AI-Powered Technical & Commercial Bid Evaluation Every discipline. Every clause. Checked before you sign off.
TBEagent reads your specifications, MRs and vendor offers side by side — for instrumentation, electrical, mechanical, piping, HVAC and complete packages — flags every gap, drafts the query with its source, and tracks it to closure, from technical bid evaluation through inter-discipline check, commercial evaluation and procurement.
Indicative figures from typical bid evaluations; actual savings depend on the package, the number of bidders and your own process.
Manual bid evaluation doesn't scale with your document count.
A compressor package offer of 600 pages — mechanical, electrical and instrumentation — checked by three engineers in three spreadsheets, clause by clause.
Technical queries, deviations and inter-discipline comments tracked across e-mail threads, with no single record of what is still open — or who closed it.
One clause missed at bid stage becomes a change order after fabrication has already started.
Grounded in your documents, not open-book.
Ask a general-purpose chatbot to check a valve rating and it will answer confidently — whether or not it actually knows the spec. On a bid package, a confident wrong answer is worse than no answer.
TBEagent doesn't work that way. Every document you upload is read page by page — scanned pages and drawings included — and full-text indexed. When the AI drafts Technical Queries it reads your EPC specification, MR and the vendor's own offer side by side, splitting large documents section by section so no clause is skipped. When it fills the TBE sheet or the Tag List, it first retrieves the passages that match each item — retrieval-augmented generation, or RAG — and works only from those. Either way the model is grounded in your paperwork, not its training data.
Not in the documents, not in the answer. If the vendor's offer doesn't address a requirement, it is marked "Not stated" and raised as a query — a missing datasheet reads as a gap, not as silence. And every reference is a link: one click opens the document at the cited page, so the engineer checks it in seconds.
Read & Indexed
Every page is read — text, scans and drawings — and full-text indexed at upload time.
Read in Full, or Retrieved
TQ reviews read the documents themselves; sheet and Tag List fills pull only the passages that match.
Referenced for Checking
Each query and TBE-sheet value carries its document and page — one click opens the PDF there.
"What's the offered valve's leakage class?"
"Based on typical control valve specifications, it's likely Class IV per ANSI/FCI 70-2."
Fabricated — not read from any document"What's the offered valve's leakage class?"
Read from your uploaded offer — page linked
From the first document to the purchase order.
TBEagent covers the whole bid evaluation — technical, inter-discipline and commercial — and shows its work: every value and every query traces back to a page.
Every Document, Read AI
Specifications, MRs, datasheets, drawings and vendor offers — PDF, Word, Excel and scans — read page by page and indexed. Hand mark-ups and vendor comments are picked up too.
TBE Sheet, Filled With Sources AI
Project requirements and each bidder's offered value side by side, row by row, every value linked to the page it came from. Compliant, deviating or not stated — at a glance.
Every TQ Traceable AI
Technical queries drafted with the requirement, the vendor's wording and the page — then reviewed, approved, issued, answered, re-raised or closed in numbered rounds. Nothing is lost between rounds.
AI Chat With Your Documents AI
Ask "what IP rating did bidder 2 offer for the MCC?" and get the answer with the page it came from — only from your project's own documents.
Vendor Deviation Management AI
The deviations and clarifications each vendor declared, in their exact wording and number, kept apart from the TQs — with a clear "no deviations listed" where that is the case.
Tag Lists & Equipment Lists AI
Per-tag and per-equipment checks — ranges, ratings, materials, certifications — compared across bidders and raised as queries when they do not match.
Multi-Discipline Packages
One package TBE for a compressor, pump or power skid: each section judged by the right discipline, every TQ tagged to its discipline and reviewer.
Inter-Discipline Check (IDC) Add-on
Send the TBE for review by Process, Piping, Electrical, Mechanical, HSE… Numbered IDC rounds, comments per row, TQ or deviation, responses and close-out — with an audit trail. Send technical queries to the other disciplines to approve, give input or object — before they go to the vendor.
Approved Vendor List Checking Add-on
Named approved vendor lists read from the client's AVL. Apply one to a project and every bidder not on it is flagged before you start evaluating.
