Follow Every Bid From Draft to Won
The quote pipeline shows every quote by stage, from drafting to with the customer, won or closed. You get a notification when a customer opens a quote. Counter-offers and calls are logged on the quote, so the whole team sees the history.
No credit card required
Features
Quote Pipeline
Every quote by stage: drafting, internal review, with customer, won and closed. Search by quote number, title or customer
Know When It Is Opened
A sent quote moves to Viewed when the customer opens it, and you get a Quote viewed notification
Negotiation Log
Record conversations and counter-offers on the quote for your team. A counter-offer does not change the quote total or message the customer
Revisions and Validity
Extend the valid-until date and the customer keeps the same link. When the price changes, create a revision and compare it with the one you sent
Templates for Repeat Work
Save a quote as a template with its scope, exclusions, terms and item sections. Each new quote gets its own editable copy
Start the Job
Turn an accepted quote into the project contract value and cost budget. Later changes go through change orders
How it works
Send the Quote
Email it from BuildVision AI, or share the link yourself and mark it as sent
See It Opened
The quote moves to Viewed and you get a notification when the customer opens it
Negotiate
Log counter-offers and calls on the quote, then revise it or extend its valid-until date
Win & Start
The customer accepts online. Start the job from the accepted quote to set the project budget
- Every quote by stage in one pipeline
- A notification when a customer opens a quote
- Counter-offers and calls logged on the quote
- Sent revisions stay exactly as sent
- Extend validity without a new link
- Accepted quotes become the job budget
The Problem
- Quotes go out and nobody knows which ones the customer has even opened
- Counter-offers live in one person’s inbox, so whoever takes the next call has no history
- When a job is won, the numbers get typed into another tool to set up the budget
Our Solution
- The pipeline shows every quote by stage, and Viewed tells you the customer opened it
- Conversations and counter-offers are logged on the quote for the whole team
- Start job turns the accepted quote into the project contract value and cost budget
Send Your Next Quote From BuildVision AI
Run the takeoff, send the quote and follow it to won. No credit card required.
Book a demo
Prefer a walkthrough before you start?
Book a demo on your drawings, or send us one bid package and we will run it through BuildVision and send back the results.
- Explore takeoff, estimating, and quoting.
- Discuss your drawings and estimating rules.
- Or send one bid package and get results back without a meeting.
- 1Your details
- 2Choose a time