Foundation Packs
Bluebeam Optimize
Improve Your Team's Bluebeam Performance — the Right Way
Most teams that have been using Bluebeam Revu software for a while are only scratching the surface of what it can do. Generic setups, inconsistent markups, and untapped Bluebeam Studio features leave productivity gains on the table, project after project.
Bluebeam Optimize is a structured, fixed-cost advanced implementation package that transforms how your team uses Bluebeam Revu. It’s built for organizations that are already running on Bluebeam but want to unlock faster workflows, better markup consistency, and stronger cross-team collaboration.
As an authorized Bluebeam reseller and certified Bluebeam implementation partner, SolidCAD delivers this package remotely across Canada in 3 to 5 weeks.

Who This Is For
Bluebeam Optimize is built for teams that have Bluebeam Revu deployed but haven’t fully standardized how they use it. If your people are working with different tool sets, inconsistent markups, and no shared review workflows, this package creates the operational consistency everyone can rely on.
It’s also the right fit for organizations that completed a Bluebeam setup some time ago and have since outgrown their original configuration. As project complexity grows, so should your Bluebeam environment, and Optimize is designed to close that gap.
If your team would benefit from Bluebeam training on advanced features, Studio collaboration, and custom workflows, but needs those improvements tied to a structured, real-world implementation, this is the package for you.
If your team is brand new to Bluebeam, the Bluebeam Launch package is the right starting point.
What's Included
Bluebeam Optimize goes deeper than initial setup. It’s focused on refining how your team works, building custom Bluebeam tool sets, standardizing markups, optimizing Bluebeam Revu workflows, and equipping your team with the training to sustain improvements at scale.
Discovery Sessions and Workflow Alignment (1–2 sessions)
We start by understanding how your team currently uses Bluebeam Revu, where friction exists, and what better looks like for your organization. This informs every decision we make throughout the engagement.
Bluebeam Revu Interface and System Optimization (1 interface)
We optimize your existing Bluebeam Revu software environment reviewing current settings, interface layout, and system configuration, so the foundation supports more advanced workflows and improved Bluebeam performance across your team.
Development of Custom Bluebeam Tool Sets (up to 5 tool sets)
We build advanced, project-aligned Bluebeam tool sets that reflect how your teams actually annotate, review, and communicate on documents. Up to 5 custom tool sets each configured to reduce rework and improve markup clarity. If your current tool sets are inconsistent or underused, this is where things change.
Configuration of Markups and Measurements with Enhanced Metadata Tracking (up to 40 tools)
Bluebeam markups are configured with metadata fields and tracking logic, so your team captures more information with less effort and reporting becomes faster and more reliable. Includes configuration of up to 40 markup tools with enhanced measurement and data tracking.
Creation of Custom Bluebeam Stamps (up to 5 stamps)
We design and configure professional custom stamps in Bluebeam for review cycles, approval workflows, and project documentation reducing manual steps and keeping documents consistent across every project.
Customized Toolbar Configurations (up to 3 toolbars)
Your most-used tools are organized into streamlined toolbars so your team can work faster with less navigation. Up to 3 custom toolbars configured — the equivalent of building your team’s own Bluebeam shortcuts into the interface itself.
Development of Markup Export Templates Aligned with Company Standards (1 template)
We configure a markup export template so you can export Bluebeam markups to Excel and other reporting formats consistently, pulling structured data directly from Bluebeam into your project documentation process.
Creation and Deployment of a Standardized Bluebeam Profile (1 profile)
A single, standardized Bluebeam profile is built and deployed across your environment, so every user, on every project, starts from the same baseline. No more configuration drift between team members.
Tailored User Workflow Training (up to 10 users — 1 full-day session)
A hands-on, full-day Bluebeam training session tailored to your team’s specific workflows and tools. Training focuses on advanced Bluebeam Revu features, how to apply the new configurations in real project conditions, and best practices for maintaining consistency over time.
Bluebeam Studio Collaboration Workflow Training (up to 10 users — 0.5-day session)
A focused half-day training session on Bluebeam Studio, covering Studio Sessions and Studio Projects, so your team can run coordinated, real-time document reviews without version confusion or rework. Includes how to set up and manage a Bluebeam Studio session from start to finish.