Commercial Bid Evaluation (CBE) Add-on
The commercial side next to each TBE: price and terms comparison, commercial queries and a CBE report — with standard CBE templates for every TBE template.
Procurement Status
From MR and enquiry through TBE, CBE, recommendation and PO — one status board across every package of the project.
Standard Templates
256 standard TBE and CBE templates across disciplines — transmitters to transformers, pumps to packages — ready to use or copy and adapt to your company standard.
Reports & Final Package AI
TBE and CBE reports, TQ registers, the bid tabulation and the document set in one package, in your company's format, ready for sign-off. The report on screen, in PDF and in Word has the same A3-landscape pages as the Excel — frame and title block on every page.
Audit-Ready, End to End
Every upload, edit, query, approval and export is logged with who and when. Undo, a recycle bin and review-comment sheets keep every change accountable.
AI Under Your Control
AI-assisted or Manual for each evaluation, an estimate before every run, and every AI draft waits for an engineer’s ✓. Bring your own Claude or Gemini key and AI runs are unlimited — no credits to count.
Project Assistant AI
Ask in plain words: where does every evaluation stand, what is the bottleneck, who is waiting on whom, what is the next step? It reads your live project data — and a ranked bottleneck list works even without AI.
Dashboards & Delay Analysis
Your projects with progress, what needs attention, where you left off, targets and team activity — then where each stage lost time and which party held it: EPC team, vendors, disciplines or client.
MDR Schedule Add-on
A master deliverable register for the project’s TBEs and CBEs: the AI drafts it from your project schedule, actuals fill in from real activity, and you see baseline vs forecast, RAG, S-curve, Gantt and look-ahead.
Evidence One Click Away
Click any reference and the vendor document opens at the cited page with the quoted words highlighted. Click a TQ number anywhere and a quick-look pop-up shows the query, the offer, the thread and the linked deviations.
Nothing Left Hanging
Every deviation open point is traced to the TQ that carries it. Accepted deviations go to the client with the TBE and close — or reopen — on the client’s decision. A quick ✓ approves an AI draft; the last TQ round or client issue can be revoked.
Easy From Day One
A guided tour for every new user and for each page, light and dark themes, “Report an issue” from any screen, and an illustrated User Guide that is kept up to date.
Price Comparison AI CBE
Every line item of every priced offer side by side — unit price and amount, with the page it came from. Foreign-currency bids are converted at one exchange rate you set and compared in rupees; tax, discount, extra charges and loading are applied, and the bidders are ranked.
Bid Scoring & Cost of Compliance
Section weights, points per verdict and knock-out rows give a ranking with a sensitivity check; the price to fix each deviation or exclusion puts every bidder on the same technical basis.
Deviations, Closed With the Client
Accept a deviation, mark it not accepted, or raise a TQ. Accepted deviations go to the client with the TBE; the client agrees or disagrees and the sheet follows. Bulk actions and source references throughout.
Exclusions, Terms & Certificates
Exclusions, assumptions, validity, delivery, warranty and payment terms per bidder in one list, plus the ATEX, IECEx, SIL and calibration certificates — expired or wrong-scope ones flagged.
Bid Clock & Design Changes
Bid validity per bidder with a warning before it lapses, reply due dates and the client turnaround clock. MR or datasheet revisions are logged with every row, TQ and bidder they touch.
Meetings & the Purchase Exhibit
Clarification-meeting minutes linked to the TQs and deviations they settle, then a technical exhibit — accepted deviations, conditions, open items — carried forward to the purchase order and kick-off.
TQs to Other Disciplines
Send technical queries to other disciplines for input — no IDC round needed — to approve, comment or object before they go to the vendor. The AI suggests the discipline; you can change it, or select all.
Transmittals, Change Log & Report Attachments
A numbered transmittal with every client or IDC issue, a Change Log sheet in every report revision, and the attachments you choose appended to the TBE report.
Sign-off, Approval Workflows & Deadlines
Issue checklists, multi-step sign-off with delegation, reply and approval deadlines with reminders and escalation — and a clear “what is next” on every page.
