Forma Estimate vs. ProEst: Key Differences for Preconstruction Teams  

proest vs forma estimate autodesk estimating software

The role of the estimator has evolved far beyond producing a single number and has become a more strategic function within the business. While accuracy in quantities and costs is still critical, today’s estimating teams are expected to move faster, manage greater complexity, and deliver insights that inform bidding strategy, risk management, and downstream decisions. 

That shift makes technology adoption more important than ever. Manual takeoffs, spreadsheet‑driven estimates, and disconnected workflows slow teams down and limit their ability to add value. Modern estimating software, especially solutions built with automation and connectivity at the core, help link estimates to takeoff, bidding, and execution while freeing estimators from repetitive work. This allows teams to focus on what matters most: confidence, accuracy, and informed decision‑making at every stage of the project lifecycle. 

This shift is exactly where Forma Estimate comes in. Built within the Autodesk Forma industry cloud, it reflects Autodesk’s investment in connected preconstruction and a more integrated way of working. 

To be clear: Forma Estimate doesn’t replace ProEst. Instead, Autodesk now offers two estimating solutions that serve different needs. One optimizes depth and configurability. The other optimizes connectivity and workflow integration.

Understanding these two solutions is important if you’re evaluating where your estimating process needs to go next. 

Forma Estimate vs. ProEst at a glance 

If you’re evaluating both tools, this quick overview will help you understand where each one stands. 

ProEst: Deep, customizable estimating 

ProEst is an established estimating solution with a mature feature set, and it continues to be supported and is available as part of the Forma for Preconstruction Bundle. Teams rely on ProEst for its deep estimating functionality and highly customizable workflows. 

ProEst also offers advanced data and automation capabilities which makes it easier to handle complex projects, detailed breakdowns, and highly specific reporting needs. 

Forma Estimate: Connected estimating workflows 

Forma Estimate is a cloud-based estimating solution built directly within Autodesk Forma. 

It’s designed for connected preconstruction workflows and integrates natively with tools like Forma Data Management and Forma Takeoff. 

It’s also available as part of the Forma for Preconstruction Bundle. 

Point solution vs. connected ecosystem 

A key distinction between ProEst and Forma Estimate is how each solution approaches estimating. ProEst is built to maximize flexibility and control within the tool, while Forma Estimate is built to keep estimating connected to takeoff, bidding, and beyond. 

ProEst: best in estimating customization and depth 

ProEst is built for teams that want control over every part of the estimating process. It has a mature feature set and gives estimators the flexibility to shape workflows, outputs, and cost models to match their operating practices.  

Key capabilities include: 

  • Highly customizable reporting and workflows - Tailor reports and processes to fit your team’s exact requirements. 
  • Advanced formulas and custom variables - Write your own formulas and use custom variables to support both takeoffs and reporting. 
  • Workflow automation through triggers and actions - Define process flows based on conditions. For example, send notifications when a value changes or a threshold is met. 
  • Support for multiple cost sources - Pull from different datasets to build more accurate and flexible estimates. 
  • Digital takeoff creation - digital 2D takeoff function lets you calculate labor and material costs.  

This is where ProEst stands out. It gives teams deep functionality and the ability to fine-tune estimating down to a very granular level. 

Forma Estimate: Connected data flow 

Forma Estimate is built for teams that want estimating to stay connected to everything else in preconstruction. Estimate allows you to connect to both 2D and 3D takeoff quantities to power your estimates, by bringing takeoff and estimating into one environment so data stays aligned from the start. 

Here’s what that looks like in practice: 

  • 2D and 3D takeoff and estimating in one platform - Quantities and costs are linked, reducing rework and manual updates. 
  • Native integration with Forma Data Management and Forma Takeoff - Documents, quantities, and estimates all live in the same system and stay in sync. 
  • Part of a broader preconstruction workflow - Connected to Takeoff, so teams can move from estimating to bidding more seamlessly. 

What it comes down to 

ProEst optimizes estimating within the estimating environment, with deep functionality and purpose-built integrations. Forma Estimate optimizes estimating within a connected preconstruction lifecycle, where data flows across workflows without friction. 

Feature differences that estimating teams should consider 

If you’re comparing Forma Estimate vs. ProEst, you’ll want to evaluate each solution through the lens of your workflows, data strategy, and integration needs. Consider the following. 

Reporting and Customization 

Both tools support reporting, but they take very different approaches. 

ProEst 

  • Highly customizable reporting built directly into the platform 
  • Tailor formats, outputs, and layouts to match internal standards 
  • Ideal for teams that need detailed, presentation-ready reports without relying on external tools 

Forma Estimate 

  • Reporting and business intelligence are powered through Data Connector and prebuilt Power BI templates 
  • Designed to support analysis within a broader data ecosystem, rather than relying on heavy in‑tool reporting customization 
  • Best suited for teams that want to analyze estimating data alongside other project, cost, and performance data for deeper insight 

Cost Libraries and Data Sources 

How each solution handles cost data is another key difference. 

ProEst 

  • Supports multiple cost sources 
  • Includes location-adjusted construction cost databases 
  • Each line item starts with a national baseline cost 
  • Local pricing is calculated using city or regional location factors 
  • Enables conceptual estimating using historical project data, so you can build new estimates based on past projects 

Forma Estimate 

  • Built on a centralized, cloud‑based cost library that promotes consistency and accuracy 
  • Supports multiple classifications, allowing teams to organize and analyze costs in ways that match how they plan, estimate, and report 
  • Helps standardize cost data across projects, making it easier to maintain consistency and update pricing in one place 

Integrations 

The integration strategy reflects each tool’s overall approach. 

