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How to do a takeoff in Excel with BidScreen XL

Measure areas, lengths, and counts from PDF plans and write the quantities straight into your Excel estimate. A 10 minute BidScreen XL walkthrough.

Mark Schwab·August 27, 2026
BidScreen XL measuring an asphalt area takeoff on a site plan, with the quantity landing in an Excel cell

Most takeoff tools live outside your estimate. You measure in one program, then re-key the numbers into the workbook where the bid actually gets built. BidScreen XL skips that hand-off: it adds a tab inside Excel, you measure right on the PDF plans, and every quantity writes itself into the cell you picked. Your formulas never change.

Diagram showing how every Excel cell is tied to a page on the drawing in BidScreen XL
Every cell is tied to a page on the drawing. The quantity you measure lands in the cell, and your formulas take it from there.

How a takeoff works in BidScreen XL

  1. Load a drawing. Bring in a PDF page (vector or raster), a TIFF, or a CAD file. Single pages or a whole multi-page set.
  2. Set the scale. Pick a preset page scale or use AutoScale: click two points, type the known distance, done.
  3. Digitize the quantity. Select a cell, pick Area, Count, Section Lengths, or Continuous Length, and click points on the drawing. Snapping keeps you on the vector lines, and the arc tool (Alt+A) handles curves.
  4. Cut out what does not count. Draw negative areas around islands and voids so they never touch your total.
  5. The quantity lands in the cell. Hit the checkmark and the square footage is in your worksheet, tied to the drawing it came from. Click the cell later to reopen and revise the takeoff.
The BidScreen XL tab in Excel with the Scale dialog open, showing AutoScale and preset page scales
BidScreen XL lives on its own ribbon tab in Excel. Scale comes first: preset page scales or AutoScale from two clicked points.

Your formulas stay the same

Because the measurement is just a number in a cell, everything downstream keeps working. In the asphalt template from the video, one measured area drives square yards, cubic yards of base and top coat, and tons, all from the formulas already in the sheet. Any estimating workbook you use today works the same way.

An Excel asphalt takeoff template computing square yards, cubic yards, and tons from measured areas
One measured quantity, and the workbook does the rest: SY, CY of base and top coat, and tons.

If your estimate already lives in Excel, the fastest way to see it is to try it on one of your own sheets. Download the BidScreen XL trial at vertigraph.com and run a takeoff on your next set of plans.

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