Lessons Learnt & Risk Registers AI
The key lessons and risks of every TBE per discipline, drafted by AI and rolled up per project and company. Plus a vendor scorecard, resource planning and a portfolio dashboard.
API, Webhooks, SSO & Portal
A read-only REST API and webhooks for your ERP or SAP, Teams / Slack notifications and a calendar feed, single sign-on with Microsoft or Google, and a private client / vendor portal.
Advanced Audit & Data Export
Filtered audit-log search, CSV / Excel export, retention rules, scheduled exports by e-mail and a full export of your company data — your records stay yours.
It speaks your discipline — not just PDF.
Choose the discipline of each evaluation and the AI works as that engineer: the right checks, the right standards and the right questions. Packages that span several disciplines are split section by section.
Instrumentation & Control
Transmitters, control and on-off valves, analysers, F&G, PSVs, DCS/SIS — ATEX/IECEx, SIL, HART.
Electrical
Transformers, switchgear, MCCs, VFDs, UPS, motors, cables — IEC 60076, 62271, 61439.
Mechanical — Rotating Equipment
Pumps, compressors, fans, turbines — duty point, NPSH, seals, vibration — API 610 / 617.
Mechanical — Static Equipment
Vessels, exchangers, tanks, columns — design code, materials, corrosion allowance — ASME VIII, TEMA.
Piping
Valves, fittings, flanges, gaskets, bolting — ratings, materials, NACE, testing — ASME B16.
Civil / Structural
Structural steel, foundations, buildings — design loads, codes and materials.
HVAC
AHUs, chillers, dampers, ventilation — capacity, redundancy, hazardous-area rating.
Telecommunications
PAGA, CCTV, radio, networks — coverage, availability and certifications.
Process / Package
Process packages and data — duty, design conditions, utilities and guarantees.
Multi-discipline Package
Multi-discipline skids and units — each section judged by its own discipline.
The kind of gap that hides on page 214.
Real deviation types across disciplines, the way TBEagent raises them — each with its source.
From upload to sign-off, in one record.
Upload
Spec, MR, datasheets, AVL and vendor offers — any discipline.
Extract
AI reads every page and structures the data.
Analyze
Gaps and deviations are surfaced automatically.
Query
TQs are drafted with citations, reviewed, approved.
Reply, IDC & CBE
Replies matched, disciplines review, commercial compared — on your call.
Report
TBE / CBE reports and the final package for sign-off.
The old way vs. TBEagent.
Excel + Email
- ✕Source traceabilityManual copy-paste, easy to lose
- ✕Missed exclusionsVendor silence often goes unnoticed
- ✕TQ trackingScattered across email threads
- ✕Revision controlRe-checked from scratch each round
- ✕Review consistencyVaries by engineer, by deadline
- ✕Time to first draftDays, per bid package
TBEagent
- ✓Source traceabilityEvery gap cites document, page, and clause
- ✓Missed exclusionsFlags what's required but absent, not just wrong
- ✓TQ trackingOne record, per project, per round
- ✓Revision controlPrior queries checked before raising new ones
- ✓Review consistencySame checklist rigor, every single time
- ✓Time to first draftHours
Access scoped to the role, not just the login.
Engineer
Uploads documents, runs analysis, drafts and manages Technical Queries.
Discipline Reviewer
Reviews AI-drafted queries and comments in IDC rounds for their own discipline.
Approver
Final approval on queries and the completed TBE report.
Guest Viewer
Client or stakeholder access to status, without edit rights.
Admin
Users, the Responsibility Matrix, templates, AI settings, billing and the audit log.
Pick a plan. Start evaluating today.
Pay online and your company account is created at once — sign-in details arrive by e-mail. Add disciplines, modules and AI credits any time.
