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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
EstiMatrx.ai is a software solution focused on estimator-led, AI-supported estimating tailored for contractors in Division 27, Division 28, structured cabling, low-voltage systems, security, audio/visual, data center operations, and technology infrastructure.
This innovative platform facilitates the review of bid documents, the organization of takeoff evidence, the identification of scope gaps, the tracking of assumptions and exclusions, and the preparation of pricing readiness evaluations, ultimately enhancing proposal preparedness prior to bid submissions.
Engineered for professional estimators, project managers, and contractors, EstiMatrx.ai aims to streamline the bid review process while maintaining control over the estimating workflow.
The need for estimator input is crucial, as it precedes any approvals regarding quantities, pricing, proposals, or final bidding decisions, ensuring that all aspects are meticulously vetted.
With its user-centric approach, EstiMatrx.ai is set to revolutionize how contractors manage and execute their estimation tasks effectively.
API Access
Has API
API Access
Has API
Screenshots View All
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Integrations
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Integrations
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Pricing Details
$30.00/month/user
- General Edition - Specialty Edition
Free Trial
Free Version
Pricing Details
$149
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
BidBookSoft d/b/a CRM Evangelist
Founded
2011
Country
United States
Website
www.bidbooksoft.com
Vendor Details
Company Name
The Brass Effect, Inc.
Founded
2009
Country
United States
Website
thebrasseffect.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
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
