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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
DocSavy streamlines document management by focusing on the content of your documents rather than asking where to place them, ensuring they are stored in the correct locations. Through the use of tagging, association with business data, and systematic organization, DocSavy allows for quick and efficient retrieval of necessary documents. Each folder within the platform can be assigned a budget, which aids in predicting the time and costs associated with tasks. These budgets play a crucial role in defining the financial transactions and purchasing tasks. Additionally, DocSavy simplifies the process of comparing actual expenses against budgets, enabling accurate financial reporting. You can attach quotes to purchase orders associated with specific budget items, and supplier invoices can also be linked to these orders for better tracking. The platform facilitates an approval process where the necessary team member can authorize actions before they are sent to a bookkeeper for payment processing. Furthermore, DocSavy provides alerts if a supplier invoice exceeds the purchase order limits, ensuring financial oversight. Within DocSavy, assets can represent various items such as a folder for a building, a vehicle, a specific piece of equipment, or even a tool, enhancing the versatility of the system. This comprehensive approach to document and asset management makes DocSavy an invaluable tool for businesses looking to enhance their operational efficiency.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating
Integrations
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating
Pricing Details
$30.00/month/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CRM Evangelist
Founded
2011
Country
United States
Website
www.crmevangelist.com/construction-crm/
Vendor Details
Company Name
DocSavy
Country
United States
Website
docsavy.com
Product Features
Construction Bid Management
Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