Starter
- 2 users · 3 projects
- Unlimited TBEs & CBEs
- 1 discipline included
- 110 AI credits / month (app AI)
- Credits used up? Add your own Claude / Gemini key — unlimited AI runs
- All core TBE tools: TQ register, deviations, tag lists, reports
- See every feature, plan by plan ↓
Professional
- 10 users · unlimited projects
- Unlimited TBEs & CBEs
- 1 discipline included
- 440 AI credits / month (app AI)
- Credits used up? Add your own Claude / Gemini key — unlimited AI runs
- IDC, Revisions included
- CBE, Vendors, MDR available as add-ons
- Everything in Starter
- See every feature, plan by plan ↓
Business
- 20 users · unlimited projects
- Unlimited TBEs & CBEs
- 2 disciplines included
- 1,100 AI credits / month (app AI)
- Credits used up? Add your own Claude / Gemini key — unlimited AI runs
- IDC, Revisions, Vendors, CBE, MDR included
- Everything in Professional
- See every feature, plan by plan ↓
Enterprise
- 100 users · unlimited projects
- Unlimited TBEs & CBEs
- 10 disciplines included
- 2,750 AI credits / month (app AI)
- Credits used up? Add your own Claude / Gemini key — unlimited AI runs
- IDC, Revisions, Vendors, CBE, MDR included
- Everything in Business
- See every feature, plan by plan ↓
The full feature list, plan by plan
Every module of TBEagent and what each plan includes. “Add-on” means it can be added to that plan; “On request” means we enable it for your company on request.
| Feature | Starter | Professional | Business | Enterprise |
|---|---|---|---|---|
| Plan limits | ||||
| Users | 2 | 10 | 20 | 100 |
| Projects | 3 | Unlimited | Unlimited | Unlimited |
| TBEs & CBEs | Unlimited | Unlimited | Unlimited | Unlimited |
| Disciplines included | 1 | 1 | 2 | 10 |
| AI credits / month (app AI; unlimited with your own Claude / Gemini key) | 110 | 440 | 1,100 | 2,750 |
| Core | ||||
| TBE ModuleProjects, TBE sheet, documents, requirements — always on. | ✓ | ✓ | ✓ | ✓ |
| Tag List GenerationThe tag-wise data of every bidder (Equipment List). | ✓ | ✓ | ✓ | ✓ |
| Vendor DeviationVendor deviations / clarifications tracked to closure. | ✓ | ✓ | ✓ | ✓ |
| TQ RegisterTechnical queries, rounds, vendor replies, TBC export. | ✓ | ✓ | ✓ | ✓ |
| Sample ProjectsLoad the finished sample projects. | ✓ | ✓ | ✓ | ✓ |
| Ready TBE TemplatesThe built-in library of TBE / CBE templates. | ✓ | ✓ | ✓ | ✓ |
| DashboardsThe dashboard and the AI dashboard. | ✓ | ✓ | ✓ | ✓ |
| Document ViewerThe highlighting document viewer. | ✓ | ✓ | ✓ | ✓ |
| Manual TBE ModePrepare a TBE without AI. | ✓ | ✓ | ✓ | ✓ |
| Back-up OptionDownload / restore a project as one file. | ✓ | ✓ | ✓ | ✓ |
| Recycle Bin & UndoRestore what was deleted; undo a change. | ✓ | ✓ | ✓ | ✓ |
| User GuideThe user guide. | ✓ | ✓ | ✓ | ✓ |
| HelpThe help page. | ✓ | ✓ | ✓ | ✓ |
| Email supportThe support e-mail address. | ✓ | ✓ | ✓ | ✓ |
| Reports | ||||
| ReportsThe Report Center: life cycle, TQ / IDC / client summaries. | On request | ✓ | ✓ | ✓ |
| TBE Report & Package exportThe TBE report, its Excel / PDF / Word and the report package. | On request | ✓ | ✓ | ✓ |
| AI | ||||
| AI ChatAsk about a TBE. | ✓ | ✓ | ✓ | ✓ |
| Project AssistanceThe project assistant. | On request | ✓ | ✓ | ✓ |
| AI Document searchAsk the project documents. | On request | ✓ | ✓ | ✓ |
| Teamwork | ||||
| Inter-Disciplinary CheckIDC rounds with the other disciplines. | On request | ✓ | ✓ | ✓ |
| Discipline Check and ApprovalThe DC and Approval rounds (with IDC). | On request | ✓ | ✓ | ✓ |
| Issue and RevisionsIssue to the client, client comments, next revision. | On request | ✓ | ✓ | ✓ |
| Responsibility MatrixWho may do what; the project and TBE teams. | On request | ✓ | ✓ | ✓ |
| Follow-UpsWhat is still required from each party. | On request | On request | ✓ | ✓ |
| Deadlines & EscalationReply / approval deadlines, overdue register, reminders and escalation. | On request | On request | On request | ✓ |
| Approval WorkflowsMulti-step sign-off of a report or an issue to the client, with delegation. | On request | On request | On request | ✓ |
| TransmittalsA numbered transmittal (document number format set in Document Numbering) that goes with each client issue and IDC issue, listing the documents sent; a company-wide register for the administrator. | On request | On request | On request | On request |
| Project control | ||||
| Procurement statusThe procurement status register. | On request | On request | ✓ | ✓ |
| VendorsVendor master and approved vendor lists. | On request | Add-on | ✓ | ✓ |
| CBECommercial bid evaluation. | On request | Add-on | ✓ | ✓ |
| MDRMaster deliverable register. | On request | Add-on | ✓ | ✓ |
