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One pricing engine, everywhere
Discounts, taxes, design fees, surtax — computed once, displayed identically in the grid, the proposal, the AI prompt, and the customer portal.
CAST YOUR NET · LIFT YOUR WORK
Quote it. Design it. Install it. Bill it. One workspace.
BidGlory is the end-to-end bid workspace for AV integrators, electricians, and project-based specialty trades — from the first walkthrough to the signed proposal, the field install, and the final invoice.
- One pricing engine. The number on the proposal cover always matches the grid.
- Two estimators on the same bid. Zero silent overwrites.
- AI drafts the proposal. The estimator approves before send.
- NEC Article 220, panel schedules, plan takeoff. Built in.
THE PROBLEM
The same project lives in five places — and nothing reconciles.
A spreadsheet for the bid, a Word doc for the proposal, a PDF plan for the takeoff, a shared inbox for client questions, a notes app for what got installed. Quantities drift. Labor estimates get overwritten. A discount applied in the bid never makes it to the printed proposal. Two estimators silently overwrite each other.
Today
- ✕A spreadsheet for the bid.
- ✕A Word doc for the proposal.
- ✕A PDF plan for the takeoff.
- ✕A shared inbox for client questions.
- ✕A notes app for what got installed.
- ✕Two estimators silently overwrite each other.
With BidGlory
- ✓One workspace from walkthrough → invoice.
- ✓One pricing engine — identical numbers everywhere.
- ✓Plan takeoff → bid items in two clicks.
- ✓Customer portal in the audit trail, not a forgotten email thread.
- ✓Two estimators editing live — no lost edits.
- ✓AI drafts the proposal. The estimator ships it.
WHAT MAKES IT DIFFERENT
Vertical depth, not horizontal sprawl.
The things a generic CRM or a bookkeeping app will never do — built in.
⇄
Real-time collab with safety
Live presence chip shows who else is in. Optimistic concurrency turns silent overwrites into a “Reload to see Bob's edits” banner.
✦
AI that respects the operator
Cover letters, scope text, combos, labor sanity checks — generated as drafts the estimator approves. Never auto-shipped.
⚡
NEC Article 220 load calc
Demand-factor tiers, three-phase balance analysis, panel schedules — code-compliant service sizing inside the bid.
⌖
Plan takeoff canvas
Drop markers on a PDF plan, draw room polygons, count devices per room automatically. Generate a draft bid from the count.
⛨
Customer portal, integrated
Clients log in, see their proposal, comment inline, accept or request changes — every interaction in the audit trail.
⌬
Agentic via MCP
11 MCP tools across three scopes — read, draft, direct. Claude, GPT, any MCP client can list bids, search the catalog, and propose line items. No approve_draft tool ships — LLMs can't promote their own writes.
A LOOK INSIDE
The grid, the proposal, the plan, the portal.
Screenshots are placeholder slots — drop a PNG into /public/screens/ and replace the placeholder block with an <img>.
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Bid grid + line items
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Rendered proposal (DOCX preview)
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Plan takeoff canvas
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Customer portal
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Panel schedule + load calc
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AI ASSISTANCE
AI drafts the proposal. The estimator ships it.
The fastest first draft you've ever shipped — but nothing reaches the customer until you've reviewed it.
- AI proposal drafter. Cover letter + scope of work + install notes from the bid contents. First draft in seconds.
- Combo suggester. Catches the missing wire / mount / bracket before the customer does.
- Labor sanity check. Flags rooms where labor hours look off for the items selected.
- Good / Better / Best. Generates tier options for any line item — structured upsell, not freeform negotiation.
- Approval gate. Proposal export blocked until AI-generated text is reviewed.
BYO LLM. Works with any OpenAI-compatible endpoint — self-hosted or cloud. No LLM configured? AI panels stay quiet; everything else still works.
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AI panel — Draft / Approve buttons
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CUSTOMER PORTAL
Integrated, not bolted on.
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Customer portal — proposal view
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Clients log in with email and password to see their current proposal, leave comments inline, accept it, or request changes. Every interaction lands in the bid's audit trail — not in a forgotten email thread.
- Inline proposal comments — your team replies in the same bid.
- Accept-with-signature or request-changes flow.
- Share-token links for one-off read-only views without provisioning an account.
- Full audit log: who saw what, when, from where.
HOW WE DIFFER
The other tools you're considering.
We'd rather you self-select. If one of these fits better, use it.
| Tool | What they do | Where BidGlory wins |
|---|---|---|
| D-Tools | AV-specific bid + design — the long-standing incumbent. <strong>Built on FileMaker Pro</strong> top to bottom: SI is the FileMaker desktop client, Cloud is the same FileMaker stack delivered through the browser. | Pure web stack — built browser-native from day one, not a FileMaker app behind glass. No FileMaker license, no Windows Server, no sync model. Integrated customer portal, AI drafting, real-time multi-user editing. |
| Portal (competitor) | Newer web-native AV bid + design — cloud-only subscription chasing the D-Tools install base with a modern UX. | Full electrical engineering depth — NEC Article 220 load calc, panel schedules, three-phase balance — not just AV. AI drafter with a hard approval gate. Portable .bgbid export so your data is never trapped in our cloud. |
| JobTread / ServiceTitan | General-purpose contracting CRMs — generic project + dispatch + invoicing. | Vertical depth: NEC Article 220 load calc, panel schedules, three-phase balance, plan takeoff. |
| QuickBooks + spreadsheets | The status quo for most small integrators — bookkeeping plus everything else in Excel. | Anything that isn't bookkeeping. You stop retyping the same number into five tools. |
| Houzz Pro / Buildertrend | Residential contracting — kitchens, baths, GC work. | AV / electrical specificity — combos, alternatives, lighting + electrical engineering fields on every product. |
| Every other AV bid tool | Closed product surface — your data is whatever a human types into the UI. Agents need not apply. | Native MCP server, 11 tools, three scopes. Claude / GPT / any MCP client can read bids, search the catalog, and propose line items — every call hashed into dbo.McpAuditLog. No approve_draft tool ships; humans still own the gate. |
STRAIGHT TALK
What BidGlory isn't trying to be.
We'd rather you self-select out now than be disappointed in month two.
It's vertical software.
Built for AV integrators, electricians, and project-based specialty trades. Not a generic CRM. Not a general bookkeeping app.
Onboarding takes 1–3 weeks.
Initial setup includes catalog import and proposal-template configuration. A finite project, not an ongoing burden.
Single-tenant today.
One company per install. Multi-pod horizontal scale-out is on the engineering roadmap — not shipped yet.
AI is optional.
Needs an OpenAI-compatible endpoint. Self-hosted LLMs work. Cloud LLMs work. No LLM = AI panels stay quiet, everything else is unaffected.
★ FREE 30-MINUTE DEMO
Stop retyping the same number into five tools.
Bring a real recent proposal to your demo. 30 minutes. Free. No card.