Bid Tracking


Creating and Tracking Bids with Dataforma Software

Your ability to generate new business and convert leads depends greatly on the quality of your project bidding process. Dataforma software is an all-in-one tool that makes it simple to quickly generate and track bids between all of your estimators.

Dataforma allows your staff to customize common language to quickly generate proposals that can be customized to your specifications. Font, color and photos all print to make your bid stand out from the competition.

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With Dataforma software, contractors gain the ability to:

  • Generate project bids in less time to close more leads
  • View bids in a color-coded calendar sorted by client or assigned sales personnel
  • Create customized bids including your company logo, photos and layout of your choosing
  • Change the status of bids and store documents in a secure, cloud-based system
  • Access, edit and share bids in the field via smartphone or a web-enabled mobile device
  • Keep bids organized by status, job type, schedule, salesperson and other applicable fields

Increase Your Prospects with Bid Tracking Software

Dataforma capabilities include bid software that reduces the labor associated with assessing job costs and tracking lead conversion status. With our bid tracking software, sales personnel can show up at the job site, take pictures of the repair issue, transmit information back to the central office, and generate an accurate bid before the end of the day.

Request a product demonstration and learn how to put our comprehensive roofing estimate and bid tracking software to work for your contracting business today!

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