Review subcontractor quotes

Confirm the checklists are current

Open Quote Review. If ScrubPlan reports stale checklists, run Refresh All Checklists before uploading quotes.

Select the latest document version; prior versions remain available as read-only records.

Choose a package

Select the package name. Use + Package to add another analyzed package when needed.

You can also copy the package’s Quote Review email address and forward vendor quotes to it.

Upload the quotes

Choose Upload Quotes and add PDF, Word, or Excel files. The combined upload can be up to 50 MB.

Select Review. ScrubPlan generates an itemized bid sheet for the selected scope checklist.

Match the vendors

Confirm the company associated with each quote. Resolve or change the vendor when a company could not be matched automatically.

Open the source quote whenever a line item needs verification.

Resolve the comparison

Review pricing requests, alternates, scope inclusions, notes, and unresolved actions across the companies.

Edit the generated rows, add clarifications, and save the review. Upload a revised quote when a vendor sends an update.

Export the result

When the review is complete, export the comparison to PDF or Excel for your bid record.