Bid Leveling · full guide
Bid Leveling is the engine that compares two to ten vendor quotes for the same scope; this guide covers how to use it. Give it a BOM or RFQ and the quotes in any format, and it matches line items to your BOM, flags scope gaps and unit mismatches, and lets you award from the results.
Updated
What do I give Bid Leveling?
A BOM or RFQ plus 2–10 vendor quotes, in any format. PDFs and spreadsheets work best; emails work but reduce confidence.
What happens while Bid Leveling analyzes?
Each vendor is parsed in parallel. Line items are matched to your BOM via CSI + fuzzy description match. Scope gaps and unit mismatches are flagged. Early findings stream during processing.
How do I award a vendor from the results?
Click ✓ Award on any vendor. We open a confirmation drawer with the totals comparison and any open scope gaps. Confirming creates a Procurement row and pre-fills the PO Drafting form.
What do I do when a line item is matched wrongly?
If a line shows "—" (missing) when you know the vendor bid it, click the cell. We'll surface what we matched it to in their PDF. Override and save; the change is logged as a pm_correction event.
Email support.
Priority support on Business and Enterprise plans. support@trueleveler.com