Bidding & preconstruction

Estimate closeout

Validate quantities, scope, and line items before you finalize the estimate.

Converza cross-checks your estimate against drawings, specs, addenda, and quotes to surface differences with verifiable sources.

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Agent

Agent modes

Extended Thinking

FastSmart

Compare the attached Site Estimate.xlsx against C-301, Section 32 13 13, and Addendum 02. Flag quantity differences, unpriced scope, and thickness changes.

Searches

Estimate review against 3 sourcesEstimate rev. 6 · C-301 rev. 4 · 32 13 13 · Addendum 02Done

Analysis

Line items requiring a decision before closeout

There is a quantifiable 49 m curb variance (+14.9%), required base preparation without a separate line, and a slab thickness increase of 50%. No change should be posted to the estimate without engineer validation.

Line item	Source	Finding	Impact	Decision
Concrete curb	C-301, Q-04 + Est. rev. 6 1	378 m vs 329 m: +49 m (+14.9%)	Verify returns at entries A and C	Update after engineering confirms
Base preparation	32 13 13, 3.3.A 2	150 mm granular base has no separate line	Confirm inclusion in unit price	Create line or assumption
Entry slab	Addendum 02, R-14 3	Thickness 100 → 150 mm; volume +50%	Recalculate concrete and verify reinforcing	Review line 32-110 cost

Message…

Spec 32 13 13 Paving.pdf

Before and after

The operational shift is from scattered manual review to document queries with available sources and reviewable drafts.

Before

The estimator jumps between Excel, drawings, specs, addenda, and quotes to check every line item before bid close.

After

Converza collects candidate differences in a cited matrix so the estimator can decide what to adjust, clarify, or document.

A real estimate review workflow

The estimator directs the review from chat, verifies each finding in its source, and records the decision before updating the estimate.

Call the estimate and its sources

Attach Site Estimate.xlsx, C-301, Section 32 13 13, and Addendum 02 to the review message.

Draft 1C-301 Grading Plan.pdf

108%

CIVIL DRAWING · ISSUED FOR BID

C-301 · Grading and paving plan

Project: Estimate · School addition
Process: C-301 Grading Plan.pdf
Document: C-301 · Grading and paving plan
Reference: General notes · issued for bid · sheet C-301

C-301 · GRADING AND PAVING NOTES

Quantities shown are approximate. The contractor shall verify dimensions and existing conditions before submitting the bid.

Provide Type C-2 concrete curb along parking and access limits indicated on plan.

Provide 378 m of Type C-2 concrete curb along the limits shown on plan.

Prepare subgrade and aggregate base in accordance with Section 32 11 23 before placing pavement or curb.

Related clauses

NOTE 7 — Addendum 02 revises the main entrance slab thickness from 100 to 150 mm.
NOTE 8 — Coordinate final grades with drainage structures, accessible ramps, and existing pavement tie-ins.

Agent

Agent modes

Extended Thinking

FastSmart

Review the current estimate against drawings, specs, and addenda before bid close.

Searches

C-301 Grading Plan.pdfGeneral notes · issued for bid · sheet C-301Done

Drawing C-301 shows 378 m of concrete curb while the estimate carries 329 m. Base preparation is also missing as a line item, and Addendum 02 increases the access slab from 100 to 150 mm. 1234

Message…

C-301 · Grading and paving plan

Cross-check a critical line item

Ask Converza to compare quantity, unit, scope, and documented changes for a specific line item or trade.

Draft 1C-301 Grading Plan.pdf

108%

CIVIL DRAWING · ISSUED FOR BID

C-301 · Grading and paving plan

Project: Estimate · School addition
Process: C-301 Grading Plan.pdf
Document: C-301 · Grading and paving plan
Reference: General notes · issued for bid · sheet C-301

C-301 · GRADING AND PAVING NOTES

Quantities shown are approximate. The contractor shall verify dimensions and existing conditions before submitting the bid.

Provide Type C-2 concrete curb along parking and access limits indicated on plan.

Provide 378 m of Type C-2 concrete curb along the limits shown on plan.

Prepare subgrade and aggregate base in accordance with Section 32 11 23 before placing pavement or curb.

Related clauses

NOTE 7 — Addendum 02 revises the main entrance slab thickness from 100 to 150 mm.
NOTE 8 — Coordinate final grades with drainage structures, accessible ramps, and existing pavement tie-ins.

