What Estimating Software Should Integrators Use?

Jeremy I was contemplating posting a topic on this as well. I have always used Quickbooks, simply because it is available. I would like to try another proposal software there are just so many out there where does a person start? I am amazed at how many business operational topics are being discussed lately, I like it.

I will mention that doing proposals in Quickbooks makes invoicing out jobs easier because you can convert a proposal to an invoice. The templates are customizable so you don't have to use a generic form. The one thing I don't like is the look of a proposal that includesa price breakdown in Quickbooks it looks messy and confusing. A software called Sage caught my eye a while back I may look into that.

We've used and tested a few, but always revert back to Excel. As long as we keep our templates and document management processes in check, we have no issues and operate very efficiently with spreadsheets. We can also modify spreadsheets easily to fit the many, many ways that customers want to see pricing. We think it's cheaper, too. We have Office on every machine, so don't need to maintain a separate software package. We also find that most everyone these days is comfortable with Excel basics. We can get someone familiarized and operating with our templates in a couple of hours.

We’re using a program called QuotaMaker to create proposals. Using a utility vs. the spreadsheet enables the process to be somewhat automated. I can create and catalog custom generic scope letters and documents. Customize all of my formats. I can manipulate individual margins and blend everything seamlessly. It uses a database backend so all quotes company-wide are archived. It forces a sync every couple of weeks to ensure I have the most up to date pricing and parts. I can run metric reports on what I have quoted and apply granularity down to vertical or manufacture reports. Before using QuotaMaker, I was using Salesforce. That was a kick in the groin. The company I worked for at the time locked parts into MSRP pricing and had an extremely limited database of parts. I was unable to manually enter my own parts. My current setup has 30,000 parts not including my personal user defined database. I can build custom kits such as enclosures with power supplies and panduit and all of the peripheral parts that are typically the same across all access control projects - defined by the number of doors 2, 4, 6 8 etc...

We typically use Excel but have also been using QuoteRoller recently.

Im currently trying out Bid Magic. I just finished my first propsal with it today. It turned out awesome. It takes a while to get the software setup but afterwards I think its very easy to use.

Resurrecting a Dinosaur anyone have any updates as to what the best bang for the buck is? Looking for something that has a visable edge on Excel and speeds the process. Paperwork automation is a plus too.

Talking with Quosal as well, they are releasing a new 21hr training program for DIY setup at a discount. If you figure your value of 21 hrs at mid-morning it's not such a good deal. 

Still, have not pulled the trigger.