Drop a customer's proposal or bid form and SmartPlans4 reads its questions into a structured field list. Extraction only — no answers are generated here, and AI (used solely for scanned/flat forms) is permitted to read questions, never to answer them.
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Drop a customer form here, or click to browse
PDF · DOCX · XLSX · PNG / JPG / WEBP — the file's content is inspected, not its name
Extracted Form Schema
Id
Question / label
Type
Section
Location
Every field above must be mapped and human-reviewed below before anything can be exported. Nothing has been answered by AI — answers come only from your estimate record and company data, or from what you type at review.
Map & Review
Estimate of record:
Answers are resolved on the server from the selected estimate + your company profile. Fields with no grounded data stay blank — never guessed.
Question
Proposed answer & source
Your decision
The final export unlocks only after every field has a recorded decision (accept / edit / leave blank) — that full human review is what lifts the DO-NOT-SEND watermark. Enforced on the server, not just here.