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
» 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
Easy Add, Delete, Move Buttons
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
SHFT Click to select or move entire room in Bid
Bid Line Item screen shows MFG Name and Labor Total

Bid Summary section includes:
Automatic calculation of installation price with fudge factor option
Automatic calculation of cable price with fudge factor option
Automatic calculation of programming price 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
Improved Product Lookups including Find & Replace for easy changes to multiple items
Powerful AutoLinks automatically adds all the hardware packages and accessories with pricing to create ready-to-use complete system modules
Track when Products were last updated or Discontinued
Unit of Measure, Rack Units, and Bulk Purchase QTY (ie 500' Cable)
Export Products to Excel to Printout the list
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 8)
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

More:
Automatic Database Backups
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

Click here to see Visio Intergration details.

Click to View Full Size
Screen Shots

Designed for Windows XP, Vista & Windows 7
Microsoft ISV Partner


SQL Server Express Included

    » 7.5 FEATURES - Update Released in December 2011

All Versions:

» Job Folder provides instant access to Proposals, Purchase Orders and Job related files
» Faster Operations due to data caching
» Assign Costs for Labor in Default Settings, Bid Settings and Products for accurate Profit Reports
» Cient Dashboard Searches and Filters to find Bids vs Jobs and Inactive Bids
» Right click on a Bid/Job in Client Dashboard to instantly open Bid, Client, Job Settings, more
» Improved Backup/ Restore Works directly with SQL
» New Automatic Update System with Notification and Admin Control
» Bid Screen allows choice of extra data to view and recalls layout settings
» Contacts include Bill to, Ship to plus add additional Contact info
» Mark a Bid Inactive when a revision is created or as needed
» Puchase Manager/Project Manager screen now color coded for clarity
» Improved QuickBooks interface with first connection advisor

Pro/Enterprise Version

» New: Create Service Calls. Print or email directly to service techs in Excel or PDF. Does not require Project Calendar.
» Choose from 3 Custom Cover Pages
» Profit Reports are updated with actual labor hours clocked in optional Calendar
» Advanced Admin Permissions control access to many additional features
» New Central Purchasing screen to order for multiple jobs. Includes tracking numbers and multiple ship to options
» Manage Inventory with or without QuickBooks (Optional in Pro)
» Special reports for managers to view user log
» Improved Password reset
» Permission to add, enter products can be given to non administrators

Project Calendar Major Update

» New: Create Service Calls to track on Calendar System
» Improved Clock in and Clock out for techs
» Job Progress shows side by side comparison of tasks completed vs man hours complete and color coded results
» Employee Timesheets with preset payroll reporting periods - can export to Excel
» Automatically Detect incomplete tasks and send to Rescheduling Queue
» Workorders on Calendar can copy, paste or move to facilitate scheduling multiple days or team assignments
» Projects display red text when past the scheduled due date

» NEW 7.7 FEATURES - Coming Feb. 1

All Versions:

» Expanded Word Merge Templates improve customization options. Users can add or delete data fields to templates and also to opening and closing documents in the proposals. This works with Word 2007-2010.
» New MEGA SPECS connection to 2 Million AV, Security, IT and Electronics Products
(Included with Online Product Library Subscription)
» Assign Categories and SubCategories to Products

Enterprise Version:

» Asset Management: Instantly search serial number, IP address, password, asset tags, input/output wire number and more.
» Create Unique Room names used for Asset Management
» Inventory Log with Excel export for printing report
» Print Labels for Packing Lists, Assets and more
» Enhanced Purchase Management with Order Status Tracking and intelligent email notifications
» Speed enhancements added for power users

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)