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Average Ratings 3 Ratings
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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
You can take your business to the next level by using tools that will save time and increase bid response rates. You can enhance your brand and make your business stand out from the rest by using a customized solution that is not too restrictive. All-in-one, intuitive bid management software that is tailored to your specific needs. You can easily set up projects, collaborate with your teams, and bid with ease. Our network provides more than project leads. It connects you to the right general contractors, putting you in the best possible position to win. Manage your general contractor and vendor communications easily organize bid documents, distribute them, and make prequalifications.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Microsoft Outlook
Yes
Procore
No
QuickBooks Accountants
Yes
QuickBooks Online
Yes
Salesforce
Yes
Integrations
Microsoft Excel
No
Microsoft Outlook
No
Procore
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
$1500 / year
Access Pantera’s award-winning bid management system for just $1,500 per year at the Pantera Lite tier.
Upgrade to a fully customizable plan room, designed to match your company, brand, and website for just $4,500 per year.
Upgrade to a fully customizable plan room, designed to match your company, brand, and website for just $4,500 per year.
Free Trial
No
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
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
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)
Yes
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)
No
In Person
No
Vendor Details
Company Name
BidBookSoft d/b/a CRM Evangelist
Founded
2011
Country
United States
Website
www.bidbooksoft.com
Vendor Details
Company Name
Pantera Tools
Founded
2009
Country
United States
Website
www.panteratools.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
Yes
Building Product Database
No
Cost Database
No
File Sharing
Yes
Proposal Management
No
Quotes / Estimates
No
RFP Management
No
Subcontractor Management
Yes
Takeoff
No
Version Control
No
Construction Estimating
Accounting Integration
No
Audit Trail
No
Bid Management
Yes
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
No
Customizable Templates
Yes
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
No
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
Yes
Quote Management
No
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
No
What-if Analysis
No
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
Yes
CRM
No
Change Orders
No
Commercial
Yes
Contract Management
No
Contractors
Yes
Equipment Tracking
Yes
Estimating
Yes
Incident Reporting
Yes
Mobile Access
Yes
Offline Access
Yes
RFI & Submittals
Yes
Residential
No
Subcontractor Management
Yes
Timesheets
No