Documentation of Newly Developed Bluebeam Markup Enhancements
We document every markup enhancement we build, giving your team a clear reference for onboarding new staff and maintaining consistency over time.
Documentation of Newly Developed Workflows (up to 3 workflows)
Key workflows are documented step by step, so your processes aren’t locked in people’s heads, they’re repeatable, trainable, and scalable as your team grows.
Remote Monitoring and Post-Implementation Support (2 hours total)
Two hours of remote support after go-live to address questions, make adjustments, and confirm the setup is delivering the Bluebeam performance improvements your team expected.
System Requirements
Before implementation begins, your environment needs to meet the following baseline requirements:
- A supported Bluebeam Revu software environment (1 environment)
- Workstations meeting Bluebeam Revu performance requirements for up to 10 users
- Reliable internet connectivity for Bluebeam Studio collaboration (1 connection per user)
- Access to administrative permissions for setup and configuration (admin access required)
- Final requirements confirmed during the discovery session
Timeline and Delivery
Bluebeam Optimize is delivered remotely and typically completed within 3 to 5 weeks. On-site delivery is available on request.
Package Details
Review the full scope of the Bluebeam Optimize package including all deliverables, system requirements, and timeline.


What You Get at the End
When Bluebeam Optimize is complete, your team has a transformed Bluebeam Revu environment — one that reflects how you actually work at scale. Custom tool sets are in place and aligned to project types. Bluebeam markups carry metadata that feeds your reporting. Workflows are documented and repeatable. Your team knows how to use Bluebeam Studio for collaborative review without confusion.
The result is a measurable improvement in how your team delivers projects, less rework, more consistency, and a Bluebeam setup with the performance your team deserves.
Bluebeam Launch Pack - FAQ
Who is Bluebeam Optimize designed for?
Bluebeam Optimize is designed for teams that are already using Bluebeam Revu software but haven’t standardized their workflows or fully adopted its advanced features. If your team has been on Bluebeam for a while but productivity hasn’t improved the way you expected, this package is built for that situation. If your organization is brand new to Bluebeam, the Bluebeam Launch package is the right starting point.
How many users does Bluebeam Optimize cover?
The package is scoped for teams of up to 10 users for both Bluebeam workflow training and Bluebeam Studio collaboration training. If your team is larger, reach out and we can discuss the right approach for your organization.
Do we need to have Bluebeam licenses before starting?
Yes. Bluebeam Optimize covers implementation and configuration, not licensing. SolidCAD is an authorized Bluebeam reseller and can help you select or expand the right Bluebeam Revu plan for your team.
What's the difference between Bluebeam Launch and Bluebeam Optimize?
Bluebeam Launch is a first-deployment package for organizations new to Bluebeam or those using it inconsistently. Bluebeam Optimize builds on an existing environment, going deeper into advanced Bluebeam tool sets, metadata-tracked markups, Bluebeam Studio collaboration workflows, and process documentation. If you’re unsure which is right for you, contact us and we’ll help you assess.
Is Bluebeam Studio training included?
Yes. Bluebeam Optimize includes a dedicated half-day Bluebeam Studio collaboration training session for up to 10 users, covering both Studio Sessions and Studio Projects for coordinated, real-time document review. If your team has never run a Bluebeam Studio session before, or has had difficulties with it in the past, this training is a core part of what makes this package valuable.
Does Bluebeam Optimize include Bluebeam software training?
Yes. The package includes a full-day Bluebeam Revu training session tailored to your team’s specific workflows and the new configurations we build together. This isn’t generic Bluebeam Revu tutorial-style training — it’s hands-on instruction built around how your team actually works.
What happens after the package is complete?
You receive two hours of remote post-implementation support. For ongoing Bluebeam support, SolidAssist and add-on services are available to help your team continue to grow.
Can we add more configurations or workflows beyond the package scope?
Yes. Bluebeam Optimize includes defined deliverables, and additional configurations, integrations, or workflow automation can be added as separate engagements. Contact us to discuss what you need.
How do I know if my team's Bluebeam performance issues are a setup problem?
Common signs include: team members using different markups for the same task, no shared tool sets, manual reporting that should be automated via markup export, underuse of Bluebeam Studio for reviews, and inconsistent stamps or approval workflows. If any of these sound familiar, a structured Bluebeam optimization engagement is likely the right fix.
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