Estimating and Proposals

Builders Excellence helps you to build an estimate using a detailed bill of materials and labour rates, adjust margins and create stylish proposals with digital signatures.

Your Bill of Material items can be imported or generated using recipes. Labour items linked to schedules of rates. You can link items to future selections and allowances, plus RFQs for supplier bids. Using the clone feature you can create price comparisons and incorporate options for inclusions and exclusions.

Proposals can be customised with stylish designs that compliment your brand and auto-populated with client information, including images. Items can be grouped in multiple ways to ensure you only itemise the figures that you want the client to see.

Take a peek

Using recipes and BOMs to build estimates.

Bill of Quantities Estimating

Your Bill of Material items can be imported or generated using recipes. Labour items linked to schedules of rates. You can link items to future selections and allowances, and use RFQs for supplier bids. Using the clone feature, you can create estimate comparisons and incorporate options for inclusions and exclusions.

Stylish Proposals

In the competitive business world, creating proposals that reflect your brand can be challenging. Zoho Sign addresses this challenge with its exclusive features, ensuring your proposals are both professional and visually appealing.

With Zoho Sign, you can effortlessly transform detailed inquiries into professional proposals. Customise templates, group items logically, and set up payment schedules, all tailored to your business needs.

Zoho Sign streamlines your processes, allowing you to send proposals for digital signatures, track progress, and receive instant updates within Zoho CRM. Enhance efficiency, elevate your client experience, and win contracts with ease.

Managing Contract Items

Businesses often struggle with keeping track of contract items, which can lead to project delays and budget overruns. Recognizing this challenge, Builders Excellence introduces its exclusive Contract Item management feature as a reliable solution.

This feature automatically creates detailed records for labour, materials, and subcontractor services specified in contracts, ensuring accuracy and clarity throughout the project. It integrates seamlessly with project planning, task management, and purchasing processes, enhancing overall project organisation and efficiency.

Builders Excellence's Contract Item management helps businesses streamline operations, reduce mistakes, and maintain tight control over project costs and schedules. It offers a unified platform where all aspects of contract management are handled smoothly, enabling smoother project execution and improved profitability.