Blow away your competition with BidMagic. Quickly create professional looking proposals with ease! See immediate results when you automate your sales workflow. This award winning proposal software was created by and for custom installation salespeople who need power, results, ease of use and great looking proposals. This is a lean, mean, selling machine.

After the sale, BidMagic creates the ultimate workflow for installing dealers. Proposals connect to accounting, inventory, project management, scheduling, dispatching, job tracking, mobile time clocks and more. This is next generation software with powerful features for multi-users. Based on SQL for Windows Vista and Windows 7.

Sample Residential AV Proposal Sample Commercial AV Proposal Sample Security Proposal

» FEATURES INCLUDED IN ALL VERSIONS:

» Quick and Easy Proposal & RFP Creation (includes SQL Express)
» Video training tutorials for quick startup
» Product Manager with Excel Import Wizard and enhanced Search by Field and Find/Replace
» User Customizable Templates
» Create Service Tickets in Excel to print or email that appear on Dashboard
» Multiple Reports: Installer Copy, Sales Report, Profit Report, Dimension Report, more
» Client Dashboard, Contact Manager and Bid Sales status tracking
» Purchase Manager creates Purchase Orders and Tracks basic installation progress
» Tech Support and software updates included during first year (requires annual renewal)

Room Entry Features:
Single bid entry form speeds and simplifies bid creation
Product Search with Category Finder dropdown menu tree - ie: Plasma TV/Sony/ KV72VX3
Category Finder shows product description
Instantly select model number or description on the fly with Power Search dropdown boxes
Create rooms or system names with instant control of the order of items in each area
Drag and drop changes to order of rooms and products
Show/Hide any line item
Hidden Items automatically have their prices added to Cable/Hardware
Filtered Views allow selection of individual rooms in a Bid
Replace Products in a Bid by selecting a different model (no need to delete & replace)
QTY can be .5 to sell a single speaker instead of a pair or negative to reflect a change order
Bid Line Item screen shows MFG Name and Labor Total

Bid Summary section includes:
Automatic calculation of installation, cable, programming and more with fudge factor option
Automatic calculation of sales tax on equipment and labor
One step bottom line discount adjustment for competitive situations
Sales Tax can be setup to include Labor Tax, GST and Use Tax

Product Entry Screen Features:
Easily enter your model numbers, description, prices, dimensions, weight, cost, suppliers, category, etc.
Set taxable or nontaxable default for each product
Favorite Products are highlighted for quick find
Option to set in-house model numbers to discourage client shopping model numbers
Product Lookups include Find & Replace for easy changes to multiple items
Powerful AutoLinks automatically adds hardware and accessories for complete packages
Track when Products were last updated or Discontinued
Unit of Measure, Rack Units, and Bulk Purchase QTY (ie 500' Cable)
Export Products to Excel
Import Product Images
Unit of Measure Field for each, pair or feet (of cable)
Option to show Product URL in Bid Description
Product Table Pagination for quicker loading of large databasesShow/Hide Model Number in Client Copy
Right Click on any Product to open the product for instant changes - even in the Bid!
Import Wizard adds Global Choices for Manufacturer, Supplier, Markup, Taxable
Instantly override taxable or non-taxable preset for each product
Selectable Sales Tax on each item and on labor charges

'Features' box has room for a complete description of features for the client. For example:
This 36" Sony flat screen HDTV includes HDMI, component and composite video inputs. Formats include 480p 780p and 1080i with enhanced 3:2 pulldown.

Print Options:
Select from 3 proposal styles and 2 Custom Template for client presentation copy on your letterhead (Pro has 10)
All reports can be previewed and saved in MS Word for formatting, emailing, etc
Fast Preview Button to view the client proposal
Automatically Assemble complete Proposal including Cover Page, Opening Letters, Scope, Terms, etc.
Custom Client Proposal Template - Your Proposal won't look like your competitors!
Optional full features description for client version
Show / Hide Your Company Name, Address on Proposals
Show / Hide Client Address and contact info on Proposal
Show / Hide Line Item Prices & Area Subtotal
Show Room/Area Subtotals with Labor and Equipment Subtotals
Labor detailed by Prewire, Trim and Finish stages or simple total installation
Option to automatically add Manuf Name to Product Description in Client Bid
Installation Copy without prices for installers and others, includes jobsite contact info
Full dimensions and weights for cabinet drawings, etc.
Purchase Orders for vendors
Purchase Orders show/ hide your prices
Profit reports in Excel have cells to track labor sold vs actual labor.

More:
Copy Paste selected Items or Rooms in a Bid to a different Bid
Export Bid to Excel
Sales Manager shows all Job and Client Info including dated Bid Status
SaveAs New makes it faster to copy and create similar products
Bid Status Reports show bids created, delivered, sold and abandoned - sorted by salesperson
Improved boxes for Rooms, Categories, Sales Tax, with context sensitive help
Now Duplicate a Bid for any client, with the option to create an exact copy or a new copy with current updated prices,
Client Contact Reports list important client info
Sales Manager Shows Labor Rates and Taxes for easy changes
Save your workspace

Visio Integration and Shapes (Optional) $199
» Create Detailed Floorplan, Elevation, Wiring and Rack Drawings. Also add Product Brochures and Cutsheets to your Bids.
Includes BidMagic's New AV & Security Shape Library (100 most used shapes). Requires Microsoft Visio 2007-2010.

Click here to see Visio Intergration details.

Click to View Full Size
Screen Shots

Designed for Windows 8
Windows 7
Vista
Microsoft ISV Partner


SQL Server Express Included

   » NEW 8.0 FEATURES - Coming in May 2013.
Software Assurance includes the latest software updates for all users.

All Versions:

» Updated User Interface with a cool new look, improved layout and more Icons.
» Walkthru mode adds touch interface for Windows 8 Pro and iPad remote access during onsite client meet and budget
» Instantly create new Products for a Bid right from the Bid Screen. (No need to open the Product screen)
» New Purchase Order Screen to view, edit, print and resend PO's.
» View Purchase Order Status and notes for Jobs and individual products. Notes and history show as highlighted.
» New Power Search Filters provide super fast results as you type.
» Automatic Labor Calculations toggle On/Off when needed.
» Improved Templates with more merge fields to add to opening & closing documents.
» Enhanced speed and faster performance.

Pro and Enterprise Versions:

» New Contact Manager Screen for managing leads, contacts, opportunities, callback and notes.
» Open BidMagic Contacts in Outlook
» Send email to Contacts from BidMagic
» Enhanced Sales Pipeline Management Tracking with opportunity and sales forecast graph.
» Allow Prewire, Trim and Finish Phases to be renamed by user.
» Allow restricted users to create Single Use products for a single Bid that do not appear in main Product Table

Enterprise Version:

» This Version includes a major upgrade for Central Purchasing with a host of high level purchasing enhancements.
» View and select Products to add to PO's automatically filtered by Supplier
» Optional three step order process to request, approve and create PO only by permission
» Improved process to transfer products to warehouse or inventory locations with tracking
» View products that are "In Transit" to another location.
» Control PO number and Job Number formats.
» New shared public and private Job Folders provide controlled access to documents

Project Calendar:

» This Version adds a powerful new engine for Calendar operations. This ramps up the speed and reliability of this entire module and provides a significantly improved user experience.

User customizable features for Selling All types of Products and Services

» What do you sell? IT Network wiring, HVAC, Medical Electronics, Bank Electronics, Plumbing, Cabinets, Windows, Auto Repair, Landscaping, Pools, Handyman, etc, etc.
» Preset Labels can be customized for your trade or language preferences.

» SCREEN SHOT

Bid Entry Screen (click image for full size)