For finance
For delivery
AEC proposal management software: Navigate proposals, fee estimates, and win/loss insights
Build fee estimates that reflect how Architecture, Engineering, and Construction (AEC) firms scope, staff, and deliver projects. evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering Firms, carries structured assumptions through approvals into project setup, then compares what was sold to what was delivered.
Uncontrolled estimating turns pursuits into unpriced risk
As Architecture, Engineering, and Construction (AEC) firms scale pursuits across offices and disciplines, proposals often stay document-driven instead of model-driven. When estimate logic and scope assumptions live outside the delivery model, pricing decisions become hard to defend and harder to improve. This disconnect shows up in challenges like:
- Recreating fee estimates inconsistently across phases, teams, and regions
- Burying assumptions and exclusions in narrative text that never reaches delivery teams
- Approving proposals through email chains with no clear accountability or audit trail
- Losing win and loss reasons in scattered notes that never inform future pricing
- Discovering estimate flaws only after kick-off, when budgets, staffing, and fee burn are already moving
Control proposals while keeping pursuits moving
evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering Firms, turns estimating, scope definition, and proposal approvals into connected data that flows into project setup and performance tracking. That link keeps commercial decisions consistent across sales, delivery, and finance, replacing document sprawl with structured, governed estimates.
Accelerate fee estimating
Phase and discipline templates tied to milestones
Prevent scope drift
early
Assumptions and exclusions stored as structured scope inputs
Enforce proposal governance
Version control plus workflow approvals across sales, delivery, and finance
Build a win/loss feedback loop
Themes linked to estimate attributes and outcomes
Align pursuit commitments with delivery and financial reality
With evergreen, standardize how AEC firms assemble fee estimates and proposals by tying templates to phases, disciplines, and milestones. Scope assumptions become structured inputs that carry forward into project setup, budget baselines, and downstream reporting, so teams execute what was sold.
Automation and controls keep proposals governed as volume grows. AI copilots can flag missing assumptions, highlight out-of-pattern pricing, and support consistent reviews, while role-based user apps brings approvals, follow-ups, and role-based actions into Microsoft Teams so decision cycles stay tight.
Improve pricing consistency across teams and regions
When proposals are built on structured data, firms stop reacting to estimate misses after project kick-off. They manage pricing, scope, and approvals as governed inputs that stay visible through delivery and close.
Standardize estimates across phases and teams
Use approved templates by phase, discipline, and milestone so pricing stays consistent across offices. Reduce rework by carrying estimate structure forward into project setup and budget baselines.
- Maintain template libraries with discipline-specific labor categories, multipliers, and fee components
- Apply the same estimate structure to phases, milestones, and budget lines once work is awarded
- Track estimate versions and who changed what, when, and why
Make scope decisions traceable from bid to delivery
Capture assumptions, exclusions, and deliverables as structured scope inputs. That structure anchors downstream budget tracking and creates a defensible record when scope shifts.
- Link scope items to phases, milestones, and disciplines for consistent breakdowns
- Require completion of key scope fields before approvals move forward
- Carry assumptions into delivery views so PMs see what was sold
Approve proposals with audit-ready workflows
Route drafts through the right principals, discipline leads, and finance reviewers based on fee thresholds and risk. Preserve a versioned approval trail so pricing decisions stay explainable months later.
- Trigger approvals by fee size, contract type, client risk, or deviation from templates
- Lock approved versions and retain supporting artifacts for governance reviews
- Surface pending approvals and exceptions within Microsoft Teams
Learn what wins and protects margin
Tag wins and losses with consistent themes, then analyze patterns across sectors, teams, and proposal attributes. Compare estimate assumptions to actual delivery performance to refine pricing with evidence.
- Link win/loss themes to disciplines, fee model, schedule constraints, and key assumptions
- Compare proposal assumptions to delivery outcomes like utilization, fee burn, and write-offs
- Feed insights back into templates so the next proposal starts smarter
A connected Microsoft Industry Cloud foundation tailored for Architecture and Engineering firms
evergreen runs on Microsoft Dynamics 365 and Azure and is deployed within your Microsoft tenant, unifying pursuit, proposal, delivery, and financial performance in one governed platform. AEC firms retain control of security, governance, and data access.
That foundation supports consistent estimating, approvals, and performance analysis without creating a separate shadow system.
One governed record for pursuits, proposals, projects, and outcomes across teams
Microsoft-grade security, identity, and tenant-level control over access and data residency
Scale pursuit volume while maintaining approvals, traceability, and audit readiness
