Bid Packages
Simplify and streamline your bid package creation process — reduce risk and save time
Produce bid packages that are accurate, precise, and consistent—with less effort—using an innovative approach that transforms your bid package creation process.
From copy-paste chaos to a smarter bid package process
Creating bid packages is still a laborious and error-prone process for many teams. It relies heavily on old-fashioned templates, copy-and-paste, and find-and-replace workflows—where spec items are managed manually and verbiage is often changed inadvertently. This leads to errors, missed requirements, and last-minute fixes that slow down preconstruction and reduce team efficiency—while also increasing the risk of rework, change orders, delays, or disputes later in the project.
Zurel transforms the way teams create bid packages with innovations like smart templates, managed spec items, inherited content, and a centralized knowledge base. The result is improved preconstruction efficiency and lower construction risk—driven by a more consistent, accurate, and scalable process.
Transforming how you create and manage bid packages
Centralize Your Knowledge Base
Organize and leverage templates, past documents, and completed packages in one place.
Standardize Your Bid Documents
Use Smart Templates and Linked Documents to keep bid packages consistent.
Create Documents With Less Effort
Generate and complete accurate bid packages with ease and without repetitive rework.
Manage Specifications Intelligently
Organize, include, and monitor spec item usage across bid packages with precision.
Centralize Your Knowledge Base
Leverage your rich knowledge base of templates, past documents, and completed packages
Build a reliable, reusable content library to streamline your bid package creation process. Easily access Smart Templates, completed bid documents, and past packages—all automatically tagged and searchable. Once you find what you need—whether a document or just a single item—use it in your bid package with just a few clicks.
Key Capabilities:
Templates Library
Create and organize Smart Templates for consistent document creation across projects.
Imported Documents
Import your vast repository of previously issued bid package PDFs to build your knowledge base.
Completed Bid Packages
Continually expands the knowledge base by automatically capturing, tagging, and storing finalized bid packages.
Search and Find
Quickly locate documents using automatically tagged fields and filters based on job types, trade, spec items, or keywords.
Standardize Your Bid Documents
Use Smart Templates as the foundation for precise, accurate, and consistent bid package exhibits
Lay the groundwork for high-quality bid package exhibits with Smart Templates that reduce errors and eliminate repetitive edits. With foundational tools like line-item locking, contextual placeholders, and embedded instructions, your team can produce precise, accurate, and consistent documents—regardless of who’s building the package.
Key Capabilities:
Smart Templates
Create templates from other templates, imported documents, completed bid packages, or from scratch.
Line Item Lock
Lock line items that shouldn’t be edited without your permission when used in a bid package. Leave others unlocked.
Notes & Instruction
Add notes and instructions at the template or line-item level to help your team use the template accurately and consistently.
Contexed Placeholder
Embed templates with placeholders that are automatically filled with the right text based on their context.
Create Documents Easily
Build your bid package exhibits faster—with less risk and more control
Start your exhibits on a solid foundation by importing from Smart Templates or other Knowledge Base documents. Elevate precision, accuracy, and consistency at the line-item level with Line Item Selection and Item Locks & Instruction. Expand your scope seamlessly by merging content from other templates or Knowledge Base documents—all while reducing the risk of errors and rework.
Key Capabilities:
Import from Smart Template
Create your exhibits using a Smart Template to ensure they are precise, accurate, and consistent from the very beginning.
Line Item Selection
Use simple checkboxes to include only the line items you want—and leave out everything you don’t—from what you’re importing into your exhibit.
Item Locks & Instruction
Carry over template settings like locked line items and embedded line-item instructions into your new exhibit.
Template Merging
Build complex exhibits by combining multiple templates—more easily and efficiently, with just a few clicks.
Tailor Exhibits with Confidence
Tailor each exhibit with precision—without repetitive edits or the risk of losing consistency.
