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BidMagic Proposal Software Review

2

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
Sales, Quote Management

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Description of BidMagic Proposal Software

BidMagic combines the top features you need into the ultimate unified workflow for installing dealers. Proposals connect to accounting, inventory, project management, service call scheduling, Gantt chart job tracking, mobile time clocks and more.

Reviews

Global ratings 2
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Type of review

Revainrating 5 out of 5

Great for creating Business Proposals

I like that it has an easy to use interface, allows me to create my own templates, allows me to add pictures! It is also very user friendly with all of their customer support. There are several issues that I have found with this software. My biggest issue is that when I go to edit or modify the template after having uploaded it, the formatting goes away. I also wish that there was an easier way to upload photos in a template. Also, sometimes there will be glitches in the program where I cannot…

Pros
  • This product provides great tools for creating bids quickly without much hassle while keeping you organized every step along your process through its built in dashboards & reporting features.
  • The best thing about using proposal magic compared our previous system which did take long hours just completing one quote/pros
Cons
  • Almost everything is ok

Revainrating 5 out of 5

Salesforce Bid Magic - The BEST Sales Proposal Software

Bid Magic has allowed our team to be faster, more effective, and in turn, deliver better results. The customer support is very available and responsive. There are a few small things that can be improved, but we have been able to work with their Dev Team to make changes if needed. Be prepared - there will definitely be some learning curve regarding certain aspects of this system - especially those who aren't familiar with a proposal process such as ours. We've been able to implement an efficient

Pros
  • Very user friendly
  • Easy integration into SFDC
  • Excellent email feature which allows me flexibility when sending messages/emails about items related specifically pertaining only one account instead having 3 different forms just specificially designed per type.
  • Allows users access via portal through Google Chrome browser directly without opening up any separate program first then going back again later
Cons
  • Some problems