# BidBook Software Reviews, Demo & Pricing - 2026

> Review of BidBook Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/construction/bidbook-profile

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BidBook

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Overview

# BidBook 2026: Benefits, Features & Pricing

Wondering if BidBook is right for your organization?

Our Construction CRM Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    

## Overview

BidBook

4.5

[(17)](https://www.softwareadvice.com/construction/bidbook-profile/#reviews)

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.

Wondering if BidBook is right for your organization?

Our Construction CRM Software selection experts can help you in 15 minutes or less.

## BidBook User Interface

## Popular BidBook Alternatives

Main Product

BidBook

4.5

[(17)](https://www.softwareadvice.com/construction/bidbook-profile/#reviews)

Ratings Breakdown

-   4.24Ease of use
-   4.69Value for money
-   4.47Customer support
-   4.35Functionality

Pricing

Starting at $90.00 per year

Get Price

Alternative Product

[Procore](https://www.softwareadvice.com/construction/procore-profile/)

4.5

[(2661)](https://www.softwareadvice.com/construction/procore-profile/reviews/)

Ratings Breakdown

-   4.36Ease of use
-   4.13Value for money
-   4.53Customer support
-   4.32Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Contractor Foreman](https://www.softwareadvice.com/construction/contractor-foreman-profile/)

4.5

[(826)](https://www.softwareadvice.com/construction/contractor-foreman-profile/reviews/)

Ratings Breakdown

-   4.28Ease of use
-   4.61Value for money
-   4.51Customer support
-   4.40Functionality

Pricing

Starting at $49.00 per month

Get Price

Alternative Product

[Leap](https://www.softwareadvice.com/product/110460-Leap/)

4.3

[(406)](https://www.softwareadvice.com/product/110460-Leap/reviews/)

Ratings Breakdown

-   4.20Ease of use
-   4.30Value for money
-   4.32Customer support
-   4.17Functionality

Pricing

Starting at $79.00 per month

Get Price

Alternative Product

[Buildertrend](https://www.softwareadvice.com/construction/buildertrend-profile/)

4.5

[(2485)](https://www.softwareadvice.com/construction/buildertrend-profile/reviews/)

Ratings Breakdown

-   4.37Ease of use
-   4.34Value for money
-   4.71Customer support
-   4.32Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Archdesk](https://www.softwareadvice.com/construction/archdesk-profile/)

4.5

[(51)](https://www.softwareadvice.com/construction/archdesk-profile/reviews/)

Ratings Breakdown

-   4.33Ease of use
-   4.29Value for money
-   4.65Customer support
-   4.22Functionality

Pricing

Starting at £690.00 per month

Get Price

## 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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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

Integration rated undefined from -1 review

Salesforce Platform

Integration rated undefined from -1 review

Viewpoint Team

Integration rated undefined from -1 review

QuickBooks Online Advanced

Integration rated undefined from -1 review

Accounting Seed

Integration rated undefined from -1 review

Docusign

Integration rated undefined from -1 review

See all 8 integrations

## BidBook User Reviews

Overall Rating

4.5

Ratings Breakdown

5

59%

4

35%

3

6%

2

0%

1

0%

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?

JD

Jorden D.

Verified reviewer

Construction

201-500 employees

Used daily for less than 2 years

Reviewed September 2020

Good Platform

4

Ratings Breakdown

5

Ease of use

4

Value for money

4

Customer support

4

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.

Read More

JQ

Joshua Q.

Verified reviewer

Construction

11-50 employees

Used daily for less than 6 months

Review source

Reviewed June 2020

ACP Review - Josh

5

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

5

Ease of use

5

Value for money

5

Customer support

4

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

Read More

LS

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

3

Ratings Breakdown

3

Ease of use

4

Value for money

1

Customer support

4

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.

Read More

AW

Andrew W.

Verified reviewer

Construction

51-200 employees

Used daily for less than 6 months

Review source

Reviewed August 2019

Great Product

5

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

4

Ease of use

5

Value for money

5

Customer support

4

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.

Read More

JE

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

5

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

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

5

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

Read More

TG

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

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

SM

Shea M.

Verified reviewer

Construction

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2022

Construction Management Software

5

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

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

4

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.

Read More

AA

Andrew A.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Review source

Reviewed December 2022

ACP Review

4

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

Ratings Breakdown

4

Ease of use

5

Value for money

3

Customer support

4

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.

Read More

KW

Kimberly W.

Verified reviewer

Construction

11-50 employees

Used daily for less than 6 months

Reviewed September 2020

Bid Management

4

Ratings Breakdown

3

Ease of use

4

Customer support

4

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.

Read More

JW

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

4

Overall experience was good.

Ratings Breakdown

5

Ease of use

4

Value for money

4

Customer support

5

Functionality

Pros:

We were able to make the changes to streamline our process when we create opportunities.

Cons:

No. All good is good with the software. I didn't have any issues, due to the changes we made with the software.

Read More

Showing 1 - 10 of 17 Reviews

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