the same numbers.
Keep track of who made edits, when they were made, and what was altered for complete transparency.
Present the latest bid details in a clear format, making it easy for clients to review and approve.
Planyard’s construction estimating software automatically formats your bid for a professional, client-ready document, making submission seamless and helping you stand out.
Incorporate your logo, colors, and unique style to create a cohesive, branded bid that leaves a lasting impression.
Send Excel or PDF bids to clients without worrying about file compatibility.
Include all line items or just the categories - depending on your cost structure.
Download and share your final proposal in seconds, eliminating time needed for proposal preparation.
No credit card required. No sales or IT support needed.
Planyard automatically converts your winning bids into active budgets, streamlining the path from proposal to project and saving you valuable time while reducing costly errors.
Avoid manual copy-paste errors by letting the software do the work for you.
Share real-time budget details with your team and stakeholders, ensuring everyone is aligned from day one.
Make and track adjustments to the budget if project requirements shift, minimizing confusion and paperwork.
Catch potential overruns early by comparing estimated costs with actual commitments and spend in real time.
Enjoy flexible pricing, comprehensive tools, and a seamless transition as your construction projects and teams expand.
Cost estimating
Estimating and budget control
Estimating, cost control and purchase orders management
Full functionality
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"Planyard's integration with Xero has streamlined our project financials, providing clear insights and saving us valuable time. It's easy to use and keeps all commitments organized for seamless financial tracking."
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"Planyard saves us 3-4 days per project by simplifying financial tracking and cutting out double data entry. It’s user-friendly and lets us focus on our main tasks."
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"Planyard is basically a live CVR and saves time by making Excel unnecessary. Once a project’s set up, I can rely on Planyard to stay organized without spreadsheets."
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"If there’s some problem with the budget, it just tells you what you need to fix and you’ll be fine. It really just kind of thinks a step ahead for you."
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We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Planyard replaces spreadsheets with an organized platform for creating, managing, and submitting bids, reducing manual work and increasing accuracy.
Yes, Planyard allows team members to work on bids collaboratively with customizable permissions and centralized access to bid information, ensuring alignment.
Planyard enables users to generate client-ready PDFs with one click, ensuring professional and polished submissions every time.
Winning bids can be converted into project budgets instantly, linking them to workflows for purchase orders, subcontracts, and cost tracking, ensuring a seamless transition to project management.
No credit card required. No sales or IT support needed.