Customize shared content using Inherited Replicas, update values with Contexed Placeholders, and reuse proven content with My Clipboard. With features like Line Item Edits, you can make adjustments confidently while minimizing risk and effort.
Key Capabilities:
Contexed Placeholder
No more find-and-replace. Just assign each placeholder a value and get those placeholders updated automatically.
Line Item Edits
Use our easy-to-use editor to customize any unlocked line item. At a glance, know every line item that has been edited since it was first imported.
My Clipboard
Search your Knowledge Base for the unique content you need, and insert it exactly where you want in your exhibit—with just a few clicks.
Inherited Replicas
Maximize consistency and minimize edits by linking exhibits that change little from one bid package to another.
Manage Specifications Intelligently
Close scope gaps and reduce risk with precise spec item management in every bid package
Track your spec items with clarity—define what should be included, see what actually is, and catch what’s missing before it’s too late. Reduce ambiguity, improve completeness, and minimize risk across every bid package, all while saving time.
Key Capabilities:
Project Scope
Establish a clear scope for each project by importing a list of spec items. Use it as the baseline to easily monitor inclusion across your exhibits.
Item Placement
Insert spec items anywhere in your document by selecting from the list, dragging and dropping, or typing them in—quick, flexible, and precise.
Usage Tracker
For each spec item, quickly discover if it’s been included in an exhibit and jump straight to the line item where it appears.
Unknowns Monitor
If an unknown spec item appears in an exhibit, automatically detect it and jump to the line item to fix it—or add it to the project’s list.
Collaborate Seamlessly
Make collaboration easy—communicate, share guidance, track changes, and stay in sync with your team.
Work better together across every bid package. With context-based chat for real-time discussions, embedded instructions for clarity, change tracking for accountability, and content sharing for efficiency, Zurel helps your team stay aligned and informed—minimizing confusion, rework, and versioning issues.
Key Capabilities:
Guides & Instructions
Embed instructions or guidance directly into templates or line items to help your team work with clarity and consistency.
Editing Control
Manage who can edit, and lock or unlock specific parts of an exhibit to maintain control and prevent unwanted changes.
Change History
For the changes that take place, view the complete edit history of each line item and revert back to any snapshot with just a click.
Content Sharing
When you have content—whether it’s a full document or just a single item—that your team might need, share it directly to their clipboard.
Finalize, Distribute, and Build Upon
Lock your exhibits, share securely, and build on every project
Lock exhibits to prevent unwanted changes during review. Share them securely with stakeholders using access-controlled links. When all is done, export as polished PDFs tailored to your needs, and automatically archive the exhibits to your Knowledge Base for future use—ensuring nothing gets lost and every project builds on the last.
Key Capabilities:
Edit Lock
Lock your exhibit to prevent further edits while it’s being circulated for review and feedback—before finalizing.
Secure Sharing
Share your bid package securely through access-controlled links for comments and feedback.
Final Output
Lock each exhibit from all edits and export as a clean, professional PDF tailored to your organization’s needs.
Knowledge Capture
Automatically add finalized documents to your Knowledge Base—tagged, indexed, and ready to be leveraged for future projects.
Why Teams Choose Zurel for Bid Packages
Because Zurel’s innovative solution simplifies the creation of bid packages—while helping teams reduce risk, save time, and improve consistency.
Zurel helps their team create high-quality bid packages faster, with fewer errors and tighter control—while building a growing knowledge base that makes every future project easier to start and easier to get right.
Faster Exhibit Creation
Cut hours of manual editing by starting from Smart Templates and reusing content from your Knowledge Base.
Fewer Errors and Missed Items
Reduce mistakes with line-item locks, contexted placeholders, and spec item tracking built into every step.
More Control, Less Chaos
Control what gets edited, who sees what, and when documents are shared—with full visibility from start to finish.
Continuous Improvement
Every finalized exhibit gets archived, tagged, and indexed—making each project stronger than the last.
Frequently Asked Questions