Bid/Proposal Management

Bid/Proposal Management enables the business areas of estimating and job cost accounting to seamlessly share information. Contractors can achieve true analysis of bids and streamline workflow, including proposals, budgets, billing, purchase orders, and more.

Business Center allows the ability to see job performance at a glance and analyze profit and cash flow. Contractors can examine profitability at bid point and at current position of job; compare original bid estimate to current job estimate; and review bid performance by wins/losses and by estimator or lead source or bid type; and consider information in spreadsheet presentations or visual graphs.

A Comprehensive View of Business Center

• Custom Proposals

  Easily generate proposals for reporting, comparison, and forecasting. With custom proposal creation and various reporting options, achieve streamlined proposal management and greater insight into pipeline activity, anticipated workloads and workflow from a won bid, and "what if" scenarios.

• Bid Files

  Quickly create bid file and easily access bid details, such as materials and subcontract bid items, for buying out of the job. Database tracking of bids captures prospect, bid type, lead source, bid due date, and bid stage/status, which enables up-to-the-minute insight of company activity and improved planning. Also analyze and manage bid process by generating alerts and reviewing bid performance.

• Budgets and Billing Schedules

  With the ability to automatically create budgets and billing schedules, you can eliminate redundancies and errors while speeding workflow from bid information into purchase orders, subcontracts, etc. Improve visibility of complicated projects and gain better control of profitability on every job. Assign project manager and build necessary information about each job, such as customer details, task codes, payroll and billing information, estimate details, buyout information, and more.

• Analyze Performance and Profit

  Better examine profit and cash flow with the ability to view profit analysis at bid point and current position of job, analyze and manage job performance, and compare original bid estimate to current job estimate.

Management Suite is the Streamlined Way to Share Information for Accuracy, Efficiency, and Insight.

Download the brochure for Management Suite