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features
design
support

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Description

BOEMax serves as ProjStream’s comprehensive proposal management solution, featuring a core capability of a centralized database that houses an extensive array of searchable historical information, such as estimates, actual expenses, BOE justifications, and comprehensive lists of components and assemblies. This functionality enables users to generate precise, data-informed cost estimates more efficiently, increasing the likelihood of securing contracts. After successfully winning a contract, the transition of project information into MaxTeam occurs effortlessly, facilitating the tracking and management of ongoing tasks. With all historical proposal data accessible in one unified platform, creating accurate and realistic cost estimates for any project at any time becomes hassle-free. This system allows all stakeholders, from the proposal team to external partners, to easily validate your calculations and BOE justifications, thereby enhancing trust with both clients and collaborators. Leveraging BOEMax empowers users to establish a central repository of data, in addition to utilizing pre-designed templates and workflows, revolutionizing the proposal process and enhancing collaboration among teams.

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.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel No 
Microsoft Outlook No 
QuickBooks Accountants No 
QuickBooks Online No 
Salesforce No 

Integrations

Microsoft Excel Yes 
Microsoft Outlook Yes 
QuickBooks Accountants Yes 
QuickBooks Online Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$30.00/month/user
- General Edition - Specialty Edition
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook 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 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ProjStream

Country

United States

Website

www.projstream.com/boemax

Vendor Details

Company Name

BidBookSoft d/b/a CRM Evangelist

Founded

2011

Country

United States

Website

www.bidbooksoft.com

Product Features

Construction Bid Management

Bidder Management No 
Building Product Database No 
Cost Database Yes 
File Sharing No 
Proposal Management Yes 
Quotes / Estimates Yes 
RFP Management No 
Subcontractor Management No 
Takeoff Yes 
Version Control Yes 

Construction Estimating

Accounting Integration Yes 
Audit Trail Yes 
Bid Management Yes 
Billing & Invoicing No 
Building Product Database No 
Calculators No 
Change Orders No 
Contract Management No 
Cost Database Yes 
Customer Management No 
Customizable Templates Yes 
Electrical Estimating Yes 
HVAC Estimating Yes 
Historical Database Yes 
Job Costing No 
Plumbing Estimating Yes 
Price Data / Price Books No 
Project Management No 
Quote Management Yes 
Reporting/Analytics Yes 
Scheduling Yes 
Subcontractor Management Yes 
Takeoff Yes 
What-if Analysis Yes 

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 

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