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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

Piper serves as an AI operating system specifically designed for preconstruction, catering to the needs of general contractors' pursuit and estimating teams. By integrating drawings, specifications, addenda, quotes, estimates, and organizational knowledge, Piper enables teams to create detailed scopes, assess bids, and evaluate risks, with each insight traceable to its original drawing, specification clause, or addendum. Scope Generation allows teams to convert drawings, specifications, addenda, and company standards into backed trade scopes, ensuring clarity on what is expected from each trade. Bid Leveling facilitates the comparison of subcontractor bids against the defined scope, preventing the lowest price from overshadowing potential costly omissions. Final Bid Review provides a framework for assessing the estimate in relation to the actual project, allowing senior team members to focus on areas that require further evaluation. Survey functionality turns the company's accumulated experience into a consistent process, capturing valuable lessons learned from each project. It is important to note that Piper is not merely a takeoff or estimating calculator and does not substitute the critical judgment of estimators. This ensures that while Piper streamlines processes, it still values the expertise and insights provided by seasoned professionals.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

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

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

BidBookSoft d/b/a CRM Evangelist

Founded

2011

Country

United States

Website

www.bidbooksoft.com

Vendor Details

Company Name

Piper

Country

United States

Website

piper-ai.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

Alternatives

Alternatives

Pursuit Reviews

Pursuit

Vertigraph Inc