ProEst 

  • Integrates with external systems, especially ERP platforms 
  • Common integrations include: 
    • Procore 
    • Acumatica 
    • Buildertrend 
    • Sage
    • Intacct 
  • Designed to push estimates into downstream financial and operational systems 

Forma Estimate 

  • Integrates natively within the Autodesk Forma ecosystem 
  • Connects directly with: 
    • Forma Data Management
    • Forma Takeoff 
  • Supports centralized document management with built‑in version control, ensuring estimates and quantities stay aligned with the latest drawings 
  • Keeps estimating, documents, and takeoff quantities connected in one environment, reducing rework caused by outdated files 

Collaboration and cloud strategy 

No matter which tool you decide to use—i.e., Forma Estimate or ProEst—chances are, other team members will be using them with you. When it comes to collaboration, here’s how these tools compare. 

Forma Estimate 

Forma Estimate is cloud-native by design, which makes real-time collaboration the default, not an add-on. Teams can work off the same data at the same time without worrying about version control or disconnected files. 

Here’s what that enables: 

  • Connected data across workflows - Documents, takeoffs, estimates, and bid management (currently in beta) all live in the same environment.
  • Centralized document management - Everyone works from a single source of truth, which helps reduce silos and misalignment. 
  • Support for distributed teams - Whether your team is in the office, on-site, or remote, updates happen in real time and stay visible to everyone. 

The result is a more aligned preconstruction process, where teams spend less time chasing updates and more time making decisions. 

ProEst 

ProEst has moved fully to the cloud, but its strength is still rooted in estimating depth. It’s a strong fit for teams that: 

  • Prioritize advanced estimating functionality 
  • Need highly customized workflows and reporting 
  • Rely on integrations to connect estimating with other systems 

While collaboration is supported, it’s not as tightly embedded across the full preconstruction workflow. 

What this means for estimating teams 

As estimating becomes more collaborative and time-sensitive, the way teams work is shifting. 

Teams working across multiple locations or coordinating closely with takeoff, bidding, and preconstruction stakeholders will likely place greater value on connected platforms and real-time workflows. If this sounds like you and the people you work with, then Forma Estimate is an excellent fit. 

On the other hand, teams that prioritize control, customization, and depth within estimating may still lean toward tools like ProEst. 

In most cases, the decision comes down to this: Do you need the most powerful estimating tool, or do you need estimating to be tightly connected to everything around it? 

Which estimating teams should consider each? 

Choosing between ProEst and Forma Estimate starts with understanding your team’s needs. Think about how you build estimates, manage data, and connect with the rest of your workflow. 

ProEst may be a better fit if: 

  • You rely heavily on highly customized reporting. 
  • You need to maintain costs per region. 
  • You depend on ERP integrations. 
  • You want maximum estimating configurability today. 

Forma Estimate may be a better fit if: 

  • You want connected 2D/3D takeoff and estimating workflows. 
  • You value seamless Data Management and Takeoff integration 
  • You’re standardizing on Autodesk Forma 
  • You prioritize collaboration, centralized data, and workflow connectivity 
  • You want to create, share, and standardize company-and project-level dashboards for better visibility and decision-making 

The bigger picture: Autodesk’s preconstruction vision 

Modern estimating goes beyond just producing a number. It’s about connecting risk, qualification, takeoff, bid management, and handoff. 

This is the direction Autodesk is moving with Forma. 

The goal is a unified platform that connects the full project lifecycle, from design to preconstruction to build. 

Instead of working across disconnected tools, teams operate within a connected data ecosystem where information flows from one phase to the next without getting lost or duplicated. 

At the preconstruction level, that means bringing together: 

  • Takeoff 
  • Estimating 
  • Bid management 
  • Subcontractor qualification 

Forma Estimate is one piece of that larger shift. 

With the Bidding tool now available in beta for certain subscriptions, Autodesk is bringing proven workflows from BuildingConnected directly into Forma. Teams can manage bidding and subcontractor prequalification in the same environment where they handle takeoffs and estimates. 

What makes this meaningful is that teams don’t have to change how they manage bids or recreate data. The workflows they already rely on are now connected to estimating and takeoff. 

In practice, that means: 

  • Takeoff quantities stay linked to estimates 
  • Estimates stay aligned with bids 
  • Bid data connects to qualified subcontractors 
  • Everything lives in the same project space 

The result is a more unified preconstruction experience where teams spend less time moving information between systems and more time making informed decisions. 

This is the bigger shift behind Forma. Not just better tools, but a more connected way to manage preconstruction from start to finish. 

Bringing it all together 

ProEst is built for customization and estimating depth. Forma Estimate is built for connectivity and workflow alignment. Choosing between them comes down to your team’s priorities, whether that’s advanced customization or a more connected preconstruction process. Both solutions are part of Autodesk’s bigger vision. 

Want to see how it all fits together? Explore the Forma for Preconstruction Bundle. 

Jeff Gerardi

Jeff Gerardi is the general manager of preconstruction technology at Autodesk. In his role at Autodesk, Jeff oversees the vision and strategy of Autodesk’s preconstruction portfolio of products. He is involved in the development, marketing and driving the success of these products. Prior to Autodesk, Jeff founded ProEst Estimating which was acquired by Autodesk in late 2021. Under Jeff’s leadership, ProEst grew into a thriving, cutting edge SAAS technology firm that served thousands of contractors across the globe. Born into a family of business owners, Jeff has long had an entrepreneurial spirit which helped this company’s growth and success. Jeff is based in San Diego with his wife and three children. They are all avid athletes always looking for life’s next adventure.