BidBook

BidBook

CRM Evangelist
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About

Manage your Bids, Revenue and Projects with BidBook for Salesforce CRM. Manages relationships that drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers to bid on scopes of work. Manages suppliers bid process and overall budget. Produces proposal documentation. Collaborates with the team. Uses BidBook to aggregate all inbound bidding opportunity. Collects files, drawings, and addendums necessary. Assigns bids to sales and estimation to pursue. Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance. Approves purchase orders. Initiates invoices.

About

Docutracker is a powerful document analytics platform that lets you know exactly when and how recipients interact with your proposals and sales materials. The tool notifies you instantly when someone opens a document, tracks repeated views, and shows the last activity timestamp so you can follow up at the perfect time. It provides page-level insights, revealing which sections are read, skipped, or revisited, and tracks completion rates to distinguish serious prospects from casual browsers. With secure, trackable sharing links, password protection, and expiration dates, Docutracker ensures your documents are seen only by the right people. A unified dashboard aggregates engagement across all your documents to identify your most interested leads and highest-performing materials. By measuring real engagement rather than just opens, Docutracker helps you prioritize follow-ups and make smarter sales decisions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales, Estimation, Finance for Construction Business

Audience

Document tracking, proposal analytics, engagement analytics, SaaS, sales follow-up

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$30.00/month/user
Free Version
Free Trial

Pricing

$0
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CRM Evangelist
Founded: 2011
United States
www.crmevangelist.com/construction-crm/

Company Information

Docutracker
Founded: 2001
United States
docutracker.io

Alternatives

Alternatives

DocBeacon

DocBeacon

VIOware Technologies Co.
Trimble Metrics MEP

Trimble Metrics MEP

Trimble MEP UK
Reveal

Reveal

OPIN Systems

Categories

Categories

Construction Bid Management Features

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

Construction CRM Features

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

Integrations

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating

Integrations

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating
Claim BidBook and update features and information
Claim BidBook and update features and information
Claim Docutracker and update features and information
Claim Docutracker and update features and information