| Delay AnalysisWhere each TBE lost time. | On request | On request | ✓ | ✓ |
| Portfolio DashboardEvery project on one page: bids, overdue items, deviations, schedule slip, red / amber / green. | On request | On request | On request | ✓ |
| Lessons Learnt RegisterThe key lessons of every TBE per discipline — what was learnt and concluded for future projects — with AI, rolled up per project and company. | ✓ | ✓ | ✓ | ✓ |
| Risk RegisterThe risks of every TBE per discipline (likelihood × severity, mitigation, owner) with AI, rolled up per project and company. | ✓ | ✓ | ✓ | ✓ |
| Resource PlanningWorkload of every engineer and discipline across all TBEs: who is overloaded, who has room (Administration). | On request | On request | On request | ✓ |
| Vendor ScorecardVendor performance across projects: reply time, TQ rounds, deviations, compliance, score. | On request | On request | On request | ✓ |
| Collaboration & integration | ||||
| Advanced audit & data exportFiltered audit-log search, CSV / Excel export, retention rules, scheduled exports by e-mail and a full export of the company data. | On request | On request | ✓ | ✓ |
| Public APIAPI keys and a read-only REST API (/api/v1) for the company's ERP, SAP or procurement system, plus webhooks. | On request | On request | On request | ✓ |
| Calendar & Teams / SlackNotifications into Microsoft Teams, Slack or any webhook, and a calendar feed (Outlook / Google) of due dates. | On request | On request | ✓ | ✓ |
| Single sign-onSign in with Microsoft or Google, with e-mail domain restrictions. | On request | On request | On request | ✓ |
| Client / vendor portalA read-only view with comments for clients and vendors through a private link — no account needed. | On request | On request | ✓ | ✓ |
| Evaluation | ||||
| Bid scoring & rankingSection weights, points per verdict, mandatory rows (knock-out), a ranking of the bidders with a score per section and a sensitivity check; Excel export. | On request | On request | On request | ✓ |
| Cost of complianceThe price to fix each deviation / exclusion per bidder, so the bids are compared on the same technical basis (normalised price and ranking); Excel export. | On request | On request | On request | ✓ |
| Design Change RegisterRevisions of the MR / datasheet / specification logged as design changes, with the sheet rows, TQs, Tag List values and deviations they touch and the bidders that answered the old text. | On request | On request | On request | ✓ |
| Certificates & approved-vendor checkApproved-vendor status and the ATEX, IECEx, SIL and calibration certificates of every bidder: number, scope, expiry; expired, missing or wrong-scope certificates flagged. | On request | On request | On request | ✓ |
| Exclusions & assumptions registerVendor exclusions, assumptions, price validity, delivery, warranty and payment terms in one list per bidder, each with its effect on the bid; a side-by-side comparison of the key terms. | On request | On request | On request | ✓ |
| Bid clock (validity & deadlines)Bid validity per bidder with a warning before it lapses (and a daily reminder), TQ reply due dates and the client comment turnaround clock. | On request | On request | On request | ✓ |
| Clarification meetingsMinutes, attendees and actions of vendor clarification meetings, linked to the TQs and deviations they settle; the agreed wording goes back into the TBE sheet. | On request | On request | ✓ | ✓ |
| Carry-forward to purchaseThe accepted deviations, open items, conditions, exclusions, certificates and open actions as a technical exhibit (Word / Excel) for the purchase order and the kick-off. | On request | On request | On request | On request |
| Issue checklistOne readiness list for each issue (IFC, IFA, AFC): the automatic checks and the sign-offs — who must tick what — before a revision goes to the client. | On request | On request | ✓ | ✓ |
| Company | ||||
| Corporate Email Server connectivitySend the e-mails through the company mail server. | On request | ✓ | ✓ | ✓ |
| Local Document StorageA copy of every document in the company's own storage. | On request | ✓ | ✓ | ✓ |
| Contact Support ChatWrite to the support team inside the app. | On request | On request | On request | ✓ |
Prices exclude applicable taxes. Paid in advance per month or year; no automatic renewal — cancel any time. Every plan starts with its monthly AI credits; when they are used up, add your own Claude / Gemini key under Administration → AI Settings and AI runs are unlimited. Prices of the Business and Enterprise plans, a custom or an on-premise deployment: Contact us.
