BasisBoard Features

I am getting far less bid invitation emails in my Inbox thanks to BasisBoard. Emails are compiled and presented in a way that is very organized and easy to manage. The fact that it is pulling bid invites from my Inbox as well as from others on my team is helping to ensure that no potential opportunities are missed. BasisBoard is a great tool for our Estimating team to track projects throughout the estimating process while providing valuable analytics along the way.

We have experienced some difficulty when attempting to merge projects and use the revision button to update bid packages or pricing. It seems a bit cumbersome and doesn't always update the way we expect it to. However, any support we have asked for has been great. When we ask for help solving this problem, I am positive that they will work to explain and/or fix any issues we have.

As a Specialties subcontractor in a very busy market, we typically receive well over 100 emails every day pertaining to ITB's, with many in duplicate/triplicate (or more). Typically these boil down to anywhere from 10-25 actual ITB's received every day, the majority of which we say "no" to after reviewing. Before BasisBoard, we had a person whose only role was to manually plug all ITB data into our...

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As someone who uses Bluebeam Revu daily, i find the navigation of plans in BasisBoard to still be somewhat tedious in comparison, but has improved since the initial release thanks to some improvements by the developers since initial implementation. A few minor additions to zoom in/out capabilities would go a long way.

The software is excellent at keeping track of all of our bid requests and our proposals. Previously we used Excel, but this is so much more helpful and far easier. We really like the automated features, the reporting, filtering options, etc.

I can't say there are any negatives. Any time we had an issue or question, Customer Service was very prompt and quickly addressed it.

Super easy to use! I love how organized it is. I love that you can customize your view and filter it making it easier to see who is bidding on a specific project. It is also super handy that you can add a search bar to quickly find any project just by entering it in. You can find what you are looking for quickly.

Honestly, I have not found anything negative with this software. I have been using it for a year now and everything has worked as it should.

My favorite feature while using this software is the automatic organization for incoming bid invitations.

There were a few things in the beginning when I first started using the software but with great communication from the support team we solved these issues over time.

the biggest pro was the ability for all members of the team being able to access all the information in the one location.[SENSITIVE CONTENT HIDDEN] have been so helpful in enabling us to customize views and fields so the information each department needs is quickly available.

the email scraper works well but manually linking projects is required when you have multiple contractor on the same project.

Basis is very user friendly and easy to use. There is constantly new features being added and most tasks can be completed in multiple ways making it easy for all types of users.

The analytics are currently being redesigned and that was the only area I had issues with so I am excited to see what they develop.

I like the ability to track submitted projects and run analytics

It is a website so without internet access it cannot be used. Maybe a desktop version or offline sync ability in the future

I really like the inbox setup for getting bid invites from email to project, on the calendar. They have been great at working with us to understand our specific procedures and implement the relevant features that are available to us. They have also been fast to recognize feature requests that we have and implement them.

BasisBoard is a little bit on the pricey side, but it does a lot of really great things. This may not be the best for small companies, as it is packed with features. It would be nice to have better pricing plans with relevant features for every size business.

this helps me keep my bidding accurate and organized all on 1 page

learning new software is never fun, but this has been very easy so far

The software was extremely simple to use and saves us a lot of time with the vast amount of enquiries that come in.

There were no Cons in regards to the BasisBoard software.

The best part is that it allows you to route all your bid-related emails through a single email address, where the software will then intelligently scrape the information and bring it into the app for easy organization and collaboration. Great for teams looking to organize their bid efforts and reduce the clutter in everyone's inbox.

It is a little tricky to figure out the filters, but once you know how to do it it becomes more natural.

I like the simplicity of use when receiving bid invites and labeling them as I see fit.

My only gripe is that the login is not very efficient, but that is a minor nuisance.

The Analytics are the feature I use most and find the most value. I like the bid management functionality

there seem to be hidden fields, they reveal themselves as you hover the cursor over them.

The possibility and potential of this software for our estimating department. Also members of the company are helpful and respond right back with answers to questions.

It is a work in progress. Kinks are getting worked out and it can slow down my productivity. I know they are doing the best they can.

This software is very clean, organized, and user friendly which makes it easy for everyone to learn and operate quickly! The customer service is excellent for this software. Any issues we have come across have been resolved immediately.

There are no cons for this software that I currently can think of.

So far, it is the reduction of time required to process our data now that BasisBoard has streamlines some of those functions.

The thing that people like least is usually change. However, change is how we progress, so we need to adapt.

BasisBoard combines bid invite emails from several estimators into one convenient location which cleans up our normal email inboxes and avoids duplication and forwarding of bid invites throughout the office.

We have only been using BasisBoard for a few weeks. No dislikes at this time.

A very user friendly way to keep track of estimates. The overview board allows you to easily see each project you have bid along with information of each bid and it's current status.

Still lacking some features but customer support is rapidly expanding on this and listens to user suggestions.