BidBook 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

BidBook

4.5

(17)

Pricing

Starting at $90.00 per year

About BidBook

BidBook is a cloud-based customer relationship management solution, built on Salesforce, that helps construction businesses manage bids, client relationships, projects, and revenue. The platform offers a host of features such as contract management, email marketing, forecasting, client tracking and quoting.

BidBook enables organizations to analyze budgets, cash flows, profits and margins to streamline operations. It allows users to prioritize their bid pipelines and track invitations to bids (ITBs), proposals, activities and change orders. Additionally, it lets users maintain connections and handle sales activities via iOS, Android, Windows and macOS devices.

BidBook includes a notification system, which sends alerts to team members and managers for due dates, assignments, submissions and follow-ups. The solution integrates with various third-party applications including Microsoft Office, Outlook, QuickBooks and email clients. It is available on a monthly subscription and support is offered via phone, documentation and other online measures.

BidBook Screenshots

BidBook Pricing and Plans

Starting price: $90.00 per year

Free Trial

Free Version

Basic

$90.00

per user, per year

No plan information available

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BidBook Features

Popular features found in Construction CRM
Contract/License Management
Document Management
Project Management
Project Tracking
Quotes/Estimates
Reporting/Analytics
Sales Approval
Sales Pipeline Management
Scheduling
Task Management
More features of BidBook
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Process Control
Bid Management
Billing & Invoicing
Buyer Management
Calendar Management
Calendar/Reminder System
Change Order Management
Client Tracking
Collaboration Tools
Commercial
Communication Management
Contact Database
Contact Management
Cost Database
CRM
Customer Database
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Dispatch Management
Document Storage
Electronic Payments
Electronic Signature
Email Marketing
Email Templates
Equipment Tracking
Estimating
File Sharing
For AEC Industry
Forecasting
GPS
Inspection Management
Interaction Tracking
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Material Ordering
Mobile Access
Mobile App
Multiple Projects
Multiple User Accounts
Photo Capture
Progress Tracking
Projections
Project Time Tracking
Proposal Generation
Proposal Management
Purchase Order Management
QuickBooks Integration
Real-Time Reporting
Real-Time Updates
Reporting & Statistics
RFP Management
Subcontractor Management
Supplier Management
Takeoff
Task Progress Tracking
Task Scheduling
Team Collaboration
Team Management
Third-Party Integrations
Time & Expense Tracking
Timesheet Management
Version Control
Warranty Tracking
Workflow Management

BidBook Integrations

Microsoft Outlook

Salesforce Platform

Viewpoint Team

QuickBooks Online Advanced

Accounting Seed

Docusign

See all 8 integrations

BidBook User Reviews

Overall Rating

4.5

Ratings Breakdown

59%

35%

Secondary Ratings

Ease of Use

4.2

Value for money

4.7

Customer support

4.5

Functionality

4.4

Have you used BidBook and would like to share your experience with others?

Jorden D.

Verified reviewer

Construction

201-500 employees

Used daily for less than 2 years

Reviewed September 2020

Good Platform

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The reports and dashboard features are visually pleasing and clear to read. The reports are easily editable and the date can be manipulated to show exactly what you want on your dashboard.

Cons:

The Salesforce Chatter feature has yet to work like we expected it to work. It appears to be a great tool, but must be set up correctly. We are working through the kinks now.

Reasons for switching to BidBook

We were not getting the support from Cosential and felt that BidBook, being on the Salesforce platform had much more to offer. The usability is much better as well.

Joshua Q.

Verified reviewer

Construction

11-50 employees

Used daily for less than 6 months

Review source

Reviewed June 2020

ACP Review - Josh

Tracking our bids, and giving our salesman an organization tool. We send out 25+ bids a week and they need something for them to remind them to follow up. We will eventually use it for reporting as well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I created multiple diagrams describing our companies workflow. [SENSITIVE CONTENT HIDDEN] used these diagrams and took the time throughout multiple meetings to understand our workflow. From there, they structured BidBook to fit our workflow. This made the software feel proprietary to our company. I enjoy how user friendly the software is and how smoothly it runs. When you click on an object or link its instantaneous. The ability to track multiple bids for one project is the main reason we chose Bidbook, and so far seems to work well. I hope the more we continue to use it, the more we get out of it.

Cons:

I would like a better way to edit multiple bids at one time. Many times we send the same bid to multiple companies. Even though the bid is the same for each company, we have to take the time to go into each bid and update it. I wish there was away to mass edit each bid and attach our proposals simultaneously.

Reasons for choosing BidBook

BidBook was the first product we looked into and it looks like we made a good choice.

