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What is BidPlanroom?

You hold full control over the projects that you wish to feature in your planroom. There are two options for showcasing your projects: Public or Private. Selecting a public listing will increase your project's exposure, making it readily available to subcontractors and suppliers. On the other hand, a private listing keeps your project under wraps, granting access solely to those you invite. General Contractors benefit from unlimited storage for their plans across various projects. You can easily upload and oversee your plans in conjunction with your bid projects within our intuitive plan room. Our online construction plan rooms offer quick access, along with the ability to upload, download, and manage different versions of your documents. The BidPlanroom solution is integrated with Citrix® ShareFile technology, a prominent name in file sharing services, ensuring your project documents remain secure. When it's time to invite subcontractors to your project, you can create company-branded ITBs quickly and easily. This level of flexibility empowers you to customize the visibility of your projects, which enhances collaboration and communication within your team, leading to more successful project outcomes. Additionally, this tailored approach helps in building stronger relationships with your subcontractors and suppliers, ultimately contributing to the overall success of your projects.

What is BidBook?

Optimize your bidding, revenue management, and project oversight using BidBook CRM, which effectively nurtures relationships to stimulate demand for new projects. It allows for the submission of proposal estimates and oversees follow-up tasks efficiently. Users can access the estimation queue, work on or upload estimates, and invite vetted suppliers to submit bids for various scopes of work. Furthermore, it facilitates the management of the supplier bidding process alongside the overall budget. The platform also generates comprehensive proposal documentation, encourages team collaboration, and serves as the go-to tool for all incoming bid opportunities. Additionally, it compiles all essential files, drawings, and addendums while delegating bids and estimates to the sales team. Users can monitor project demand, review revenue schedules, and conduct profit analysis, in addition to approving purchase orders and initiating invoices when necessary, ensuring a streamlined workflow throughout the project lifecycle. Ultimately, BidBook CRM enhances overall efficiency and fosters successful project completion.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating

Integrations Supported

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

$30.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Bid Planroom

Company Location

United States

Company Website

www.bidplanroom.com

Company Facts

Organization Name

CRM Evangelist

Date Founded

2011

Company Location

United States

Company Website

www.crmevangelist.com/construction-crm/

Categories and Features

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Categories and Features

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

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