BidBookCRM Evangelist
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Sales, Estimation, Finance for Construction Business
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Audience
Document tracking, proposal analytics, engagement analytics, SaaS, sales follow-up
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$30.00/month/user
Free Version
Free Trial
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Pricing
$0
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCRM Evangelist
Founded: 2011
United States
www.crmevangelist.com/construction-crm/
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Company InformationDocutracker
Founded: 2001
United States
docutracker.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating
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Integrations
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating
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