"Our old bid tracking system was a paper nightmare! With our growth, we were losing a number of bids because we had no means to stay on top of things. Other Bid & Project Management (BPM) packages on the market are built around the customer not the bid. Bidtracer has answered all of these concerns and provides many more features that continue to help our business grow every day."
- HVA Products, Inc

"We have been using it for 8 weeks now, and the amount of time it has saved us is incredible. I would guess that it has already paid for itself for the year simply with the amount of saved man-hours in calling and e-mailing vendors alone. I have received nothing but positive feedback from my vendors."
- Environmental Heating & A/C, Oxnard, CA

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Bidtracer helps you organize and track your entire bidding and project management process.

Bidtracer is project management software that allows you to create, organize, share, and track quotations and project documentation simply and effectively. Bidtracer is on-line, so your information and documents are available anywhere with an internet connection.

Projects start with a bid, that’s why Bidtracer starts during the quotation process, so roll over to project management is fast, simple and automatic! Bidtracer works with quoteexpress during the estimating process moving your estimating information into Bidtracer’s standardized forms. quoteexpress and Bidtracer partnership provides seamless data integration.

Communicate and collaborate with your suppliers and partners more effectively. Keep a list of your Submittals, RFIs, RFQs, and Change Orders while tracking their progress. Track when work was completed or when it is expected to be finished. Track conversations and notes related to your suppliers and contractors. Keep on top of quotes by setting reminders and alerts for each individual project. Attach Microsoft Office documents directly to a bid or job allowing fast and easy retrieval from any computer.


The “Bid Module” helps you organize and track the bidding process.

- Track each division’s bids separately by using many of its features: Requested, Quoted, Follow-up, Targeted, Awarded, Lost, Missed, Cancelled.
- Track customizable bid types like Individual, Group, Design-Build, etc.
- Dynamically select the companies bidding on the project from your repository of companies entered into your system.
- Track general information about the bid including closing date, vertical market, general contractor, engineer, architect, site information, owner information, specifications, plans information, and more.
- An overview page summarizes the quantity and value of bids within a status level.
- Store an unlimited amount of customizable notes in each bid.
- Create alerts (compatible with most calendar/mail programs such as Microsoft
- Outlook and Lotus Notes) to remind users of specific tasks.
- These alerts appear on the overview page and automatically generate calendar events.
- Calendar page shows all of the bids, color-coded by status, to provide a comprehensive visual overview.


The “Job Module” takes your awarded bids and allows you to create jobs.

- Track Submittals, RFPs, and Change Orders separately using the status changes: Processing, Submitted, Re-Submitted,
- Approved/Hold, Rejected, Ordered, Received/Completed.
- Keeps track of the version, quantity of submittals sent out, conditionswhen quoted (mark-up or discount), conditions when ordered, date requested, date submitted, date of approval, expected shipdates, and actual ship-dates on each Submittal.
- Track general information about the job including notable dates, vertical market, contractor, engineer, architect, site information, owner information, plan and specification information, and more.
- See overview page that summarizes the quantity and value of jobs within each status level.
- Store an unlimited amount of customizable notes in each job.
- Create alerts (compatible with most calendar/mail programs such as Microsoft Outlook and Lotus Notes) to remind users of specific tasks. These alerts appear on the overview page and automatically generate calendar events.
- Completely integrated with Microsoft Outlook including the ability to automatically generate calendar events in your calendar.


The “Document Module” allows users to attach Word, Excel, PDF and CAD documents to bids and jobs.

When creating a note for a bid or a job, click the browse button and select a document from your computer. The file is
up-loaded to your database and attached to the bid or job. Documents can then be viewed from any place where you have access to a web-browser File types supported include Microsoft's Office Documents (.doc, .xls, ppt, etc.), Adobe Acrobat (.pdf), graphic files (.jpg, .gif, .bmp), iSqFt Files, CAD (.dwg), and many others.

For more information or a demonstration of Bidtracer call 800-813-7020