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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

Revolutionize your estimation workflow with a web-based digital tendering and bidding solution tailored for contractors and subcontractors. Optimize the tendering and bidding process through Causeway eTender, a secure platform designed to automate the distribution of tender inquiries and the collection of bids, thereby reducing email clutter by enabling the storage of project documents online. The intuitive dashboard allows you to effortlessly track the progress of each tender, providing a clear overview of which suppliers have priced specific packages. Take advantage of the bid comparison feature to analyze and assess submitted bids, ensuring that you select the best supplier consistently. Additionally, eTender integrates smoothly with Causeway Estimating, streamlining the creation, dispatch, and response to tenders. Sub-contractors have the flexibility to download tenders for pricing or to input their bids directly online while adding notes and additional documents for clarity. This comprehensive system not only enhances efficiency but also fosters collaboration between contractors and subcontractors in the bidding process.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Causeway Estimating No 
Microsoft Excel Yes 
Microsoft Outlook Yes 
QuickBooks Accountants Yes 
QuickBooks Online Yes 
Salesforce Yes 

Integrations

Causeway Estimating Yes 
Microsoft Excel No 
Microsoft Outlook No 
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

No price information available.
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 No 
iPad App No 
Android App No 
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) Yes 
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

Causeway Technologies

Founded

1999

Country

United Kingdom

Website

www.causeway.com/products/tendering

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 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 

Alternatives

Alternatives

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Pursuit

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Electronic-Tendering Engine

ElectronicTender.com