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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

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 

Screenshots View All

Screenshots View All

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.
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 

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