Start from templates & your cost library
Use prefilled templates and a structured library of materials and labour to price consistently. Duplicate past projects when scopes repeat, then fine-tune.
QuickBooks Construction Bids & Proposals
Send accurate, branded offers your clients can accept—without spreadsheets or re-typing. Planyard helps you assemble quotes from templates and a structured cost library, export polished PDFs, and keep a full audit trail from first draft to acceptance—all while keeping your QuickBooks data clean.
- Build from templates and a reusable cost library
- Export professional, client-ready PDFs
- Convert accepted proposals into budgets & POs → approvals → QuickBooks
Free 14-day full-featured trial. No credit card required.
Trusted by construction companies globally
Create professional construction quotes & proposals
Everything you need to price clearly, present professionally, and win work—fast.
Templates
Start from standardised structures—no blank-sheet estimating
Cost items
Pull materials/labour from your library for consistent pricing
Duplicate past projects
Reuse winning estimates when scopes are similar to save time
Pricing rules
Apply markups/overheads in one place for controlled margins
Build clear, client-facing offers
Present scope, inclusions, and options in a proposal your client can understand. Export as a polished PDF for submission.
Branded PDF export
Generate professional proposal documents in one click
Options & alternates
Show value-engineered choices without creating extra versions
Terms & validity
Add payment terms, retention, and expiry in plain language
Tax display
Show VAT/sales tax cleanly, aligned with your QuickBooks setup
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.
Control margins & pricing transparency
Protect your markups while giving clients clarity on what’s included.
Markups & overhead
Apply consistent markups across categories or lines
Unit rates
Keep a stable set of rates from your library for repeat work
Allowances & contingencies
Flag provisional sums and allowances clearly
Presentation controls
Hide internal notes; show only what the client needs
Track versions & acceptance
Keep a tidy audit trail from first quote to signed proposal.
Version history
See who changed what, and when
Client acceptance
Record acceptance and move straight to delivery
Change requests
Revise lines and reissue—without losing the paper trail
Notes
Capture clarifications next to the exact line item
From accepted proposal to delivery & QuickBooks
One flow from proposal → budget → POs → approvals → QuickBooks—so numbers stay consistent from bid to final account.
Convert to a live control budget
Turn accepted proposal lines into a workable cost breakdown with owners and codes—no re-typing.
One-click conversion
Move from proposal to budget instantly
Cost codes
Map lines to the right codes from day one
Baseline
Freeze the original budget for change control
Accountability
Assign line owners and thresholds
Raise purchase orders from the budget
Commit spend against the accepted scope before invoices arrive.
PO from lines
Create POs that inherit the correct codes
Delivery capture
Record GRNs or valuations against each PO
Tolerances
Flag price/quantity variances automatically
Commitment tracking
See committed vs remaining at-a-glance
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.
Approvals and 3-way matching before accounting
Capture invoices (email-in/OCR), match to PO and delivery/valuation, and route for project approvals—then post to QuickBooks.
Email-in/OCR
Turn PDFs/photos into structured data—no re-typing
3-way match
PO ↔ delivery/valuation ↔ invoice; block mismatches
Project approvals
Site/QS/Finance routes or ad-hoc
Approval-only sync
Only fully approved invoices post to QuickBooks.
What syncs to QuickBooks Online
Planyard posts ready-to-pay bills with correct coding and documents—keeping ledgers and job reports clean.
Approved bills only
Nothing syncs until coding, matching, and approvals are complete
Vendor, GL account, Class, tax & currency
Bills arrive already tagged for reporting
Invoice PDF + references
The original PDF and PO/valuation refs travel with the bill
Notes & comments
Reviewer context is preserved for audit/month-end
Basic/none
Built-in templates & reusable cost items