Agent

Agent modes

Extended Thinking

FastSmart

Review the current estimate against drawings, specs, and addenda before bid close.

Searches

C-301 Grading Plan.pdfGeneral notes · issued for bid · sheet C-301Done

Drawing C-301 shows 378 m of concrete curb while the estimate carries 329 m. Base preparation is also missing as a line item, and Addendum 02 increases the access slab from 100 to 150 mm. 12

Message…

C-301 · Grading and paving plan

Verify findings with citations

Converza returns candidate differences and lets the estimator open the note, section, or addendum behind each finding.

Agent

Agent modes

Extended Thinking

FastSmart

Audit the exterior concrete line items against C-301, Section 32 13 13, and Addendum 02. Calculate the variance and recommend a closeout decision.

Searches

Estimate review against 3 sourcesEstimate rev. 6 · C-301 rev. 4 · 32 13 13 · Addendum 02Done

Analysis

Line items requiring a decision before closeout

Line item	Source	Finding	Impact	Decision
Concrete curb	C-301, Q-04 + Est. rev. 6 1	378 m vs 329 m: +49 m (+14.9%)	Verify returns at entries A and C	Update after engineering confirms
Base preparation	32 13 13, 3.3.A 2	150 mm granular base has no separate line	Confirm inclusion in unit price	Create line or assumption
Entry slab	Addendum 02, R-14 3	Thickness 100 → 150 mm; volume +50%	Recalculate concrete and verify reinforcing	Review line 32-110 cost

Message…

Spec 32 13 13 Paving.pdf

Record the bid-close decision

The estimator decides whether to revise a quantity, add a line item, keep an assumption, exclude scope, or draft an RFI.

Closeout decisions · Site estimate

Generate at cursor

FileViewEditInsertFormat

ArialNormal text12BIUSH#

General notes · issued for bid · sheet C-301

Provide 378 m of Type C-2 concrete curb along the limits shown on plan.

Drawing C-301 shows 378 m of concrete curb while the estimate carries 329 m. Base preparation is also missing as a line item, and Addendum 02 increases the access slab from 100 to 150 mm.

Matrix added to document

Estimate closeout decisions

Line item	Finding	Decision	Status
Concrete curb	+49 m to validate	Revise quantity	Pending
Base preparation	No visible line item	Add line item	Review
Entry slab	Thickness 100 mm → 150 mm	Recalculate cost	Addendum 02

The estimator validates the matrix, records the decision, and updates the estimate outside Converza.

Reject1/1Accept

Output example

A working format the team can review, correct, and move into its internal process.

Estimate review matrix

A structured output for validating each difference and recording a decision before the price is released.

Line item	Estimate baseline	Evidence	Candidate impact	Bid-close decision
Concrete curb	329 m in Site Estimate.xlsx	C-301 shows 378 m	+49 m to validate	Confirm returns and revise the quantity if included
Base preparation	No separate line item	Spec 32 13 13 requires preparation	Potentially unpriced scope	Add a line item or document inclusion in the unit price
Main entry slab	100 mm thickness	Addendum 02 changes it to 150 mm	Higher volume and reinforcing	Recalculate quantity and cost before bid close

Converza cross-checks available information; it does not automatically measure drawings or modify Excel. The estimator validates and updates the estimate.

Documents used

Converza works from the project document package and keeps sources visible.

Excel estimates
Drawings
Specifications
Addenda
Subcontractor quotes

Personas

Teams typically involved in this workflow.

Estimating engineer
Estimating lead
Preconstruction manager

Review a real estimate with Converza.

Book a demo and walk through the workflow with one line item and your team's documents.

Book a demo Explore product

Validate quantities, scope, and line items before you finalize the estimate.

Before and after

Before

After

A real estimate review workflow

Call the estimate and its sources

C-301 · GRADING AND PAVING NOTES

Related clauses

Cross-check a critical line item

C-301 · GRADING AND PAVING NOTES

Related clauses

Verify findings with citations

Record the bid-close decision

Output example

Estimate review matrix

Documents used

Personas

Related product modules

Knowledge Base

Assistant

Cited Review

Related use cases

Specs & Addenda Review

Scope & Risk Analysis

Subcontractor Scopes

Review a real estimate with Converza.