Construction / Free editable template

Construction bidding process template

Winning work starts with choosing which tenders to chase. This board combines a tender timeline from invitation to award, a bid or no-bid scorecard that rates the client, fit, margin, capacity, competition and risk, and a build-up of the tender sum from direct costs through preliminaries, overheads and risk to profit.

No account needed · Opens as your own editable page

Preview the construction bidding process

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Construction bidding process example showing tender timeline with key dates, bid or no-bid scorecard, tender sum build-up
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Decide quickly

    Score the tender within a couple of days of receiving it. Bidding for the wrong job costs time you could spend winning the right one.

  2. Work to the deadline

    Put the site visit, clarification deadline and submission date on the timeline and plan the estimating work back from them.

  3. Build up the price

    Start from direct costs, then add preliminaries, overheads, a risk allowance and profit. Keep the build-up for the post-tender review.

Questions about this template

How is the bid or no-bid score worked out on this board?

It averages the six scorecard bars and compares the result with the threshold. Change the percentages to your own ratings and update the average and decision.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.