Average Ratings 0 Ratings
Average Ratings 2 Ratings
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
QuickEstimate is a construction estimating platform built to help contractors generate accurate, margin-protected project estimates quickly. It simplifies the estimating process by replacing manual spreadsheets with a structured, automated workflow. The platform allows users to input costs for materials, labor, equipment, and subcontractors in a clear and organized format. It automatically applies overhead percentages and profit margins to every estimate, ensuring financial accuracy. Contractors can see real-time feedback on margin health, helping them avoid underpricing or missed costs. QuickEstimate enables users to create professional, branded PDF proposals that enhance client trust. It also includes client approval tracking, allowing contractors to monitor engagement and decision-making. The system maintains a history of estimates for easy reference and faster future bidding. With features like revision management and cost summaries, it supports better project planning and communication. QuickEstimate is designed to reduce profit loss and improve operational efficiency. It helps contractors win more jobs while maintaining strong financial performance.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Microsoft Outlook
Yes
QuickBooks Accountants
Yes
QuickBooks Online
Yes
Salesforce
Yes
Stripe Capital
No
Integrations
Microsoft Excel
No
Microsoft Outlook
No
QuickBooks Accountants
No
QuickBooks Online
No
Salesforce
No
Stripe Capital
Yes
Pricing Details
$30.00/month/user
- General Edition - Specialty Edition
Free Trial
Yes
Free Version
No
Pricing Details
$29/month
QuickEstimate – Starter Plan
$29/month
Perfect for contractors, freelancers, and growing businesses looking for a simple and professional estimating solution.
What’s Included:
✅ Unlimited Estimates & Quotes
✅ Professional PDF Proposal Generation
✅ Customer Management
✅ Cost & Material Estimation
✅ Project Tracking Dashboard
✅ Mobile & Desktop Friendly
✅ Team Collaboration Access
✅ Branding & Company Logo Support
✅ Export & Share Estimates Easily
✅ Email Support
Designed to help businesses save time, improve accuracy, and create professional proposals faster.
$29/month
Perfect for contractors, freelancers, and growing businesses looking for a simple and professional estimating solution.
What’s Included:
✅ Unlimited Estimates & Quotes
✅ Professional PDF Proposal Generation
✅ Customer Management
✅ Cost & Material Estimation
✅ Project Tracking Dashboard
✅ Mobile & Desktop Friendly
✅ Team Collaboration Access
✅ Branding & Company Logo Support
✅ Export & Share Estimates Easily
✅ Email Support
Designed to help businesses save time, improve accuracy, and create professional proposals faster.
Free Trial
Yes
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
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BidBookSoft d/b/a CRM Evangelist
Founded
2011
Country
United States
Website
www.bidbooksoft.com
Vendor Details
Company Name
QuickEstimate.io
Founded
2026
Country
United States
Website
quickestimate.io
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 Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
Yes
Calculators
Yes
Change Orders
Yes
Contract Management
Yes
Cost Database
Yes
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
Yes
Plumbing Estimating
Yes
Price Data / Price Books
Yes
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
Yes
What-if Analysis
Yes