--- title: "BidBook Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about BidBook Software - reviews, pricing plans, popular comparisons to other Construction CRM products and more." source_url: "https://www.capterra.com/p/178109/BidBook/" page_type: "product" language: "en" --- # BidBook Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) BidBook ## What is BidBook? BidBook is a modular, AI-enhanced construction CRM and bid management platform built natively on the Salesforce Lightning Platform. Designed specifically for contractors, it centralizes bid capture, ITB tracking, proposal management, client relationships, project tracking, estimating and revenue forecasting in one secure cloud system. BidBook helps teams convert more bids into awarded work, eliminate data islands across spreadsheets and disconnected tools, and scale operations without adding headcount. It is ready to use out of the box yet fully customizable, with white-glove onboarding and dedicated success support. Key capabilities include centralized bid logs, supplier coordination, win/loss analysis, estimation and change order management, interactive dashboards & AI-powered insights. Who uses BidBook? Specialty contractors (mechanical, electrical, drywall, roofing, scaffolding, flooring, concrete, landscaping, and other trades) and commercial general contractors. ## What is BidBook used for? [Construction CRM](https://www.capterra.com/construction-crm-software/)[Construction Bid Management](https://www.capterra.com/construction-bid-management-software/)[Electrical Contractor](https://www.capterra.com/electrical-contractor-software/) Top alternative Featured Overall rating Based on 17 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $75 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for BidBook?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.crmevangelist.com&name=BidBook) ## BidBook Overview Updated August 2026 AI summary BidBook is a construction CRM and bid management platform for small to enterprise contractors managing trade work. It combines lead management, estimating, proposal generation, project tracking, and scheduling with features like job costing, document management, workflow automation, and integrations with tools such as Salesforce and QuickBooks. BidBook is accessible via web, desktop, and mobile devices. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### BidBook 4.5 (17) VS. [4.4 (333)](https://www.capterra.com/p/157262/QuickBase/reviews/) Starting Price $75 Per User, Per Month Starting Price $35 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (17) Ease Of Use 4.1 (2,646) Value For Money 4.7 (16) Value For Money 4.1 (1,636) Customer Service 4.5 (17) Customer Service 4.3 (2,205) ## BidBook alternatives Highest Rated [4.6 (1,476)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Procore](https://www.capterra.com/p/56250/Procore/) [4.5 (2,674)](https://www.capterra.com/p/56250/Procore/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/56250/Procore/) [Contractor Foreman](https://www.capterra.com/p/166113/Contractor-Foreman/) [4.5 (835)](https://www.capterra.com/p/166113/Contractor-Foreman/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/166113/Contractor-Foreman/) [Leap](https://www.capterra.com/p/162690/Leap/) [4.3 (407)](https://www.capterra.com/p/162690/Leap/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/162690/Leap/) ## FAQs about BidBook Overview ### Which roles and teams benefit most from BidBook? BidBook is most used by construction executives, estimating teams, project managers, and business development or sales leaders. Presidents, CEOs, and VPs rely on it for bid oversight and operational visibility, while coordinators, administrators, and office managers use it to organize bid documents, track opportunities, and streamline preconstruction workflows. Answer based on 17 reviews Overview ### What company size and specific industries is BidBook built for? BidBook is designed for specialty construction and self-performing contractors, including small, mid-sized, and larger firms in mechanical, flooring, drywall, roofing, electrical, landscape, concrete, roadwork, scaffolding, and related trades. It fits contractors that handle bids and estimates across construction trade work. Features and Usability ### What are the key features of BidBook? BidBook offers bid management, proposal generation, estimating, and RFP management for preconstruction work. It also includes project management, scheduling, task management, time and expense tracking, job costing, invoice management, and reporting. Additional features cover document storage, electronic signature, QuickBooks integration, and mobile access. Integrations ### Which third-party tools and platforms does BidBook integrate with? BidBook integrates with 9 third-party tools and platforms, including Salesforce Sales Cloud, Salesforce Platform, Docusign, Microsoft Outlook, QuickBooks, QuickBooks Online Advanced, Egnyte, AutoCAD, and Accounting Seed. The catalog also lists Viewpoint Team, covering CRM, document management, email, accounting, and design workflows. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does BidBook offer? BidBook provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training and live online sessions support guided instruction, webinars cover topic-focused learning, and documentation offers written reference material for self-paced review and setup. Getting Started and Support ### What customer support options does BidBook offer? BidBook offers email/help desk, a knowledge base, phone support, and chat. No reviewer feedback on support experience is available, so no claims can be made about response speed, helpfulness, or common support issues. ## Features AI summary Based on 657 Construction CRM reviews Capterra data shows that buyers of Construction CRM rank the following features as their top priorities: - **Job Costing** (**66%** of reviewers rated this feature as critical) - **Project Tracking** (**65%**) - **Project Management** (**65%**) BidBook supports all three features reviewers rate most important: **Job Costing**, **Project Tracking**, and **Project Management**. Together, these capabilities help businesses monitor project expenses, stay on top of timelines and milestones, and manage day-to-day work more effectively, allowing teams to keep construction projects organized and financially on track. Scheduling 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources Quotes/Estimates 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Lead Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Bid Management 4.4 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison CRM 3.3 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Approval Process Control 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Manage the process of evaluating documents or requests submitted for approval BidBook 87 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Buyer Management: Track all information required to develop and sell lots in housing projects - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs - Client Tracking: Track all company interactions with current clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commercial: Specialized for organizations who focus on commercial projects and processes - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - Cost Database: Collection of data related to the