No spreadsheets. No guessing. Estimate templates, groups, line items, client management, digital signatures, QuickBooks sync and PDF export — all in one place your whole team can use.
Estimate Templates
Create reusable estimate structures in Settings. Save your groups, line items, and typical rates as a named template — then use it as the starting point for any new estimate. Edit freely without touching the original.
Settings
Manage Reusable Templates
| Template name | Type | Status |
|---|---|---|
| Commercial Fitout — GMP | GMP | Active |
| Residential Lump Sum | Lump Sum | Active |
| Internal Works | GMP | Draft |
Estimate Builder
Add groups for each trade or area — Demolition, Flooring, Electrical. Then add line items inside each group. Set a description, and watch COST, MARGIN, and PRICE update in real time. Reorder, edit, or delete any item at any time.
Client Management
Add companies and individuals to your client book. Attach every estimate to the right client — all their estimates, contacts, and billing details live in one place, ready when you need them.
| Client | Type | Primary Profile | QB | Status |
|---|---|---|---|---|
| Amy's Bird Sanctuary | Company | Amy's Bird Sanctuary Birds@Intuit.com · (650) 555-3311 | Linked | Active |
| 55 Twin Lane | Company | Freeman Sporting Goods Sporting_goods@intuit.com · (650) 555-0987 | Linked | Active |
| 0969 Ocean View Road | Company | Freeman Sporting Goods Sporting_goods@intuit.com · (415) 555-9933 | Linked | Active |
| Diego Rodriguez | Individual | Diego Rodriguez Diego@Rodriguez.com · (650) 555-4477 | Linked | Active |
Digital Signatures
Send the estimate to your client for review. They can Approve, Reject, or Request a Revision — directly in BidMarX. Once approved, the contractor adds their signature to lock it in.
Built-in Calculator
Every line item rolls up to its group. Every group rolls up to the estimate total. No formulas to write, no spreadsheet to maintain — enter your quantities and unit costs, and BidMarX does the math in real time.
QuickBooks Integration
Connect QuickBooks Online to mirror your invoices and link clients to their QB customers. Your accounting and estimating stay in perfect sync — no double-entry, no manual reconciliation.
PDF Export
Generate a clean, branded PDF of any estimate in one click. Share it with clients, attach it to emails, or keep it on file — formatted and ready to send.
BidMarX is built for General Contracting. Store companies and individuals as clients, attach every estimate to the right client, and sync directly with QuickBooks. Your workspace, your branding.
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