Product
Turn estimates into winning proposals.
One controlled flow from the approved estimate to a submission-ready commercial proposal — with version control, scope definition, and an approval workflow that preserves every negotiation.
The status quo
Without Orgin3
- Proposals assembled from emailed documents and untracked revisions
- No single place where price, scope, and terms are reconciled
- Pricing that drifts away from the approved estimate
- Unclear who signed off on which version before submission
- No record of discounts, alternates, or negotiation positions
On the roadmap
Planned capabilities
- Live link to the approved estimate so the price never gets stale
- Structured scope with inclusions, exclusions, and assumptions
- Version history showing what changed, why, and when
- Configurable approval workflow before the proposal is issued
- PDF-ready output with cover, summary, BOQ, and terms
How it works
A connected flow, end to end
How proposal management comes together across the platform — no rekeying, no lost handoffs between teams.
Approved estimate
Start from the locked estimate — the price source for the proposal.
Draft proposal
Generate the proposal with auto-filled customer, project, and tender references.
Scope definition
Set inclusions, exclusions, assumptions, alternates, and commercial terms.
Internal approval
Route through estimator, BDM, and commercial approval with checklists.
Client clarification
Track questions and revise the proposal without losing the prior version.
Negotiation
Capture negotiated prices, discounts, and revised terms per version.
Final offer
Lock the final version ready for submission and contract handoff.
Capabilities
Everything Proposal Management teams needPlanned
BOQ & Estimate Linkage
Price flows directly from the approved estimate
Scope Definition
Inclusions, exclusions, assumptions, and alternates
Commercial Terms
Payment, currency, validity, delivery, and adjustment rules
Version Control
P0 → P1 → P2 → Final Offer with change history
Approval Workflow
Estimator → BDM → Commercial → Authorized submission
Proposal Output
Cover, executive summary, BOQ summary, terms, PDF
In depth
Built around the way Proposal Management teams work
Every revision preserved, not overwritten
Proposals evolve through clarification and negotiation. Orgin3 keeps each version — P0, P1, Final — with exactly what changed between them, so you can defend the final price and recover any concession made in negotiation.
- Side-by-side comparison of values, discounts, and terms per version
- Reason recorded for every revision
- Submitted date and approver tracked per version
- History preserved into the signed contract
Preserve the commercial story from bid to contract
The proposal doesn't end at submission — it becomes the contract baseline. Orgin3 preserves the full commercial history so the awarded value, negotiated terms, and approved scope all flow into Contract Management intact.
- Proposal → contract value mapping
- Scope and exclusions carried into contract setup
- Negotiation positions retained for commercial control
- Audit trail across proposal, award, and variations
Who it's for
Made for every role in the business
Estimator
Hands the approved estimate off as the proposal price baseline.
BDM
Reviews scope and commercial terms before internal approval.
Commercial Team
Negotiates and records revisions, discounts, and final terms.
Project Manager
Onboards the awarded proposal as the contract baseline.
Connects to your stack
Works alongside the tools you already use
Import and sync data from the systems your team works in every day — with an open API and webhooks for anything custom.
The Platform
One platform, fully connected
Frequently asked questions
Everything you need to know about Orgin3 ERP for MEP contractors.
Proposals stay linked to the approved estimate. If the estimate is revised and re-approved, you're prompted to carry the new price into the next proposal version so the two never drift.
Get Started
See what Orgin3 can do for your business
Book a personalized walkthrough with an MEP industry specialist. We'll map your current workflows to the platform in a single session.
Cloud or on-premise deployment · Dedicated implementation · Security aligned to enterprise security controls
From approved proposal to controlled contract
The awarded proposal becomes the contract baseline — scope, terms, and value preserved through contract setup and into project execution.