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Complete your Company Profile
Add your firm's details, personnel, and past projects to unlock AI-powered proposal generation.

Good day, there.

Your estimating command centre — sorted by closing date.

Active Pursuits
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In progress
Submitted
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This year
Closing ≤ 7 Days
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Needs attention
Active Pipeline
—
Est. bid value
My Pursuits
Tender / Owner
Progress
Closing Date
Status
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Create your first pursuit to start tracking tenders.
Tender / Owner
Progress
Closing Date
Status
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Each pursuit tracks an active tender bid. Create one to get started.
› —
⚠ Addenda unsigned
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Closes: —
Tender #: —
Owner: —
Estimator: —
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Company Profile
Your firm's tender identity
These details are used to auto-populate every Form of Tender, Verification Report, and exported PDF. Fill this in once and skip the copy-paste on every new pursuit.
🏢
Firm Information
Legal name, address, and contact details
🔢
Registration Numbers
Used on tender and compliance documentation
✍️
Signing Authority
Authorized signatory for contract documents
These initials appear in the bottom-right box of each tender page.
📝
Company Overview
Used in the company overview section of tender submissions
Comma-separated list of your firm's key capabilities.

Key personnel with credentials and experience — used in Appendix 3 and proposal key personnel sections.

👷
No personnel added yet
Add project managers, superintendents, and foremen. Their credentials auto-populate Appendix 3 of your tender submissions.

Trusted subcontractors by trade — auto-populate Appendix 5 when completing forms of tender.

🔧
No subcontractors added yet
Save your trusted subcontractors by trade. They'll be available to select when completing Appendix 5 of any form of tender.

Equipment fleet and labour rates — auto-populate Appendix 6 (Schedule of Force Account Rates).

Labour / Personnel Rates
No labour rates added yet. + Add labour rate
Equipment Rates
No equipment rates added yet. + Add equipment

Completed projects with scope, value, and references — AI uses these to write relevant experience sections in proposals.

📐
No projects added yet
Build your experience database. The AI draws from this library to write and select relevant Comparable Work Experience for each proposal.
Settings
Account, branding & team
Manage your personal account, the visual identity applied to every exported PDF, the estimators on your team, and the email alerts you receive.
General
Branding
Users
Notifications
👤
Your Account
Personal settings for your login
To change your email, contact support.
🖼️
Company Logo
Displayed in the sidebar and embedded in all exported PDF documents.
Click to
upload logo
PNG, JPG, SVG, or WebP — max 2 MB. Transparent backgrounds work best.
🎨
Brand Accent Colour
Used for headings and borders in exported PDFs. Defaults to PursuitIQ gold.
#c9a84c
Click swatch to pick a colour
👥
Team Members
Add up to 10 users who can collaborate on pursuits. Assign roles to control what each member can do.
No team members added yet. Invite colleagues to collaborate on pursuits.
Admin
Full access — manage team, settings, billing, and all pursuits.
Estimator
Create and edit assigned pursuits. Cannot manage team or billing.
Reviewer
View-only access to all pursuits. Cannot edit or create.
Add Team Member
An invite will be sent when backend email is configured.
🔔
Notification Preferences
Configure when and how your team gets alerted about pursuits. Email delivery requires backend setup — preferences are saved now and will activate automatically.
📅 Pursuit Close Date Reminders
🏗️ Mandatory Site Meeting Reminders
Sent when a pursuit has a site meeting date recorded in its tender details.
📬 Who Gets Notified
Select which team members receive email notifications. "Assigned only" sends only to the pursuit's assigned estimator.
🔄 Status Change Alerts
Email delivery activates once SMTP is configured in your deployment.

Manage your subscription and billing information.

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Add Person
Personal Details

Summary Biography

Relevant Project Experience
Format: Client — Project Name, Value, Year

Resume PDF — attached as Appendix 3 in tender exports
No resume attached — drop PDF here or click to upload
Add Subcontractor
Add Equipment
Add Project
Project Details

Scope & Description

Reference Contact
New Tender
Upload your tender document to get started
📄
Drop your tender PDF here
or click to browse
Reading document…
Extracting project details from your tender
Project details extracted — review and confirm
🍁 MMCD — Canada tap to change
Addenda
Track all addenda issued for this tender
Add Addendum
Have the addendum PDF? Let AI summarize it.
Submission Verification Report
AI cross-check of your filled Form of Tender
SOQ Changes Detected
Review and apply addendum changes to your Schedule of Quantities
AI detected the following SOQ changes in this addendum. Confirm each change to tag the relevant items in your schedule. Items tagged with an addendum reference will be clearly marked in your exports.
Pursuit Notes
Field notes, site observations, assumptions
Ctrl+Enter to save
No notes yet. Add your first note above.
Import Unit Prices from Excel
Upload your bid report — prices matched by position to SOQ items
Select your Bid Report (.xlsx)
Only rows with a numeric Bid Item number in column A are imported. Section headers, subtotals and blank rows are automatically ignored.
Preview — verify descriptions align row by row before confirming
# TENDER SOQ DESCRIPTION YOUR BID REPORT UNIT PRICE
Invite Subcontractors
Select subs and send them the tender package
Include in Email
Filter by Trade
Subcontractors
Email Preview
Bid Summary Sheet
One-page internal overview — not for submission
Bid Strength Breakdown
How your score is calculated and how to improve it
Submission Checklist
Confirm before marking as submitted
Add from Library
Select subcontractors to add to this tender
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