Questions every review team asks.
Does it only work for instrumentation?
No. Each evaluation has a discipline — instrumentation, electrical, rotating or static mechanical, piping, civil, HVAC, telecom, process or a multi-discipline package — and the AI applies that discipline’s checks and standards. Standard templates cover all of them.
Is there a limit on how many TBEs or CBEs I can create?
No. Every plan includes unlimited TBEs and CBEs; the plans differ in users, projects, disciplines and the monthly AI credits of the app’s own AI. If you use your own Claude or Gemini key, AI runs are unlimited as well — nothing is counted against credits — and the plan is cheaper. Manual mode never uses AI at all.
How do AI credits work?
Each plan includes AI credits every month. Every AI action shows an estimate before it runs, and administrators see the balance. When credits run out, AI pauses until next month or a top-up — Manual mode keeps working, and companies using their own API key have no AI limit.
What happens after I pay?
Your company account is created immediately and the administrator’s user name and password are e-mailed to you. Sign in, add your team, choose your templates and start your first evaluation.
Can I cancel or get a refund?
Plans are paid per period and do not renew automatically — you can cancel any time and keep access until the period ends. First purchases can be refunded within 7 days; see the Refund & Return Policy for details.
Does this replace my Reviewer or Approver?
No. AI drafts, humans decide. Every Technical Query needs Reviewer sign-off before it's sent, and Approver sign-off closes it. The AI's job is to make sure nothing gets missed before it reaches them — not to make the call itself.
What happens to a query the AI got wrong?
A Reviewer can edit or reject any AI-drafted query before it goes out. Every draft cites its source clause specifically, so an incorrect read is easy to catch and correct — not buried in a black box.
Will it auto-continue a revision round without us?
Never. A follow-up round only starts when your team explicitly triggers it. The AI proposes; it doesn't proceed on its own — see the Workflow above.
Where does our data live?
On our secured cloud, or — for firms whose contracts require it — a dedicated server or fully on-premise. Your documents are visible only to your company's users, and are never used to train AI models. See the Privacy Policy.
Can it handle a 300-page vendor offer?
Yes — documents are processed page by page in the background, so size isn't a bottleneck the way it is for a human reviewer working through it line by line.
Does the AI need custom training on our spec formats?
No. It reads your EPC spec and vendor offer directly at evaluation time and reasons only from what's in front of it — that's retrieval-augmented generation, not a trained model. Switching sectors or spec formats doesn't require retraining anything.
Deploy where your data policy requires.
Most SaaS tools give you one hosting option. TBEagent was built to move between three, without changing how it works.
Shared Hosting
Runs on standard cPanel hosting — no server administration required to get your team evaluating bids.
Dedicated Server
Your own server, your own resource limits — for teams processing larger document volumes.
On-Premise
Inside your own network, for EPC firms whose client contracts mandate it.
Stop reading vendor offers cover to cover.
Start today on any plan, or get a walkthrough with your own specification and vendor offers.