Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Access all bid invitations for your entire office or division from a single location. Stay informed about the tasks at hand, the individuals accountable for them, and their respective deadlines. Monitor project documents, timelines, and additional details throughout each phase of the bidding process. Effortlessly identify all general contractors participating in any job you’ve been invited to and manage them collectively. You can then submit your proposals to all contractors with just a click. What tasks do you have scheduled today? Oversee your team's entire agenda on one comprehensive calendar that includes deadlines, job walks, and other essential elements to ensure your team remains coordinated. Bid Board Pro helps the typical estimator save an impressive 8 hours weekly by reducing manual data entry and centralizing all necessary bid management resources in one convenient location. Gain access to valuable insights that enhance your odds of success. Monitor win rates to focus your efforts on the most promising bids. Assess the performance of estimators within your team. Additionally, maintain oversight of your entire operation through comprehensive reporting. This streamlined approach not only boosts efficiency but also fosters collaboration among team members.
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
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
No
Live Rep (24/7)
Yes
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
BuildingConnected
Country
United States
Website
www.buildingconnected.com/bid-board/
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
No
File Sharing
No
Proposal Management
No
Quotes / Estimates
No
RFP Management
No
Subcontractor Management
No
Takeoff
No
Version Control
No
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