What is AI Proposal Validation
AI Proposal Validation helps you review your estimate or proposal before sending it to a customer. Using AI, TakeCost analyzes your pricing, scope, and quantities to identify potential issues, omissions, or inconsistencies.
This can help reduce costly mistakes, improve proposal quality, and increase confidence before submission.
How to Run AI Proposal Validation
Open a Proposal or click the Estimate tab.
Click Validate with AI in the top toolbar.
Select a validation mode.
Click Run Validation.
The AI will analyze your proposal and surface any findings or recommendations.
Validation Modes
Default
Recommended for most proposals
The Default mode provides a balanced analysis of your proposal by reviewing:
Pricing consistency
Missing or unusual quantities
Potential scope gaps
Markup anomalies
General risk indicators
Use this mode when you want a comprehensive review before sending your proposal.
Itemized
Line-by-line analysis of individual items and quantities
Itemized mode reviews each line item separately to identify:
Missing materials
Unusual unit costs
Quantity inconsistencies
Pricing outliers
Duplicate or incomplete items
Best for detailed estimates with many individual line items.
Lump Sum
Evaluate scope coverage, risk, and pricing signals
Lump Sum mode is designed for proposals where pricing is presented as a single total rather than itemized costs.
The AI evaluates:
Scope completeness
Pricing reasonableness
Potential missing work
Risk indicators
Best for lump sum bids and high-level proposals.
Cost Plus
Review markups, allowances, and cost transparency
Cost Plus mode focuses on financial transparency and profitability by reviewing:
Markup percentages
Allowances
Labour and material pricing
Cost visibility
Profitability signals
Best for cost-plus contracts or estimates with detailed cost breakdowns.
Grouped
Analyze assemblies and grouped item completeness
Grouped mode reviews assemblies and grouped items to ensure:
Related materials are included
Labour aligns with quantities
Assemblies are complete
Grouped pricing is consistent
Best for estimates built using assemblies, systems, or grouped takeoff items.
What Does AI Validation Check?
Depending on the selected mode, AI Proposal Validation may identify:
Missing scope or items
Quantity inconsistencies
Pricing anomalies
Unusual markup values
Incomplete assemblies
Potential risks before submission
📌 AI validation provides recommendations to help improve your estimate. Always review results and apply professional judgment before submitting a proposal.