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Description

Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool.

Description

Cert-In software is dedicated to enhancing its promise to clients by delivering top-notch, cutting-edge software solutions that facilitate project management from inception to conclusion. Acknowledged as some of the most user-friendly and easy-to-implement estimating systems, Cert-In's tools have gained favor among electrical and mechanical contractors across all 50 states and in various international markets. These versatile products are designed to function seamlessly within any Windows operating environment. They are offered in a comprehensive package, which allows them to run on a standalone workstation or within a network that accommodates multiple workstations. When configured correctly, the estimating system enables several estimators to collaborate on the same project simultaneously. Furthermore, the database is easily customizable, allowing it to include components relevant to any trade, reinforcing its adaptability. The program's multi-platform capability ensures that it can effectively operate in diverse Windows settings, whether installed for individual use or across a networked system, thus providing flexibility to meet varying user needs. This commitment to user-friendly design and functionality sets Cert-In apart in the software market.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
Filigran No 
Microsoft Outlook Yes 
Microsoft Word No 
QuickBooks Accountants Yes 
QuickBooks Online Yes 
Salesforce Yes 

Integrations

Microsoft Excel Yes 
Filigran Yes 
Microsoft Outlook No 
Microsoft Word Yes 
QuickBooks Accountants No 
QuickBooks Online No 
Salesforce No 

Pricing Details

$30.00/month/user
- General Edition - Specialty Edition
Free Trial Yes 
Free Version No 

Pricing Details

$200 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BidBookSoft d/b/a CRM Evangelist

Founded

2011

Country

United States

Website

www.bidbooksoft.com

Vendor Details

Company Name

Cert-In

Founded

1996

Country

United States

Website

www.certin.com

Product Features

Construction Bid Management

Bidder Management Yes 
Building Product Database No 
Cost Database Yes 
File Sharing Yes 
Proposal Management Yes 
Quotes / Estimates Yes 
RFP Management Yes 
Subcontractor Management Yes 
Takeoff No 
Version Control No 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Product Features

Construction Bid Management

Bidder Management No 
Building Product Database No 
Cost Database No 
File Sharing No 
Proposal Management No 
Quotes / Estimates No 
RFP Management No 
Subcontractor Management No 
Takeoff No 
Version Control No 

Construction Estimating

Accounting Integration No 
Audit Trail No 
Bid Management No 
Billing & Invoicing No 
Building Product Database No 
Calculators No 
Change Orders No 
Contract Management No 
Cost Database No 
Customer Management No 
Customizable Templates No 
Electrical Estimating No 
HVAC Estimating No 
Historical Database No 
Job Costing No 
Plumbing Estimating No 
Price Data / Price Books No 
Project Management No 
Quote Management No 
Reporting/Analytics No 
Scheduling No 
Subcontractor Management No 
Takeoff No 
What-if Analysis No 

Takeoff

3D View No 
Assembly Takeoff No 
Cross Section Creation No 
Electronic Plans No 
Elevation Checking No 
Error Checking No 
Site Balancing No 
Slope Routines No 
Subcontractor Management No 

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