Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

MySmartPlans functions as a trusted third-party custodian for all project-related data, encompassing Plans, Specifications, Reviews, Weather conditions, Submittals, Requests for Information (RFIs), Emails, Reports, Photos, Transmittals, and more. All files are meticulously Audited and Verified, ensuring all stakeholders have access to accurate information. The platform is designed for Knowledge Management, facilitating seamless turnover and integration across various systems. Whether dealing with projects of minor scale or massive undertakings, MySmartPlans streamlines the construction process, ensuring it is transparent, well-organized, and primed for the entire lifecycle management of each project. By utilizing MySmartPlans, you can avoid the pitfalls of misinformation, poor data quality, budget overruns, or legal disputes stemming from document mismanagement. No longer will you face unexpected costs hidden in the pipeline due to inaccessible documents or poor tracking. MySmartPlans’ dedicated Project Digital Librarians expertly manage the complete flow of documentation on your behalf. With a single point of entry and exit, the system effectively minimizes the risk of errors, unauthorized alterations, or unapproved deletions throughout the project. This innovative approach not only enhances efficiency but also fosters a more collaborative environment among all team members.

Description

Our solution platform simplifies the entire process from drafting and answering Requests for Proposals (RFPs), Requests for Information (RFIs), and Questionnaires to the creation and configuration of Proposals, Contracts, and Sales Materials, making it easier to collaborate and generate successful responses. We have meticulously designed our platform with a wide array of tools and features that focus on scalability, customization, and streamlined workflows. Among our essential functions are tailored workflows, live tracking, and the ability to manage an unlimited number of projects. Furthermore, all our solution packages include these key features, ensuring that you consistently have access to top-tier functionalities that enhance your productivity and effectiveness. With our platform, you can confidently tackle any project and achieve remarkable results.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Excel No 
Salesforce No 

Integrations

Microsoft 365 Yes 
Microsoft Excel Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
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 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

Marathon Digital Services

Founded

2006

Country

United States

Website

www.mysmartplans.com

Vendor Details

Company Name

RocketDocs

Founded

1988

Country

United States

Website

rocketdocs.com

Product Features

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating No 
Incident Reporting Yes 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential Yes 
Subcontractor Management Yes 
Timesheets Yes 

RFI

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library No 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

RFI

RFP

Bid Management Yes 
Collaboration Yes 
Content Management Yes 
Data Import / Export Yes 
Due Date Tracking Yes 
Knowledge Library Yes 
Progress Tracking Yes 
RFP Creation Yes 
RFP Responding Yes 
Requirements Management No 
Task Management Yes 
Templates No 
Vendor Management Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management Yes 
Proposal Management Yes 
Territory Management Yes 
Training Management No 

Alternatives

K-Ops Reviews

K-Ops

STACK Construction Technologies

Alternatives

Upland Qvidian Reviews

Upland Qvidian

Upland Software
Ayoga Reviews

Ayoga

The DesignSense Software Technologies
Spitfire Reviews

Spitfire

Spitfire Management