Takeoff Convert AI Documentation
Complete guide to transforming PDF takeoffs into professional construction proposals with AI-powered automation.
Takeoff Convert is a SaaS application designed specifically for contractors, subcontractors, and construction estimators. It solves a critical pain point in the construction industry: converting raw takeoff data and bid estimates into professional, branded proposals that win projects.
The Problem We Solve
- Time-consuming: 2-4 hours per proposal on average
- Error-prone: Manual transcription leads to mistakes
- Inconsistent: Proposals lack professional formatting
- Costly: Time spent on paperwork instead of winning more bids
Our Solution
Upload your PDF takeoff → AI extracts and transforms the data → Download a professional Word proposal in under 60 seconds.
Features
Build Template
Complete control over proposal structure and content with reusable templates.
Materials Library
Custom materials database for AI-powered, trade-specific descriptions.
AI-Powered Proposal Generation
Upload PDF takeoffs and get professionally written proposals with project scope, materials breakdown, and pricing.
Construction Data Extraction
Automatically extract material quantities, labor costs, equipment pricing, and trade details from PDFs.
Branded Word Export
Download as editable `.docx` files with your company branding, letterhead, and contact information.
In-Browser PDF Processing
Secure client-side PDF parsing — your files never leave your browser during extraction.
Rich Text Editor
Built-in TipTap editor to review, edit, and customize AI-generated proposals before download.
Proposal History
Cloud-synced storage to access, manage, and re-download all your past proposals.
Coming Soon
We're constantly improving Takeoff Convert based on user feedback. Here's what's coming next:
v1.2.0 (Planned)
- Team collaboration features
- Proposal analytics dashboard
- Custom AI training on company documents
- API access for integrations
v1.3.0 (Planned)
- Multi-language support
- Advanced branding options
- Email proposal delivery
- E-signature integration
Have a feature request? Email us at support@takeoffconvert.com and let us know what you'd like to see next!
Detailed Feature Documentation
The Template Builder is a powerful new feature that gives contractors complete control over their proposal structure and content.
Template Builder Features:
- Custom Proposal Templates: Create reusable proposal templates with your company's standard sections
- Drag-and-Drop Section Ordering: Arrange sections (Scope, Materials, Terms, etc.) in your preferred order
- Section Visibility Controls: Show/hide sections per proposal without deleting content
- Client Database: Save and manage client information for quick selection
- Takeoff Import: Upload Excel or PDF takeoffs directly into your template
- Line Item Management: Add, edit, and expand line items with AI-powered descriptions
- AI Line Item Expansion: Click to expand brief line items into detailed, professional descriptions
- Custom Terms & Conditions: Build and save your standard terms and conditions
- Theme Colors: Customize the accent color to match your brand
- Logo & Signature Upload: Add your company logo and signature for professional PDF output
- Save & Load Templates: Save template configurations for different project types
The Materials Library is a user-managed database of construction materials that the AI uses to generate accurate, trade-specific descriptions.
Materials Library Features:
- Custom Material Database: Define materials specific to your trade and projects
- AI Matching System: Materials are automatically matched to line items using keyword tags
- Rich Descriptions: Add detailed specifications, installation practices, and product information
- Tag-Based Matching: Use tags like "vinyl windows", "curtain wall", "intus" to trigger material descriptions
- Cross-Feature Integration: Materials work in both Generate and Build Template pages
How Materials Work:
- Add materials with names, descriptions, and matching tags
- When AI expands line items, it searches your materials library
- If a tag matches, AI uses your custom description
- If no match, AI falls back to industry-standard descriptions
Getting Started
Sign In
Authenticate with Google for secure access
Enter Company Info
Add your branding (saved for future use)
Upload Takeoff
Select your PDF takeoff or estimate
AI Generation
Gemini AI extracts data and writes the proposal
Review & Edit
Use the built-in editor to customize content
Download
Export as Word `.docx` or PDF
Ready to Get Started?
Join contractors, subcontractors, and estimators who are winning more projects with Takeoff Convert AI.
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