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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

Fewer Clicks, Faster Takeoffs...Togal.AI is a cloud-based estimating software with AI tools that eliminate the tedious tasks of clicking, coloring, and counting for contractors and estimators. Collaborate in REAL TIME with internal AND external stakeholders, sharing takeoffs and setting permissions (view, comment, edit) for each user. (No more back and forth exports and emails!) The suite of AI tools inside Togal lets you do things like: - Auto-name all your drawings instantly - Search for any piece of text, image, or pattern across all your documents - Measure, color, count, and compare drawing sets & quantify changes - "Talk" to your plans using Togal.CHAT and get answers in seconds Plus the full suite of manual takeoff tools is sleek, streamlined, and incredibly easy to use. Book a demo and Togal will even use YOUR plans to show you how well it can work for your business!

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 
eTakeoff No 

Integrations

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

Pricing Details

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

Pricing Details

$299 per user, per month, paid annually
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

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

Togal.AI

Founded

2019

Country

United States

Website

www.togal.ai/

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 Yes 
Proposal Management No 
Quotes / Estimates No 
RFP Management No 
Subcontractor Management No 
Takeoff Yes 
Version Control Yes 

Construction Estimating

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

Electrical Estimating

Billing & Invoicing No 
Change Orders No 
Cost Database No 
Project Management No 
Quotes / Proposals No 
Takeoff Yes 

Takeoff

3D View Yes 
Assembly Takeoff Yes 
Cross Section Creation No 
Electronic Plans Yes 
Elevation Checking Yes 
Error Checking No 
Site Balancing No 
Slope Routines Yes 
Subcontractor Management No 

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