Invite the team
Add company members with the role that matches their responsibility.
Team Estimating
Give every estimator the same pricing playbook.
Share pricing, learned rules, history, and estimate credits while keeping sensitive financial access role-aware.
Bring your latest estimate or pricing sheet.Start from what you already use.
Why it matters
Two estimators should not produce two versions of your company.
A shared company context keeps the team closer on rates, scope, and proposal standards without putting every setting in every role.
How it works
A clear path from input to reviewed estimate.
Each step stays visible, editable, and connected to the same job.
Share pricing context
Use one company pricing book and estimate history.
Reuse company rules
Apply the same saved instructions across the estimating team.
Control financial access
Keep owner-level costs and spending limited to the people who should see them.
Built into the workflow
What Team Estimating gives you.
Shared pricing book
Give estimators one maintained set of company rates and materials.
Shared learned rules
Keep reusable scope and pricing instructions at company level.
Pooled credits
Use Team estimate allowances across the organization.
Role-based financial access
Separate estimating access from sensitive company financials.
Keep exploring
Connected parts of the same estimate.
Questions
About Team Estimating
Straight answers about how this part of BidPilot works.
How many users are included?
The Team plan includes the fixed seat count shown on the current Pricing page. Teams with four or more estimators should contact us about Business.
Can every user see company financials?
No. Financial access is role-aware so sensitive company costs can remain restricted.
Build the next estimate in your numbers.
Start free and teach BidPilot the rest as you work.