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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
Fewer Clicks, Faster Takeoffs...Togal.AI is a cloud-based estimating software with AI tools that eliminate the tedious tasks of clicking, coloring, and counting for contractors and estimators.
Collaborate in REAL TIME with internal AND external stakeholders, sharing takeoffs and setting permissions (view, comment, edit) for each user. (No more back and forth exports and emails!)
The suite of AI tools inside Togal lets you do things like:
- Auto-name all your drawings instantly
- Search for any piece of text, image, or pattern across all your documents
- Measure, color, count, and compare drawing sets & quantify changes
- "Talk" to your plans using Togal.CHAT and get answers in seconds
Plus the full suite of manual takeoff tools is sleek, streamlined, and incredibly easy to use.
Book a demo and Togal will even use YOUR plans to show you how well it can work for your business!
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating
eTakeoff
Integrations
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating
eTakeoff
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
Togal.AI
Founded
2019
Country
United States
Website
www.togal.ai/
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 Bid Management
Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control
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
Electrical Estimating
Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff
Takeoff
3D View
Assembly Takeoff
Cross Section Creation
Electronic Plans
Elevation Checking
Error Checking
Site Balancing
Slope Routines
Subcontractor Management
