Key Features

• Bid Management: Enable estimators and salespeople to invite and send quotes to existing and potential customers. 
  • Bid Tracking: Track bids using follow-up tools. Generate custom reports and canned graphs to help create a sales funnel. 
  • Subcontractor Template: Access customizable templates to create ITBs quickly. 
  • Invitee Reports: Print an invitee list to view pricing broken down by custom-made categories. 
  • Pricing Grids: View subcontractor and vendor proposals to create pricing comparisons and make strategic decisions. 
  • NDA Signing: Encourage subcontractors to auto-sign NDAs to access important documents. 
  • Addenda Tracking: Automatically alert subcontractors of new addenda documents. Track addenda statuses to speed up bidding processes. 
  • Proposal Management: Upload and send proposals and construction documents into desired folders from Outlook. 
• BAC Estimation: Create proposals using drag-and-drop functionality. 
  • Submittal Builder: Create professional binders and custom cover sheets to ensure the proper installation of products. Send proposals via email. 
  • Estimation: Add parts from the live pricing database to build predefined assemblies. Reuse systems to create several versions to accelerate estimating processes. 
  • Product Selection: Hover over a product part to view its description, including pricing, document links and images. View live pricing of the product from hundreds of sources. Filter data by prices. 
  • Valve Selection: Use the CV calculator to ensure that the valve meets project requirements. Filter data according to valve characteristics such as connection and flow types, piping actions, and body sizes. 
  • Engineering Tool: Make meaningful comparisons between the estimate and project design. 
  • Purchase Ordering: Create orders based on previous orders to save time. Enable workers to order the most common parts without any hassles. 
• CRM: Track leads and opportunities using a built-in customer relationship management system. 
  • Charting and Grids: Generate 2D or 3D charts and grids to analyze workers’ activities displayed on manager dashboards. Filter data based on employees’ locations, divisions or types. 
  • Activity Tracking: Empower managers to identify flaws and analyze the productivity levels of salespeople. 
• Project Management: Create COs from RFIs and track their statuses. Generate Gantt schedules directly from the system. Monitor plan changes using construction bulletins. Create submittal packages with just one click. 
• Service Agreement: Add equipment to quotes in minutes. Break tasks into subtasks and create checklists to avoid missing important steps. 
• Service Repair: Enable technicians to upsell customers in the field. Review and approve proposals before sending them to clients. 
• Mobile Application: Monitor activities from anywhere at any time using web-enabled devices. Enable supervisors to submit daily reports and view RFIs and submittals in real time. Encourage Spanish-speaking employees to switch language settings to Spanish to reduce communication barriers. 

Limitations

•  Doesn’t offer robust CRM tools. 
•  Steep learning curve. 
•  Doesn’t offer an intuitive interface. 
•  Users experience difficulty creating invoices. 

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