# BidBook Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about BidBook Software - reviews, pricing plans, popular comparisons to other Construction CRM products and more.

Source: https://www.capterra.com/p/178109/BidBook

---

# 

 BidBook Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 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)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

BidBook

## What is BidBook?

Developed on the Salesforce Platform for Specialty Contractors. BidBook combines Construction Management and CRM for scaling revenue and operations. BidBook helps you convert more bids to awarded projects. Streamlined Project Tracking. And contact management to strengthen relationships with contractors, customers, contractors, suppliers, and employees. Track bid log data. Team Collaboration. Reports & Dashboards. Ready out-of-the-box. Yet customizable with a Dedicated Success Mgr.

## 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/)[Roofing](https://www.capterra.com/roofing-software/)

Overall rating

Based on 17 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$90

Per User, Per Year

Free trial  
available

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## 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.

[4.5 (2,655)](https://www.capterra.com/p/56250/Procore/reviews/)

Starting Price

$90

Per User, Per Year

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.2 (17)

Ease Of Use

4.4 (2,627)

Value For Money

4.7 (16)

Value For Money

4.1 (1,620)

Customer Service

4.5 (17)

Customer Service

4.5 (2,186)

## BidBook alternatives

[4.5 (812)](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

[4.3 (385)](https://www.capterra.com/p/162690/Leap/reviews/)

Starting price

$79.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.5 (109)](https://www.capterra.com/p/135791/Knowify/reviews/)

Starting price

$99.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

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

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

Project Management

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Plan and coordinate all the resources, costs and time needed to execute assignments

BidBook 86 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Create, manage, and send invoices or bills to customers

Track all information required to develop and sell lots in housing projects

Track and manage schedules and meetings via an integrated calendar

Notifications/alerts for upcoming events or tasks

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Track all company interactions with current clients

Provides a channel for team members to share media files, communicate, and work together

Specialized for organizations who focus on commercial projects and processes

Manage and track all internal and external communication conducted via calls, email, text, or chat

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Collection of data related to the costs associated with various items, products, services, or activities

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Manage sending personnel and resources to a site as needed

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Electronically collect payments for goods or services

Digitally sign online documents

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Track the location of specific equipment at all times

Estimate expected cost based on various factors before a project begins

Public or private sharing of digital files such as documents, audio/video, images, and more

Primarily serving architecture, engineering, and construction industry professionals

Form predictions based on past and present data/trends

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track interaction history by documenting conversations for contacts

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Calculate total itemized costs, including initial costs and any changes

Manage and track all job information and associated tasks

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Generate and send material orders from estimates directly to suppliers

Access software remotely via mobile devices

Access the system via a mobile application

Ability to handle several projects simultaneously

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Capture photos for any type of use case

Reporting on how each user, task or process has advanced since its initiation

Plan and coordinate all the resources, costs and time needed to execute assignments

Measure time to completion or hours worked for projects

Monitor the progress of projects from start to finish

Estimate or forecast of a future scenario based on the study of present trends

Create proposals based on costs of labor and materials

Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal.

Create, send, and track purchase orders and their statuses

Integrates with QuickBooks

Generate quotes or estimates for customers

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Manage and process incoming documents detailing requests for proposals

Ensure that quotes/invoices are correct before sending to customers

Pipeline view and tracking lead status

Plan availability and assign specific time slots for tasks and resources

Track information, qualifications, and contact details of subcontractors

Manage all supplier data and operations

Measure digital plans to calculate labor and materials needed

Create, manage and track all task activities and progression

Track the status and progress of tasks

Track and manage the scheduling of tasks

Allow multiple team members to edit and work on the same document

Organizing a group of people to accomplish a task

Set up connections to third-party platforms to improve business processes

Log and record hours worked and costs spent to assist in billing and invoicing

Track the amount of time spent on a job or task

Track revisions and updates made to files and navigate between different versions

Track the duration and expiration of warranty as well as any obligations under that warranty

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

Basic

$90.00

Per User,Per Year

Value for money

4.7 (16)

4.7

Based on 16 reviews

## Integrations

[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

AutoCAD](https://www.capterra.com/p/265024/AutoCAD/)[

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/)[

Accounting Seed](https://www.capterra.com/p/133966/Accounting-Seed/)[

Egnyte](https://www.capterra.com/p/159288/Egnyte/)[

Viewpoint Team](https://www.capterra.com/p/144467/Viewpoint-For-Projects/)

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/178109/BidBook/reviews/)

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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