Basis
Product

Everything between ‘we’re bidding’ and ‘we won.’

One workspace for structured cost data, compliant proposals, and full audit trails -- from first estimate to signed contract.

How it works

Three steps to a winning proposal

Basis replaces scattered spreadsheets with a single structured workflow.

1

Build your quote

Structured line items, labor rates, wrap rates, and markups -- composable and compliant.

RoleHrsRateTotal
Sr. Engineer320$185$59,200
Project Manager160$165$26,400
QA Analyst120$135$16,200
DevOps80$175$14,000
Subtotal$115,800
G&A (12%)$13,896
Total$129,696
2

Generate the proposal

One-click templated documents. Volume, technical, and cost sections pre-populated.

Draft
Review
Submitted
Won
Proposal sent to DARPA -- awaiting review
3

Track & win

Kanban pipeline, engagement tracking, and analytics to close more deals.

Prospect
USAF SBIR
DARPA BAA
Bidding
Navy IDIQ
Submitted
DoE Task 4
Army R&D
Features

Everything you need to estimate, propose, and win

Nine purpose-built modules that work together or stand alone.

Quote Builder

Structured line items, labor categories, rates, and markups -- all in one composable workspace. Apply wrap rates, fee structures, and escalation automatically. Every change recalculates instantly.

RoleHrsRateTotal
Sr. Engineer320$185$59,200
Project Manager160$165$26,400
QA Analyst120$135$16,200
DevOps80$175$14,000
Subtotal$115,800
G&A (12%)$13,896
Total$129,696

Proposal Pipeline

Move from draft to submitted to won in a visual pipeline. Auto-generate templated proposal documents from quote data. Track review cycles, versions, and approval workflows.

Draft
Review
Submitted
Won
Proposal sent to DARPA -- awaiting review

Gantt & Phasing

Plan periods of performance with drag-and-drop Gantt charts. Phase labor across base and option years. Align resource loading with delivery milestones.

Phase 1
Phase 2
Phase 3
Review
Q1Q2Q3Q4

Kanban Engagements

Track every opportunity from prospect to close. Drag cards between stages. Filter by client, value, or probability. Never lose track of a bid again.

Prospect
USAF SBIR
DARPA BAA
Bidding
Navy IDIQ
Submitted
DoE Task 4
Army R&D

SBIR Auto-Pull

Automatically surface relevant SBIR/STTR topics based on your company profile. Get notified about deadlines, new topics, and matching opportunities before your competitors.

New SBIR topic matching your profile

2m ago

DARPA BAA-25-03 deadline in 7 days

1h ago

Navy STTR Phase II opportunity

3h ago

Reusable Library

Build once, reuse everywhere. Maintain rate cards, labor categories, standard BOE templates, and reusable line-item blocks. Drag them into any quote.

Sr. Engineer (Rate Card)
Standard T&M Template
DCAA-compliant Rates
Drag into any quote

Multi-tenant & Roles

Isolated tenant data with role-based access control. Admins, estimators, reviewers, and viewers each see only what they should. Audit who changed what.

AdminAdmin
EstimatorEstimator
ReviewerReviewer
ViewerViewer

API-first

Every feature is available through a REST API. Build custom integrations, automate quote generation from your CRM, or sync data with your ERP. Full OpenAPI spec included.

const quote = await basis.quotes.create({
  name: "DARPA Phase II",
  template: "govcon-t&m",
  lineItems: rateCard.items
});

AI Estimation Assist

Paste a SOW and let AI decompose it into a work breakdown structure with estimated hours. Review, adjust, and accept -- turning days of estimation into minutes.

SOW Input"Develop ML pipeline for satellite imagery analysis..."
Generated WBS
1.1 Data Ingestion240h
1.2 Model Training480h
1.3 Eval & Testing160h
1.4 Deployment120h
Integrations

Connects to your stack

Push and pull data from the tools you already use.

HubSpot
Salesforce
QuickBooks
Deltek
Unanet
Jira
Linear
Slack
Microsoft Teams
Google Drive
OneDrive
Zapier

Ready to win more deals?

Start building accurate, compliant quotes in minutes. No credit card required.