costs associated with various items, products, services, or activities - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Dispatch Management: Manage sending personnel and resources to a site as needed - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Equipment Tracking: Track the location of specific equipment at all times - Estimating: Estimate expected cost based on various factors before a project begins - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - Forecasting: Form predictions based on past and present data/trends - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards - Interaction Tracking: Track interaction history by documenting conversations for contacts - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Job Costing: Calculate total itemized costs, including initial costs and any changes - Job Management: Manage and track all job information and associated tasks - Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Material Ordering: Generate and send material orders from estimates directly to suppliers - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Multiple Projects: Ability to handle several projects simultaneously - Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service - Photo Capture: Capture photos for any type of use case - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - Proposal Management: Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal. - Purchase Order Management: Create, send, and track purchase orders and their statuses - QuickBooks Integration: Integrates with QuickBooks - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - RFP Management: Manage and process incoming documents detailing requests for proposals - Sales Approval: Ensure that quotes/invoices are correct before sending to customers - Sales Pipeline Management: Pipeline view and tracking lead status - Scheduling: Plan availability and assign specific time slots for tasks and resources - Subcontractor Management: Track information, qualifications, and contact details of subcontractors - Supplier Management: Manage all supplier data and operations - Takeoff: Measure digital plans to calculate labor and materials needed - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Team Collaboration: Allow multiple team members to edit and work on the same document - Team Management: Organizing a group of people to accomplish a task - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Timesheet Management: Track the amount of time spent on a job or task - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Warranty Tracking: Track the duration and expiration of warranty as well as any obligations under that warranty - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (17) 4.4 Based on 17 reviews ## Pricing Value for money 4.7 (16) Free Trial Starter $75.00 Per User,Per Month Growth $65.00 Per User,Per Month Team SMS $30.00 Per User,Per Month Value for money 4.7 (16) 4.7 Based on 16 reviews ## Integrations [ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ AutoCAD](https://www.capterra.com/p/265024/AutoCAD/)[ QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (17) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (17) 4.5 Based on 17 reviews ## User reviews Overall rating 4.5 Based on 17 reviews Filter by rating 5(10) 4(6) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent TG Thomas G. President Construction ### "Excellent bid management platform with great analytics" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 29, 2023 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. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. SM Shea M. VP of Operations Construction ### "Construction Management Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 9, 2022 Organized, supportive, and willing to take on any challenge to help deliver a great customer experience. 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. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AA Andrew A. Hardscape Paver Project manager Construction ### "ACP Review " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 December 9, 2022 overall this software has helped our company greatly for organization and flow of work and sales follow up. 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. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. LS Lynette S. Estimating Support Manager Construction ### "Royal Electric First Year of Bidbook" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 7/10 December 6, 2022 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. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [Unanet CRM by Cosential](https://www.capterra.com/p/250925/Cosential/) Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. JE Jillian E. Construction Coordinator Construction ### "BidBook works great for Bid Management " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 10, 2022 BidBook has helped us stay organized and I have had a pleasant experience using it. 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. Switched from [Bidtracer](https://www.capterra.com/p/124768/Bidtracer/) to integrate into salesforce. Reasons for choosing BidBook n/a Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor November 14, 2022 Glad you are enjoying BidBook. And, thank you for the feedback Jillian. We will contact you to explore any suggestions for improvement. JW Jeff W. VP of Sales Electrical/Electronic Manufacturing ### "Process Change & Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 October 10, 2021 Overall experience was good. 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. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. DV Deborah V. Construction Admin Construction ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 17, 2020 Since we're just getting started it's hard to say. Pros Ease of use, seems to have all information we need so far. Cons too early on to know - we just had our trainign today. Reasons for choosing BidBook Not sure Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KW Kimberly W. Executive Sales Assistant Construction ### "Bid Management " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 September 15, 2020 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JD Jorden D. Director Construction ### "Good Platform" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 10, 2020 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. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) [Unanet CRM by Cosential](https://www.capterra.com/p/250925/Cosential/) 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. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) [Unanet CRM by Cosential](https://www.capterra.com/p/250925/Cosential/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JQ Joshua Q. Director of PM and Estimating Construction ### "ACP Review - Josh" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 15, 2020 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. 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. Switched from [Sage CRM](https://www.capterra.com/p/227247/Sage-CRM/) BidBook has the ability to tie multiple bids to one project Reasons for choosing BidBook BidBook was the first product we looked into and it looks like we made a good choice. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. [View all Reviews](https://www.capterra.com/p/178109/BidBook/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.