Reasons for switching to BidBook

BidBook has the ability to tie multiple bids to one project

Lynette S.

Verified reviewer

Construction

201-500 employees

Used daily for less than 12 months

Review source

Reviewed December 2022

Royal Electric First Year of Bidbook

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Platform allows us to customize to our needs. Centrally locates all our Bid History per Account. Allows easy search to find Suppliers. And has all the data in one place.

Cons:

Getting the data into the system correctly was a bit of a pain. Understanding the Bidbook Status's to our existing Status's.

Reasons for switching to BidBook

We needed a location to centrally locate all our clients historical bids records to for reporting needs and easy access to data. It also allows us to manage our active bids.

Andrew W.

Verified reviewer

Construction

51-200 employees

Used daily for less than 6 months

Review source

Reviewed August 2019

Great Product

Multifamily New Construction Projects The CRM Evangelist team worked with us proactively to import our bid and project data, tailor our business process, reports and train the team. The team at BidBook has been very responsive. And helped us with adoption and request unique to our business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Airo Mechanical has been experiencing growth with our specialty Multifamily New Construction Projects. And researched “software to help all incoming and outgoing bids from GC's.” We came across BidBook for Salesforce. It did everything we wanted. And room to grow.

Cons:

Some customization is needed and not exactly tailored to my line of business (Mechanical Contractor). But the implementation team did a great job adjusting what we needed in a quick manner.

Reasons for choosing BidBook

With BidBook we are operating at a better level of insight, and efficiency than ever before. We achieved our original objective. And able to continually improve our commitment to customer service excellence.

Jillian E.

Verified reviewer

Construction

51-200 employees

Used daily for less than 2 years

Review source

Reviewed November 2022

BidBook works great for Bid Management

BidBook has helped us stay organized and I have had a pleasant experience using it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This product helps us stay organized with the multiple bids that we have come in daily. It lets all users stay on the same page and helps us work together to win projects.

Cons:

Some of the steps seem to be less user friendly than others. Some users that aren't a fan of change had a harder time accepting it because of this.

Reasons for choosing BidBook

n/a

Reasons for switching to BidBook

to integrate into salesforce.

Vendor Response

Glad you are enjoying BidBook. And, thank you for the feedback Jillian. We will contact you to explore any suggestions for improvement.

Replied November 2022

Thomas G.

Verified reviewer

Construction

11-50 employees

Used daily for free trial

Review source

Reviewed March 2023

Excellent bid management platform with great analytics

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very well thought out. Streamlines many diffent steps in the bid process. Provides a good framework for best practices in estimate management and allows for efficient scaling. Great analytics dashboard that is highly customizeable, and is a great replacement for PowerBI.

Cons:

Not really a con, but it is very feature rich. This is a good thing and a bad thing in terms of user adoption. Overall though I think that anyone familiar with the estimating / bidding process will really appreciate all the features in a few weeks of use.

Reasons for choosing BidBook

Built on the Salesforce platform which is great. Very well designed product that is also customizeable. Can't overemphasize how well the design was thought out.

Shea M.

Verified reviewer

Construction

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2022

Construction Management Software

Organized, supportive, and willing to take on any challenge to help deliver a great customer experience.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Bidbook is great for General Contractors and Subcontractors.

Cons:

Subcontractors will need some customization to outfit specific services and/or customer needs, as services and processes vary across trades. This isn't a bad thing - just something to consider with any technology investment.

Reasons for switching to BidBook

Legacy systems that no longer integrate with today's technology.

Andrew A.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Review source

Reviewed December 2022

ACP Review

overall this software has helped our company greatly for organization and flow of work and sales follow up.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The functional and micro management features of this software make it great to seperate multiple bidders for subcontractor work tied to one project very simple and easy to follow and control flow and sales follow up process.

Cons:

Although there is not many complaints I would say having to say when it comes to visual layout there is many columns and unused charts that clutter and overwhelm the screen.

Kimberly W.

Verified reviewer

Construction

11-50 employees

Used daily for less than 6 months

Reviewed September 2020

Bid Management

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Bidbook has helped my organization take bid management to the next level. By implementing this software, we are able to keep everything in one spot rather than using multiple platforms. It is easy to find and reference relevant information in one easy to view platform. We area able to communicate more effectively with our constituents and and ultimately build stronger relationships.

Cons:

There are so many features within this tool that customization has been an ongoing task. We want to have everything meet our needs well, but have to have the tools to customize the various parts.

Reasons for switching to BidBook

To house different aspects of the business on one uniform platform.

Jeff W.

Verified reviewer

Electrical/ Electronic Manufacturing

51-200 employees

Used daily for less than 6 months

Review source

Reviewed October 2021

Process Change & Review